| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,067,413 | 397,943,000 | 10.89% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,809,993 | 377,728,000 | 10.33% | ||
| 3 | UBS Group AG | 4,531,339 | 355,846,000 | 9.73% | ||
| 4 | WELLS FARGO & COMPANY/MN | 4,494,912 | 352,986,000 | 9.66% | ||
| 5 | LPL Financial LLC | 3,546,061 | 274,645,000 | 7.51% | ||
| 6 | Raymond James Financial Services Advisors, Inc. | 1,599,909 | 125,641,000 | 3.44% | ||
| 7 | LBMC INVESTMENT ADVISORS, LLC | 1,193,843 | 93,752,000 | 2.56% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 1,154,479 | 90,661,000 | 2.48% | ||
| 9 | HighTower Advisors, LLC | 929,687 | 73,002,000 | 2.00% | ||
| 10 | GOLDMAN SACHS GROUP INC | 800,527 | 62,865,000 | 1.72% | ||
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 789,831 | 62,025,000 | 1.70% | ||
| 12 | GAM Holding AG | 740,000 | 58,112,000 | 1.59% | ||
| 13 | SWISS LIFE ASSET MANAGEMENT LTD | 640,000 | 50,259,200 | 1.37% | ||
| 14 | Commonwealth Equity Services, Inc | 612,716 | 48,117,000 | 1.32% | ||
| 15 | First Horizon Advisors, Inc. | 532,996 | 42,000,000 | 1.15% | ||
| 16 | Stadion Money Management, LLC | 527,821 | 41,450,000 | 1.13% | ||
| 17 | AMERIPRISE FINANCIAL INC | 453,918 | 35,648,000 | 0.98% | ||
| 18 | Cetera Advisors LLC | 453,089 | 35,597,000 | 0.97% | ||
| 19 | ROYAL BANK OF CANADA | 451,225 | 35,433,000 | 0.97% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 436,595 | 34,242,000 | 0.94% | ||
| 21 | ETRADE Capital Management LLC | 407,522 | 32,003,000 | 0.88% | ||
| 22 | STIFEL FINANCIAL CORP | 388,554 | 30,510,000 | 0.83% | ||
| 23 | SPC Financial, Inc. | 383,767 | 30,137,000 | 0.82% | ||
| 24 | Annex Advisory Services, LLC | 356,182 | 27,971,000 | 0.77% | ||
| 25 | ENVESTNET ASSET MANAGEMENT INC | 351,878 | 27,633,000 | 0.76% | ||
| 26 | WESCAP MANAGEMENT GROUP, INC. | 348,942 | 27,402,000 | 0.75% | ||
| 27 | JPMORGAN CHASE & CO | 340,977 | 26,777,000 | 0.73% | ||
| 28 | HENGEHOLD CAPITAL MANAGEMENT LLC | 308,844 | 24,254,000 | 0.66% | ||
| 29 | COBIZ WEALTH, LLC | 285,740 | 22,439,000 | 0.61% | ||
| 30 | J.P. Morgan Private Wealth Advisors LLC | 266,596 | 20,936,000 | 0.57% | ||
| 31 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 241,826 | 18,991,000 | 0.52% | ||
| 32 | Cerity Partners OCIO LLC | 217,188 | 17,056,000 | 0.47% | ||
| 33 | Cetera Advisor Networks LLC | 208,476 | 16,387,000 | 0.45% | ||
| 34 | HARVEST CAPITAL MANAGEMENT INC | 207,676 | 16,309,000 | 0.45% | ||
| 35 | CWM, LLC | 204,677 | 16,073,000 | 0.44% | ||
| 36 | CARDAN CAPITAL PARTNERS, LLC | 195,078 | 15,319,000 | 0.42% | ||
| 37 | Stelac Advisory Services LLC | 193,999 | 15,243,000 | 0.42% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 190,273 | 14,942,000 | 0.41% | ||
| 39 | Main Management LLC | 187,947 | 14,759,000 | 0.40% | ||
| 40 | Astor Investment Management LLC | 159,508 | 12,526,000 | 0.34% | ||
| 41 | Financial Architects, Inc | 158,757 | 12,467,000 | 0.34% | ||
| 42 | HL FINANCIAL SERVICES LLC | 150,509 | 11,819,000 | 0.32% | ||
| 43 | FRONTIER INVESTMENT MGMT CO | 146,040 | 11,395,000 | 0.31% | ||
| 44 | BlackRock Institutional Trust Company, N.A. | 142,363 | 11,180,000 | 0.31% | ||
| 45 | MADISON INVESTMENT HOLDINGS INC | 140,329 | 11,020,000 | 0.30% | ||
| 46 | PNC FINANCIAL SERVICES GROUP, INC. | 135,240 | 10,621,000 | 0.29% | ||
| 47 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 132,871 | 10,434,000 | 0.29% | ||
| 48 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | 132,797 | 10,429,000 | 0.29% | ||
| 49 | HIGH FALLS ADVISORS, INC | 129,544 | 10,173,000 | 0.28% | ||
| 50 | Carlton Hofferkamp & Jenks Wealth Management, LLC | 127,857 | 10,040,000 | 0.27% |
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.
