| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,134,300 | 79,639,000 | 27.67% | ||
| 2 | BALASA DINVERNO & FOLTZ LLC | 475,454 | 33,424,000 | 11.61% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 346,743 | 24,376,000 | 8.47% | ||
| 4 | 3D ASSET MANAGEMENT, INC | 306,730 | 21,563,000 | 7.49% | ||
| 5 | AMERIPRISE FINANCIAL INC | 276,642 | 19,425,000 | 6.75% | ||
| 6 | MORGAN STANLEY | 273,039 | 19,194,000 | 6.67% | ||
| 7 | Allianz Asset Management GmbH | 158,000 | 11,107,000 | 3.86% | ||
| 8 | Cerity Partners OCIO LLC | 152,248 | 10,703,000 | 3.72% | ||
| 9 | Cetera Advisor Networks LLC | 117,500 | 8,256,000 | 2.87% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 115,265 | 8,103,000 | 2.82% | ||
| 11 | Orion Porfolio Solutions, LLC | 114,000 | 8,014,000 | 2.78% | ||
| 12 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 93,636 | 6,583,000 | 2.29% | ||
| 13 | STRINGER ASSET MANAGEMENT, LLC | 81,641 | 5,739,000 | 1.99% | ||
| 14 | Carroll Financial Associates, Inc. | 78,710 | 5,533,000 | 1.92% | ||
| 15 | HT Partners LLC | 70,367 | 4,892,000 | 1.70% | ||
| 16 | BB&T SECURITIES, LLC | 4,551 | 3,199,000 | 1.11% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 30,232 | 2,125,000 | 0.74% | ||
| 18 | Hilltop Holdings Inc. | 28,129 | 1,977,000 | 0.69% | ||
| 19 | ROYAL BANK OF CANADA | 27,859 | 1,959,000 | 0.68% | ||
| 20 | NATIONAL PLANNING CORP | 21,337 | 1,488,000 | 0.52% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 17,444 | 1,226,000 | 0.43% | ||
| 22 | Cambria Investment Management, L.P. | 16,082 | 1,129,000 | 0.39% | ||
| 23 | UBS Group AG | 15,721 | 1,105,000 | 0.38% | ||
| 24 | Commonwealth Equity Services, Inc | 13,175 | 926,000 | 0.32% | ||
| 25 | JPMORGAN CHASE & CO | 10,989 | 773,000 | 0.27% | ||
| 26 | Sigma Planning Corp | 10,384 | 730,000 | 0.25% | ||
| 27 | LPL Financial LLC | 8,729 | 609,000 | 0.21% | ||
| 28 | ProVise Management Group, LLC | 8,135 | 572,000 | 0.20% | ||
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,138 | 571,000 | 0.20% | ||
| 30 | Atria Investments, Inc | 7,037 | 495,000 | 0.17% | ||
| 31 | US BANCORP \DE\ | 6,789 | 477,000 | 0.17% | ||
| 32 | Private Advisor Group, LLC | 4,810 | 338,000 | 0.12% | ||
| 33 | OPPENHEIMER & CO INC | 4,755 | 334,000 | 0.12% | ||
| 34 | JANE STREET GROUP, LLC | 3,675 | 258,000 | 0.09% | ||
| 35 | BANK HAPOALIM BM | 3,648 | 256,000 | 0.09% | ||
| 36 | Regal Investment Advisors LLC | 3,438 | 242,000 | 0.08% | ||
| 37 | Wills Financial Group, Inc. | 3,387 | 238,000 | 0.08% | ||
| 38 | AMERICAN INTERNATIONAL GROUP, INC. | 2,083 | 146,464 | 0.05% | ||
| 39 | ICC CAPITAL MANAGEMENT INC/ | 1,250 | 88,000 | 0.03% | ||
| 40 | MSI Financial Services Inc | 210 | 15,000 | 0.01% | ||
| 41 | Creative Planning | 108 | 8,000 | 0.00% | ||
| 42 | Burt Wealth Advisors | 70 | 4,000 | 0.00% | ||
| 43 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.