| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 866,203 | 94,416,000 | 8.65% | ||
| 2 | MORGAN STANLEY | 830,365 | 90,510,000 | 8.30% | ||
| 3 | UBS AG | 708,636 | 77,241,000 | 7.08% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 616,713 | 67,222,000 | 6.16% | ||
| 5 | CITIGROUP INC | 534,721 | 58,285,000 | 5.34% | ||
| 6 | WELLS FARGO & COMPANY/MN | 408,260 | 44,501,000 | 4.08% | ||
| 7 | ROYAL BANK OF CANADA | 381,655 | 41,600,000 | 3.81% | ||
| 8 | Orion Porfolio Solutions, LLC | 354,484 | 38,639,000 | 3.54% | ||
| 9 | LPL Financial LLC | 345,391 | 37,648,000 | 3.45% | ||
| 10 | Morningstar Investment Services LLC | 323,795 | 35,294,000 | 3.23% | ||
| 11 | Cambridge Investment Research Advisors, Inc. | 295,596 | 32,220,000 | 2.95% | ||
| 12 | Placemark Investments, Inc. | 233,572 | 25,457,000 | 2.33% | ||
| 13 | FMR LLC | 210,193 | 22,911,000 | 2.10% | ||
| 14 | KAYS FINANCIAL ADVISORY CORP /ADV | 201,645 | 21,979,000 | 2.01% | ||
| 15 | NORTHEAST INVESTMENT MANAGEMENT | 192,550 | 20,988,000 | 1.92% | ||
| 16 | Commonwealth Equity Services, Inc | 176,476 | 19,236,000 | 1.76% | ||
| 17 | Capital Analysts, LLC | 157,546 | 17,172,613 | 1.57% | ||
| 18 | Hudock, Inc. | 147,323 | 16,058,000 | 1.47% | ||
| 19 | SPINNAKER TRUST | 131,318 | 14,314,000 | 1.31% | ||
| 20 | JPMORGAN CHASE & CO | 120,789 | 13,166,000 | 1.21% | ||
| 21 | Baker Avenue Asset Management, LP | 85,980 | 9,372,000 | 0.86% | ||
| 22 | VICUS CAPITAL | 83,752 | 9,129,000 | 0.84% | ||
| 23 | Bartlett & Co. LLC | 81,548 | 8,889,000 | 0.81% | ||
| 24 | CREDIT SUISSE AG/ | 79,411 | 8,656,000 | 0.79% | ||
| 25 | DEUTSCHE BANK AG\ | 74,900 | 8,164,000 | 0.75% | ||
| 26 | Litman Gregory Wealth Management LLC | 73,708 | 8,034,000 | 0.74% | ||
| 27 | Gateway Advisory, LLC | 65,119 | 7,098,000 | 0.65% | ||
| 28 | Choate Investment Advisors | 63,300 | 6,899,727 | 0.63% | ||
| 29 | D.A. DAVIDSON & CO. | 63,245 | 6,893,000 | 0.63% | ||
| 30 | SouthState Bank Corp | 59,255 | 6,459,000 | 0.59% | ||
| 31 | SAGE FINANCIAL GROUP INC | 57,693 | 6,289,000 | 0.58% | ||
| 32 | PINNACLE ASSOCIATES LTD | 54,891 | 5,983,000 | 0.55% | ||
| 33 | SCOTIA CAPITAL INC. | 52,258 | 5,702,000 | 0.52% | ||
| 34 | BB&T SECURITIES, LLC | 5,100 | 5,559,000 | 0.51% | ||
| 35 | Freedom Investment Management, Inc. | 50,540 | 5,509,000 | 0.50% | ||
| 36 | Winfield Associates, Inc. | 49,990 | 5,448,000 | 0.50% | ||
| 37 | ETRADE Capital Management LLC | 47,755 | 5,205,000 | 0.48% | ||
| 38 | AVALON CAPITAL MANAGEMENT | 47,212 | 5,146,000 | 0.47% | ||
| 39 | Mosaic Financial Partners, Inc. | 47,180 | 5,143,000 | 0.47% | ||
| 40 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 44,702 | 4,873,000 | 0.45% | ||
| 41 | Pictet North America Advisors SA | 44,461 | 4,846,000 | 0.44% | ||
| 42 | QUANTUM CAPITAL MANAGEMENT | 41,929 | 4,566,000 | 0.42% | ||
| 43 | HL FINANCIAL SERVICES LLC | 41,597 | 4,534,000 | 0.42% | ||
| 44 | Bouchey Financial Group Ltd | 41,199 | 4,491,000 | 0.41% | ||
| 45 | Allen Investment Management, LLC | 40,769 | 4,444,000 | 0.41% | ||
| 46 | MEEDER ASSET MANAGEMENT INC | 40,080 | 4,369,000 | 0.40% | ||
| 47 | CIBC WORLD MARKET INC. | 39,653 | 4,322,000 | 0.40% | ||
| 48 | RAYMOND JAMES & ASSOCIATES | 38,075 | 4,150,000 | 0.38% | ||
| 49 | BANK OF MONTREAL /CAN/ | 32,175 | 3,507,000 | 0.32% | ||
| 50 | Raymond James Financial Services Advisors, Inc. | 29,491 | 3,215,000 | 0.29% |
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.
