| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 950,797 | 59,900,000 | 14.89% | ||
| 2 | UBS Group AG | 559,121 | 35,225,000 | 8.75% | ||
| 3 | WELLS FARGO & COMPANY/MN | 413,009 | 26,019,000 | 6.47% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 341,435 | 21,511,000 | 5.35% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 284,205 | 17,905,000 | 4.45% | ||
| 6 | Commonwealth Equity Services, Inc | 269,389 | 16,972,000 | 4.22% | ||
| 7 | PALLADIUM PARTNERS LLC | 244,857 | 15,426,000 | 3.83% | ||
| 8 | LPL Financial LLC | 175,821 | 11,488,000 | 2.85% | ||
| 9 | GOLDMAN SACHS GROUP INC | 177,947 | 11,211,000 | 2.79% | ||
| 10 | Creative Planning | 147,146 | 9,270,000 | 2.30% | ||
| 11 | Parsec Financial Management, Inc. | 145,118 | 9,142,000 | 2.27% | ||
| 12 | ROYAL BANK OF CANADA | 143,910 | 9,068,000 | 2.25% | ||
| 13 | HENGEHOLD CAPITAL MANAGEMENT LLC | 139,409 | 8,783,000 | 2.18% | ||
| 14 | SVA Wealth Management, LLC | 137,228 | 8,645,000 | 2.15% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 120,737 | 7,606,000 | 1.89% | ||
| 16 | Opus Capital Group, LLC | 116,223 | 7,322,000 | 1.82% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 107,120 | 6,749,000 | 1.68% | ||
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 102,225 | 6,445,000 | 1.60% | ||
| 19 | ASSETMARK, INC | 101,372 | 6,386,000 | 1.59% | ||
| 20 | GUPTA WEALTH MANAGEMENT LLC | 100,471 | 6,330,000 | 1.57% | ||
| 21 | STARFIRE INVESTMENT ADVISERS, INC. | 91,374 | 5,756,562 | 1.43% | ||
| 22 | VICUS CAPITAL | 87,812 | 5,532,000 | 1.37% | ||
| 23 | Jacobus Wealth Management, Inc. | 79,970 | 5,038,000 | 1.25% | ||
| 24 | EisnerAmper Wealth Management Corporate Benefits, LLC | 77,028 | 4,853,000 | 1.21% | ||
| 25 | Janney Montgomery Scott LLC | 72,759 | 4,584,000 | 1.14% | ||
| 26 | Evanson Asset Management, LLC | 69,502 | 4,378,000 | 1.09% | ||
| 27 | Cambridge Investment Research Advisors, Inc. | 65,792 | 4,145,000 | 1.03% | ||
| 28 | BEACON FINANCIAL GROUP | 66,376 | 4,137,000 | 1.03% | ||
| 29 | COBIZ WEALTH, LLC | 49,487 | 3,118,000 | 0.77% | ||
| 30 | HUNTINGTON NATIONAL BANK | 39,097 | 2,463,000 | 0.61% | PRN | |
| 31 | SPINNAKER TRUST | 32,106 | 2,023,000 | 0.50% | ||
| 32 | FINANCIAL COUNSELORS INC | 31,206 | 1,966,000 | 0.49% | ||
| 33 | INSPIRION WEALTH ADVISORS, LLC | 30,945 | 1,950,000 | 0.48% | ||
| 34 | AMERIPRISE FINANCIAL INC | 27,851 | 1,760,000 | 0.44% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,702 | 1,745,000 | 0.43% | ||
| 36 | Live Your Vision, LLC | 26,586 | 1,675,000 | 0.42% | ||
| 37 | Whitnell & Co. | 25,418 | 1,601,000 | 0.40% | ||
| 38 | PNC FINANCIAL SERVICES GROUP, INC. | 24,395 | 1,538,000 | 0.38% | ||
| 39 | OPTIMUM INVESTMENT ADVISORS | 23,195 | 1,461,000 | 0.36% | ||
| 40 | RAND WEALTH, LLC | 22,751 | 1,433,000 | 0.36% | ||
| 41 | Valentine Capital Asset Management, Inc. | 22,605 | 1,424,000 | 0.35% | ||
| 42 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 21,925 | 1,381,000 | 0.34% | ||
| 43 | Dakota Wealth Management | 21,839 | 1,376,000 | 0.34% | ||
| 44 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 20,364 | 1,283,000 | 0.32% | ||
| 45 | Aspen Investment Management Inc | 20,202 | 1,273,000 | 0.32% | ||
| 46 | Capital Analysts, LLC | 19,853 | 1,250,759 | 0.31% | ||
| 47 | VSR Financial Services, Inc. | 19,428 | 1,224,000 | 0.30% | ||
| 48 | STIFEL FINANCIAL CORP | 18,513 | 1,166,000 | 0.29% | ||
| 49 | Orion Porfolio Solutions, LLC | 17,479 | 1,101,000 | 0.27% | ||
| 50 | Bank of New York Mellon Corp | 17,479 | 1,101,000 | 0.27% |
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.
