| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 324,638 | 17,011,000 | 12.24% | ||
| 2 | Beaumont Financial Partners, LLC | 305,657 | 16,016,000 | 11.52% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 304,322 | 15,946,000 | 11.47% | ||
| 4 | MORGAN STANLEY | 295,985 | 15,509,000 | 11.16% | ||
| 5 | WELLS FARGO & COMPANY/MN | 205,174 | 10,751,000 | 7.73% | ||
| 6 | Gateway Advisory, LLC | 199,334 | 10,445,000 | 7.51% | ||
| 7 | HighTower Advisors, LLC | 132,305 | 6,931,000 | 4.99% | ||
| 8 | BOSTON ADVISORS LLC | 70,696 | 3,704,000 | 2.66% | ||
| 9 | ROYAL BANK OF CANADA | 69,469 | 3,641,000 | 2.62% | ||
| 10 | STIFEL FINANCIAL CORP | 68,032 | 3,567,000 | 2.57% | ||
| 11 | FOSTER & MOTLEY INC | 56,686 | 2,970,000 | 2.14% | ||
| 12 | Bank of New York Mellon Corp | 54,091 | 2,834,000 | 2.04% | ||
| 13 | SouthState Bank Corp | 52,333 | 2,742,000 | 1.97% | ||
| 14 | FIRST TRUST ADVISORS LP | 44,547 | 2,334,000 | 1.68% | ||
| 15 | Rehmann Capital Advisory Group | 42,394 | 2,221,000 | 1.60% | ||
| 16 | Janney Capital Management LLC | 31,550 | 1,653,000 | 1.19% | ||
| 17 | JOHNSON INVESTMENT COUNSEL INC | 29,660 | 1,554,000 | 1.12% | ||
| 18 | Live Your Vision, LLC | 27,918 | 1,463,000 | 1.05% | ||
| 19 | Aviance Capital Partners, LLC | 21,673 | 1,136,000 | 0.82% | ||
| 20 | COLDSTREAM CAPITAL MANAGEMENT INC | 19,491 | 1,021,000 | 0.73% | ||
| 21 | LPL Financial LLC | 18,967 | 995,000 | 0.72% | ||
| 22 | Newman Dignan & Sheerar, Inc. | 18,942 | 993,000 | 0.71% | ||
| 23 | CORNERSTONE WEALTH MANAGEMENT, LLC | 18,027 | 945,000 | 0.68% | ||
| 24 | VICUS CAPITAL | 16,661 | 873,000 | 0.63% | ||
| 25 | Commonwealth Equity Services, Inc | 15,065 | 789,000 | 0.57% | ||
| 26 | Tortoise Investment Management, LLC | 13,675 | 717,000 | 0.52% | ||
| 27 | WEALTHSOURCE PARTNERS, LLC | 12,386 | 649,000 | 0.47% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 12,234 | 641,000 | 0.46% | ||
| 29 | Composition Wealth, LLC | 11,700 | 613,000 | 0.44% | ||
| 30 | KELMAN-LAZAROV, INC. | 11,283 | 591,229 | 0.43% | ||
| 31 | Creative Planning | 10,293 | 539,000 | 0.39% | ||
| 32 | Patten Group, Inc. | 9,750 | 512,000 | 0.37% | ||
| 33 | CETERA INVESTMENT ADVISERS | 9,500 | 498,000 | 0.36% | ||
| 34 | ADVISOR GROUP, INC. | 8,436 | 442,000 | 0.32% | ||
| 35 | WAYNE HUMMER INVESTMENTS L.L.C. | 8,072 | 423,000 | 0.30% | ||
| 36 | PNC FINANCIAL SERVICES GROUP, INC. | 7,756 | 406,000 | 0.29% | ||
| 37 | Occidental Asset Management, LLC | 6,900 | 362,000 | 0.26% | ||
| 38 | CABOT WEALTH MANAGEMENT INC | 6,509 | 341,000 | 0.25% | ||
| 39 | JPMORGAN CHASE & CO | 6,511 | 341,000 | 0.25% | ||
| 40 | HUNTINGTON NATIONAL BANK | 6,159 | 323,000 | 0.23% | ||
| 41 | Janney Montgomery Scott LLC | 6,173 | 323,000 | 0.23% | ||
| 42 | OLD NATIONAL BANCORP /IN/ | 5,973 | 313,000 | 0.23% | ||
| 43 | Hilltop Holdings Inc. | 5,578 | 292,000 | 0.21% | ||
| 44 | OXFORD FINANCIAL GROUP, LTD. LLC | 5,160 | 270,000 | 0.19% | ||
| 45 | Moors & Cabot, Inc. | 4,915 | 257,000 | 0.18% | ||
| 46 | Orion Porfolio Solutions, LLC | 4,609 | 242,000 | 0.17% | ||
| 47 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,358 | 229,000 | 0.16% | ||
| 48 | TWO SIGMA SECURITIES, LLC | 4,362 | 229,000 | 0.16% | ||
| 49 | BAIRD FINANCIAL GROUP, INC. | 4,303 | 225,000 | 0.16% | ||
| 50 | CORIENT CAPITAL PARTNERS, LLC | 4,209 | 221,000 | 0.16% |
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.
