| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 176,151 | 24,026,000 | 11.73% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 140,166 | 19,116,000 | 9.34% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 137,986 | 18,821,000 | 9.19% | ||
| 4 | WELLS FARGO & COMPANY/MN | 116,332 | 15,868,000 | 7.75% | ||
| 5 | STIFEL FINANCIAL CORP | 78,961 | 10,821,000 | 5.29% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 68,009 | 9,276,000 | 4.53% | ||
| 7 | MORGAN STANLEY | 63,178 | 8,618,000 | 4.21% | ||
| 8 | UBS Group AG | 59,625 | 8,133,000 | 3.97% | ||
| 9 | GENWEALTH GROUP, INC. | 58,887 | 8,032,000 | 3.92% | ||
| 10 | JUNCTURE WEALTH STRATEGIES, LLC | 54,196 | 7,392,000 | 3.61% | ||
| 11 | Ifrah Financial Services, Inc. | 47,308 | 6,453,000 | 3.15% | ||
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,308 | 5,498,000 | 2.69% | ||
| 13 | Compagnie Lombard Odier SCmA | 37,914 | 5,171,000 | 2.53% | ||
| 14 | JANE STREET GROUP, LLC | 32,126 | 4,382,000 | 2.14% | ||
| 15 | CARDAN CAPITAL PARTNERS, LLC | 28,170 | 3,842,000 | 1.88% | ||
| 16 | LPL Financial LLC | 25,294 | 3,450,000 | 1.68% | ||
| 17 | BANK OF MONTREAL /CAN/ | 24,550 | 3,349,000 | 1.64% | ||
| 18 | JAMES INVESTMENT RESEARCH, INC. | 24,293 | 3,314,000 | 1.62% | ||
| 19 | WEALTHCARE CAPITAL MANAGEMENT LLC | 22,832 | 3,114,000 | 1.52% | ||
| 20 | TRUIST FINANCIAL CORP | 22,177 | 3,025,000 | 1.48% | ||
| 21 | PARALLEL ADVISORS, LLC | 21,243 | 2,896,000 | 1.41% | ||
| 22 | Lenox Wealth Management, Inc. | 15,100 | 2,060,000 | 1.01% | ||
| 23 | PAYDEN & RYGEL | 13,914 | 1,898,000 | 0.93% | ||
| 24 | CUTLER INVESTMENT COUNSEL LLC | 13,683 | 1,866,000 | 0.91% | ||
| 25 | First Allied Advisory Services, Inc. | 13,128 | 1,790,000 | 0.87% | ||
| 26 | ASSETMARK, INC | 12,923 | 1,763,000 | 0.86% | ||
| 27 | FMR LLC | 12,800 | 1,746,000 | 0.85% | ||
| 28 | KEYBANK NATIONAL ASSOCIATION/OH | 12,045 | 1,643,000 | 0.80% | ||
| 29 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 11,603 | 1,583,000 | 0.77% | ||
| 30 | MML INVESTORS SERVICES, INC. | 10,691 | 1,458,000 | 0.71% | ||
| 31 | ROYAL BANK OF CANADA | 9,827 | 1,340,000 | 0.65% | ||
| 32 | SYNOVUS FINANCIAL CORP | 9,045 | 1,232,000 | 0.60% | ||
| 33 | CITADEL ADVISORS LLC | 8,106 | 1,106,000 | 0.54% | ||
| 34 | Janney Montgomery Scott LLC | 8,054 | 1,099,000 | 0.54% | ||
| 35 | ADVISOR GROUP, INC. | 7,951 | 1,084,000 | 0.53% | ||
| 36 | COLONY GROUP LLC | 7,000 | 955,000 | 0.47% | ||
| 37 | AMERIPRISE FINANCIAL INC | 6,564 | 895,000 | 0.44% | ||
| 38 | HighVista Strategies LLC | 5,934 | 809,000 | 0.40% | ||
| 39 | FIRST COMMAND BANK | 5,466 | 746,000 | 0.36% | ||
| 40 | FIRST COMMAND FINANCIAL SERVICES, INC. | 5,466 | 746,000 | 0.36% | ||
| 41 | SCOTIA CAPITAL INC. | 4,855 | 662,000 | 0.32% | ||
| 42 | INTERACTIVE FINANCIAL ADVISORS, INC. | 4,136 | 564,000 | 0.28% | ||
| 43 | Brown Advisory Securities, LLC | 3,392 | 463,000 | 0.23% | ||
| 44 | Eagle Ridge Investment Management | 2,407 | 328,000 | 0.16% | ||
| 45 | FDx Advisors, Inc. | 2,386 | 325,000 | 0.16% | ||
| 46 | Betterment LLC | 2,058 | 281,000 | 0.14% | ||
| 47 | WOLVERINE TRADING LP /BD | 1,913 | 262,000 | 0.13% | ||
| 48 | LifePlan Financial Group, Inc | 1,877 | 256,000 | 0.13% | ||
| 49 | NORTHWEST INVESTMENT COUNSELORS, LLC | 1,520 | 207,000 | 0.10% | ||
| 50 | VOYA FINANCIAL ADVISORS, INC. | 1,503 | 206,000 | 0.10% |
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.
