| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 576,014 | 28,916,000 | 22.34% | ||
| 2 | UBS Group AG | 342,440 | 17,190,000 | 13.28% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 322,839 | 16,207,000 | 12.52% | ||
| 4 | WELLS FARGO & COMPANY/MN | 168,644 | 8,466,000 | 6.54% | ||
| 5 | TRILLIUM ASSET MANAGEMENT, LLC | 124,030 | 6,226,000 | 4.81% | ||
| 6 | HighTower Advisors, LLC | 83,606 | 4,197,000 | 3.24% | ||
| 7 | LPL Financial LLC | 74,583 | 3,744,000 | 2.89% | ||
| 8 | GOLDMAN SACHS GROUP INC | 64,236 | 3,225,000 | 2.49% | ||
| 9 | SignalPoint Asset Management, LLC | 56,564 | 2,840,000 | 2.19% | ||
| 10 | Hills Bank & Trust Co | 53,632 | 2,692,000 | 2.08% | ||
| 11 | Traynor Capital Management, Inc. | 50,537 | 2,536,000 | 1.96% | ||
| 12 | First Allied Advisory Services, Inc. | 48,927 | 2,452,000 | 1.89% | ||
| 13 | BALDWIN WEALTH PARTNERS LLC/MA | 43,385 | 2,178,000 | 1.68% | ||
| 14 | STIFEL FINANCIAL CORP | 42,125 | 2,114,000 | 1.63% | ||
| 15 | Commonwealth Equity Services, Inc | 41,950 | 2,106,000 | 1.63% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 34,936 | 1,754,000 | 1.36% | ||
| 17 | AMERICAN INTERNATIONAL GROUP, INC. | 33,066 | 1,659,932 | 1.28% | ||
| 18 | CUE ADVISORY SERVICES, INC. | 30,987 | 1,556,000 | 1.20% | ||
| 19 | Newman Dignan & Sheerar, Inc. | 27,850 | 1,398,000 | 1.08% | ||
| 20 | Compagnie Lombard Odier SCmA | 24,800 | 1,245,000 | 0.96% | ||
| 21 | YHB Investment Advisors, Inc. | 24,615 | 1,236,000 | 0.96% | ||
| 22 | US BANCORP \DE\ | 24,530 | 1,231,000 | 0.95% | ||
| 23 | Wharton Business Group, LLC | 23,111 | 1,160,000 | 0.90% | ||
| 24 | Concert Wealth Management Inc. | 21,507 | 1,079,000 | 0.83% | PRN | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 15,320 | 769,000 | 0.59% | ||
| 26 | WEBSTER BANK, N. A. | 13,865 | 696,000 | 0.54% | ||
| 27 | OPTIMUM INVESTMENT ADVISORS | 12,280 | 616,000 | 0.48% | ||
| 28 | MANAGED ACCOUNT ADVISORS LLC | 11,919 | 598,000 | 0.46% | ||
| 29 | MILLENNIUM MANAGEMENT LLC | 11,881 | 596,000 | 0.46% | ||
| 30 | BANQUE PICTET & CIE SA | 11,790 | 592,000 | 0.46% | ||
| 31 | Janney Montgomery Scott LLC | 10,961 | 550,242 | 0.43% | ||
| 32 | ROYAL BANK OF CANADA | 9,374 | 471,000 | 0.36% | ||
| 33 | Commonwealth Financial Services, LLC | 9,224 | 463,000 | 0.36% | ||
| 34 | CITIGROUP INC | 9,156 | 460,000 | 0.36% | ||
| 35 | MSI Financial Services Inc | 8,994 | 452,000 | 0.35% | ||
| 36 | Robert W. Baird & Co. Inc | 8,786 | 441,000 | 0.34% | ||
| 37 | OLD NATIONAL BANCORP /IN/ | 8,142 | 409,000 | 0.32% | ||
| 38 | OPPENHEIMER & CO INC | 7,967 | 400,000 | 0.31% | ||
| 39 | Neuberger Berman Group LLC | 7,575 | 380,000 | 0.29% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,355 | 370,000 | 0.29% | ||
| 41 | Carnegie Investment Counsel | 6,855 | 360,000 | 0.28% | ||
| 42 | Joel Isaacson & Co., LLC | 6,890 | 346,000 | 0.27% | ||
| 43 | Cetera Advisor Networks LLC | 6,781 | 339,000 | 0.26% | ||
| 44 | NATIONAL PLANNING CORP | 6,448 | 335,052 | 0.26% | ||
| 45 | WBH ADVISORY INC | 5,054 | 253,000 | 0.20% | ||
| 46 | Investors Capital Advisory Services | 4,977 | 249,000 | 0.19% | ||
| 47 | NORTHERN TRUST CORP | 4,920 | 247,000 | 0.19% | ||
| 48 | AMERIPRISE FINANCIAL INC | 4,787 | 240,000 | 0.19% | ||
| 49 | GLENMEDE TRUST CO NA | 3,379 | 169,000 | 0.13% | ||
| 50 | Winslow, Evans & Crocker, Inc. | 3,046 | 152,910 | 0.12% |
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.
