| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,154,748 | 95,521,000 | 13.20% | ||
| 2 | UBS Group AG | 651,986 | 53,932,000 | 7.45% | ||
| 3 | WELLS FARGO & COMPANY/MN | 491,665 | 40,671,000 | 5.62% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 440,659 | 36,451,000 | 5.04% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 292,102 | 24,163,000 | 3.34% | ||
| 6 | LPL Financial LLC | 272,773 | 22,678,000 | 3.13% | ||
| 7 | HENGEHOLD CAPITAL MANAGEMENT LLC | 270,624 | 22,386,000 | 3.09% | ||
| 8 | Commonwealth Equity Services, Inc | 268,313 | 22,195,000 | 3.07% | ||
| 9 | PALLADIUM PARTNERS LLC | 259,651 | 21,478,000 | 2.97% | ||
| 10 | Creative Planning | 252,816 | 20,913,000 | 2.89% | ||
| 11 | ROYAL BANK OF CANADA | 243,431 | 20,136,000 | 2.78% | ||
| 12 | FINANCIAL STRATEGY NETWORK, LLC | 225,270 | 18,152,000 | 2.51% | ||
| 13 | FundX Investment Group, LLC | 218,332 | 18,060,000 | 2.50% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 195,325 | 16,158,000 | 2.23% | ||
| 15 | Parsec Financial Management, Inc. | 173,989 | 14,392,000 | 1.99% | ||
| 16 | ASSETMARK, INC | 154,523 | 12,782,000 | 1.77% | ||
| 17 | Opus Capital Group, LLC | 135,507 | 11,209,000 | 1.55% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 125,554 | 10,387,000 | 1.44% | ||
| 19 | HUNTINGTON NATIONAL BANK | 114,418 | 9,465,000 | 1.31% | PRN | |
| 20 | STARFIRE INVESTMENT ADVISERS, INC. | 108,947 | 9,012,178 | 1.25% | ||
| 21 | POINTE CAPITAL MANAGEMENT LLC | 108,947 | 9,012,178 | 1.25% | ||
| 22 | Janney Capital Management LLC | 97,286 | 8,047,000 | 1.11% | ||
| 23 | Jacobus Wealth Management, Inc. | 93,493 | 7,734,000 | 1.07% | ||
| 24 | EisnerAmper Wealth Management Corporate Benefits, LLC | 92,977 | 7,691,000 | 1.06% | ||
| 25 | Janney Montgomery Scott LLC | 90,895 | 7,519,000 | 1.04% | ||
| 26 | SVA Wealth Management, LLC | 90,535 | 7,489,000 | 1.03% | ||
| 27 | Live Your Vision, LLC | 87,499 | 7,238,000 | 1.00% | ||
| 28 | Destination Wealth Management | 85,334 | 7,059,000 | 0.98% | ||
| 29 | CAPITAL ADVISORS INC/OK | 77,085 | 6,376,000 | 0.88% | ||
| 30 | BEACON FINANCIAL GROUP | 76,930 | 6,363,000 | 0.88% | ||
| 31 | Evanson Asset Management, LLC | 75,027 | 6,206,000 | 0.86% | ||
| 32 | ENVESTNET ASSET MANAGEMENT INC | 73,078 | 6,045,000 | 0.84% | ||
| 33 | CENTRAL TRUST Co | 66,658 | 5,514,000 | 0.76% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 63,073 | 5,217,000 | 0.72% | ||
| 35 | RPG INVESTMENT ADVISORY, LLC | 61,350 | 5,074,000 | 0.70% | ||
| 36 | COBIZ WEALTH, LLC | 60,743 | 5,025,000 | 0.69% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 57,699 | 4,774,000 | 0.66% | ||
| 38 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 50,717 | 4,217,000 | 0.58% | ||
| 39 | TMD & ASSOCIATES, INC | 49,485 | 4,093,000 | 0.57% | ||
| 40 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 48,462 | 4,009,000 | 0.55% | ||
| 41 | LEVEL FOUR ADVISORY SERVICES, LLC | 44,502 | 3,681,000 | 0.51% | ||
| 42 | CIBC WORLD MARKET INC. | 43,947 | 3,635,000 | 0.50% | ||
| 43 | AJ WEALTH STRATEGIES, LLC | 41,875 | 3,464,000 | 0.48% | ||
| 44 | AMERIPRISE FINANCIAL INC | 41,190 | 3,388,000 | 0.47% | ||
| 45 | INSPIRION WEALTH ADVISORS, LLC | 40,586 | 3,357,000 | 0.46% | ||
| 46 | ADVISOR GROUP, INC. | 34,445 | 2,850,000 | 0.39% | ||
| 47 | BAIRD FINANCIAL GROUP, INC. | 33,458 | 2,768,000 | 0.38% | ||
| 48 | Capital Analysts, LLC | 31,521 | 2,607,000 | 0.36% | ||
| 49 | JANE STREET GROUP, LLC | 30,065 | 2,487,000 | 0.34% | ||
| 50 | FINANCIAL COUNSELORS INC | 29,956 | 2,478,000 | 0.34% |
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.
