| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 810,779 | 55,717,000 | 12.03% | ||
| 2 | UBS Group AG | 481,128 | 33,063,000 | 7.14% | ||
| 3 | WELLS FARGO & COMPANY/MN | 464,531 | 31,923,000 | 6.89% | ||
| 4 | LPL Financial LLC | 363,861 | 24,444,000 | 5.28% | ||
| 5 | Raymond James Financial Services Advisors, Inc. | 339,718 | 23,346,000 | 5.04% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 310,980 | 21,370,000 | 4.62% | ||
| 7 | Commonwealth Equity Services, Inc | 296,771 | 20,394,000 | 4.40% | ||
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 289,090 | 19,874,000 | 4.29% | ||
| 9 | FINANCIAL STRATEGY NETWORK, LLC | 265,083 | 18,700,000 | 4.04% | ||
| 10 | PALLADIUM PARTNERS LLC | 250,342 | 17,203,000 | 3.72% | ||
| 11 | Creative Planning | 172,249 | 11,837,000 | 2.56% | ||
| 12 | Parsec Financial Management, Inc. | 160,474 | 11,028,000 | 2.38% | ||
| 13 | ASSETMARK, INC | 152,515 | 10,481,000 | 2.26% | ||
| 14 | SVA Wealth Management, LLC | 149,750 | 10,291,000 | 2.22% | ||
| 15 | HENGEHOLD CAPITAL MANAGEMENT LLC | 142,448 | 9,789,000 | 2.11% | ||
| 16 | Opus Capital Group, LLC | 131,091 | 9,009,000 | 1.95% | ||
| 17 | STARFIRE INVESTMENT ADVISERS, INC. | 96,714 | 6,646,186 | 1.44% | ||
| 18 | GOLDMAN SACHS GROUP INC | 93,101 | 6,398,000 | 1.38% | ||
| 19 | EisnerAmper Wealth Management Corporate Benefits, LLC | 87,345 | 6,002,000 | 1.30% | ||
| 20 | GUPTA WEALTH MANAGEMENT LLC | 86,455 | 5,941,000 | 1.28% | ||
| 21 | Jacobus Wealth Management, Inc. | 83,085 | 5,710,000 | 1.23% | ||
| 22 | BEACON FINANCIAL GROUP | 74,405 | 5,104,000 | 1.10% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 71,534 | 4,916,000 | 1.06% | ||
| 24 | TMD & ASSOCIATES, INC | 64,285 | 4,418,000 | 0.95% | ||
| 25 | Janney Montgomery Scott LLC | 61,913 | 4,255,000 | 0.92% | ||
| 26 | Evanson Asset Management, LLC | 60,479 | 4,156,000 | 0.90% | ||
| 27 | RPG INVESTMENT ADVISORY, LLC | 57,483 | 3,950,000 | 0.85% | ||
| 28 | COBIZ WEALTH, LLC | 47,532 | 3,266,000 | 0.71% | ||
| 29 | HUNTINGTON NATIONAL BANK | 38,194 | 2,753,000 | 0.59% | PRN | |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 39,029 | 2,682,000 | 0.58% | ||
| 31 | ROYAL BANK OF CANADA | 38,595 | 2,652,000 | 0.57% | ||
| 32 | CIBC WORLD MARKET INC. | 35,118 | 2,413,000 | 0.52% | ||
| 33 | INSPIRION WEALTH ADVISORS, LLC | 32,553 | 2,237,000 | 0.48% | ||
| 34 | SPINNAKER TRUST | 30,926 | 2,125,000 | 0.46% | ||
| 35 | FINANCIAL COUNSELORS INC | 28,052 | 1,928,000 | 0.42% | ||
| 36 | Live Your Vision, LLC | 27,133 | 1,865,000 | 0.40% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 26,766 | 1,839,000 | 0.40% | ||
| 38 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 26,752 | 1,838,000 | 0.40% | ||
| 39 | Whitnell & Co. | 25,418 | 1,747,000 | 0.38% | ||
| 40 | RAND WEALTH, LLC | 25,400 | 1,745,000 | 0.38% | ||
| 41 | OPTIMUM INVESTMENT ADVISORS | 24,736 | 1,700,000 | 0.37% | ||
| 42 | PNC FINANCIAL SERVICES GROUP, INC. | 24,180 | 1,663,000 | 0.36% | ||
| 43 | Capital Analysts, LLC | 21,871 | 1,502,999 | 0.32% | ||
| 44 | Aspen Investment Management Inc | 21,177 | 1,455,000 | 0.31% | ||
| 45 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 19,739 | 1,356,000 | 0.29% | ||
| 46 | Dakota Wealth Management | 19,663 | 1,351,000 | 0.29% | ||
| 47 | VSR Financial Services, Inc. | 18,712 | 1,286,000 | 0.28% | ||
| 48 | Orion Porfolio Solutions, LLC | 18,420 | 1,266,000 | 0.27% | ||
| 49 | AMERIPRISE FINANCIAL INC | 18,223 | 1,252,000 | 0.27% | ||
| 50 | GFS Advisors, LLC | 81,914 | 1,192,000 | 0.26% |
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.
