| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,056,693 | 61,711,000 | 22.37% | ||
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,006,206 | 58,762,000 | 21.30% | ||
| 3 | WELLS FARGO & COMPANY/MN | 257,367 | 15,031,000 | 5.45% | ||
| 4 | CAPITAL ASSET ADVISORY SERVICES LLC | 254,614 | 14,869,000 | 5.39% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 245,501 | 14,338,000 | 5.20% | ||
| 6 | LPL Financial LLC | 236,483 | 13,770,000 | 4.99% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 214,991 | 12,555,000 | 4.55% | ||
| 8 | SARGENT BICKHAM LAGUDIS LLC | 183,463 | 10,714,000 | 3.88% | ||
| 9 | Freedom Investment Management, Inc. | 151,511 | 8,848,000 | 3.21% | ||
| 10 | UBS Group AG | 118,332 | 6,911,000 | 2.51% | ||
| 11 | AMG Funds LLC | 109,760 | 6,410,000 | 2.32% | ||
| 12 | COMERICA SECURITIES INC | 102,372 | 5,979,000 | 2.17% | ||
| 13 | Cambridge Investment Research Advisors, Inc. | 99,781 | 5,827,000 | 2.11% | ||
| 14 | Orion Porfolio Solutions, LLC | 92,725 | 5,415,000 | 1.96% | ||
| 15 | CYPRESS WEALTH ADVISORS LLC | 75,028 | 4,382,000 | 1.59% | ||
| 16 | JANE STREET GROUP, LLC | 66,827 | 3,903,000 | 1.41% | ||
| 17 | LEVEL FOUR ADVISORY SERVICES, LLC | 61,373 | 3,563,000 | 1.29% | ||
| 18 | COMERICA BANK | 54,002 | 3,196,000 | 1.16% | ||
| 19 | ROYAL BANK OF CANADA | 36,263 | 2,118,000 | 0.77% | ||
| 20 | SPINNAKER TRUST | 33,821 | 1,975,000 | 0.72% | ||
| 21 | IFP ADVISORS, INC | 29,657 | 1,732,000 | 0.63% | ||
| 22 | LEAVELL INVESTMENT MANAGEMENT, INC. | 25,559 | 1,493,000 | 0.54% | ||
| 23 | AJ WEALTH STRATEGIES, LLC | 24,261 | 1,417,000 | 0.51% | ||
| 24 | AMERIPRISE FINANCIAL INC | 17,019 | 994,000 | 0.36% | ||
| 25 | HighTower Advisors, LLC | 16,456 | 959,000 | 0.35% | ||
| 26 | B. Riley Wealth Advisors, Inc. | 15,274 | 892,000 | 0.32% | ||
| 27 | WEDBUSH SECURITIES INC | 14,568 | 851,000 | 0.31% | ||
| 28 | Bank of New York Mellon Corp | 13,701 | 800,000 | 0.29% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 13,354 | 780,000 | 0.28% | ||
| 30 | Cetera Advisors LLC | 13,067 | 761,000 | 0.28% | ||
| 31 | CITADEL ADVISORS LLC | 11,421 | 667,000 | 0.24% | ||
| 32 | Bienville Capital Management, LLC | 9,000 | 526,000 | 0.19% | ||
| 33 | TOTH FINANCIAL ADVISORY CORP | 8,735 | 510,000 | 0.18% | ||
| 34 | ADVISOR GROUP, INC. | 6,801 | 397,000 | 0.14% | ||
| 35 | RAYMOND JAMES & ASSOCIATES | 5,944 | 347,000 | 0.13% | ||
| 36 | First Allied Advisory Services, Inc. | 4,554 | 266,000 | 0.10% | ||
| 37 | Commonwealth Equity Services, Inc | 4,409 | 258,000 | 0.09% | ||
| 38 | GOLDMAN SACHS GROUP INC | 4,411 | 258,000 | 0.09% | ||
| 39 | EVERMAY WEALTH MANAGEMENT LLC | 3,930 | 230,000 | 0.08% | ||
| 40 | Maple Capital Management, Inc. | 3,875 | 226,000 | 0.08% | ||
| 41 | Cognios Capital, LLC | 3,638 | 212,000 | 0.08% | ||
| 42 | GLOBAL RETIREMENT PARTNERS, LLC | 3,262 | 191,000 | 0.07% | ||
| 43 | US BANCORP \DE\ | 2,503 | 146,000 | 0.05% | ||
| 44 | Plante Moran Financial Advisors, LLC | 2,020 | 118,000 | 0.04% | ||
| 45 | CWM, LLC | 1,800 | 105,000 | 0.04% | ||
| 46 | PNC FINANCIAL SERVICES GROUP, INC. | 1,082 | 63,000 | 0.02% | ||
| 47 | Burt Wealth Advisors | 1,033 | 60,000 | 0.02% | ||
| 48 | GENEOS WEALTH MANAGEMENT INC. | 1,000 | 58,000 | 0.02% | ||
| 49 | CITIGROUP INC | 864 | 50,000 | 0.02% | ||
| 50 | NEXT Financial Group, Inc | 614 | 36,000 | 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.
