| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 290,633 | 16,011,000 | 13.72% | ||
| 2 | MORGAN STANLEY | 233,044 | 12,839,000 | 11.00% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 232,822 | 12,826,000 | 10.99% | ||
| 4 | WELLS FARGO & COMPANY/MN | 219,730 | 12,105,000 | 10.37% | ||
| 5 | Gateway Advisory, LLC | 200,961 | 11,079,000 | 9.49% | ||
| 6 | HighTower Advisors, LLC | 116,814 | 6,438,000 | 5.52% | ||
| 7 | ROYAL BANK OF CANADA | 67,587 | 3,723,000 | 3.19% | ||
| 8 | STIFEL FINANCIAL CORP | 62,693 | 3,455,000 | 2.96% | ||
| 9 | VICUS CAPITAL | 61,646 | 3,396,000 | 2.91% | ||
| 10 | FOSTER & MOTLEY INC | 56,313 | 3,102,000 | 2.66% | ||
| 11 | Live Your Vision, LLC | 50,354 | 2,774,000 | 2.38% | ||
| 12 | Rehmann Capital Advisory Group | 41,362 | 2,279,000 | 1.95% | ||
| 13 | BOSTON ADVISORS LLC | 40,240 | 2,217,000 | 1.90% | ||
| 14 | JANE STREET GROUP, LLC | 38,338 | 2,112,000 | 1.81% | ||
| 15 | FIRST TRUST ADVISORS LP | 36,995 | 2,038,000 | 1.75% | ||
| 16 | JOHNSON INVESTMENT COUNSEL INC | 35,031 | 1,929,000 | 1.65% | ||
| 17 | Janney Capital Management LLC | 34,327 | 1,891,000 | 1.62% | ||
| 18 | COLDSTREAM CAPITAL MANAGEMENT INC | 31,174 | 1,717,000 | 1.47% | ||
| 19 | VSR Financial Services, Inc. | 17,989 | 991,000 | 0.85% | ||
| 20 | LPL Financial LLC | 16,242 | 897,000 | 0.77% | ||
| 21 | Aviance Capital Partners, LLC | 15,449 | 851,000 | 0.73% | ||
| 22 | Commonwealth Equity Services, Inc | 15,437 | 850,000 | 0.73% | ||
| 23 | BERGANKDV WEALTH MANAGEMENT, LLC | 14,736 | 812,000 | 0.70% | ||
| 24 | Newman Dignan & Sheerar, Inc. | 13,856 | 763,000 | 0.65% | ||
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,318 | 679,000 | 0.58% | ||
| 26 | KELMAN-LAZAROV, INC. | 12,083 | 664,927 | 0.57% | ||
| 27 | Composition Wealth, LLC | 11,700 | 643,000 | 0.55% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 11,187 | 616,000 | 0.53% | ||
| 29 | Patten Group, Inc. | 9,750 | 537,127 | 0.46% | ||
| 30 | Creative Planning | 8,169 | 450,000 | 0.39% | ||
| 31 | ADVISOR GROUP, INC. | 7,701 | 423,000 | 0.36% | ||
| 32 | CABOT WEALTH MANAGEMENT INC | 7,228 | 398,000 | 0.34% | ||
| 33 | JPMORGAN CHASE & CO | 6,560 | 361,000 | 0.31% | ||
| 34 | PNC FINANCIAL SERVICES GROUP, INC. | 6,452 | 355,000 | 0.30% | ||
| 35 | Tortoise Investment Management, LLC | 6,310 | 348,000 | 0.30% | ||
| 36 | FIRSTMERIT BANK N A TRUSTEE | 6,292 | 347,000 | 0.30% | ||
| 37 | OLD NATIONAL BANCORP /IN/ | 6,123 | 337,000 | 0.29% | ||
| 38 | Paragon Capital Management Ltd | 5,987 | 330,000 | 0.28% | ||
| 39 | CARNICK & KUBIK GROUP, LLC | 5,600 | 309,000 | 0.26% | ||
| 40 | Hilltop Holdings Inc. | 5,578 | 307,000 | 0.26% | ||
| 41 | Pinnacle Advisory Group, Inc. | 5,527 | 304,000 | 0.26% | ||
| 42 | Moors & Cabot, Inc. | 5,413 | 297,000 | 0.25% | ||
| 43 | BAIRD FINANCIAL GROUP, INC. | 4,303 | 237,000 | 0.20% | ||
| 44 | Essex Financial Services, Inc. | 4,000 | 220,000 | 0.19% | ||
| 45 | Janney Montgomery Scott LLC | 3,828 | 207,000 | 0.18% | ||
| 46 | West Coast Financial LLC | 3,750 | 207,000 | 0.18% | ||
| 47 | KING LUTHER CAPITAL MANAGEMENT CORP | 3,735 | 206,000 | 0.18% | ||
| 48 | Argent Trust Co | 3,728 | 205,000 | 0.18% | ||
| 49 | MSI Financial Services Inc | 2,787 | 154,000 | 0.13% | ||
| 50 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,668 | 147,000 | 0.13% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
