| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 906,865 | 96,726,000 | 8.79% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 784,819 | 83,709,000 | 7.61% | ||
| 3 | UBS AG | 757,131 | 80,755,000 | 7.34% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 595,106 | 63,474,000 | 5.77% | ||
| 5 | CITIGROUP INC | 559,591 | 59,686,000 | 5.43% | ||
| 6 | WELLS FARGO & COMPANY/MN | 416,816 | 44,458,000 | 4.04% | ||
| 7 | MADISON INVESTMENT HOLDINGS INC | 348,961 | 37,220,000 | 3.38% | ||
| 8 | LPL Financial LLC | 347,751 | 37,091,000 | 3.37% | ||
| 9 | ROYAL BANK OF CANADA | 304,092 | 32,436,000 | 2.95% | ||
| 10 | Cambridge Investment Research Advisors, Inc. | 302,169 | 32,229,000 | 2.93% | ||
| 11 | FMR LLC | 301,714 | 32,181,000 | 2.93% | ||
| 12 | Morningstar Investment Services LLC | 298,578 | 31,846,000 | 2.90% | ||
| 13 | KAYS FINANCIAL ADVISORY CORP /ADV | 197,022 | 21,014,000 | 1.91% | ||
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 187,279 | 19,975,000 | 1.82% | ||
| 15 | Orion Porfolio Solutions, LLC | 171,000 | 18,239,000 | 1.66% | ||
| 16 | Placemark Investments, Inc. | 163,754 | 17,466,000 | 1.59% | ||
| 17 | Capital Analysts, LLC | 145,844 | 15,555,786 | 1.41% | ||
| 18 | SPINNAKER TRUST | 145,085 | 15,474,000 | 1.41% | ||
| 19 | Commonwealth Equity Services, Inc | 136,672 | 14,577,000 | 1.33% | ||
| 20 | NORTHEAST INVESTMENT MANAGEMENT | 107,293 | 11,444,000 | 1.04% | ||
| 21 | JANE STREET GROUP, LLC | 105,579 | 11,261,000 | 1.02% | ||
| 22 | Mariner, LLC | 98,564 | 10,513,000 | 0.96% | ||
| 23 | JPMORGAN CHASE & CO | 97,326 | 10,381,000 | 0.94% | ||
| 24 | Freedom Investment Management, Inc. | 88,530 | 9,443,000 | 0.86% | ||
| 25 | DEUTSCHE BANK AG\ | 88,155 | 9,401,000 | 0.85% | ||
| 26 | CREDIT SUISSE AG/ | 85,706 | 9,142,000 | 0.83% | ||
| 27 | Baker Avenue Asset Management, LP | 78,830 | 8,408,000 | 0.76% | ||
| 28 | CITIGROUP INC | 78,000 | 8,319,000 | 0.76% | Call | |
| 29 | Bartlett & Co. LLC | 77,980 | 8,317,000 | 0.76% | ||
| 30 | VICUS CAPITAL | 76,033 | 8,110,000 | 0.74% | ||
| 31 | Litman Gregory Wealth Management LLC | 71,712 | 7,649,000 | 0.70% | ||
| 32 | D.A. DAVIDSON & CO. | 66,750 | 7,119,000 | 0.65% | ||
| 33 | Gateway Advisory, LLC | 61,689 | 6,580,000 | 0.60% | ||
| 34 | SouthState Bank Corp | 58,383 | 6,227,000 | 0.57% | ||
| 35 | CIBC WORLD MARKET INC. | 52,904 | 5,643,000 | 0.51% | ||
| 36 | PINNACLE ASSOCIATES LTD | 52,521 | 5,602,000 | 0.51% | ||
| 37 | BB&T SECURITIES, LLC | 5,100 | 5,439,000 | 0.49% | ||
| 38 | BANK OF MONTREAL /CAN/ | 48,570 | 5,180,000 | 0.47% | ||
| 39 | SCOTIA CAPITAL INC. | 47,887 | 5,101,000 | 0.46% | ||
| 40 | Pictet North America Advisors SA | 47,664 | 5,084,000 | 0.46% | ||
| 41 | AVALON CAPITAL MANAGEMENT | 45,629 | 4,867,000 | 0.44% | ||
| 42 | ETRADE Capital Management LLC | 45,587 | 4,862,000 | 0.44% | ||
| 43 | Mosaic Financial Partners, Inc. | 42,364 | 4,519,000 | 0.41% | ||
| 44 | HL FINANCIAL SERVICES LLC | 41,432 | 4,419,000 | 0.40% | ||
| 45 | MEEDER ASSET MANAGEMENT INC | 39,600 | 4,224,000 | 0.38% | ||
| 46 | QUANTUM CAPITAL MANAGEMENT | 39,097 | 4,170,000 | 0.38% | ||
| 47 | Allen Investment Management, LLC | 37,529 | 4,003,000 | 0.36% | ||
| 48 | HighTower Advisors, LLC | 34,791 | 3,711,000 | 0.34% | ||
| 49 | Bouchey Financial Group Ltd | 34,274 | 3,656,000 | 0.33% | ||
| 50 | RAYMOND JAMES & ASSOCIATES | 33,532 | 3,576,000 | 0.33% |
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.
