| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 773,658 | 19,442,000 | 17.04% | ||
| 2 | UBS Group AG | 542,317 | 13,629,000 | 11.95% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 421,296 | 10,587,000 | 9.28% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 405,031 | 10,178,000 | 8.92% | ||
| 5 | HighTower Advisors, LLC | 371,397 | 9,341,000 | 8.19% | PRN | |
| 6 | MORGAN STANLEY | 370,273 | 9,305,000 | 8.16% | ||
| 7 | CORDA Investment Management, LLC. | 329,438 | 8,295,000 | 7.27% | ||
| 8 | TRUST CO | 165,952 | 4,170,000 | 3.66% | ||
| 9 | WOLVERINE TRADING LP /BD | 102,382 | 2,578,000 | 2.26% | ||
| 10 | DAY & ENNIS, LLC | 98,875 | 2,485,000 | 2.18% | ||
| 11 | Private Advisor Group, LLC | 98,493 | 2,473,000 | 2.17% | PRN | |
| 12 | Brookstone Capital Management | 90,848 | 2,283,000 | 2.00% | ||
| 13 | GUIDANT WEALTH ADVISORS | 78,728 | 1,977,000 | 1.73% | ||
| 14 | JANE STREET GROUP, LLC | 76,637 | 1,926,000 | 1.69% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 71,456 | 1,796,000 | 1.57% | ||
| 16 | ROYAL BANK OF CANADA | 54,481 | 1,369,000 | 1.20% | ||
| 17 | Mariner, LLC | 52,254 | 1,313,000 | 1.15% | ||
| 18 | BOSTON ADVISORS LLC | 45,134 | 1,134,000 | 0.99% | ||
| 19 | Virtu KCG Holdings LLC | 44,350 | 1,115,000 | 0.98% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 39,992 | 1,005,000 | 0.88% | ||
| 21 | LPL Financial LLC | 35,147 | 883,000 | 0.77% | ||
| 22 | US BANCORP \DE\ | 33,771 | 849,000 | 0.74% | ||
| 23 | BAIRD FINANCIAL GROUP, INC. | 31,920 | 802,000 | 0.70% | ||
| 24 | CITADEL ADVISORS LLC | 31,310 | 787,000 | 0.69% | ||
| 25 | Clear Harbor Asset Management, LLC | 27,815 | 699,000 | 0.61% | ||
| 26 | AMERIPRISE FINANCIAL INC | 23,238 | 584,000 | 0.51% | ||
| 27 | Commonwealth Equity Services, Inc | 20,143 | 506,000 | 0.44% | ||
| 28 | Bank of New York Mellon Corp | 18,546 | 466,000 | 0.41% | ||
| 29 | GREAT LAKES ADVISORS, LLC | 16,435 | 413,000 | 0.36% | ||
| 30 | ADVISOR GROUP, INC. | 16,359 | 411,000 | 0.36% | ||
| 31 | COURIER CAPITAL LLC | 15,430 | 388,000 | 0.34% | ||
| 32 | Whitegate Investment Counselors, Inc. | 9,000 | 226,000 | 0.20% | ||
| 33 | INTEGRATED WEALTH MANAGEMENT | 8,377 | 211,000 | 0.18% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 5,776 | 145,000 | 0.13% | ||
| 35 | MSI Financial Services Inc | 3,787 | 95,000 | 0.08% | ||
| 36 | PROFICIO CAPITAL PARTNERS LLC | 2,405 | 60,000 | 0.05% | ||
| 37 | D.A. DAVIDSON & CO. | 1,750 | 43,000 | 0.04% | ||
| 38 | IFP ADVISORS, INC | 1,340 | 34,000 | 0.03% | ||
| 39 | Creative Planning | 1,200 | 30,000 | 0.03% | ||
| 40 | Perigon Wealth Management, LLC | 814 | 20,000 | 0.02% | ||
| 41 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | 653 | 16,000 | 0.01% | ||
| 42 | BlackRock Investment Management, LLC | 120 | 3,000 | 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.
