| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,573,555 | 146,120,000 | 14.49% | ||
| 2 | BLACKROCK ADVISORS LLC | 1,305,619 | 121,240,000 | 12.02% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,075,920 | 99,910,000 | 9.91% | ||
| 4 | ALLSTATE CORP | 915,000 | 84,967,000 | 8.43% | ||
| 5 | Astor Investment Management LLC | 590,018 | 54,789,000 | 5.43% | ||
| 6 | MORGAN STANLEY | 457,419 | 42,476,000 | 4.21% | ||
| 7 | AVIANCE CAPITAL MANAGEMENT, LLC | 440,820 | 40,935,000 | 4.06% | ||
| 8 | LPL Financial LLC | 264,169 | 24,208,000 | 2.40% | ||
| 9 | UBS Group AG | 247,882 | 23,018,000 | 2.28% | ||
| 10 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 203,030 | 18,853,000 | 1.87% | ||
| 11 | PRUDENTIAL FINANCIAL INC | 174,619 | 16,215,000 | 1.61% | ||
| 12 | Allworth Financial LP | 159,982 | 14,856,000 | 1.47% | ||
| 13 | FormulaFolio Investments, LLC | 159,395 | 14,801,000 | 1.47% | ||
| 14 | Valmark Advisers, Inc. | 141,137 | 13,106,000 | 1.30% | ||
| 15 | TRUE PRIVATE WEALTH ADVISORS | 135,071 | 12,543,000 | 1.24% | ||
| 16 | JANE STREET GROUP, LLC | 133,201 | 12,369,000 | 1.23% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 133,089 | 12,359,000 | 1.23% | ||
| 18 | Commonwealth Equity Services, Inc | 101,481 | 9,423,000 | 0.93% | ||
| 19 | BlackRock Finance, Inc. | 99,213 | 9,212,000 | 0.91% | ||
| 20 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 96,221 | 8,935,000 | 0.89% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 95,665 | 8,883,000 | 0.88% | ||
| 22 | First Financial Bank - Trust Division | 95,336 | 8,853,000 | 0.88% | ||
| 23 | B. Riley Wealth Advisors, Inc. | 93,869 | 8,717,000 | 0.86% | ||
| 24 | FIRST FOUNDATION ADVISORS | 89,532 | 8,314,000 | 0.82% | ||
| 25 | AMERIPRISE FINANCIAL INC | 87,954 | 8,167,000 | 0.81% | ||
| 26 | TD Capital Management LLC | 84,034 | 7,803,000 | 0.77% | ||
| 27 | ROYAL BANK OF CANADA | 77,035 | 7,152,000 | 0.71% | ||
| 28 | Cetera Advisor Networks LLC | 75,366 | 7,003,000 | 0.69% | ||
| 29 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 70,978 | 6,591,000 | 0.65% | ||
| 30 | HighTower Advisors, LLC | 64,985 | 6,043,000 | 0.60% | ||
| 31 | HSBC HOLDINGS PLC | 57,420 | 5,332,000 | 0.53% | ||
| 32 | JPMORGAN CHASE & CO | 57,334 | 5,324,000 | 0.53% | ||
| 33 | Towercrest Capital Management | 56,558 | 5,252,000 | 0.52% | ||
| 34 | KEMPER Corp | 52,301 | 4,857,000 | 0.48% | ||
| 35 | Homrich & Berg | 50,805 | 4,718,000 | 0.47% | ||
| 36 | AMERICAN INTERNATIONAL GROUP, INC. | 47,675 | 4,427,000 | 0.44% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 47,633 | 4,422,000 | 0.44% | ||
| 38 | Tortoise Investment Management, LLC | 46,287 | 4,298,000 | 0.43% | ||
| 39 | Raymond James Financial Services Advisors, Inc. | 44,795 | 4,160,000 | 0.41% | ||
| 40 | STEWARDSHIP FINANCIAL ADVISORS, LLC | 40,654 | 3,775,000 | 0.37% | ||
| 41 | BB&T SECURITIES, LLC | 40,529 | 3,763,000 | 0.37% | ||
| 42 | FORBES J M & CO LLP | 39,676 | 3,684,000 | 0.37% | ||
| 43 | Betterment LLC | 38,037 | 3,532,000 | 0.35% | ||
| 44 | ASSET DEDICATION, LLC | 37,667 | 3,498,000 | 0.35% | ||
| 45 | Sigma Planning Corp | 35,553 | 3,302,000 | 0.33% | ||
| 46 | WEALTHCARE CAPITAL MANAGEMENT LLC | 32,930 | 3,058,000 | 0.30% | ||
| 47 | Rehmann Capital Advisory Group | 30,624 | 2,844,000 | 0.28% | ||
| 48 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30,470 | 2,829,000 | 0.28% | ||
| 49 | Ballentine Partners, LLC | 30,404 | 2,823,000 | 0.28% | ||
| 50 | STIFEL FINANCIAL CORP | 9,698 | 2,783,000 | 0.28% |
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.
