| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,045,584 | 141,698,000 | 10.48% | ||
| 2 | UBS Group AG | 834,702 | 113,119,000 | 8.37% | ||
| 3 | Beacon Capital Management, Inc. | 649,529 | 88,024,000 | 6.51% | ||
| 4 | WELLS FARGO & COMPANY/MN | 637,034 | 86,331,000 | 6.39% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 560,676 | 75,983,000 | 5.62% | ||
| 6 | EVERETT HARRIS & CO /CA/ | 483,577 | 65,534,000 | 4.85% | ||
| 7 | Pinnacle Advisory Group, Inc. | 395,531 | 53,602,000 | 3.97% | ||
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 377,564 | 51,168,000 | 3.79% | ||
| 9 | Janney Capital Management LLC | 376,498 | 51,022,789 | 3.78% | ||
| 10 | LPL Financial LLC | 231,783 | 31,019,000 | 2.30% | ||
| 11 | Richard C. Young & CO., LTD. | 203,092 | 27,523,000 | 2.04% | ||
| 12 | Strategic Point Investment Advisors, LLC | 164,395 | 22,278,000 | 1.65% | ||
| 13 | Jefferies Group LLC | 150,000 | 20,328,000 | 1.50% | ||
| 14 | ROYAL BANK OF CANADA | 145,957 | 19,779,000 | 1.46% | ||
| 15 | Main Management LLC | 131,030 | 17,757,000 | 1.31% | ||
| 16 | CITIGROUP INC | 128,190 | 17,372,000 | 1.29% | ||
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | 125,582 | 17,019,000 | 1.26% | ||
| 18 | Stadion Money Management, LLC | 108,557 | 14,712,000 | 1.09% | ||
| 19 | WBH ADVISORY INC | 103,306 | 14,000,000 | 1.04% | ||
| 20 | Spruce Investment Advisors LLC | 101,143 | 13,707,000 | 1.01% | ||
| 21 | MADISON INVESTMENT HOLDINGS INC | 100,444 | 13,612,000 | 1.01% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 98,705 | 13,376,000 | 0.99% | ||
| 23 | JANE STREET GROUP, LLC | 93,784 | 12,710,000 | 0.94% | ||
| 24 | Commonwealth Equity Services, Inc | 92,778 | 12,573,000 | 0.93% | ||
| 25 | Orion Porfolio Solutions, LLC | 91,212 | 12,361,000 | 0.91% | ||
| 26 | Winch Advisory Services, LLC | 87,550 | 11,865,000 | 0.88% | ||
| 27 | AMERIPRISE FINANCIAL INC | 83,538 | 11,321,000 | 0.84% | ||
| 28 | New England Investment & Retirement Group, Inc. | 82,274 | 11,150,000 | 0.83% | ||
| 29 | TIAA CREF TRUST CO FSB/MO | 78,721 | 10,668,000 | 0.79% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 72,402 | 9,812,000 | 0.73% | ||
| 31 | PEAPACK GLADSTONE FINANCIAL CORP | 68,605 | 9,297,349 | 0.69% | ||
| 32 | RAND WEALTH, LLC | 67,156 | 9,101,000 | 0.67% | ||
| 33 | JPMORGAN CHASE & CO | 66,959 | 9,075,000 | 0.67% | ||
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 62,287 | 8,441,000 | 0.62% | ||
| 35 | CREDIT SUISSE AG/ | 59,911 | 8,119,000 | 0.60% | ||
| 36 | Endurance Wealth Management, Inc. | 59,800 | 8,104,000 | 0.60% | ||
| 37 | FUKOKU MUTUAL LIFE INSURANCE CO | 59,700 | 8,091,000 | 0.60% | ||
| 38 | FMR LLC | 59,249 | 8,029,000 | 0.59% | ||
| 39 | Mariner, LLC | 55,227 | 7,484,000 | 0.55% | ||
| 40 | Janney Montgomery Scott LLC | 54,464 | 7,381,000 | 0.55% | ||
| 41 | BAILARD, INC. | 53,975 | 7,315,000 | 0.54% | ||
| 42 | ENVESTNET ASSET MANAGEMENT INC | 53,357 | 7,231,000 | 0.54% | ||
| 43 | RAYMOND JAMES & ASSOCIATES | 49,950 | 6,769,000 | 0.50% | ||
| 44 | Quantitative Advantage, LLC | 49,148 | 6,661,000 | 0.49% | ||
| 45 | Transamerica Financial Advisors, LLC | 44,721 | 6,061,000 | 0.45% | ||
| 46 | Zurcher Kantonalbank (Zurich Cantonalbank) | 41,146 | 5,576,000 | 0.41% | ||
| 47 | DUBUQUE BANK & TRUST CO | 40,853 | 5,536,000 | 0.41% | ||
| 48 | Raymond James Financial Services Advisors, Inc. | 40,173 | 5,445,000 | 0.40% | ||
| 49 | Wharton Business Group, LLC | 35,230 | 4,774,000 | 0.35% | ||
| 50 | IMA Advisory Services, Inc. | 28,455 | 3,856,000 | 0.29% |
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.
