| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,400,450 | 35,815,000 | 44.64% | ||
| 2 | Raymond James Financial Services Advisors, Inc. | 373,744 | 5,576,000 | 6.95% | ||
| 3 | WELLS FARGO & COMPANY/MN | 323,270 | 4,824,000 | 6.01% | ||
| 4 | UBS Group AG | 312,899 | 4,668,000 | 5.82% | ||
| 5 | Invesco Ltd. | 264,537 | 3,947,000 | 4.92% | ||
| 6 | HighTower Advisors, LLC | 179,831 | 2,686,000 | 3.35% | ||
| 7 | Nuveen Asset Management, LLC | 129,231 | 1,928,000 | 2.40% | ||
| 8 | LPL Financial LLC | 123,472 | 1,851,000 | 2.31% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 122,748 | 1,832,000 | 2.28% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 109,329 | 1,631,000 | 2.03% | ||
| 11 | Affiance Financial, LLC | 106,215 | 1,585,000 | 1.98% | ||
| 12 | Capital Investment Advisors, LLC | 81,768 | 1,220,000 | 1.52% | ||
| 13 | VAN ECK ASSOCIATES CORP | 62,095 | 926,000 | 1.15% | ||
| 14 | Stratos Wealth Partners, LTD. | 52,171 | 778,000 | 0.97% | ||
| 15 | Paragon Capital Management Ltd | 50,765 | 757,000 | 0.94% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 50,593 | 754,000 | 0.94% | ||
| 17 | MOSAIC FAMILY WEALTH, LLC | 50,499 | 753,000 | 0.94% | ||
| 18 | STIFEL FINANCIAL CORP | 46,560 | 695,000 | 0.87% | ||
| 19 | Chevy Chase Trust Holdings, LLC | 41,215 | 615,000 | 0.77% | ||
| 20 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 35,400 | 528,000 | 0.66% | ||
| 21 | MACROVIEW INVESTMENT MANAGEMENT LLC | 34,186 | 510,000 | 0.64% | ||
| 22 | ROYAL BANK OF CANADA | 32,927 | 491,000 | 0.61% | ||
| 23 | WESTBOURNE INVESTMENT ADVISORS, INC. | 31,006 | 463,000 | 0.58% | ||
| 24 | BANK OF MONTREAL /CAN/ | 27,500 | 410,000 | 0.51% | ||
| 25 | KEYBANK NATIONAL ASSOCIATION/OH | 27,330 | 408,000 | 0.51% | ||
| 26 | MSI Financial Services Inc | 22,251 | 332,000 | 0.41% | ||
| 27 | SMITH, MOORE & CO. | 21,348 | 319,000 | 0.40% | ||
| 28 | IFP ADVISORS, INC | 18,229 | 272,000 | 0.34% | ||
| 29 | Commonwealth Equity Services, Inc | 17,311 | 258,000 | 0.32% | ||
| 30 | WFG Advisors, LP | 17,000 | 254,000 | 0.32% | ||
| 31 | OPPENHEIMER & CO INC | 15,372 | 229,000 | 0.29% | ||
| 32 | FIRST TRUST ADVISORS LP | 13,140 | 196,000 | 0.24% | ||
| 33 | COTTAGE STREET ADVISORS LLC | 13,000 | 194,000 | 0.24% | ||
| 34 | RAYMOND JAMES TRUST N.A. | 12,900 | 192,000 | 0.24% | ||
| 35 | Private Advisor Group, LLC | 12,479 | 186,000 | 0.23% | ||
| 36 | Essex Financial Services, Inc. | 12,444 | 186,000 | 0.23% | ||
| 37 | Cetera Advisors LLC | 12,006 | 178,000 | 0.22% | ||
| 38 | Yellowstone Partners, LLC | 11,855 | 177,000 | 0.22% | ||
| 39 | Bank of New York Mellon Corp | 11,444 | 171,000 | 0.21% | ||
| 40 | CITIGROUP INC | 11,139 | 167,000 | 0.21% | ||
| 41 | BLAIR WILLIAM & CO/IL | 11,100 | 166,000 | 0.21% | ||
| 42 | Sigma Planning Corp | 11,000 | 164,000 | 0.20% | ||
| 43 | Capital Advisors, Ltd. LLC | 10,753 | 160,000 | 0.20% | ||
| 44 | ENTERPRISE FINANCIAL SERVICES CORP | 9,800 | 146,000 | 0.18% | ||
| 45 | BROWN BROTHERS HARRIMAN & CO | 8,000 | 119,000 | 0.15% | ||
| 46 | DEUTSCHE BANK AG\ | 6,642 | 99,000 | 0.12% | ||
| 47 | Creative Planning | 6,154 | 92,000 | 0.11% | ||
| 48 | PNC FINANCIAL SERVICES GROUP, INC. | 5,000 | 75,000 | 0.09% | ||
| 49 | FIFTH THIRD BANCORP | 4,136 | 62,000 | 0.08% | ||
| 50 | WASHINGTON TRUST BANK | 3,606 | 54,000 | 0.07% |
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.
