| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,092,625 | 60,368,000 | 24.05% | ||
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 672,617 | 37,162,000 | 14.81% | ||
| 3 | CAPITAL ASSET ADVISORY SERVICES LLC | 250,044 | 13,815,000 | 5.50% | ||
| 4 | WELLS FARGO & COMPANY/MN | 243,984 | 13,480,000 | 5.37% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 241,545 | 13,345,000 | 5.32% | ||
| 6 | LPL Financial LLC | 237,677 | 13,246,000 | 5.28% | ||
| 7 | SARGENT BICKHAM LAGUDIS LLC | 212,730 | 11,753,000 | 4.68% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 193,251 | 10,677,000 | 4.25% | ||
| 9 | Freedom Investment Management, Inc. | 153,013 | 8,454,000 | 3.37% | ||
| 10 | AMG Funds LLC | 136,760 | 7,556,000 | 3.01% | ||
| 11 | UBS Group AG | 114,126 | 6,305,000 | 2.51% | ||
| 12 | Cambridge Investment Research Advisors, Inc. | 97,677 | 5,397,000 | 2.15% | ||
| 13 | COMERICA SECURITIES INC | 97,676 | 5,397,000 | 2.15% | ||
| 14 | CYPRESS WEALTH ADVISORS LLC | 84,116 | 4,647,000 | 1.85% | ||
| 15 | Orion Porfolio Solutions, LLC | 83,856 | 4,633,000 | 1.85% | ||
| 16 | SG Americas Securities, LLC | 73,538 | 4,063,000 | 1.62% | ||
| 17 | COMERICA BANK | 66,808 | 3,742,000 | 1.49% | ||
| 18 | LEVEL FOUR ADVISORY SERVICES, LLC | 57,285 | 3,165,000 | 1.26% | ||
| 19 | ROYAL BANK OF CANADA | 56,497 | 3,121,000 | 1.24% | ||
| 20 | MSI Financial Services Inc | 47,330 | 2,615,000 | 1.04% | ||
| 21 | JANE STREET GROUP, LLC | 34,300 | 1,895,000 | 0.75% | ||
| 22 | SPINNAKER TRUST | 33,821 | 1,869,000 | 0.74% | ||
| 23 | IFP ADVISORS, INC | 29,662 | 1,639,000 | 0.65% | ||
| 24 | LEAVELL INVESTMENT MANAGEMENT, INC. | 27,259 | 1,506,000 | 0.60% | ||
| 25 | AJ WEALTH STRATEGIES, LLC | 23,545 | 1,301,000 | 0.52% | ||
| 26 | CITADEL ADVISORS LLC | 23,159 | 1,280,000 | 0.51% | ||
| 27 | HighTower Advisors, LLC | 16,364 | 907,000 | 0.36% | ||
| 28 | AMERIPRISE FINANCIAL INC | 15,911 | 879,000 | 0.35% | ||
| 29 | WEDBUSH SECURITIES INC | 15,601 | 862,000 | 0.34% | ||
| 30 | B. Riley Wealth Advisors, Inc. | 13,507 | 747,000 | 0.30% | ||
| 31 | Cetera Advisors LLC | 12,433 | 685,000 | 0.27% | ||
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,924 | 548,000 | 0.22% | ||
| 33 | Bienville Capital Management, LLC | 9,000 | 497,000 | 0.20% | ||
| 34 | TOTH FINANCIAL ADVISORY CORP | 8,472 | 468,000 | 0.19% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 8,221 | 455,000 | 0.18% | ||
| 36 | ADVISOR GROUP, INC. | 5,388 | 298,000 | 0.12% | ||
| 37 | First Allied Advisory Services, Inc. | 4,807 | 266,000 | 0.11% | ||
| 38 | RAYMOND JAMES & ASSOCIATES | 4,350 | 240,000 | 0.10% | ||
| 39 | EVERMAY WEALTH MANAGEMENT LLC | 4,150 | 229,000 | 0.09% | ||
| 40 | Commonwealth Equity Services, Inc | 4,139 | 229,000 | 0.09% | ||
| 41 | TWO SIGMA SECURITIES, LLC | 3,928 | 217,000 | 0.09% | ||
| 42 | Cognios Capital, LLC | 3,666 | 203,000 | 0.08% | ||
| 43 | GLOBAL RETIREMENT PARTNERS, LLC | 3,215 | 178,000 | 0.07% | ||
| 44 | US BANCORP \DE\ | 2,047 | 113,000 | 0.05% | ||
| 45 | Plante Moran Financial Advisors, LLC | 2,020 | 112,000 | 0.04% | ||
| 46 | CWM, LLC | 1,800 | 99,000 | 0.04% | ||
| 47 | PNC FINANCIAL SERVICES GROUP, INC. | 1,079 | 60,000 | 0.02% | ||
| 48 | GENEOS WEALTH MANAGEMENT INC. | 1,000 | 55,000 | 0.02% | ||
| 49 | CITIGROUP INC | 864 | 48,000 | 0.02% | ||
| 50 | ASSET DEDICATION, LLC | 669 | 37,000 | 0.01% |
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.
