| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 983,096 | 123,466,000 | 11.22% | ||
| 2 | UBS Group AG | 800,186 | 100,495,000 | 9.13% | ||
| 3 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 705,644 | 88,622,000 | 8.05% | ||
| 4 | WELLS FARGO & COMPANY/MN | 566,798 | 71,184,000 | 6.47% | ||
| 5 | Beacon Capital Management, Inc. | 520,320 | 65,347,000 | 5.94% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 491,590 | 61,739,000 | 5.61% | ||
| 7 | Pinnacle Advisory Group, Inc. | 402,138 | 50,504,000 | 4.59% | ||
| 8 | EVERETT HARRIS & CO /CA/ | 343,233 | 43,107,000 | 3.92% | ||
| 9 | Richard C. Young & CO., LTD. | 205,271 | 25,780,000 | 2.34% | SH | |
| 10 | LPL Financial LLC | 199,250 | 25,024,000 | 2.27% | ||
| 11 | Strategic Point Investment Advisors, LLC | 164,150 | 20,615,000 | 1.87% | ||
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 146,439 | 18,391,000 | 1.67% | ||
| 13 | Main Management LLC | 131,080 | 16,462,000 | 1.50% | ||
| 14 | CITIGROUP INC | 121,851 | 15,303,000 | 1.39% | ||
| 15 | Orion Porfolio Solutions, LLC | 119,888 | 15,057,000 | 1.37% | ||
| 16 | WBH ADVISORY INC | 118,808 | 14,921,000 | 1.36% | ||
| 17 | ROYAL BANK OF CANADA | 113,747 | 14,285,000 | 1.30% | ||
| 18 | Stadion Money Management, LLC | 102,610 | 12,887,000 | 1.17% | ||
| 19 | MADISON INVESTMENT HOLDINGS INC | 97,665 | 12,266,000 | 1.11% | ||
| 20 | Spruce Investment Advisors LLC | 97,636 | 12,262,000 | 1.11% | ||
| 21 | CREDIT SUISSE AG/ | 96,636 | 12,137,000 | 1.10% | ||
| 22 | New England Investment & Retirement Group, Inc. | 89,584 | 11,251,000 | 1.02% | ||
| 23 | Commonwealth Equity Services, Inc | 81,810 | 10,275,000 | 0.93% | ||
| 24 | TIAA CREF TRUST CO FSB/MO | 79,347 | 9,966,000 | 0.91% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 75,027 | 9,423,000 | 0.86% | ||
| 26 | AMERIPRISE FINANCIAL INC | 70,455 | 8,848,000 | 0.80% | ||
| 27 | Janney Capital Management LLC | 68,550 | 8,609,000 | 0.78% | SH | |
| 28 | RAND WEALTH, LLC | 65,253 | 8,563,000 | 0.78% | ||
| 29 | Winch Advisory Services, LLC | 65,278 | 8,198,000 | 0.74% | ||
| 30 | PEAPACK GLADSTONE FINANCIAL CORP | 62,644 | 7,867,460 | 0.71% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 61,908 | 7,775,000 | 0.71% | ||
| 32 | Quantitative Advantage, LLC | 57,686 | 7,245,000 | 0.66% | ||
| 33 | PACIFIC FINANCIAL GROUP INC | 56,651 | 7,115,000 | 0.65% | ||
| 34 | Mariner, LLC | 55,020 | 6,910,000 | 0.63% | ||
| 35 | RAYMOND JAMES & ASSOCIATES | 53,848 | 6,762,000 | 0.61% | ||
| 36 | FUKOKU MUTUAL LIFE INSURANCE CO | 53,700 | 6,744,000 | 0.61% | ||
| 37 | BAILARD, INC. | 53,550 | 6,725,000 | 0.61% | ||
| 38 | Janney Montgomery Scott LLC | 40,936 | 5,141,145 | 0.47% | ||
| 39 | Raymond James Financial Services Advisors, Inc. | 40,917 | 5,140,000 | 0.47% | ||
| 40 | FMR LLC | 40,477 | 5,084,000 | 0.46% | ||
| 41 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 35,185 | 4,419,000 | 0.40% | ||
| 42 | HIGHLAND CAPITAL MANAGEMENT, LLC | 35,153 | 4,415,000 | 0.40% | ||
| 43 | Wharton Business Group, LLC | 35,135 | 4,413,000 | 0.40% | ||
| 44 | JPMORGAN CHASE & CO | 31,595 | 3,968,000 | 0.36% | ||
| 45 | IMA Advisory Services, Inc. | 29,755 | 3,737,000 | 0.34% | ||
| 46 | Weatherstone Capital Management | 29,364 | 3,688,000 | 0.34% | ||
| 47 | Morningstar Investment Services LLC | 28,934 | 3,634,000 | 0.33% | ||
| 48 | DUBUQUE BANK & TRUST CO | 28,308 | 3,555,000 | 0.32% | ||
| 49 | Endurance Wealth Management, Inc. | 26,800 | 3,365,000 | 0.31% | ||
| 50 | Leonetti & Associates, LLC | 23,942 | 3,007,000 | 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.
