| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | RWA WEALTH PARTNERS, LLC | 10,103 | 454,000 | 0.25% | ||
| 52 | FIRST TRUST ADVISORS LP | 10,385 | 467,000 | 0.26% | ||
| 53 | Confluence Wealth Management LLC | 10,800 | 486,000 | 0.27% | ||
| 54 | CITIGROUP INC | 11,215 | 504,000 | 0.28% | ||
| 55 | Windsor Capital Management, LLC | 12,767 | 574,000 | 0.31% | ||
| 56 | PARSONS CAPITAL MANAGEMENT INC/RI | 13,085 | 588,000 | 0.32% | ||
| 57 | Regal Investment Advisors LLC | 13,786 | 620,000 | 0.34% | ||
| 58 | First Allied Advisory Services, Inc. | 14,107 | 634,000 | 0.35% | ||
| 59 | Freedom Investment Management, Inc. | 16,365 | 736,000 | 0.40% | ||
| 60 | AMERIPRISE FINANCIAL INC | 16,864 | 758,000 | 0.41% | ||
| 61 | BANK OF MONTREAL /CAN/ | 16,853 | 758,000 | 0.41% | ||
| 62 | OPTIMUM INVESTMENT ADVISORS | 18,445 | 829,000 | 0.45% | ||
| 63 | Raymond James Financial Services Advisors, Inc. | 19,746 | 888,000 | 0.49% | ||
| 64 | PNC FINANCIAL SERVICES GROUP, INC. | 20,120 | 904,000 | 0.49% | ||
| 65 | GOLDMAN SACHS GROUP INC | 20,590 | 926,000 | 0.51% | ||
| 66 | SHEPHERD FINANCIAL PARTNERS LLC | 21,611 | 973,000 | 0.53% | ||
| 67 | SNS Financial Group, LLC | 25,142 | 1,131,000 | 0.62% | ||
| 68 | SignalPoint Asset Management, LLC | 25,303 | 1,138,000 | 0.62% | ||
| 69 | WOLVERINE TRADING LP /BD | 26,297 | 1,183,000 | 0.65% | ||
| 70 | BAIRD FINANCIAL GROUP, INC. | 27,801 | 1,250,000 | 0.68% | ||
| 71 | STIFEL FINANCIAL CORP | 28,113 | 1,255,000 | 0.69% | ||
| 72 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 29,732 | 1,337,000 | 0.73% | ||
| 73 | PRIVATE ADVISORY GROUP LLC | 30,357 | 1,365,000 | 0.75% | SH | |
| 74 | GLOBAL FINANCIAL PRIVATE CAPITAL, INC | 31,749 | 1,428,000 | 0.78% | ||
| 75 | CREDIT SUISSE AG/ | 35,000 | 1,574,000 | 0.86% | ||
| 76 | RAYMOND JAMES & ASSOCIATES | 37,499 | 1,686,000 | 0.92% | ||
| 77 | INVESTMENT PARTNERS, LTD. | 37,695 | 1,695,000 | 0.93% | ||
| 78 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38,362 | 1,725,000 | 0.94% | ||
| 79 | Stonehearth Capital Management, LLC | 39,219 | 1,764,000 | 0.96% | ||
| 80 | Transamerica Financial Advisors, LLC | 40,265 | 1,811,000 | 0.99% | ||
| 81 | ADVISOR GROUP, INC. | 43,611 | 1,960,000 | 1.07% | ||
| 82 | Steinberg Global Asset Management | 48,670 | 2,189,000 | 1.20% | ||
| 83 | Commonwealth Equity Services, Inc | 53,752 | 2,417,000 | 1.32% | ||
| 84 | CWM, LLC | 53,808 | 2,420,000 | 1.32% | ||
| 85 | ROYAL BANK OF CANADA | 57,127 | 2,569,000 | 1.40% | ||
| 86 | WELLS FARGO & COMPANY/MN | 60,003 | 2,698,000 | 1.47% | ||
| 87 | American Research & Management Co. | 144,455 | 4,214,000 | 2.30% | ||
| 88 | SUNTRUST BANKS INC | 103,836 | 4,598,000 | 2.51% | ||
| 89 | UBS Group AG | 113,741 | 5,115,000 | 2.80% | ||
| 90 | MML INVESTORS SERVICES, INC. | 178,695 | 8,036,000 | 4.39% | ||
| 91 | NewSquare Capital LLC | 191,362 | 8,447,000 | 4.62% | ||
| 92 | LPL Financial LLC | 188,711 | 8,486,000 | 4.64% | ||
| 93 | BANK OF AMERICA CORP /DE/ | 206,169 | 9,271,000 | 5.07% | ||
| 94 | STATE STREET CORP | 444,812 | 20,005,000 | 10.94% | ||
| 95 | MORGAN STANLEY | 462,262 | 20,788,000 | 11.36% | ||
| 96 | Charles Schwab Investment Advisory, Inc. | 912,114 | 41,018,000 | 22.42% |
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.
