| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,528,353 | 64,499,000 | 16.16% | ||
| 2 | MORGAN STANLEY | 1,921,655 | 49,021,000 | 12.28% | ||
| 3 | Efficient Market Advisors, LLC | 1,211,416 | 30,903,000 | 7.74% | ||
| 4 | Invesco Ltd. | 1,196,081 | 30,512,000 | 7.65% | ||
| 5 | Horizon Investments, LLC | 1,107,017 | 28,240,000 | 7.08% | ||
| 6 | UBS Group AG | 953,454 | 24,323,000 | 6.10% | ||
| 7 | 3D ASSET MANAGEMENT, INC | 503,244 | 12,838,000 | 3.22% | ||
| 8 | ROYAL BANK OF CANADA | 435,076 | 11,099,000 | 2.78% | ||
| 9 | STIFEL FINANCIAL CORP | 435,026 | 11,096,000 | 2.78% | ||
| 10 | SouthState Bank Corp | 369,086 | 9,416,000 | 2.36% | ||
| 11 | Estate Counselors, LLC | 335,250 | 8,552,000 | 2.14% | ||
| 12 | ATWOOD & PALMER INC | 314,507 | 8,023,000 | 2.01% | ||
| 13 | DEGREEN CAPITAL MANAGEMENT LLC | 301,717 | 7,706,000 | 1.93% | ||
| 14 | HighTower Advisors, LLC | 291,348 | 7,432,000 | 1.86% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 289,836 | 7,394,000 | 1.85% | ||
| 16 | Orion Porfolio Solutions, LLC | 285,338 | 7,279,000 | 1.82% | ||
| 17 | Coastline Trust Co | 204,430 | 5,215,000 | 1.31% | ||
| 18 | TILLER PRIVATE WEALTH, INC. | 169,116 | 4,314,000 | 1.08% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 163,281 | 4,165,000 | 1.04% | ||
| 20 | LPL Financial LLC | 143,400 | 3,670,000 | 0.92% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 127,350 | 3,249,000 | 0.81% | ||
| 22 | Texas Yale Capital Corp. | 126,150 | 3,218,000 | 0.81% | ||
| 23 | Atria Investments, Inc | 113,565 | 2,897,000 | 0.73% | ||
| 24 | AVIANCE CAPITAL MANAGEMENT, LLC | 113,050 | 2,884,000 | 0.72% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 112,755 | 2,877,000 | 0.72% | ||
| 26 | GREENWOOD CAPITAL ASSOCIATES LLC | 110,671 | 2,823,000 | 0.71% | ||
| 27 | JANE STREET GROUP, LLC | 103,599 | 2,643,000 | 0.66% | ||
| 28 | PINNACLE ASSOCIATES LTD | 96,025 | 2,450,000 | 0.61% | ||
| 29 | IFP ADVISORS, INC | 91,889 | 2,344,000 | 0.59% | ||
| 30 | King Wealth Management Group | 89,843 | 2,292,000 | 0.57% | ||
| 31 | SNOWDEN CAPITAL ADVISORS LLC | 88,042 | 2,245,951 | 0.56% | ||
| 32 | Klingman & Associates, LLC | 83,591 | 2,132,000 | 0.53% | ||
| 33 | ADVISOR GROUP, INC. | 83,199 | 2,122,000 | 0.53% | ||
| 34 | State of New Jersey Common Pension Fund D | 70,000 | 1,786,000 | 0.45% | ||
| 35 | CABOT WEALTH MANAGEMENT INC | 66,192 | 1,689,000 | 0.42% | ||
| 36 | MSI Financial Services Inc | 58,200 | 1,485,000 | 0.37% | ||
| 37 | JANUS HENDERSON INVESTORS US LLC | 44,900 | 1,145,000 | 0.29% | ||
| 38 | BB&T SECURITIES, LLC | 41,969 | 1,070,000 | 0.27% | ||
| 39 | AMERIPRISE FINANCIAL INC | 41,316 | 1,054,000 | 0.26% | ||
| 40 | Gilman Hill Asset Management, LLC | 40,800 | 1,041,000 | 0.26% | ||
| 41 | Verity Asset Management, Inc. | 40,270 | 1,027,000 | 0.26% | ||
| 42 | Sterling Global Strategies LLC | 25,714 | 1,008,000 | 0.25% | ||
| 43 | Pinnacle Wealth Management Advisory Group, LLC | 34,000 | 867,000 | 0.22% | ||
| 44 | HL FINANCIAL SERVICES LLC | 33,132 | 845,000 | 0.21% | ||
| 45 | Commonwealth Equity Services, Inc | 32,501 | 829,000 | 0.21% | ||
| 46 | RFG Advisory, LLC | 32,030 | 820,000 | 0.21% | ||
| 47 | BAIRD FINANCIAL GROUP, INC. | 31,617 | 807,000 | 0.20% | ||
| 48 | CAVALIER INVESTMENTS, LLC | 31,035 | 792,000 | 0.20% | ||
| 49 | Waverton Investment Management Ltd | 30,800 | 786,000 | 0.20% | ||
| 50 | Cetera Advisors LLC | 29,603 | 758,000 | 0.19% |
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.
