| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4,355,191 | 120,291,000 | 32.55% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 1,999,911 | 55,236,000 | 14.95% | ||
| 3 | MORGAN STANLEY | 1,439,477 | 39,758,000 | 10.76% | ||
| 4 | UBS Group AG | 692,877 | 19,137,000 | 5.18% | ||
| 5 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 657,929 | 18,171,998 | 4.92% | ||
| 6 | WEALTHPLAN PARTNERS, LLC | 476,120 | 13,036,160 | 3.53% | ||
| 7 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 414,900 | 11,460,000 | 3.10% | ||
| 8 | WELLS FARGO & COMPANY/MN | 266,254 | 7,354,000 | 1.99% | ||
| 9 | BAIRD FINANCIAL GROUP, INC. | 256,931 | 7,096,000 | 1.92% | ||
| 10 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 256,083 | 6,932,000 | 1.88% | ||
| 11 | LPL Financial LLC | 239,459 | 6,557,000 | 1.77% | ||
| 12 | CFO4Life, L.P. | 211,428 | 5,840,000 | 1.58% | ||
| 13 | Clark Capital Management Group, Inc. | 170,757 | 4,716,000 | 1.28% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 151,192 | 4,176,000 | 1.13% | ||
| 15 | Commonwealth Equity Services, Inc | 137,630 | 3,801,000 | 1.03% | ||
| 16 | ADVISOR GROUP, INC. | 133,713 | 3,693,000 | 1.00% | ||
| 17 | FC ADVISORY LLC | 129,515 | 3,577,000 | 0.97% | ||
| 18 | ROYAL BANK OF CANADA | 123,340 | 3,407,000 | 0.92% | ||
| 19 | AMERIPRISE FINANCIAL INC | 105,896 | 2,920,000 | 0.79% | ||
| 20 | Destination Wealth Management | 85,204 | 2,353,000 | 0.64% | ||
| 21 | MSI Financial Services Inc | 80,538 | 2,225,000 | 0.60% | ||
| 22 | B. Riley Wealth Advisors, Inc. | 78,708 | 2,174,000 | 0.59% | ||
| 23 | Homrich & Berg | 72,199 | 1,994,000 | 0.54% | ||
| 24 | PLANNING ALTERNATIVES LTD /ADV | 64,653 | 1,786,000 | 0.48% | ||
| 25 | RAYMOND JAMES & ASSOCIATES | 51,785 | 1,430,000 | 0.39% | ||
| 26 | Arete Wealth Advisors, LLC | 51,453 | 1,421,000 | 0.38% | ||
| 27 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 49,167 | 1,358,000 | 0.37% | ||
| 28 | FIDUCIARY GROUP, LLC | 48,087 | 1,328,000 | 0.36% | ||
| 29 | Sigma Planning Corp | 38,145 | 1,054,000 | 0.29% | ||
| 30 | LINCOLN NATIONAL CORP | 36,533 | 1,009,000 | 0.27% | ||
| 31 | LAZARD ASSET MANAGEMENT LLC | 28,100 | 776,000 | 0.21% | ||
| 32 | Virtu Financial LLC | 27,415 | 757,000 | 0.20% | ||
| 33 | D.A. DAVIDSON & CO. | 27,188 | 750,000 | 0.20% | ||
| 34 | Occidental Asset Management, LLC | 25,300 | 699,000 | 0.19% | ||
| 35 | ASSET DEDICATION, LLC | 24,271 | 667,000 | 0.18% | ||
| 36 | Janney Montgomery Scott LLC | 23,326 | 644,000 | 0.17% | ||
| 37 | Cetera Advisor Networks LLC | 22,578 | 624,000 | 0.17% | ||
| 38 | ARS Wealth Advisors, LLC | 22,254 | 615,000 | 0.17% | ||
| 39 | JANE STREET GROUP, LLC | 22,019 | 608,000 | 0.16% | ||
| 40 | Rehmann Capital Advisory Group | 21,774 | 601,000 | 0.16% | ||
| 41 | BlackRock Investment Management, LLC | 18,308 | 506,000 | 0.14% | ||
| 42 | BlackRock Finance, Inc. | 17,956 | 496,000 | 0.13% | ||
| 43 | JPMORGAN CHASE & CO | 17,149 | 474,000 | 0.13% | ||
| 44 | SII INVESTMENTS INC/WI | 16,963 | 473,000 | 0.13% | ||
| 45 | Private Advisor Group, LLC | 17,094 | 468,000 | 0.13% | ||
| 46 | First Heartland Consultants, Inc. | 15,790 | 436,000 | 0.12% | ||
| 47 | MANDATUM LIFE INSURANCE CO LTD | 14,216 | 393,000 | 0.11% | ||
| 48 | Cambridge Investment Research Advisors, Inc. | 12,547 | 347,000 | 0.09% | ||
| 49 | Advisory Services Network, LLC | 11,729 | 324,000 | 0.09% | ||
| 50 | Virtu KCG Holdings LLC | 11,345 | 313,000 | 0.08% |
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.
