| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 6,367,965 | 73,932,000 | 36.14% | ||
| 2 | MORGAN STANLEY | 3,079,880 | 35,757,000 | 17.48% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 2,113,920 | 24,543,000 | 12.00% | ||
| 4 | Charles Schwab Investment Advisory, Inc. | 1,011,215 | 11,740,000 | 5.74% | ||
| 5 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 725,567 | 8,293,000 | 4.05% | ||
| 6 | Gradient Investments LLC | 609,777 | 7,080,000 | 3.46% | ||
| 7 | HARVEST CAPITAL MANAGEMENT INC | 594,409 | 6,568,000 | 3.21% | ||
| 8 | TILLER PRIVATE WEALTH, INC. | 514,774 | 5,977,000 | 2.92% | ||
| 9 | UBS Group AG | 505,895 | 5,873,000 | 2.87% | ||
| 10 | Maryland Capital Management | 472,469 | 5,485,000 | 2.68% | ||
| 11 | VENTURI WEALTH MANAGEMENT, LLC | 347,678 | 4,037,000 | 1.97% | ||
| 12 | CORNERSTONE ADVISORY, LLC | 184,001 | 2,136,000 | 1.04% | ||
| 13 | Prospera Financial Services Inc | 99,450 | 1,155,000 | 0.56% | ||
| 14 | JPMORGAN CHASE & CO | 91,843 | 1,066,000 | 0.52% | ||
| 15 | Capital Advisors, Ltd. LLC | 73,618 | 855,000 | 0.42% | ||
| 16 | MILLENNIUM MANAGEMENT LLC | 63,679 | 739,000 | 0.36% | ||
| 17 | CITIGROUP INC | 62,495 | 726,000 | 0.35% | ||
| 18 | Lattice Strategies LLC | 61,035 | 709,000 | 0.35% | ||
| 19 | WESTBOURNE INVESTMENT ADVISORS, INC. | 60,450 | 702,000 | 0.34% | ||
| 20 | Virtu KCG Holdings LLC | 52,561 | 610,000 | 0.30% | ||
| 21 | Whitegate Investment Counselors, Inc. | 49,084 | 570,000 | 0.28% | ||
| 22 | RAYMOND JAMES & ASSOCIATES | 47,003 | 546,000 | 0.27% | ||
| 23 | PINNACLE ASSOCIATES LTD | 44,250 | 514,000 | 0.25% | ||
| 24 | CARRET ASSET MANAGEMENT, LLC | 40,100 | 466,000 | 0.23% | ||
| 25 | STEPHENS INC /AR/ | 39,250 | 456,000 | 0.22% | ||
| 26 | Friedenthal Financial | 31,706 | 368,000 | 0.18% | ||
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,787 | 346,000 | 0.17% | ||
| 28 | Commonwealth Equity Services, Inc | 27,155 | 315,000 | 0.15% | ||
| 29 | HighTower Advisors, LLC | 21,393 | 249,000 | 0.12% | ||
| 30 | ROYAL BANK OF CANADA | 18,806 | 218,000 | 0.11% | ||
| 31 | SMITH, MOORE & CO. | 12,328 | 178,000 | 0.09% | ||
| 32 | BURKE & HERBERT BANK & TRUST CO | 15,200 | 176,000 | 0.09% | ||
| 33 | JANE STREET GROUP, LLC | 14,682 | 170,000 | 0.08% | ||
| 34 | Arete Wealth Advisors, LLC | 14,510 | 168,000 | 0.08% | ||
| 35 | Janney Montgomery Scott LLC | 14,173 | 165,000 | 0.08% | ||
| 36 | Steinberg Global Asset Management | 13,950 | 162,000 | 0.08% | ||
| 37 | Advisors Asset Management, Inc. | 13,866 | 161,000 | 0.08% | ||
| 38 | AMERIPRISE FINANCIAL INC | 13,135 | 152,000 | 0.07% | ||
| 39 | LPL Financial LLC | 12,582 | 143,000 | 0.07% | ||
| 40 | STIFEL FINANCIAL CORP | 11,579 | 134,000 | 0.07% | ||
| 41 | CARNICK & KUBIK GROUP, LLC | 11,290 | 131,000 | 0.06% | ||
| 42 | Advisory Alpha, LLC | 11,113 | 129,000 | 0.06% | ||
| 43 | BANK OF MONTREAL /CAN/ | 10,996 | 128,000 | 0.06% | ||
| 44 | FIFTH THIRD BANCORP | 10,500 | 122,000 | 0.06% | ||
| 45 | Harbour Capital Advisors, LLC | 8,875 | 103,000 | 0.05% | ||
| 46 | ENVESTNET ASSET MANAGEMENT INC | 8,137 | 94,000 | 0.05% | ||
| 47 | IFP ADVISORS, INC | 6,318 | 73,000 | 0.04% | ||
| 48 | Creative Planning | 4,632 | 54,000 | 0.03% | ||
| 49 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,708 | 31,000 | 0.02% | ||
| 50 | MOTCO | 1,130 | 13,000 | 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.
