| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,613,363 | 157,706,000 | 12.14% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,469,799 | 143,673,000 | 11.06% | ||
| 3 | AMERIPRISE FINANCIAL INC | 1,298,210 | 127,144,000 | 9.79% | ||
| 4 | UBS Group AG | 938,451 | 91,734,000 | 7.06% | ||
| 5 | WELLS FARGO & COMPANY/MN | 813,788 | 79,548,000 | 6.12% | ||
| 6 | Linscomb Wealth, Inc. | 697,185 | 68,150,000 | 5.25% | ||
| 7 | LPL Financial LLC | 409,558 | 40,034,000 | 3.08% | ||
| 8 | Creative Planning | 369,815 | 36,150,000 | 2.78% | ||
| 9 | Commonwealth Equity Services, Inc | 297,187 | 29,050,000 | 2.24% | ||
| 10 | Parsec Financial Management, Inc. | 296,131 | 28,947,000 | 2.23% | ||
| 11 | SVA Wealth Management, LLC | 282,226 | 27,588,000 | 2.12% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 250,985 | 24,534,000 | 1.89% | ||
| 13 | Bank of New York Mellon Corp | 222,987 | 21,796,000 | 1.68% | ||
| 14 | HUNTINGTON NATIONAL BANK | 195,536 | 19,113,000 | 1.47% | PRN | |
| 15 | Noven Financial Group, Inc. | 174,040 | 17,012,000 | 1.31% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 167,054 | 16,329,000 | 1.26% | ||
| 17 | ProVise Management Group, LLC | 135,376 | 13,233,000 | 1.02% | ||
| 18 | CARDAN CAPITAL PARTNERS, LLC | 132,487 | 12,951,000 | 1.00% | ||
| 19 | Jacobus Wealth Management, Inc. | 125,578 | 12,275,000 | 0.95% | ||
| 20 | BAIRD FINANCIAL GROUP, INC. | 123,171 | 12,040,000 | 0.93% | ||
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 109,105 | 10,665,000 | 0.82% | ||
| 22 | Live Your Vision, LLC | 102,422 | 10,104,000 | 0.78% | ||
| 23 | MML INVESTORS SERVICES, INC. | 98,591 | 9,637,000 | 0.74% | ||
| 24 | ROYAL BANK OF CANADA | 85,570 | 8,365,000 | 0.64% | ||
| 25 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 85,171 | 8,325,000 | 0.64% | ||
| 26 | Destination Wealth Management | 83,287 | 8,141,000 | 0.63% | ||
| 27 | GOLDMAN SACHS GROUP INC | 82,448 | 8,059,000 | 0.62% | ||
| 28 | JPMORGAN CHASE & CO | 77,428 | 7,569,000 | 0.58% | ||
| 29 | INSPIRION WEALTH ADVISORS, LLC | 72,857 | 7,122,000 | 0.55% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 67,075 | 6,557,000 | 0.50% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 66,573 | 6,507,000 | 0.50% | ||
| 32 | TMD & ASSOCIATES, INC | 66,198 | 6,471,000 | 0.50% | ||
| 33 | BEACON FINANCIAL GROUP | 66,413 | 6,469,000 | 0.50% | ||
| 34 | JFS WEALTH ADVISORS, LLC | 60,838 | 5,947,000 | 0.46% | ||
| 35 | STIFEL FINANCIAL CORP | 55,657 | 5,441,000 | 0.42% | ||
| 36 | Orion Porfolio Solutions, LLC | 54,327 | 5,310,000 | 0.41% | ||
| 37 | FINANCIAL COUNSELORS INC | 54,286 | 5,305,000 | 0.41% | ||
| 38 | ADVISOR GROUP, INC. | 52,546 | 5,138,000 | 0.40% | ||
| 39 | NewFocus Financial Group, LLC | 52,205 | 5,103,000 | 0.39% | ||
| 40 | Janney Montgomery Scott LLC | 51,072 | 4,992,000 | 0.38% | ||
| 41 | CAPITAL ONE, NATIONAL ASSOCIATION | 48,725 | 4,763,000 | 0.37% | ||
| 42 | Baystate Wealth Management LLC | 45,906 | 4,530,000 | 0.35% | ||
| 43 | SIMMONS BANK | 46,070 | 4,503,000 | 0.35% | ||
| 44 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 44,263 | 4,327,000 | 0.33% | ||
| 45 | ENVESTNET ASSET MANAGEMENT INC | 43,796 | 4,280,000 | 0.33% | ||
| 46 | WELL DONE, LLC | 43,776 | 4,279,000 | 0.33% | ||
| 47 | CAPITAL ADVISORS INC/OK | 43,087 | 4,212,000 | 0.32% | ||
| 48 | Gemmer Asset Management LLC | 42,964 | 4,200,000 | 0.32% | ||
| 49 | Private Advisor Group, LLC | 42,330 | 4,113,000 | 0.32% | ||
| 50 | JANE STREET GROUP, LLC | 41,955 | 4,101,000 | 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.
