| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,498,665 | 416,745,000 | 12.41% | ||
| 2 | WELLS FARGO & COMPANY/MN | 4,572,240 | 346,531,000 | 10.32% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 3,984,657 | 301,996,000 | 8.99% | ||
| 4 | UBS AG | 3,549,168 | 268,991,000 | 8.01% | ||
| 5 | ROYAL BANK OF CANADA | 1,924,628 | 145,868,000 | 4.34% | ||
| 6 | LPL Financial LLC | 1,936,607 | 144,821,000 | 4.31% | ||
| 7 | Sage Advisory Services, Ltd.Co. | 1,294,183 | 98,099,000 | 2.92% | ||
| 8 | LBMC INVESTMENT ADVISORS, LLC | 1,112,464 | 84,314,000 | 2.51% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 1,107,929 | 83,970,000 | 2.50% | ||
| 10 | Aft, Forsyth & Sober, LLC | 1,018,375 | 77,183,000 | 2.30% | ||
| 11 | HighTower Advisors, LLC | 919,366 | 69,679,000 | 2.07% | ||
| 12 | Raymond James Financial Services Advisors, Inc. | 807,746 | 61,219,000 | 1.82% | ||
| 13 | GAM Holding AG | 780,000 | 59,116,000 | 1.76% | ||
| 14 | Commonwealth Equity Services, Inc | 645,387 | 48,914,000 | 1.46% | ||
| 15 | SPC Financial, Inc. | 538,434 | 40,808,000 | 1.21% | ||
| 16 | BB&T SECURITIES, LLC | 47,621 | 36,092,000 | 1.07% | ||
| 17 | Stelac Advisory Services LLC | 458,697 | 34,035,000 | 1.01% | ||
| 18 | GOLDMAN SACHS GROUP INC | 444,403 | 33,681,000 | 1.00% | ||
| 19 | Cambridge Investment Research Advisors, Inc. | 421,780 | 31,967,000 | 0.95% | ||
| 20 | ETRADE Capital Management LLC | 379,954 | 28,797,000 | 0.86% | ||
| 21 | HENGEHOLD CAPITAL MANAGEMENT LLC | 373,951 | 28,342,000 | 0.84% | ||
| 22 | FDx Advisors, Inc. | 361,026 | 27,362,000 | 0.81% | ||
| 23 | Gateway Advisory, LLC | 354,377 | 26,858,000 | 0.80% | ||
| 24 | STIFEL FINANCIAL CORP | 326,319 | 24,732,000 | 0.74% | ||
| 25 | Annex Advisory Services, LLC | 320,484 | 24,290,000 | 0.72% | ||
| 26 | COBIZ WEALTH, LLC | 313,199 | 23,737,000 | 0.71% | ||
| 27 | J.P. Morgan Private Wealth Advisors LLC | 298,649 | 22,635,000 | 0.67% | ||
| 28 | ENVESTNET ASSET MANAGEMENT INC | 298,307 | 22,609,000 | 0.67% | ||
| 29 | AMERIPRISE FINANCIAL INC | 290,243 | 21,952,000 | 0.65% | ||
| 30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 269,538 | 20,428,000 | 0.61% | ||
| 31 | JPMORGAN CHASE & CO | 237,656 | 18,012,000 | 0.54% | ||
| 32 | Virtu Financial LLC | 230,709 | 17,485,000 | 0.52% | ||
| 33 | Fiera Capital Corp | 215,045 | 16,298,000 | 0.49% | ||
| 34 | Ironsides Asset Advisors, LLC | 212,950 | 16,139,000 | 0.48% | ||
| 35 | CITIGROUP INC | 207,131 | 15,698,000 | 0.47% | ||
| 36 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 203,800 | 15,446,000 | 0.46% | ||
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 193,910 | 14,696,000 | 0.44% | ||
| 38 | HL FINANCIAL SERVICES LLC | 185,411 | 14,053,000 | 0.42% | ||
| 39 | Atria Investments, Inc | 184,268 | 13,966,000 | 0.42% | ||
| 40 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 183,777 | 13,928,000 | 0.41% | ||
| 41 | Legacy Private Trust Co. | 176,451 | 13,373,000 | 0.40% | ||
| 42 | Main Management LLC | 171,585 | 13,004,000 | 0.39% | ||
| 43 | Financial Architects, Inc | 163,319 | 12,378,000 | 0.37% | ||
| 44 | Astor Investment Management LLC | 158,432 | 12,008,000 | 0.36% | ||
| 45 | Portfolio Strategies Inc | 158,375 | 12,003,000 | 0.36% | ||
| 46 | MSI Financial Services Inc | 154,258 | 11,691,000 | 0.35% | ||
| 47 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 152,587 | 11,562,569 | 0.34% | ||
| 48 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 150,210 | 11,384,000 | 0.34% | ||
| 49 | Leonetti & Associates, LLC | 137,943 | 10,455,000 | 0.31% | ||
| 50 | Stadion Money Management, LLC | 134,649 | 10,205,000 | 0.30% |
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.
