| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 552,473 | 26,364,000 | 12.15% | ||
| 2 | MORGAN STANLEY | 542,418 | 25,884,000 | 11.93% | ||
| 3 | BEACON FINANCIAL GROUP | 474,973 | 22,831,000 | 10.52% | ||
| 4 | M&T BANK CORP | 444,997 | 21,236,000 | 9.79% | ||
| 5 | CUTLER INVESTMENT COUNSEL LLC | 411,393 | 19,632,000 | 9.05% | ||
| 6 | FIRSTMERIT BANK N A TRUSTEE | 244,339 | 11,660,000 | 5.37% | ||
| 7 | COMERICA BANK | 199,762 | 9,534,000 | 4.39% | ||
| 8 | ROYAL BANK OF CANADA | 150,211 | 7,168,000 | 3.30% | ||
| 9 | Trutina Financial LLC | 149,815 | 7,149,000 | 3.29% | ||
| 10 | WELLS FARGO & COMPANY/MN | 132,096 | 6,304,000 | 2.91% | ||
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 104,520 | 4,988,000 | 2.30% | ||
| 12 | JFS WEALTH ADVISORS, LLC | 91,748 | 4,378,000 | 2.02% | ||
| 13 | JANE STREET GROUP, LLC | 68,568 | 3,272,000 | 1.51% | ||
| 14 | Bank of New York Mellon Corp | 58,478 | 2,791,000 | 1.29% | ||
| 15 | CORDA Investment Management, LLC. | 55,772 | 2,661,000 | 1.23% | ||
| 16 | Evanson Asset Management, LLC | 53,863 | 2,570,000 | 1.18% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 50,074 | 2,390,000 | 1.10% | ||
| 18 | Apriem Advisors | 48,860 | 2,332,000 | 1.07% | ||
| 19 | Ruggie Capital Group | 48,725 | 2,326,000 | 1.07% | ||
| 20 | BAIRD FINANCIAL GROUP, INC. | 46,529 | 2,220,000 | 1.02% | ||
| 21 | KWMG, LLC | 44,995 | 2,147,000 | 0.99% | ||
| 22 | GUPTA WEALTH MANAGEMENT LLC | 42,330 | 2,020,000 | 0.93% | ||
| 23 | Blue Chip Partners, LLC | 41,490 | 1,980,000 | 0.91% | ||
| 24 | Commonwealth Equity Services, Inc | 36,588 | 1,746,000 | 0.80% | ||
| 25 | UBS Group AG | 33,516 | 1,599,000 | 0.74% | ||
| 26 | AMERICAN INTERNATIONAL GROUP, INC. | 32,824 | 1,566,361 | 0.72% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 32,679 | 1,560,000 | 0.72% | ||
| 28 | CREDIT SUISSE AG/ | 32,566 | 1,554,000 | 0.72% | ||
| 29 | Ironsides Asset Advisors, LLC | 30,888 | 1,474,000 | 0.68% | ||
| 30 | BANK OF AMERICA CORP /DE/ | 30,696 | 1,465,000 | 0.68% | ||
| 31 | ADVISORY RESEARCH INC | 30,620 | 1,461,000 | 0.67% | ||
| 32 | Baystate Wealth Management LLC | 27,594 | 1,317,000 | 0.61% | ||
| 33 | Evercore Wealth Management, LLC | 26,015 | 1,240,000 | 0.57% | ||
| 34 | JPMORGAN CHASE & CO | 24,460 | 1,167,000 | 0.54% | ||
| 35 | Parsec Financial Management, Inc. | 21,404 | 1,021,000 | 0.47% | ||
| 36 | LPL Financial LLC | 21,613 | 1,018,000 | 0.47% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 14,820 | 707,000 | 0.33% | ||
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,221 | 488,000 | 0.22% | ||
| 39 | Frontier Wealth Management LLC | 9,442 | 451,000 | 0.21% | ||
| 40 | WADE G W & INC | 8,903 | 425,000 | 0.20% | ||
| 41 | STARFIRE INVESTMENT ADVISERS, INC. | 8,580 | 409,437 | 0.19% | ||
| 42 | CITIGROUP INC | 8,032 | 383,000 | 0.18% | ||
| 43 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6,995 | 334,000 | 0.15% | ||
| 44 | RAND WEALTH, LLC | 6,039 | 288,000 | 0.13% | ||
| 45 | SMITH, MOORE & CO. | 5,944 | 284,000 | 0.13% | ||
| 46 | OLD MISSION CAPITAL LLC | 5,049 | 241,000 | 0.11% | ||
| 47 | BLAIR WILLIAM & CO/IL | 4,625 | 220,000 | 0.10% | ||
| 48 | BANK OF MONTREAL /CAN/ | 2,500 | 119,000 | 0.05% | ||
| 49 | PNC FINANCIAL SERVICES GROUP, INC. | 2,276 | 108,000 | 0.05% | ||
| 50 | Chicago Partners Investment Group LLC | 2,153 | 101,000 | 0.05% |
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.
