| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,586,833 | 139,563,000 | 14.51% | ||
| 2 | MORGAN STANLEY | 3,092,738 | 120,339,000 | 12.52% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,689,513 | 65,738,000 | 6.84% | ||
| 4 | UBS Group AG | 1,554,701 | 60,493,000 | 6.29% | ||
| 5 | LPL Financial LLC | 1,500,837 | 57,287,000 | 5.96% | ||
| 6 | Northside Capital Management, LLC | 897,091 | 34,906,000 | 3.63% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 832,831 | 32,406,000 | 3.37% | ||
| 8 | RiverFront Investment Group, LLC | 794,402 | 30,910,000 | 3.21% | ||
| 9 | ROYAL BANK OF CANADA | 687,228 | 26,741,000 | 2.78% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 579,987 | 22,567,000 | 2.35% | ||
| 11 | Avidian Wealth Enterprises, LLC | 572,252 | 22,266,000 | 2.32% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 486,797 | 18,941,000 | 1.97% | ||
| 13 | Commonwealth Equity Services, Inc | 471,087 | 18,330,000 | 1.91% | ||
| 14 | Horizon Investments, LLC | 315,433 | 12,273,000 | 1.28% | ||
| 15 | New England Private Wealth Advisors LLC | 303,798 | 11,817,000 | 1.23% | ||
| 16 | Kovack Advisors, Inc. | 298,177 | 11,602,000 | 1.21% | ||
| 17 | Janney Capital Management LLC | 276,986 | 10,777,000 | 1.12% | ||
| 18 | ADVISOR GROUP, INC. | 275,405 | 10,715,000 | 1.11% | ||
| 19 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 263,550 | 10,255,000 | 1.07% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 244,873 | 9,528,000 | 0.99% | ||
| 21 | MSI Financial Services Inc | 244,044 | 9,496,000 | 0.99% | ||
| 22 | AVIANCE CAPITAL MANAGEMENT, LLC | 235,102 | 9,148,000 | 0.95% | ||
| 23 | STIFEL FINANCIAL CORP | 232,997 | 9,053,000 | 0.94% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 223,638 | 8,702,000 | 0.91% | ||
| 25 | BB&T SECURITIES, LLC | 217,088 | 8,446,000 | 0.88% | ||
| 26 | AMERIPRISE FINANCIAL INC | 213,370 | 8,252,000 | 0.86% | ||
| 27 | NIEMANN CAPITAL MANAGEMENT INC | 201,658 | 7,847,000 | 0.82% | ||
| 28 | NATIONAL PLANNING CORP | 207,346 | 7,771,000 | 0.81% | ||
| 29 | Janney Montgomery Scott LLC | 195,134 | 7,593,000 | 0.79% | ||
| 30 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 170,361 | 6,460,000 | 0.67% | ||
| 31 | CORNERSTONE FINANCIAL PARTNERS, LLC | 158,190 | 6,152,000 | 0.64% | ||
| 32 | JANE STREET GROUP, LLC | 154,833 | 6,025,000 | 0.63% | ||
| 33 | Friedenthal Financial | 146,018 | 5,682,000 | 0.59% | ||
| 34 | Smart Portfolios, LLC | 144,751 | 5,633,000 | 0.59% | ||
| 35 | Invesco Ltd. | 139,480 | 5,427,000 | 0.56% | ||
| 36 | WESPAC ADVISORS SOCAL, LLC | 131,156 | 5,103,292 | 0.53% | ||
| 37 | First Allied Advisory Services, Inc. | 123,395 | 4,801,000 | 0.50% | ||
| 38 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 121,143 | 4,714,000 | 0.49% | ||
| 39 | TMD & ASSOCIATES, INC | 120,250 | 4,679,000 | 0.49% | ||
| 40 | HSBC HOLDINGS PLC | 108,301 | 4,214,000 | 0.44% | ||
| 41 | Legacy Private Trust Co. | 106,235 | 4,134,000 | 0.43% | ||
| 42 | CEDAR CAPITAL, LLC | 105,913 | 4,121,000 | 0.43% | ||
| 43 | Summit Financial Wealth Advisors, LLC | 103,760 | 4,037,000 | 0.42% | ||
| 44 | WEALTHPLAN PARTNERS, LLC | 104,705 | 3,996,574 | 0.42% | ||
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 91,268 | 3,551,000 | 0.37% | ||
| 46 | OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 90,803 | 3,533,000 | 0.37% | ||
| 47 | Fullerton Fund Management Co Ltd. | 81,865 | 3,185,000 | 0.33% | ||
| 48 | Cetera Advisor Networks LLC | 73,484 | 2,859,000 | 0.30% | ||
| 49 | Madrona Financial Services, LLC | 73,324 | 2,853,000 | 0.30% | SH | |
| 50 | JPMORGAN CHASE & CO | 68,902 | 2,681,000 | 0.28% |
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.
