| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 571,128 | 24,262,000 | 12.84% | ||
| 2 | Creative Planning | 553,589 | 23,516,000 | 12.44% | ||
| 3 | BEACON FINANCIAL GROUP | 466,651 | 19,459,000 | 10.30% | ||
| 4 | CUTLER INVESTMENT COUNSEL LLC | 412,814 | 17,536,000 | 9.28% | ||
| 5 | M&T BANK CORP | 403,005 | 17,120,000 | 9.06% | ||
| 6 | FIRSTMERIT BANK N A TRUSTEE | 265,023 | 11,258,000 | 5.96% | ||
| 7 | ROYAL BANK OF CANADA | 162,418 | 6,899,000 | 3.65% | ||
| 8 | WELLS FARGO & COMPANY/MN | 144,005 | 6,117,000 | 3.24% | ||
| 9 | Trutina Financial LLC | 133,005 | 5,650,000 | 2.99% | ||
| 10 | JFS WEALTH ADVISORS, LLC | 91,159 | 3,872,000 | 2.05% | ||
| 11 | COMERICA BANK | 90,772 | 3,856,000 | 2.04% | ||
| 12 | GUPTA WEALTH MANAGEMENT LLC | 84,483 | 3,589,000 | 1.90% | ||
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 60,506 | 2,570,000 | 1.36% | ||
| 14 | Blue Chip Partners, LLC | 57,361 | 2,437,000 | 1.29% | ||
| 15 | Ruggie Capital Group | 50,192 | 2,314,000 | 1.22% | ||
| 16 | BAIRD FINANCIAL GROUP, INC. | 52,628 | 2,236,000 | 1.18% | ||
| 17 | CORDA Investment Management, LLC. | 50,304 | 2,136,000 | 1.13% | ||
| 18 | JANE STREET GROUP, LLC | 44,974 | 1,910,000 | 1.01% | ||
| 19 | KWMG, LLC | 43,985 | 1,868,000 | 0.99% | ||
| 20 | Evanson Asset Management, LLC | 43,588 | 1,852,000 | 0.98% | ||
| 21 | UBS Group AG | 42,925 | 1,823,000 | 0.96% | ||
| 22 | BANK OF AMERICA CORP /DE/ | 41,025 | 1,743,000 | 0.92% | ||
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,921 | 1,739,000 | 0.92% | ||
| 24 | Commonwealth Equity Services, Inc | 35,180 | 1,494,000 | 0.79% | ||
| 25 | Bank of New York Mellon Corp | 34,548 | 1,468,000 | 0.78% | ||
| 26 | COLONY GROUP LLC | 33,579 | 1,426,000 | 0.75% | ||
| 27 | CREDIT SUISSE AG/ | 33,061 | 1,404,000 | 0.74% | ||
| 28 | AMERICAN INTERNATIONAL GROUP, INC. | 32,407 | 1,377,000 | 0.73% | ||
| 29 | ADVISORY RESEARCH INC | 32,320 | 1,373,000 | 0.73% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 31,411 | 1,334,000 | 0.71% | ||
| 31 | Evercore Wealth Management, LLC | 31,290 | 1,329,000 | 0.70% | ||
| 32 | Baystate Wealth Management LLC | 30,696 | 1,304,000 | 0.69% | ||
| 33 | Ironsides Asset Advisors, LLC | 29,925 | 1,271,000 | 0.67% | ||
| 34 | STOKES & HUBBELL CAPITAL MANAGEMENT, LLC | 26,462 | 1,124,000 | 0.59% | ||
| 35 | JPMORGAN CHASE & CO | 25,165 | 1,069,000 | 0.57% | ||
| 36 | Parsec Financial Management, Inc. | 22,436 | 953,000 | 0.50% | ||
| 37 | LPL Financial LLC | 21,195 | 937,000 | 0.50% | ||
| 38 | ENVESTNET ASSET MANAGEMENT INC | 14,805 | 629,000 | 0.33% | ||
| 39 | RAYMOND JAMES & ASSOCIATES | 14,601 | 620,000 | 0.33% | ||
| 40 | Concert Wealth Management Inc. | 13,197 | 555,000 | 0.29% | ||
| 41 | WADE G W & INC | 8,909 | 378,000 | 0.20% | ||
| 42 | STARFIRE INVESTMENT ADVISERS, INC. | 8,815 | 374,461 | 0.20% | ||
| 43 | Virtu KCG Holdings LLC | 8,605 | 366,000 | 0.19% | ||
| 44 | OLD MISSION CAPITAL LLC | 8,010 | 340,000 | 0.18% | ||
| 45 | SUNTRUST BANKS INC | 7,459 | 316,000 | 0.17% | ||
| 46 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6,995 | 297,000 | 0.16% | ||
| 47 | RAND WEALTH, LLC | 6,500 | 276,000 | 0.15% | ||
| 48 | SMITH, MOORE & CO. | 5,944 | 253,000 | 0.13% | ||
| 49 | CITIGROUP INC | 5,569 | 237,000 | 0.13% | ||
| 50 | Argentus Capital Management, LLC | 2,662 | 113,000 | 0.06% |
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.
