| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 977,416 | 73,512,000 | 12.46% | ||
| 2 | UBS Group AG | 575,723 | 43,300,000 | 7.34% | ||
| 3 | WELLS FARGO & COMPANY/MN | 462,488 | 34,783,000 | 5.89% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 362,365 | 27,253,000 | 4.62% | ||
| 5 | Commonwealth Equity Services, Inc | 316,398 | 23,796,000 | 4.03% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 291,409 | 21,917,000 | 3.71% | ||
| 7 | HENGEHOLD CAPITAL MANAGEMENT LLC | 265,909 | 19,999,000 | 3.39% | ||
| 8 | FINANCIAL STRATEGY NETWORK, LLC | 276,624 | 19,457,000 | 3.30% | ||
| 9 | PALLADIUM PARTNERS LLC | 258,156 | 19,416,000 | 3.29% | ||
| 10 | Creative Planning | 254,177 | 19,116,000 | 3.24% | ||
| 11 | FundX Investment Group, LLC | 221,844 | 16,685,000 | 2.83% | ||
| 12 | LPL Financial LLC | 204,099 | 15,122,000 | 2.56% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 177,799 | 13,372,000 | 2.27% | ||
| 14 | Parsec Financial Management, Inc. | 168,249 | 12,654,000 | 2.14% | ||
| 15 | ASSETMARK, INC | 149,125 | 11,216,000 | 1.90% | ||
| 16 | ROYAL BANK OF CANADA | 141,359 | 10,632,000 | 1.80% | ||
| 17 | Opus Capital Group, LLC | 135,277 | 10,175,000 | 1.72% | ||
| 18 | STARFIRE INVESTMENT ADVISERS, INC. | 106,003 | 7,972,553 | 1.35% | ||
| 19 | EisnerAmper Wealth Management Corporate Benefits, LLC | 93,146 | 6,974,000 | 1.18% | ||
| 20 | SVA Wealth Management, LLC | 91,855 | 6,908,000 | 1.17% | ||
| 21 | Live Your Vision, LLC | 88,334 | 6,644,000 | 1.13% | ||
| 22 | Merriman Wealth Management, LLC | 85,700 | 6,445,000 | 1.09% | ||
| 23 | Jacobus Wealth Management, Inc. | 82,552 | 6,209,000 | 1.05% | ||
| 24 | RAYMOND JAMES & ASSOCIATES | 81,354 | 6,122,000 | 1.04% | ||
| 25 | BEACON FINANCIAL GROUP | 75,873 | 5,671,000 | 0.96% | ||
| 26 | Evanson Asset Management, LLC | 75,158 | 5,653,000 | 0.96% | ||
| 27 | TMD & ASSOCIATES, INC | 74,540 | 5,606,000 | 0.95% | ||
| 28 | HUNTINGTON NATIONAL BANK | 73,024 | 5,492,000 | 0.93% | PRN | |
| 29 | Destination Wealth Management | 67,954 | 5,111,000 | 0.87% | ||
| 30 | Janney Montgomery Scott LLC | 65,009 | 4,889,000 | 0.83% | ||
| 31 | CENTRAL TRUST Co | 64,760 | 4,871,000 | 0.83% | ||
| 32 | RPG INVESTMENT ADVISORY, LLC | 64,280 | 4,834,000 | 0.82% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 62,565 | 4,706,000 | 0.80% | ||
| 34 | COBIZ WEALTH, LLC | 61,024 | 4,590,000 | 0.78% | ||
| 35 | ENVESTNET ASSET MANAGEMENT INC | 60,104 | 4,520,000 | 0.77% | ||
| 36 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 52,275 | 3,932,000 | 0.67% | ||
| 37 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 51,510 | 3,816,000 | 0.65% | ||
| 38 | Advisors Preferred, LLC | 50,486 | 3,797,000 | 0.64% | ||
| 39 | GOLDMAN SACHS GROUP INC | 45,303 | 3,407,000 | 0.58% | ||
| 40 | Montecito Bank & Trust | 41,597 | 3,129,000 | 0.53% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 38,709 | 2,911,000 | 0.49% | ||
| 42 | CIBC WORLD MARKET INC. | 37,141 | 2,793,000 | 0.47% | ||
| 43 | AMERIPRISE FINANCIAL INC | 37,208 | 2,791,000 | 0.47% | ||
| 44 | INSPIRION WEALTH ADVISORS, LLC | 32,637 | 2,455,000 | 0.42% | ||
| 45 | BAIRD FINANCIAL GROUP, INC. | 32,383 | 2,436,000 | 0.41% | ||
| 46 | ADVISOR GROUP, INC. | 31,976 | 2,405,000 | 0.41% | ||
| 47 | Capital Analysts, LLC | 30,163 | 2,268,573 | 0.38% | ||
| 48 | RAND WEALTH, LLC | 28,294 | 2,128,000 | 0.36% | ||
| 49 | SPINNAKER TRUST | 30,926 | 2,125,000 | 0.36% | ||
| 50 | OPTIMUM INVESTMENT ADVISORS | 25,690 | 1,932,000 | 0.33% |
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.
