| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 973,459 | 68,571,000 | 15.47% | ||
| 2 | UBS Group AG | 596,297 | 42,003,000 | 9.47% | ||
| 3 | WELLS FARGO & COMPANY/MN | 424,832 | 29,925,000 | 6.75% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 377,151 | 26,566,000 | 5.99% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 285,716 | 20,126,000 | 4.54% | ||
| 6 | PALLADIUM PARTNERS LLC | 266,589 | 18,779,000 | 4.24% | ||
| 7 | Commonwealth Equity Services, Inc | 246,516 | 17,365,000 | 3.92% | ||
| 8 | LPL Financial LLC | 240,805 | 16,902,000 | 3.81% | ||
| 9 | Creative Planning | 145,262 | 10,232,000 | 2.31% | ||
| 10 | HENGEHOLD CAPITAL MANAGEMENT LLC | 137,732 | 9,702,000 | 2.19% | ||
| 11 | Parsec Financial Management, Inc. | 131,890 | 9,290,000 | 2.10% | ||
| 12 | SVA Wealth Management, LLC | 130,247 | 9,175,000 | 2.07% | ||
| 13 | ROYAL BANK OF CANADA | 123,789 | 8,720,000 | 1.97% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 116,650 | 8,217,000 | 1.85% | ||
| 15 | GOLDMAN SACHS GROUP INC | 116,535 | 8,209,000 | 1.85% | ||
| 16 | GUPTA WEALTH MANAGEMENT LLC | 106,478 | 7,500,000 | 1.69% | ||
| 17 | STARFIRE INVESTMENT ADVISERS, INC. | 91,999 | 6,480,409 | 1.46% | ||
| 18 | VICUS CAPITAL | 84,510 | 5,953,000 | 1.34% | ||
| 19 | Opus Capital Group, LLC | 80,732 | 5,687,000 | 1.28% | ||
| 20 | Jacobus Wealth Management, Inc. | 80,375 | 5,662,000 | 1.28% | ||
| 21 | ASSETMARK, INC | 80,383 | 5,662,000 | 1.28% | ||
| 22 | Evanson Asset Management, LLC | 72,684 | 5,120,000 | 1.15% | ||
| 23 | EisnerAmper Wealth Management Corporate Benefits, LLC | 72,567 | 5,112,000 | 1.15% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 65,671 | 4,626,000 | 1.04% | ||
| 25 | BEACON FINANCIAL GROUP | 64,508 | 4,546,000 | 1.03% | ||
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 64,463 | 4,541,000 | 1.02% | ||
| 27 | Janney Montgomery Scott LLC | 61,212 | 4,311,738 | 0.97% | ||
| 28 | COBIZ WEALTH, LLC | 50,376 | 3,548,000 | 0.80% | ||
| 29 | HUNTINGTON NATIONAL BANK | 42,777 | 3,013,000 | 0.68% | PRN | |
| 30 | CFO4Life, L.P. | 37,488 | 2,641,000 | 0.60% | ||
| 31 | CITADEL ADVISORS LLC | 31,679 | 2,231,000 | 0.50% | ||
| 32 | SPINNAKER TRUST | 31,277 | 2,203,000 | 0.50% | ||
| 33 | FINANCIAL COUNSELORS INC | 29,829 | 2,101,000 | 0.47% | ||
| 34 | INSPIRION WEALTH ADVISORS, LLC | 29,442 | 2,074,000 | 0.47% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 29,102 | 2,050,000 | 0.46% | ||
| 36 | Valentine Capital Asset Management, Inc. | 28,800 | 2,029,000 | 0.46% | ||
| 37 | Live Your Vision, LLC | 25,789 | 1,823,000 | 0.41% | ||
| 38 | PNC FINANCIAL SERVICES GROUP, INC. | 25,524 | 1,799,000 | 0.41% | ||
| 39 | Whitnell & Co. | 25,418 | 1,790,000 | 0.40% | ||
| 40 | AMERIPRISE FINANCIAL INC | 25,182 | 1,768,000 | 0.40% | ||
| 41 | RAND WEALTH, LLC | 22,682 | 1,598,000 | 0.36% | ||
| 42 | Dakota Wealth Management | 21,982 | 1,548,000 | 0.35% | ||
| 43 | BAIRD FINANCIAL GROUP, INC. | 21,539 | 1,517,000 | 0.34% | ||
| 44 | STIFEL FINANCIAL CORP | 20,975 | 1,476,000 | 0.33% | ||
| 45 | Aspen Investment Management Inc | 20,877 | 1,471,000 | 0.33% | ||
| 46 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 20,834 | 1,468,000 | 0.33% | ||
| 47 | VSR Financial Services, Inc. | 20,299 | 1,430,000 | 0.32% | ||
| 48 | Capital Analysts, LLC | 19,944 | 1,404,880 | 0.32% | ||
| 49 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19,760 | 1,392,000 | 0.31% | ||
| 50 | Invesco Ltd. | 17,980 | 1,267,000 | 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.
