| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,540,391 | 145,382,000 | 13.50% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,082,319 | 102,149,000 | 9.49% | ||
| 3 | AMERIPRISE FINANCIAL INC | 873,151 | 82,570,000 | 7.67% | ||
| 4 | UBS Group AG | 794,531 | 74,988,000 | 6.97% | ||
| 5 | WELLS FARGO & COMPANY/MN | 723,594 | 68,293,000 | 6.34% | ||
| 6 | Linscomb Wealth, Inc. | 693,358 | 65,439,000 | 6.08% | ||
| 7 | Creative Planning | 316,609 | 29,882,000 | 2.78% | ||
| 8 | LPL Financial LLC | 313,838 | 29,843,000 | 2.77% | ||
| 9 | Parsec Financial Management, Inc. | 280,256 | 26,451,000 | 2.46% | ||
| 10 | Commonwealth Equity Services, Inc | 259,098 | 24,454,000 | 2.27% | ||
| 11 | SVA Wealth Management, LLC | 230,068 | 21,714,000 | 2.02% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 191,397 | 18,066,000 | 1.68% | ||
| 13 | Noven Financial Group, Inc. | 161,765 | 15,267,000 | 1.42% | ||
| 14 | HUNTINGTON NATIONAL BANK | 160,846 | 15,181,000 | 1.41% | PRN | |
| 15 | CARDAN CAPITAL PARTNERS, LLC | 157,489 | 14,864,000 | 1.38% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 132,828 | 12,536,000 | 1.16% | ||
| 17 | BAIRD FINANCIAL GROUP, INC. | 129,962 | 12,266,000 | 1.14% | ||
| 18 | Jacobus Wealth Management, Inc. | 119,169 | 11,247,000 | 1.04% | ||
| 19 | GOLDMAN SACHS GROUP INC | 110,263 | 10,407,000 | 0.97% | ||
| 20 | NewFocus Financial Group, LLC | 109,995 | 10,381,000 | 0.96% | ||
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 107,208 | 10,118,000 | 0.94% | ||
| 22 | ProVise Management Group, LLC | 101,381 | 9,557,000 | 0.89% | ||
| 23 | Bank of New York Mellon Corp | 99,346 | 9,376,000 | 0.87% | ||
| 24 | Live Your Vision, LLC | 96,775 | 9,134,000 | 0.85% | ||
| 25 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 87,523 | 8,260,000 | 0.77% | ||
| 26 | ROYAL BANK OF CANADA | 73,598 | 6,946,000 | 0.65% | ||
| 27 | INSPIRION WEALTH ADVISORS, LLC | 72,848 | 6,875,000 | 0.64% | ||
| 28 | JPMORGAN CHASE & CO | 70,514 | 6,655,000 | 0.62% | ||
| 29 | Destination Wealth Management | 69,961 | 6,603,000 | 0.61% | ||
| 30 | TMD & ASSOCIATES, INC | 67,370 | 6,358,000 | 0.59% | ||
| 31 | BEACON FINANCIAL GROUP | 64,405 | 6,078,000 | 0.56% | ||
| 32 | FINANCIAL COUNSELORS INC | 63,851 | 6,026,000 | 0.56% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 60,528 | 5,713,000 | 0.53% | ||
| 34 | New England Investment & Retirement Group, Inc. | 59,916 | 5,655,000 | 0.53% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 59,015 | 5,570,000 | 0.52% | ||
| 36 | Orion Porfolio Solutions, LLC | 56,696 | 5,351,000 | 0.50% | ||
| 37 | MSI Financial Services Inc | 55,372 | 5,226,000 | 0.49% | ||
| 38 | JANE STREET GROUP, LLC | 51,364 | 4,848,000 | 0.45% | ||
| 39 | WELL DONE, LLC | 46,243 | 4,364,000 | 0.41% | ||
| 40 | CITADEL ADVISORS LLC | 45,546 | 4,299,000 | 0.40% | ||
| 41 | CAPITAL ONE, NATIONAL ASSOCIATION | 45,532 | 4,297,000 | 0.40% | ||
| 42 | CAPITAL ADVISORS INC/OK | 45,520 | 4,296,000 | 0.40% | ||
| 43 | Janney Montgomery Scott LLC | 44,381 | 4,189,000 | 0.39% | ||
| 44 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 43,170 | 4,074,000 | 0.38% | ||
| 45 | Gemmer Asset Management LLC | 42,714 | 4,031,000 | 0.37% | ||
| 46 | JFS WEALTH ADVISORS, LLC | 41,882 | 3,953,000 | 0.37% | ||
| 47 | STIFEL FINANCIAL CORP | 40,746 | 3,842,000 | 0.36% | ||
| 48 | SII INVESTMENTS INC/WI | 40,160 | 3,789,000 | 0.35% | ||
| 49 | ENVESTNET ASSET MANAGEMENT INC | 38,773 | 3,660,000 | 0.34% | ||
| 50 | EisnerAmper Wealth Management Corporate Benefits, LLC | 36,588 | 3,453,000 | 0.32% |
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.
