| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 5,137,473 | 148,473,000 | 26.66% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 2,980,120 | 86,126,000 | 15.47% | ||
| 3 | MORGAN STANLEY | 2,349,798 | 67,909,000 | 12.20% | ||
| 4 | UBS Group AG | 1,266,425 | 36,600,000 | 6.57% | ||
| 5 | Commonwealth Equity Services, Inc | 687,400 | 19,866,000 | 3.57% | ||
| 6 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 657,929 | 19,014,000 | 3.41% | ||
| 7 | LPL Financial LLC | 566,568 | 16,464,000 | 2.96% | ||
| 8 | WELLS FARGO & COMPANY/MN | 567,458 | 16,399,000 | 2.94% | ||
| 9 | Avidian Wealth Enterprises, LLC | 506,145 | 14,628,000 | 2.63% | ||
| 10 | BAIRD FINANCIAL GROUP, INC. | 324,887 | 9,389,000 | 1.69% | ||
| 11 | Sigma Planning Corp | 301,885 | 8,725,000 | 1.57% | ||
| 12 | ROYAL BANK OF CANADA | 292,247 | 8,445,000 | 1.52% | ||
| 13 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 278,501 | 8,049,000 | 1.45% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 254,429 | 7,353,000 | 1.32% | ||
| 15 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 248,500 | 7,182,000 | 1.29% | ||
| 16 | CFO4Life, L.P. | 232,918 | 6,731,000 | 1.21% | ||
| 17 | AMERIPRISE FINANCIAL INC | 224,165 | 6,507,000 | 1.17% | ||
| 18 | JANE STREET GROUP, LLC | 200,379 | 5,791,000 | 1.04% | ||
| 19 | Clark Capital Management Group, Inc. | 157,867 | 4,563,000 | 0.82% | ||
| 20 | ADVISOR GROUP, INC. | 151,676 | 4,383,000 | 0.79% | ||
| 21 | FC ADVISORY LLC | 133,414 | 3,893,000 | 0.70% | ||
| 22 | MSI Financial Services Inc | 96,350 | 2,785,000 | 0.50% | ||
| 23 | B. Riley Wealth Advisors, Inc. | 87,059 | 2,517,000 | 0.45% | ||
| 24 | Destination Wealth Management | 85,745 | 2,478,000 | 0.45% | ||
| 25 | Homrich & Berg | 77,602 | 2,243,000 | 0.40% | ||
| 26 | PLANNING ALTERNATIVES LTD /ADV | 71,327 | 2,061,000 | 0.37% | ||
| 27 | Cambridge Investment Research Advisors, Inc. | 62,220 | 1,798,000 | 0.32% | ||
| 28 | FIDUCIARY GROUP, LLC | 60,562 | 1,750,000 | 0.31% | ||
| 29 | FormulaFolio Investments, LLC | 60,446 | 1,747,000 | 0.31% | ||
| 30 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 59,497 | 1,719,000 | 0.31% | ||
| 31 | RAYMOND JAMES & ASSOCIATES | 57,317 | 1,656,000 | 0.30% | ||
| 32 | Arete Wealth Advisors, LLC | 56,998 | 1,647,000 | 0.30% | ||
| 33 | STIFEL FINANCIAL CORP | 56,224 | 1,621,000 | 0.29% | ||
| 34 | Towercrest Capital Management | 50,104 | 1,448,000 | 0.26% | ||
| 35 | LINCOLN NATIONAL CORP | 46,338 | 1,339,000 | 0.24% | ||
| 36 | Private Advisor Group, LLC | 45,575 | 1,330,000 | 0.24% | ||
| 37 | BIEGEL & WALLER LLC | 44,151 | 1,298,000 | 0.23% | ||
| 38 | LEVEL FOUR ADVISORY SERVICES, LLC | 44,297 | 1,280,000 | 0.23% | ||
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,709 | 946,000 | 0.17% | ||
| 40 | NATIONAL PLANNING CORP | 31,746 | 929,000 | 0.17% | ||
| 41 | Carroll Financial Associates, Inc. | 31,506 | 910,000 | 0.16% | ||
| 42 | LAZARD ASSET MANAGEMENT LLC | 28,100 | 812,000 | 0.15% | ||
| 43 | FLAGSHIP HARBOR ADVISORS, LLC | 25,574 | 742,000 | 0.13% | ||
| 44 | ASSET DEDICATION, LLC | 25,375 | 731,000 | 0.13% | ||
| 45 | Occidental Asset Management, LLC | 25,300 | 731,000 | 0.13% | ||
| 46 | Rehmann Capital Advisory Group | 24,927 | 720,000 | 0.13% | ||
| 47 | Cetera Advisor Networks LLC | 23,943 | 694,000 | 0.12% | ||
| 48 | Janney Montgomery Scott LLC | 23,777 | 687,000 | 0.12% | ||
| 49 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22,748 | 657,000 | 0.12% | ||
| 50 | CITIGROUP INC | 21,762 | 630,000 | 0.11% |
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.
