| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 309,810 | 16,993,000 | 14.19% | ||
| 2 | MORGAN STANLEY | 270,619 | 14,843,000 | 12.40% | ||
| 3 | WELLS FARGO & COMPANY/MN | 230,840 | 12,662,000 | 10.57% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 229,122 | 12,567,000 | 10.50% | ||
| 5 | Gateway Advisory, LLC | 201,742 | 11,038,000 | 9.22% | ||
| 6 | HighTower Advisors, LLC | 126,765 | 6,954,000 | 5.81% | ||
| 7 | ROYAL BANK OF CANADA | 81,681 | 4,480,000 | 3.74% | ||
| 8 | STIFEL FINANCIAL CORP | 64,115 | 3,505,000 | 2.93% | ||
| 9 | FOSTER & MOTLEY INC | 57,743 | 3,167,000 | 2.64% | ||
| 10 | BOSTON ADVISORS LLC | 44,056 | 2,416,000 | 2.02% | ||
| 11 | FIRST TRUST ADVISORS LP | 43,876 | 2,407,000 | 2.01% | ||
| 12 | Rehmann Capital Advisory Group | 43,533 | 2,388,000 | 1.99% | ||
| 13 | Live Your Vision, LLC | 36,934 | 2,026,000 | 1.69% | ||
| 14 | Janney Capital Management LLC | 32,879 | 1,803,000 | 1.51% | ||
| 15 | JOHNSON INVESTMENT COUNSEL INC | 30,420 | 1,668,000 | 1.39% | ||
| 16 | COLDSTREAM CAPITAL MANAGEMENT INC | 29,948 | 1,643,000 | 1.37% | ||
| 17 | JANE STREET GROUP, LLC | 29,594 | 1,623,000 | 1.36% | ||
| 18 | Newman Dignan & Sheerar, Inc. | 28,208 | 1,547,000 | 1.29% | ||
| 19 | VICUS CAPITAL | 25,484 | 1,398,000 | 1.17% | ||
| 20 | Aviance Capital Partners, LLC | 20,460 | 1,122,000 | 0.94% | ||
| 21 | LPL Financial LLC | 17,168 | 939,000 | 0.78% | ||
| 22 | Commonwealth Equity Services, Inc | 15,506 | 851,000 | 0.71% | ||
| 23 | Raymond James Financial Services Advisors, Inc. | 12,223 | 670,000 | 0.56% | ||
| 24 | Composition Wealth, LLC | 11,700 | 642,000 | 0.54% | ||
| 25 | CORNERSTONE WEALTH MANAGEMENT, LLC | 11,456 | 627,000 | 0.52% | ||
| 26 | KELMAN-LAZAROV, INC. | 11,283 | 617,320 | 0.52% | ||
| 27 | Patten Group, Inc. | 9,750 | 529,912 | 0.44% | ||
| 28 | JPMORGAN CHASE & CO | 9,433 | 517,000 | 0.43% | ||
| 29 | Creative Planning | 8,787 | 482,000 | 0.40% | ||
| 30 | Tortoise Investment Management, LLC | 8,125 | 446,000 | 0.37% | ||
| 31 | PNC FINANCIAL SERVICES GROUP, INC. | 7,764 | 426,000 | 0.36% | ||
| 32 | ADVISOR GROUP, INC. | 7,547 | 413,000 | 0.34% | ||
| 33 | Moors & Cabot, Inc. | 7,452 | 408,000 | 0.34% | ||
| 34 | CABOT WEALTH MANAGEMENT INC | 6,954 | 381,000 | 0.32% | ||
| 35 | WAYNE HUMMER INVESTMENTS L.L.C. | 6,794 | 373,000 | 0.31% | ||
| 36 | Virtu KCG Holdings LLC | 6,461 | 354,000 | 0.30% | ||
| 37 | HUNTINGTON NATIONAL BANK | 6,292 | 345,000 | 0.29% | ||
| 38 | OLD NATIONAL BANCORP /IN/ | 6,123 | 336,000 | 0.28% | ||
| 39 | Paragon Capital Management Ltd | 5,987 | 328,000 | 0.27% | ||
| 40 | CARNICK & KUBIK GROUP, LLC | 5,600 | 307,000 | 0.26% | ||
| 41 | Hilltop Holdings Inc. | 5,578 | 306,000 | 0.26% | ||
| 42 | Pinnacle Advisory Group, Inc. | 5,527 | 300,000 | 0.25% | ||
| 43 | Orion Porfolio Solutions, LLC | 5,204 | 285,000 | 0.24% | ||
| 44 | BERGANKDV WEALTH MANAGEMENT, LLC | 4,774 | 262,000 | 0.22% | ||
| 45 | BAIRD FINANCIAL GROUP, INC. | 4,303 | 236,000 | 0.20% | ||
| 46 | CORIENT CAPITAL PARTNERS, LLC | 4,209 | 231,000 | 0.19% | ||
| 47 | Essex Financial Services, Inc. | 4,000 | 219,000 | 0.18% | ||
| 48 | West Coast Financial LLC | 3,750 | 206,000 | 0.17% | ||
| 49 | KING LUTHER CAPITAL MANAGEMENT CORP | 3,735 | 205,000 | 0.17% | ||
| 50 | Argent Trust Co | 3,728 | 204,000 | 0.17% |
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.
