| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,010,505 | 49,921,000 | 16.64% | ||
| 2 | MORGAN STANLEY | 1,646,971 | 40,894,000 | 13.63% | ||
| 3 | Efficient Market Advisors, LLC | 1,069,433 | 26,554,000 | 8.85% | ||
| 4 | Invesco Ltd. | 1,008,167 | 25,033,000 | 8.34% | ||
| 5 | UBS Group AG | 899,378 | 22,332,000 | 7.44% | ||
| 6 | 3D ASSET MANAGEMENT, INC | 474,197 | 11,774,000 | 3.92% | ||
| 7 | ROYAL BANK OF CANADA | 445,324 | 11,058,000 | 3.69% | ||
| 8 | STIFEL FINANCIAL CORP | 432,538 | 10,740,000 | 3.58% | ||
| 9 | Estate Counselors, LLC | 334,700 | 8,311,000 | 2.77% | ||
| 10 | ATWOOD & PALMER INC | 312,920 | 7,770,000 | 2.59% | ||
| 11 | SouthState Bank Corp | 301,205 | 7,479,000 | 2.49% | ||
| 12 | HighTower Advisors, LLC | 291,506 | 7,237,000 | 2.41% | ||
| 13 | Orion Porfolio Solutions, LLC | 266,999 | 6,630,000 | 2.21% | ||
| 14 | DEGREEN CAPITAL MANAGEMENT LLC | 244,365 | 6,068,000 | 2.02% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 244,317 | 6,066,000 | 2.02% | ||
| 16 | TILLER PRIVATE WEALTH, INC. | 155,196 | 3,854,000 | 1.28% | ||
| 17 | LPL Financial LLC | 126,161 | 3,129,000 | 1.04% | ||
| 18 | GREENWOOD CAPITAL ASSOCIATES LLC | 110,186 | 2,736,000 | 0.91% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 110,013 | 2,732,000 | 0.91% | ||
| 20 | Coastline Trust Co | 107,885 | 2,679,000 | 0.89% | ||
| 21 | AVIANCE CAPITAL MANAGEMENT, LLC | 100,759 | 2,502,000 | 0.83% | ||
| 22 | JANE STREET GROUP, LLC | 95,964 | 2,383,000 | 0.79% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 92,025 | 2,285,000 | 0.76% | ||
| 24 | Atria Investments, Inc | 90,909 | 2,270,000 | 0.76% | ||
| 25 | PINNACLE ASSOCIATES LTD | 86,730 | 2,154,000 | 0.72% | ||
| 26 | SNOWDEN CAPITAL ADVISORS LLC | 84,798 | 2,105,534 | 0.70% | ||
| 27 | ADVISOR GROUP, INC. | 77,208 | 1,914,000 | 0.64% | ||
| 28 | Cambridge Investment Research Advisors, Inc. | 74,396 | 1,847,000 | 0.62% | ||
| 29 | King Wealth Management Group | 68,497 | 1,700,000 | 0.57% | ||
| 30 | Texas Yale Capital Corp. | 56,150 | 1,394,000 | 0.46% | ||
| 31 | IFP ADVISORS, INC | 56,096 | 1,393,000 | 0.46% | ||
| 32 | Verity Asset Management, Inc. | 42,774 | 1,062,000 | 0.35% | ||
| 33 | AMERIPRISE FINANCIAL INC | 40,441 | 1,004,000 | 0.33% | ||
| 34 | MSI Financial Services Inc | 35,171 | 873,000 | 0.29% | ||
| 35 | Commonwealth Equity Services, Inc | 31,242 | 776,000 | 0.26% | ||
| 36 | BAIRD FINANCIAL GROUP, INC. | 31,202 | 775,000 | 0.26% | ||
| 37 | BB&T SECURITIES, LLC | 31,101 | 772,000 | 0.26% | ||
| 38 | HL FINANCIAL SERVICES LLC | 31,009 | 770,000 | 0.26% | ||
| 39 | Cetera Advisors LLC | 30,311 | 753,000 | 0.25% | ||
| 40 | Pinnacle Wealth Management Advisory Group, LLC | 28,205 | 700,000 | 0.23% | ||
| 41 | Klingman & Associates, LLC | 25,335 | 629,000 | 0.21% | ||
| 42 | D.A. DAVIDSON & CO. | 23,402 | 581,000 | 0.19% | ||
| 43 | CITIGROUP INC | 22,947 | 570,000 | 0.19% | ||
| 44 | Argentus Capital Management, LLC | 21,631 | 537,000 | 0.18% | ||
| 45 | Koshinski Asset Management, Inc. | 18,267 | 454,000 | 0.15% | ||
| 46 | DELTA CAPITAL MANAGEMENT LLC | 18,275 | 454,000 | 0.15% | ||
| 47 | Homrich & Berg | 15,845 | 393,000 | 0.13% | ||
| 48 | Dynamic Advisor Solutions LLC | 15,154 | 376,000 | 0.13% | ||
| 49 | Virtu KCG Holdings LLC | 15,037 | 373,000 | 0.12% | ||
| 50 | Janney Montgomery Scott LLC | 14,840 | 360,000 | 0.12% |
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.
