| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 25,110,039 | 623,734,000 | 70.25% | ||
| 2 | UBS Group AG | 1,601,661 | 39,785,000 | 4.48% | ||
| 3 | MORGAN STANLEY | 1,199,096 | 29,786,000 | 3.35% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 1,075,898 | 26,725,000 | 3.01% | ||
| 5 | CAPRIN ASSET MANAGEMENT LLC /ADV | 1,022,324 | 25,395,000 | 2.86% | ||
| 6 | WELLS FARGO & COMPANY/MN | 993,581 | 24,681,000 | 2.78% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 430,902 | 10,704,000 | 1.21% | ||
| 8 | LPL Financial LLC | 416,112 | 10,357,000 | 1.17% | ||
| 9 | BB&T SECURITIES, LLC | 391,237 | 9,718,000 | 1.09% | ||
| 10 | CARDAN CAPITAL PARTNERS, LLC | 249,995 | 6,210,000 | 0.70% | ||
| 11 | Bernicke Wealth Management, Ltd. | 249,396 | 6,195,000 | 0.70% | ||
| 12 | STIFEL FINANCIAL CORP | 247,710 | 6,154,000 | 0.69% | ||
| 13 | VICUS CAPITAL | 247,017 | 6,136,000 | 0.69% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 172,035 | 4,273,000 | 0.48% | ||
| 15 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 121,797 | 3,032,000 | 0.34% | ||
| 16 | ROYAL BANK OF CANADA | 102,943 | 2,557,000 | 0.29% | ||
| 17 | COMERICA BANK | 94,799 | 2,341,000 | 0.26% | ||
| 18 | HEFTY WEALTH PARTNERS | 87,899 | 2,183,000 | 0.25% | ||
| 19 | SHEETS SMITH WEALTH MANAGEMENT | 86,200 | 2,141,000 | 0.24% | ||
| 20 | Commonwealth Equity Services, Inc | 80,157 | 1,991,000 | 0.22% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 75,740 | 1,881,000 | 0.21% | ||
| 22 | Stratos Wealth Partners, LTD. | 71,280 | 1,771,000 | 0.20% | ||
| 23 | MUFG Americas Holdings Corp | 68,942 | 1,713,000 | 0.19% | ||
| 24 | Cerity Partners OCIO LLC | 64,126 | 1,592,000 | 0.18% | ||
| 25 | LAZARD ASSET MANAGEMENT LLC | 63,550 | 1,578,000 | 0.18% | PRN | |
| 26 | Forvis Mazars Wealth Advisors, LLC | 58,893 | 1,463,000 | 0.16% | ||
| 27 | INTEGRATED WEALTH MANAGEMENT | 55,582 | 1,381,000 | 0.16% | ||
| 28 | STRATEGIC FINANCIAL GROUP, LLC | 55,216 | 1,372,000 | 0.15% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 51,975 | 1,291,000 | 0.15% | ||
| 30 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 46,036 | 1,144,000 | 0.13% | ||
| 31 | NORTHERN CAPITAL MANAGEMENT LLC | 45,560 | 1,132,000 | 0.13% | ||
| 32 | CPWM, LLC | 45,200 | 1,123,000 | 0.13% | ||
| 33 | FIRST TRUST ADVISORS LP | 43,225 | 1,074,000 | 0.12% | ||
| 34 | SNOWDEN CAPITAL ADVISORS LLC | 42,636 | 1,059,067 | 0.12% | ||
| 35 | DARWIN WEALTH MANAGEMENT, LLC | 41,223 | 1,024,000 | 0.12% | ||
| 36 | ADVISOR GROUP, INC. | 39,269 | 974,000 | 0.11% | ||
| 37 | First Personal Financial Services | 38,379 | 953,000 | 0.11% | ||
| 38 | AT Bancorp | 36,217 | 900,000 | 0.10% | ||
| 39 | Atria Investments, Inc | 34,495 | 857,000 | 0.10% | ||
| 40 | ALESCO ADVISORS LLC | 34,100 | 847,000 | 0.10% | ||
| 41 | DAVENPORT & Co LLC | 33,700 | 837,108 | 0.09% | ||
| 42 | Altavista Wealth Management, Inc. | 33,392 | 829,000 | 0.09% | ||
| 43 | MSI Financial Services Inc | 33,154 | 823,000 | 0.09% | ||
| 44 | McNamara Financial Services, Inc. | 32,864 | 816,000 | 0.09% | ||
| 45 | COHEN LAWRENCE B | 32,369 | 804,000 | 0.09% | ||
| 46 | Fragasso Financial Advisors Inc | 32,117 | 797,000 | 0.09% | ||
| 47 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 29,751 | 739,000 | 0.08% | ||
| 48 | Rehmann Capital Advisory Group | 29,246 | 726,000 | 0.08% | ||
| 49 | Virtu KCG Holdings LLC | 28,227 | 701,000 | 0.08% | ||
| 50 | US BANCORP \DE\ | 28,000 | 696,000 | 0.08% |
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.
