| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 841,608 | 54,646,000 | 12.57% | ||
| 2 | UBS Group AG | 573,287 | 37,224,000 | 8.56% | ||
| 3 | WELLS FARGO & COMPANY/MN | 432,252 | 28,066,000 | 6.46% | ||
| 4 | LPL Financial LLC | 361,841 | 23,165,000 | 5.33% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 329,146 | 21,372,000 | 4.92% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 286,520 | 18,604,000 | 4.28% | ||
| 7 | Commonwealth Equity Services, Inc | 285,330 | 18,526,000 | 4.26% | ||
| 8 | PALLADIUM PARTNERS LLC | 249,659 | 16,210,000 | 3.73% | ||
| 9 | FINANCIAL STRATEGY NETWORK, LLC | 231,421 | 13,288,000 | 3.06% | ||
| 10 | EisnerAmper Wealth Management Corporate Benefits, LLC | 165,866 | 10,770,000 | 2.48% | ||
| 11 | Parsec Financial Management, Inc. | 154,917 | 10,059,000 | 2.31% | ||
| 12 | Creative Planning | 151,243 | 9,821,000 | 2.26% | ||
| 13 | HENGEHOLD CAPITAL MANAGEMENT LLC | 142,254 | 9,237,000 | 2.12% | ||
| 14 | SVA Wealth Management, LLC | 141,527 | 9,189,000 | 2.11% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 128,100 | 8,318,000 | 1.91% | ||
| 16 | Opus Capital Group, LLC | 121,999 | 7,922,000 | 1.82% | ||
| 17 | TMD & ASSOCIATES, INC | 107,474 | 6,978,000 | 1.61% | ||
| 18 | ASSETMARK, INC | 102,715 | 6,669,000 | 1.53% | ||
| 19 | STARFIRE INVESTMENT ADVISERS, INC. | 93,314 | 6,058,878 | 1.39% | ||
| 20 | GUPTA WEALTH MANAGEMENT LLC | 90,276 | 5,862,000 | 1.35% | ||
| 21 | VICUS CAPITAL | 89,426 | 5,806,000 | 1.34% | ||
| 22 | Jacobus Wealth Management, Inc. | 83,460 | 5,419,000 | 1.25% | ||
| 23 | BEACON FINANCIAL GROUP | 73,592 | 4,836,000 | 1.11% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 72,750 | 4,724,000 | 1.09% | ||
| 25 | Evanson Asset Management, LLC | 67,373 | 4,375,000 | 1.01% | ||
| 26 | Janney Montgomery Scott LLC | 61,850 | 4,016,000 | 0.92% | ||
| 27 | RPG INVESTMENT ADVISORY, LLC | 57,468 | 3,731,000 | 0.86% | ||
| 28 | ENVESTNET ASSET MANAGEMENT INC | 56,352 | 3,659,000 | 0.84% | ||
| 29 | ROYAL BANK OF CANADA | 51,639 | 3,353,000 | 0.77% | ||
| 30 | COBIZ WEALTH, LLC | 47,546 | 3,087,000 | 0.71% | ||
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45,865 | 2,979,000 | 0.69% | ||
| 32 | GOLDMAN SACHS GROUP INC | 35,734 | 2,320,000 | 0.53% | ||
| 33 | AMERIPRISE FINANCIAL INC | 34,512 | 2,241,000 | 0.52% | ||
| 34 | HUNTINGTON NATIONAL BANK | 34,095 | 2,214,000 | 0.51% | PRN | |
| 35 | Polaris Wealth Advisory Group, LLC | 33,757 | 2,192,000 | 0.50% | ||
| 36 | SPINNAKER TRUST | 32,129 | 2,086,000 | 0.48% | ||
| 37 | INSPIRION WEALTH ADVISORS, LLC | 30,892 | 2,006,000 | 0.46% | ||
| 38 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 28,395 | 1,844,000 | 0.42% | ||
| 39 | FINANCIAL COUNSELORS INC | 27,826 | 1,807,000 | 0.42% | ||
| 40 | STIFEL FINANCIAL CORP | 26,610 | 1,784,000 | 0.41% | ||
| 41 | Live Your Vision, LLC | 27,448 | 1,782,000 | 0.41% | ||
| 42 | Whitnell & Co. | 25,418 | 1,650,000 | 0.38% | ||
| 43 | PNC FINANCIAL SERVICES GROUP, INC. | 24,533 | 1,593,000 | 0.37% | ||
| 44 | RAND WEALTH, LLC | 24,194 | 1,571,000 | 0.36% | ||
| 45 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 23,742 | 1,542,000 | 0.35% | ||
| 46 | OPTIMUM INVESTMENT ADVISORS | 23,395 | 1,519,000 | 0.35% | ||
| 47 | Dakota Wealth Management | 21,378 | 1,388,000 | 0.32% | ||
| 48 | Capital Analysts, LLC | 20,538 | 1,333,565 | 0.31% | ||
| 49 | Aspen Investment Management Inc | 20,232 | 1,314,000 | 0.30% | ||
| 50 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 19,879 | 1,291,000 | 0.30% |
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.
