| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,204,652 | 96,950,000 | 13.98% | ||
| 2 | UBS Group AG | 666,298 | 53,624,000 | 7.73% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 583,714 | 46,977,000 | 6.77% | ||
| 4 | WELLS FARGO & COMPANY/MN | 569,319 | 45,818,000 | 6.61% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 290,272 | 23,361,000 | 3.37% | ||
| 6 | LPL Financial LLC | 280,638 | 22,586,000 | 3.26% | ||
| 7 | Creative Planning | 269,034 | 21,652,000 | 3.12% | ||
| 8 | Commonwealth Equity Services, Inc | 267,020 | 21,490,000 | 3.10% | ||
| 9 | PALLADIUM PARTNERS LLC | 263,989 | 21,246,000 | 3.06% | ||
| 10 | ROYAL BANK OF CANADA | 247,147 | 19,891,000 | 2.87% | ||
| 11 | Parsec Financial Management, Inc. | 201,684 | 16,232,000 | 2.34% | ||
| 12 | Raymond James Financial Services Advisors, Inc. | 194,426 | 15,647,000 | 2.26% | ||
| 13 | ASSETMARK, INC | 179,810 | 14,471,000 | 2.09% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 153,278 | 12,335,000 | 1.78% | ||
| 15 | Opus Capital Group, LLC | 132,922 | 10,698,000 | 1.54% | ||
| 16 | HUNTINGTON NATIONAL BANK | 130,763 | 10,524,000 | 1.52% | PRN | |
| 17 | STARFIRE INVESTMENT ADVISERS, INC. | 110,638 | 8,904,000 | 1.28% | ||
| 18 | Janney Montgomery Scott LLC | 104,321 | 8,396,000 | 1.21% | ||
| 19 | Jacobus Wealth Management, Inc. | 102,458 | 8,246,000 | 1.19% | ||
| 20 | Destination Wealth Management | 98,344 | 7,915,000 | 1.14% | ||
| 21 | EisnerAmper Wealth Management Corporate Benefits, LLC | 96,628 | 7,777,000 | 1.12% | ||
| 22 | AMERIPRISE FINANCIAL INC | 90,937 | 7,720,000 | 1.11% | ||
| 23 | Janney Capital Management LLC | 94,094 | 7,572,000 | 1.09% | ||
| 24 | SVA Wealth Management, LLC | 86,510 | 6,962,000 | 1.00% | ||
| 25 | Evanson Asset Management, LLC | 82,460 | 6,636,000 | 0.96% | ||
| 26 | BEACON FINANCIAL GROUP | 79,116 | 6,378,000 | 0.92% | ||
| 27 | CENTRAL TRUST Co | 78,850 | 6,345,000 | 0.91% | ||
| 28 | Cambridge Investment Research Advisors, Inc. | 76,252 | 6,137,000 | 0.88% | ||
| 29 | CAPITAL ADVISORS INC/OK | 76,088 | 6,124,000 | 0.88% | ||
| 30 | BAIRD FINANCIAL GROUP, INC. | 76,056 | 6,121,000 | 0.88% | ||
| 31 | COBIZ WEALTH, LLC | 68,038 | 5,476,000 | 0.79% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 61,085 | 4,917,000 | 0.71% | ||
| 33 | RPG INVESTMENT ADVISORY, LLC | 59,983 | 4,827,000 | 0.70% | ||
| 34 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 58,468 | 4,671,000 | 0.67% | ||
| 35 | Legacy Private Trust Co. | 57,016 | 4,588,000 | 0.66% | ||
| 36 | ENVESTNET ASSET MANAGEMENT INC | 51,702 | 4,160,000 | 0.60% | ||
| 37 | TMD & ASSOCIATES, INC | 51,102 | 4,113,000 | 0.59% | ||
| 38 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 49,932 | 4,019,000 | 0.58% | ||
| 39 | LEVEL FOUR ADVISORY SERVICES, LLC | 49,077 | 3,869,000 | 0.56% | ||
| 40 | SIMMONS BANK | 41,208 | 3,316,000 | 0.48% | ||
| 41 | INSPIRION WEALTH ADVISORS, LLC | 40,721 | 3,277,000 | 0.47% | ||
| 42 | Harbour Capital Advisors, LLC | 251,902 | 3,130,000 | 0.45% | ||
| 43 | CIBC WORLD MARKET INC. | 38,813 | 3,124,000 | 0.45% | ||
| 44 | Capital Analysts, LLC | 34,522 | 2,778,364 | 0.40% | ||
| 45 | ADVISOR GROUP, INC. | 34,232 | 2,755,000 | 0.40% | ||
| 46 | RAND WEALTH, LLC | 30,798 | 2,479,000 | 0.36% | ||
| 47 | FINANCIAL COUNSELORS INC | 29,571 | 2,381,000 | 0.34% | ||
| 48 | OPTIMUM INVESTMENT ADVISORS | 25,991 | 2,092,000 | 0.30% | ||
| 49 | INVESTMENT CENTERS OF AMERICA INC | 25,655 | 2,060,000 | 0.30% | ||
| 50 | Tower Research Capital LLC (TRC) | 25,573 | 2,058,000 | 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.
