| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 28,678,971 | 705,216,000 | 70.33% | ||
| 2 | UBS Group AG | 1,758,311 | 43,237,000 | 4.31% | ||
| 3 | CAPRIN ASSET MANAGEMENT LLC /ADV | 1,615,713 | 39,730,000 | 3.96% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 1,239,940 | 30,490,000 | 3.04% | ||
| 5 | MORGAN STANLEY | 1,146,733 | 28,198,000 | 2.81% | ||
| 6 | WELLS FARGO & COMPANY/MN | 997,416 | 24,526,000 | 2.45% | ||
| 7 | BB&T SECURITIES, LLC | 564,780 | 13,887,000 | 1.38% | ||
| 8 | LPL Financial LLC | 450,968 | 11,067,000 | 1.10% | ||
| 9 | Raymond James Financial Services Advisors, Inc. | 415,996 | 10,229,000 | 1.02% | ||
| 10 | CARDAN CAPITAL PARTNERS, LLC | 271,960 | 6,687,000 | 0.67% | ||
| 11 | STIFEL FINANCIAL CORP | 269,342 | 6,618,000 | 0.66% | ||
| 12 | Bernicke Wealth Management, Ltd. | 265,769 | 6,535,000 | 0.65% | ||
| 13 | VICUS CAPITAL | 238,602 | 5,867,000 | 0.59% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 132,084 | 3,248,000 | 0.32% | ||
| 15 | ROYAL BANK OF CANADA | 122,801 | 3,019,000 | 0.30% | ||
| 16 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 121,797 | 2,989,000 | 0.30% | ||
| 17 | Commonwealth Equity Services, Inc | 107,840 | 2,652,000 | 0.26% | ||
| 18 | Stratos Wealth Partners, LTD. | 103,765 | 2,552,000 | 0.25% | ||
| 19 | COMERICA BANK | 102,776 | 2,513,000 | 0.25% | ||
| 20 | HEFTY WEALTH PARTNERS | 96,085 | 2,362,000 | 0.24% | ||
| 21 | LAZARD ASSET MANAGEMENT LLC | 90,850 | 2,234,000 | 0.22% | PRN | |
| 22 | SHEETS SMITH WEALTH MANAGEMENT | 89,200 | 2,193,000 | 0.22% | ||
| 23 | MUFG Americas Holdings Corp | 83,130 | 2,044,000 | 0.20% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 78,022 | 1,919,000 | 0.19% | ||
| 25 | Janney Montgomery Scott LLC | 73,825 | 1,815,000 | 0.18% | ||
| 26 | Cerity Partners OCIO LLC | 73,637 | 1,811,000 | 0.18% | ||
| 27 | Bank of New York Mellon Corp | 73,027 | 1,796,000 | 0.18% | ||
| 28 | STRATEGIC FINANCIAL GROUP, LLC | 62,162 | 1,529,000 | 0.15% | ||
| 29 | Forvis Mazars Wealth Advisors, LLC | 58,893 | 1,448,000 | 0.14% | ||
| 30 | Altavista Wealth Management, Inc. | 56,771 | 1,396,000 | 0.14% | ||
| 31 | INTEGRATED WEALTH MANAGEMENT | 55,582 | 1,367,000 | 0.14% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 55,212 | 1,358,000 | 0.14% | ||
| 33 | Virtu KCG Holdings LLC | 51,332 | 1,262,000 | 0.13% | ||
| 34 | CPWM, LLC | 49,200 | 1,210,000 | 0.12% | ||
| 35 | SNOWDEN CAPITAL ADVISORS LLC | 46,361 | 1,140,023 | 0.11% | ||
| 36 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 45,536 | 1,120,000 | 0.11% | ||
| 37 | NORTHERN CAPITAL MANAGEMENT LLC | 45,360 | 1,115,000 | 0.11% | ||
| 38 | ADVISOR GROUP, INC. | 42,897 | 1,055,000 | 0.11% | ||
| 39 | ALESCO ADVISORS LLC | 42,650 | 1,049,000 | 0.10% | ||
| 40 | AT Bancorp | 42,636 | 1,048,000 | 0.10% | ||
| 41 | D.A. DAVIDSON & CO. | 41,698 | 1,025,000 | 0.10% | ||
| 42 | DARWIN WEALTH MANAGEMENT, LLC | 40,642 | 999,000 | 0.10% | ||
| 43 | JANE STREET GROUP, LLC | 38,775 | 953,000 | 0.10% | ||
| 44 | First Personal Financial Services | 38,360 | 944,000 | 0.09% | ||
| 45 | MSI Financial Services Inc | 37,327 | 918,000 | 0.09% | ||
| 46 | DAVENPORT & Co LLC | 36,700 | 902,453 | 0.09% | ||
| 47 | FIRST TRUST ADVISORS LP | 36,301 | 893,000 | 0.09% | ||
| 48 | McNamara Financial Services, Inc. | 34,633 | 852,000 | 0.08% | ||
| 49 | Fragasso Financial Advisors Inc | 32,117 | 789,000 | 0.08% | ||
| 50 | Rehmann Capital Advisory Group | 32,056 | 788,000 | 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.
