| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,059,801 | 75,302,000 | 17.23% | ||
| 2 | MORGAN STANLEY | 2,066,904 | 50,867,000 | 11.64% | ||
| 3 | Efficient Market Advisors, LLC | 1,393,469 | 34,293,000 | 7.85% | ||
| 4 | Invesco Ltd. | 1,340,203 | 32,982,000 | 7.55% | ||
| 5 | UBS Group AG | 1,159,030 | 28,524,000 | 6.53% | ||
| 6 | CAPITAL ADVISORS INC/OK | 691,105 | 17,008,000 | 3.89% | ||
| 7 | ROYAL BANK OF CANADA | 565,710 | 13,922,000 | 3.19% | ||
| 8 | 3D ASSET MANAGEMENT, INC | 500,986 | 12,329,000 | 2.82% | ||
| 9 | STIFEL FINANCIAL CORP | 449,690 | 11,063,000 | 2.53% | ||
| 10 | SouthState Bank Corp | 381,385 | 9,386,000 | 2.15% | ||
| 11 | ATWOOD & PALMER INC | 354,045 | 8,713,000 | 1.99% | ||
| 12 | Advisory Alpha, LLC | 323,830 | 8,206,000 | 1.88% | ||
| 13 | Estate Counselors, LLC | 328,500 | 8,084,000 | 1.85% | ||
| 14 | DEGREEN CAPITAL MANAGEMENT LLC | 326,428 | 8,033,000 | 1.84% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 306,262 | 7,539,000 | 1.73% | ||
| 16 | HighTower Advisors, LLC | 279,308 | 6,876,000 | 1.57% | ||
| 17 | Orion Porfolio Solutions, LLC | 249,755 | 6,146,000 | 1.41% | ||
| 18 | Coastline Trust Co | 247,265 | 6,085,000 | 1.39% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 220,574 | 5,428,000 | 1.24% | ||
| 20 | TILLER PRIVATE WEALTH, INC. | 172,023 | 4,233,000 | 0.97% | ||
| 21 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 165,584 | 4,087,000 | 0.94% | ||
| 22 | Texas Yale Capital Corp. | 164,900 | 4,058,000 | 0.93% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 144,541 | 3,557,000 | 0.81% | ||
| 24 | WELLINGTON MANAGEMENT GROUP LLP | 143,000 | 3,519,000 | 0.81% | ||
| 25 | LPL Financial LLC | 133,347 | 3,291,000 | 0.75% | ||
| 26 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 130,317 | 3,206,000 | 0.73% | ||
| 27 | Atria Investments, Inc | 123,047 | 3,028,000 | 0.69% | ||
| 28 | IFP ADVISORS, INC | 118,743 | 2,922,000 | 0.67% | ||
| 29 | King Wealth Management Group | 111,605 | 2,747,000 | 0.63% | ||
| 30 | GREENWOOD CAPITAL ASSOCIATES LLC | 105,351 | 2,593,000 | 0.59% | ||
| 31 | PINNACLE ASSOCIATES LTD | 102,575 | 2,524,000 | 0.58% | ||
| 32 | PRIVATE ADVISORY GROUP LLC | 100,854 | 2,482,000 | 0.57% | ||
| 33 | ADVISOR GROUP, INC. | 91,901 | 2,262,000 | 0.52% | ||
| 34 | SNOWDEN CAPITAL ADVISORS LLC | 90,835 | 2,235,449 | 0.51% | ||
| 35 | AVIANCE CAPITAL MANAGEMENT, LLC | 90,378 | 2,224,000 | 0.51% | ||
| 36 | CABOT WEALTH MANAGEMENT INC | 89,048 | 2,191,000 | 0.50% | ||
| 37 | COLONY GROUP LLC | 82,801 | 2,038,000 | 0.47% | ||
| 38 | Klingman & Associates, LLC | 81,408 | 2,003,000 | 0.46% | ||
| 39 | JPMORGAN CHASE & CO | 81,256 | 2,000,000 | 0.46% | ||
| 40 | WELLS FARGO & COMPANY/MN | 75,067 | 1,848,000 | 0.42% | ||
| 41 | MSI Financial Services Inc | 68,163 | 1,677,000 | 0.38% | ||
| 42 | JANE STREET GROUP, LLC | 67,488 | 1,661,000 | 0.38% | ||
| 43 | AHRENS INVESTMENT PARTNERS LLC | 61,112 | 1,504,000 | 0.34% | ||
| 44 | Frontier Wealth Management LLC | 47,850 | 1,178,000 | 0.27% | ||
| 45 | HL FINANCIAL SERVICES LLC | 47,325 | 1,165,000 | 0.27% | ||
| 46 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 45,800 | 1,127,000 | 0.26% | ||
| 47 | AMERIPRISE FINANCIAL INC | 45,763 | 1,126,000 | 0.26% | ||
| 48 | BB&T SECURITIES, LLC | 41,969 | 1,070,000 | 0.24% | ||
| 49 | FDx Advisors, Inc. | 42,608 | 1,049,000 | 0.24% | ||
| 50 | Pinnacle Wealth Management Advisory Group, LLC | 37,725 | 928,000 | 0.21% |
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.
