| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7,682,770 | 622,688,000 | 13.48% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 7,374,007 | 597,663,000 | 12.94% | ||
| 3 | UBS Group AG | 5,483,481 | 444,436,000 | 9.62% | ||
| 4 | WELLS FARGO & COMPANY/MN | 5,211,850 | 422,421,000 | 9.14% | ||
| 5 | LPL Financial LLC | 2,238,147 | 180,932,000 | 3.92% | ||
| 6 | ROYAL BANK OF CANADA | 1,981,588 | 160,607,000 | 3.48% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 1,315,744 | 106,641,000 | 2.31% | ||
| 8 | Sage Advisory Services, Ltd.Co. | 1,252,762 | 101,549,000 | 2.20% | ||
| 9 | LBMC INVESTMENT ADVISORS, LLC | 1,133,384 | 91,861,000 | 1.99% | ||
| 10 | HighTower Advisors, LLC | 1,023,713 | 82,972,000 | 1.80% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 1,000,218 | 81,068,000 | 1.76% | ||
| 12 | Aft, Forsyth & Sober, LLC | 980,935 | 79,505,000 | 1.72% | ||
| 13 | BB&T SECURITIES, LLC | 82,208 | 66,629,000 | 1.44% | ||
| 14 | GAM Holding AG | 810,000 | 65,651,000 | 1.42% | ||
| 15 | Commonwealth Equity Services, Inc | 777,228 | 62,994,000 | 1.36% | ||
| 16 | SPC Financial, Inc. | 675,415 | 54,742,000 | 1.19% | ||
| 17 | Cetera Advisors LLC | 446,528 | 36,173,000 | 0.78% | ||
| 18 | Stelac Advisory Services LLC | 437,099 | 35,170,000 | 0.76% | ||
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 419,956 | 34,037,000 | 0.74% | ||
| 20 | Gateway Advisory, LLC | 418,605 | 33,928,000 | 0.73% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 404,428 | 32,779,000 | 0.71% | ||
| 22 | ETRADE Capital Management LLC | 404,051 | 32,748,000 | 0.71% | ||
| 23 | FDx Advisors, Inc. | 400,900 | 32,489,000 | 0.70% | ||
| 24 | STIFEL FINANCIAL CORP | 378,435 | 30,672,000 | 0.66% | ||
| 25 | AMERIPRISE FINANCIAL INC | 375,409 | 30,403,000 | 0.66% | ||
| 26 | J.P. Morgan Private Wealth Advisors LLC | 347,622 | 28,175,000 | 0.61% | ||
| 27 | ENVESTNET ASSET MANAGEMENT INC | 346,213 | 28,061,000 | 0.61% | ||
| 28 | PNC FINANCIAL SERVICES GROUP, INC. | 344,905 | 27,956,000 | 0.61% | ||
| 29 | Annex Advisory Services, LLC | 337,942 | 27,390,000 | 0.59% | ||
| 30 | Jaffetilchin Investment Partners, LLC | 333,720 | 27,048,000 | 0.59% | ||
| 31 | COBIZ WEALTH, LLC | 329,364 | 26,695,000 | 0.58% | ||
| 32 | Cetera Advisor Networks LLC | 275,629 | 22,331,000 | 0.48% | ||
| 33 | JPMORGAN CHASE & CO | 265,262 | 21,499,000 | 0.47% | ||
| 34 | SHARKEY, HOWES & JAVER | 248,925 | 20,175,000 | 0.44% | ||
| 35 | Cerity Partners OCIO LLC | 237,331 | 19,236,000 | 0.42% | ||
| 36 | MANAGED ACCOUNT ADVISORS LLC | 233,292 | 18,908,000 | 0.41% | ||
| 37 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 208,190 | 16,874,000 | 0.37% | ||
| 38 | Ironsides Asset Advisors, LLC | 195,389 | 15,836,000 | 0.34% | ||
| 39 | HENGEHOLD CAPITAL MANAGEMENT LLC | 191,217 | 15,498,000 | 0.34% | ||
| 40 | Financial Architects, Inc | 185,996 | 15,075,000 | 0.33% | ||
| 41 | WealthTrust Fairport, LLC | 184,453 | 14,950,000 | 0.32% | ||
| 42 | Avidian Wealth Enterprises, LLC | 179,917 | 14,582,000 | 0.32% | ||
| 43 | FRONTIER INVESTMENT MGMT CO | 175,732 | 14,301,000 | 0.31% | ||
| 44 | Main Management LLC | 174,180 | 14,117,000 | 0.31% | ||
| 45 | MSI Financial Services Inc | 173,038 | 14,025,000 | 0.30% | ||
| 46 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 165,990 | 13,453,467 | 0.29% | ||
| 47 | Astor Investment Management LLC | 165,375 | 13,404,000 | 0.29% | ||
| 48 | New England Private Wealth Advisors LLC | 160,777 | 13,020,000 | 0.28% | ||
| 49 | Gratus Capital, LLC | 158,553 | 12,851,000 | 0.28% | ||
| 50 | Legacy Private Trust Co. | 150,945 | 12,234,000 | 0.26% |
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.
