| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,304,710 | 42,429,000 | 24.36% | ||
| 2 | UBS Group AG | 1,304,173 | 42,412,000 | 24.35% | ||
| 3 | GOLDMAN SACHS GROUP INC | 513,199 | 16,689,000 | 9.58% | ||
| 4 | Orion Porfolio Solutions, LLC | 272,226 | 8,853,000 | 5.08% | ||
| 5 | LPL Financial LLC | 270,877 | 8,793,000 | 5.05% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 186,951 | 6,080,000 | 3.49% | ||
| 7 | KELMAN-LAZAROV, INC. | 159,005 | 5,220,134 | 3.00% | ||
| 8 | Raymond James Financial Services Advisors, Inc. | 122,337 | 3,978,000 | 2.28% | ||
| 9 | NATIONAL PLANNING CORP | 98,090 | 3,347,000 | 1.92% | ||
| 10 | BAROMETER CAPITAL MANAGEMENT INC. | 96,400 | 3,135,000 | 1.80% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 81,346 | 2,645,000 | 1.52% | ||
| 12 | STIFEL FINANCIAL CORP | 81,197 | 2,641,000 | 1.52% | ||
| 13 | ROYAL BANK OF CANADA | 80,831 | 2,628,000 | 1.51% | ||
| 14 | WELLS FARGO & COMPANY/MN | 70,429 | 2,290,000 | 1.31% | ||
| 15 | ProVise Management Group, LLC | 58,309 | 1,897,000 | 1.09% | ||
| 16 | Sigma Planning Corp | 57,512 | 1,870,000 | 1.07% | ||
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,540 | 1,774,000 | 1.02% | ||
| 18 | Commonwealth Equity Services, Inc | 49,195 | 1,600,000 | 0.92% | ||
| 19 | BANQUE PICTET & CIE SA | 43,222 | 1,406,000 | 0.81% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 37,845 | 1,230,000 | 0.71% | ||
| 21 | STEPHENS INC /AR/ | 29,088 | 946,000 | 0.54% | ||
| 22 | Allianz Asset Management GmbH | 28,000 | 911,000 | 0.52% | ||
| 23 | Pictet North America Advisors SA | 27,922 | 908,000 | 0.52% | ||
| 24 | Virtu Financial LLC | 27,009 | 878,000 | 0.50% | ||
| 25 | SG Americas Securities, LLC | 25,098 | 816,000 | 0.47% | ||
| 26 | SOCIETE GENERALE | 25,098 | 816,000 | 0.47% | ||
| 27 | Private Advisor Group, LLC | 22,211 | 721,000 | 0.41% | ||
| 28 | IFP ADVISORS, INC | 20,971 | 682,000 | 0.39% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 20,050 | 652,000 | 0.37% | ||
| 30 | Dynamic Advisor Solutions LLC | 18,363 | 597,000 | 0.34% | ||
| 31 | First Allied Advisory Services, Inc. | 17,600 | 572,000 | 0.33% | ||
| 32 | CWM, LLC | 16,834 | 547,000 | 0.31% | ||
| 33 | NORTHERN TRUST CORP | 15,700 | 511,000 | 0.29% | ||
| 34 | ENVESTNET ASSET MANAGEMENT INC | 13,538 | 440,000 | 0.25% | ||
| 35 | OLD SECOND NATIONAL BANK OF AURORA | 13,500 | 439,000 | 0.25% | ||
| 36 | WHITTIER TRUST CO OF NEVADA INC | 13,145 | 427,000 | 0.25% | ||
| 37 | MSI Financial Services Inc | 11,772 | 383,000 | 0.22% | ||
| 38 | HighTower Advisors, LLC | 11,721 | 381,000 | 0.22% | ||
| 39 | Roundview Capital LLC | 8,605 | 280,000 | 0.16% | ||
| 40 | WEDBUSH SECURITIES INC | 7,791 | 253,000 | 0.15% | ||
| 41 | Argentus Capital Management, LLC | 6,649 | 216,000 | 0.12% | ||
| 42 | SVA Wealth Management, LLC | 6,283 | 204,000 | 0.12% | ||
| 43 | WFG Advisors, LP | 4,635 | 151,000 | 0.09% | ||
| 44 | Winslow, Evans & Crocker, Inc. | 3,562 | 115,838 | 0.07% | ||
| 45 | ADVISOR GROUP, INC. | 2,878 | 93,000 | 0.05% | ||
| 46 | Creative Planning | 2,722 | 89,000 | 0.05% | ||
| 47 | US BANCORP \DE\ | 2,385 | 78,000 | 0.04% | ||
| 48 | KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC | 1,628 | 53,000 | 0.03% | ||
| 49 | BELLWETHER INVESTMENT GROUP, LLC | 1,106 | 36,000 | 0.02% | ||
| 50 | Sandy Spring Bank | 803 | 26,000 | 0.01% |
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.
