| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,157,990 | 83,838,000 | 22.31% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,140,129 | 82,546,000 | 21.96% | ||
| 3 | LINCOLN NATIONAL CORP | 340,538 | 24,655,000 | 6.56% | ||
| 4 | UBS AG | 261,093 | 18,903,000 | 5.03% | ||
| 5 | HighTower Advisors, LLC | 247,288 | 17,903,000 | 4.76% | ||
| 6 | Orion Porfolio Solutions, LLC | 178,201 | 12,902,000 | 3.43% | ||
| 7 | MANAGED ACCOUNT ADVISORS LLC | 159,301 | 11,533,000 | 3.07% | ||
| 8 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 154,878 | 11,213,000 | 2.98% | ||
| 9 | Commonwealth Equity Services, Inc | 138,191 | 10,005,000 | 2.66% | ||
| 10 | FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 118,500 | 8,579,000 | 2.28% | ||
| 11 | LPL Financial LLC | 116,236 | 8,415,000 | 2.24% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 106,263 | 7,693,000 | 2.05% | ||
| 13 | FundX Investment Group, LLC | 93,900 | 6,798,000 | 1.81% | ||
| 14 | Avior Wealth Management, LLC | 89,636 | 6,490,000 | 1.73% | ||
| 15 | WELLS FARGO & COMPANY/MN | 74,281 | 5,378,000 | 1.43% | ||
| 16 | ETRADE Capital Management LLC | 68,614 | 4,968,000 | 1.32% | ||
| 17 | Alexandria Capital, LLC | 66,452 | 4,811,000 | 1.28% | ||
| 18 | SOL Capital Management CO | 63,915 | 4,627,000 | 1.23% | ||
| 19 | Bank of New York Mellon Corp | 61,251 | 4,434,000 | 1.18% | ||
| 20 | AMERIPRISE FINANCIAL INC | 59,992 | 4,343,000 | 1.16% | ||
| 21 | GOLDMAN SACHS GROUP INC | 38,665 | 2,799,000 | 0.74% | ||
| 22 | Ifrah Financial Services, Inc. | 36,379 | 2,634,000 | 0.70% | ||
| 23 | Checchi Capital Advisers, LLC | 34,479 | 2,496,000 | 0.66% | ||
| 24 | SALEM INVESTMENT COUNSELORS INC | 32,375 | 2,344,000 | 0.62% | ||
| 25 | OARSMAN CAPITAL, INC. | 29,523 | 2,137,000 | 0.57% | ||
| 26 | COMERICA BANK | 26,204 | 1,897,000 | 0.50% | ||
| 27 | OLD NATIONAL BANCORP /IN/ | 22,239 | 1,610,000 | 0.43% | ||
| 28 | BANQUE PICTET & CIE SA | 20,400 | 1,477,000 | 0.39% | ||
| 29 | DEARBORN PARTNERS LLC | 19,810 | 1,434,000 | 0.38% | ||
| 30 | BAINCO INTERNATIONAL INVESTORS | 19,609 | 1,420,000 | 0.38% | ||
| 31 | RELIANCE TRUST CO | 17,869 | 1,293,000 | 0.34% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 12,780 | 925,000 | 0.25% | ||
| 33 | ROYAL BANK OF CANADA | 12,665 | 917,000 | 0.24% | ||
| 34 | KMS FINANCIAL SERVICES, INC | 12,367 | 895,000 | 0.24% | ||
| 35 | Tower Research Capital LLC (TRC) | 12,159 | 880,000 | 0.23% | ||
| 36 | Virtu KCG Holdings LLC | 11,262 | 815,000 | 0.22% | ||
| 37 | Raymond James Financial Services Advisors, Inc. | 11,070 | 801,000 | 0.21% | ||
| 38 | Ballentine Partners, LLC | 9,080 | 657,000 | 0.17% | ||
| 39 | Creative Planning | 8,022 | 581,000 | 0.15% | ||
| 40 | HARTLINE INVESTMENT CORP/ | 7,482 | 542,000 | 0.14% | ||
| 41 | Private Wealth Advisors, Inc. | 7,207 | 522,000 | 0.14% | ||
| 42 | Prospera Financial Services Inc | 7,192 | 521,000 | 0.14% | ||
| 43 | D.A. DAVIDSON & CO. | 6,909 | 500,000 | 0.13% | ||
| 44 | BESSEMER GROUP INC | 6,400 | 463,000 | 0.12% | ||
| 45 | Gerstein Fisher | 6,000 | 434,000 | 0.12% | ||
| 46 | DEUTSCHE BANK AG\ | 6,003 | 434,000 | 0.12% | ||
| 47 | Private Advisor Group, LLC | 5,620 | 407,000 | 0.11% | ||
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,500 | 398,000 | 0.11% | ||
| 49 | Horizon Investment Services, LLC | 5,200 | 379,000 | 0.10% | ||
| 50 | Oxbow Advisors, LLC | 5,200 | 376,000 | 0.10% |
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.
