| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,646,075 | 39,456,000 | 15.94% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,561,301 | 37,425,000 | 15.12% | ||
| 3 | Efficient Market Advisors, LLC | 958,603 | 22,978,000 | 9.29% | ||
| 4 | Invesco Ltd. | 901,658 | 21,613,000 | 8.73% | ||
| 5 | UBS Group AG | 609,106 | 14,600,000 | 5.90% | ||
| 6 | 3D ASSET MANAGEMENT, INC | 465,027 | 11,147,000 | 4.50% | ||
| 7 | Estate Counselors, LLC | 339,350 | 8,134,000 | 3.29% | ||
| 8 | ATWOOD & PALMER INC | 303,206 | 7,268,000 | 2.94% | ||
| 9 | SouthState Bank Corp | 286,553 | 6,869,000 | 2.78% | ||
| 10 | Orion Porfolio Solutions, LLC | 270,837 | 6,492,000 | 2.62% | ||
| 11 | ROYAL BANK OF CANADA | 250,508 | 6,005,000 | 2.43% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 234,318 | 5,617,000 | 2.27% | ||
| 13 | LPL Financial LLC | 230,223 | 5,472,000 | 2.21% | ||
| 14 | DEGREEN CAPITAL MANAGEMENT LLC | 202,581 | 4,856,000 | 1.96% | ||
| 15 | Verity Asset Management, Inc. | 183,777 | 4,405,000 | 1.78% | ||
| 16 | STIFEL FINANCIAL CORP | 183,323 | 4,394,000 | 1.78% | ||
| 17 | TILLER PRIVATE WEALTH, INC. | 145,911 | 3,497,000 | 1.41% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 113,256 | 2,715,000 | 1.10% | ||
| 19 | GREENWOOD CAPITAL ASSOCIATES LLC | 109,596 | 2,627,000 | 1.06% | ||
| 20 | HighTower Advisors, LLC | 103,127 | 2,470,000 | 1.00% | ||
| 21 | SNOWDEN CAPITAL ADVISORS LLC | 83,145 | 1,992,986 | 0.81% | ||
| 22 | AVIANCE CAPITAL MANAGEMENT, LLC | 74,795 | 1,793,000 | 0.72% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 71,120 | 1,705,000 | 0.69% | ||
| 24 | Atria Investments, Inc | 66,960 | 1,605,000 | 0.65% | ||
| 25 | Cambridge Investment Research Advisors, Inc. | 62,345 | 1,494,000 | 0.60% | ||
| 26 | PINNACLE ASSOCIATES LTD | 61,725 | 1,480,000 | 0.60% | ||
| 27 | Argentus Capital Management, LLC | 57,429 | 1,383,000 | 0.56% | ||
| 28 | AMERICAN INTERNATIONAL GROUP, INC. | 56,835 | 1,362,000 | 0.55% | ||
| 29 | King Wealth Management Group | 51,802 | 1,242,000 | 0.50% | ||
| 30 | Texas Yale Capital Corp. | 43,650 | 1,046,000 | 0.42% | ||
| 31 | Raymond James Financial Services Advisors, Inc. | 38,685 | 927,000 | 0.37% | ||
| 32 | AMERIPRISE FINANCIAL INC | 35,705 | 856,000 | 0.35% | ||
| 33 | IFP ADVISORS, INC | 35,648 | 854,000 | 0.35% | ||
| 34 | MSI Financial Services Inc | 33,033 | 792,000 | 0.32% | ||
| 35 | BAIRD FINANCIAL GROUP, INC. | 31,330 | 751,000 | 0.30% | ||
| 36 | Commonwealth Equity Services, Inc | 30,988 | 743,000 | 0.30% | ||
| 37 | HL FINANCIAL SERVICES LLC | 29,275 | 702,000 | 0.28% | ||
| 38 | Cetera Advisors LLC | 29,278 | 701,000 | 0.28% | ||
| 39 | BB&T SECURITIES, LLC | 29,055 | 696,000 | 0.28% | ||
| 40 | Coastline Trust Co | 27,155 | 651,000 | 0.26% | ||
| 41 | Klingman & Associates, LLC | 24,900 | 597,000 | 0.24% | ||
| 42 | D.A. DAVIDSON & CO. | 22,310 | 534,000 | 0.22% | ||
| 43 | Virtu KCG Holdings LLC | 20,037 | 480,000 | 0.19% | ||
| 44 | Pinnacle Wealth Management Advisory Group, LLC | 19,000 | 455,000 | 0.18% | ||
| 45 | First Horizon Advisors, Inc. | 18,423 | 446,000 | 0.18% | ||
| 46 | DELTA CAPITAL MANAGEMENT LLC | 18,275 | 438,000 | 0.18% | ||
| 47 | Koshinski Asset Management, Inc. | 16,797 | 403,000 | 0.16% | ||
| 48 | Dynamic Advisor Solutions LLC | 16,009 | 384,000 | 0.16% | ||
| 49 | CITIGROUP INC | 15,097 | 362,000 | 0.15% | ||
| 50 | CABOT WEALTH MANAGEMENT INC | 15,045 | 361,000 | 0.15% |
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.
