| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1,518,101 | 209,225,000 | 12.65% | ||
| 2 | Beacon Capital Management, Inc. | 1,047,270 | 144,335,000 | 8.72% | ||
| 3 | MORGAN STANLEY | 1,016,838 | 140,141,000 | 8.47% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 888,378 | 122,436,000 | 7.40% | ||
| 5 | WELLS FARGO & COMPANY/MN | 613,153 | 84,504,000 | 5.11% | ||
| 6 | M&T BANK CORP | 474,934 | 65,455,000 | 3.96% | ||
| 7 | Pinnacle Advisory Group, Inc. | 425,045 | 58,580,000 | 3.54% | ||
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 403,104 | 55,556,000 | 3.36% | ||
| 9 | EVERETT HARRIS & CO /CA/ | 338,702 | 46,680,000 | 2.82% | ||
| 10 | ROYAL BANK OF CANADA | 274,435 | 37,824,000 | 2.29% | ||
| 11 | LPL Financial LLC | 240,301 | 33,082,000 | 2.00% | ||
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 238,281 | 32,839,000 | 1.98% | ||
| 13 | MADISON INVESTMENT HOLDINGS INC | 194,387 | 26,790,000 | 1.62% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 176,904 | 24,381,000 | 1.47% | ||
| 15 | Richard C. Young & CO., LTD. | 176,542 | 24,331,000 | 1.47% | SH | |
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 171,551 | 23,643,000 | 1.43% | ||
| 17 | D'Orazio & Associates, Inc. | 165,272 | 22,778,000 | 1.38% | ||
| 18 | AMERIPRISE FINANCIAL INC | 161,529 | 22,245,000 | 1.34% | ||
| 19 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 141,217 | 19,462,000 | 1.18% | ||
| 20 | Stadion Money Management, LLC | 133,407 | 18,386,000 | 1.11% | ||
| 21 | Commonwealth Equity Services, Inc | 123,398 | 17,007,000 | 1.03% | ||
| 22 | Main Management LLC | 108,283 | 14,924,000 | 0.90% | ||
| 23 | PEAPACK GLADSTONE FINANCIAL CORP | 107,591 | 14,828,191 | 0.90% | ||
| 24 | Strategic Point Investment Advisors, LLC | 105,073 | 14,481,000 | 0.88% | ||
| 25 | WBH ADVISORY INC | 103,654 | 14,285,000 | 0.86% | ||
| 26 | RAYMOND JAMES & ASSOCIATES | 95,088 | 13,105,000 | 0.79% | ||
| 27 | Janney Montgomery Scott LLC | 84,378 | 11,629,000 | 0.70% | ||
| 28 | Stratos Wealth Partners, LTD. | 76,354 | 10,523,000 | 0.64% | ||
| 29 | New England Investment & Retirement Group, Inc. | 71,074 | 9,795,000 | 0.59% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 70,659 | 9,738,000 | 0.59% | ||
| 31 | RAND WEALTH, LLC | 61,127 | 8,425,000 | 0.51% | ||
| 32 | BAILARD, INC. | 58,349 | 8,042,000 | 0.49% | ||
| 33 | Raymond James Financial Services Advisors, Inc. | 58,199 | 8,022,000 | 0.48% | ||
| 34 | Focused Wealth Management, Inc | 58,183 | 8,019,000 | 0.48% | ||
| 35 | HighTower Advisors, LLC | 51,755 | 7,130,000 | 0.43% | ||
| 36 | CITIGROUP INC | 48,258 | 6,651,000 | 0.40% | ||
| 37 | NATIONAL PLANNING CORP | 44,678 | 6,143,000 | 0.37% | ||
| 38 | JPMORGAN CHASE & CO | 44,284 | 6,104,000 | 0.37% | ||
| 39 | ADVISOR GROUP, INC. | 43,068 | 5,939,000 | 0.36% | ||
| 40 | FIFTH THIRD BANCORP | 42,330 | 5,834,000 | 0.35% | ||
| 41 | WELLINGTON MANAGEMENT GROUP LLP | 39,580 | 5,455,000 | 0.33% | ||
| 42 | Bank of New York Mellon Corp | 38,766 | 5,343,000 | 0.32% | ||
| 43 | Private Advisor Group, LLC | 38,176 | 5,229,000 | 0.32% | ||
| 44 | Madden Advisory Services, Inc. | 34,781 | 4,793,000 | 0.29% | ||
| 45 | New England Private Wealth Advisors LLC | 33,619 | 4,629,000 | 0.28% | ||
| 46 | IFP ADVISORS, INC | 33,106 | 4,563,000 | 0.28% | ||
| 47 | Winch Advisory Services, LLC | 32,741 | 4,512,000 | 0.27% | ||
| 48 | SII INVESTMENTS INC/WI | 32,279 | 4,461,000 | 0.27% | ||
| 49 | Cetera Advisors LLC | 32,244 | 4,454,000 | 0.27% | ||
| 50 | TIAA CREF TRUST CO FSB/MO | 31,319 | 4,316,000 | 0.26% |
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.
