| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,555,305 | 87,460,000 | 22.15% | ||
| 2 | Paragon Capital Management Ltd | 2,376,067 | 58,451,000 | 14.80% | ||
| 3 | PARK AVENUE SECURITIES LLC | 1,511,685 | 37,505,000 | 9.50% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1,500,204 | 36,905,000 | 9.34% | ||
| 5 | SFMG, LLC | 1,495,851 | 36,798,000 | 9.32% | ||
| 6 | Evensky & Katz LLC | 837,586 | 20,604,000 | 5.22% | ||
| 7 | MORGAN STANLEY | 647,812 | 15,937,000 | 4.04% | ||
| 8 | LPL Financial LLC | 619,310 | 15,260,000 | 3.86% | ||
| 9 | WELLS FARGO & COMPANY/MN | 477,708 | 11,752,000 | 2.98% | ||
| 10 | Live Your Vision, LLC | 360,395 | 8,866,000 | 2.24% | ||
| 11 | FundX Investment Group, LLC | 339,542 | 8,353,000 | 2.12% | ||
| 12 | Cetera Advisors LLC | 205,610 | 5,056,000 | 1.28% | ||
| 13 | Commonwealth Equity Services, Inc | 187,118 | 4,603,000 | 1.17% | ||
| 14 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 184,624 | 4,542,000 | 1.15% | ||
| 15 | MSI Financial Services Inc | 164,566 | 4,048,000 | 1.02% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 139,708 | 3,437,000 | 0.87% | ||
| 17 | WELL DONE, LLC | 120,367 | 2,961,000 | 0.75% | ||
| 18 | UBS Group AG | 109,146 | 2,685,000 | 0.68% | ||
| 19 | MONTAG A & ASSOCIATES INC | 90,766 | 2,233,000 | 0.57% | ||
| 20 | CAPITAL ASSET ADVISORY SERVICES LLC | 82,109 | 2,020,000 | 0.51% | ||
| 21 | Stonehearth Capital Management, LLC | 69,218 | 1,703,000 | 0.43% | ||
| 22 | Cetera Advisor Networks LLC | 68,922 | 1,696,000 | 0.43% | ||
| 23 | Riggs Asset Managment Co. Inc. | 64,330 | 1,583,000 | 0.40% | ||
| 24 | GOLDMAN SACHS GROUP INC | 61,456 | 1,512,000 | 0.38% | ||
| 25 | LINCOLN NATIONAL CORP | 48,811 | 1,201,000 | 0.30% | ||
| 26 | RPG FAMILY WEALTH ADVISORY, LLC | 48,719 | 1,198,487 | 0.30% | ||
| 27 | Cambridge Investment Research Advisors, Inc. | 47,065 | 1,158,000 | 0.29% | ||
| 28 | WESPAC Advisors, LLC | 40,779 | 1,003,000 | 0.25% | ||
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,639 | 1,000,000 | 0.25% | ||
| 30 | AMERIPRISE FINANCIAL INC | 37,637 | 926,000 | 0.23% | ||
| 31 | Concert Wealth Management Inc. | 36,944 | 908,000 | 0.23% | ||
| 32 | STIFEL FINANCIAL CORP | 34,804 | 856,000 | 0.22% | ||
| 33 | Kovack Advisors, Inc. | 33,268 | 818,000 | 0.21% | ||
| 34 | ROYAL BANK OF CANADA | 31,856 | 784,000 | 0.20% | ||
| 35 | BURNS J W & CO INC/NY | 26,624 | 655,000 | 0.17% | ||
| 36 | JANE STREET GROUP, LLC | 26,235 | 645,000 | 0.16% | ||
| 37 | FIRST AMERICAN TRUST, FSB | 26,072 | 641,000 | 0.16% | ||
| 38 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24,715 | 608,000 | 0.15% | ||
| 39 | PNC FINANCIAL SERVICES GROUP, INC. | 23,791 | 584,000 | 0.15% | ||
| 40 | Bank of New York Mellon Corp | 21,234 | 522,000 | 0.13% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 19,341 | 475,000 | 0.12% | ||
| 42 | Evanson Asset Management, LLC | 18,255 | 449,000 | 0.11% | ||
| 43 | IFP ADVISORS, INC | 15,096 | 371,000 | 0.09% | ||
| 44 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13,220 | 325,000 | 0.08% | ||
| 45 | Private Advisor Group, LLC | 12,759 | 314,000 | 0.08% | ||
| 46 | Bison Wealth, LLC | 12,301 | 303,000 | 0.08% | ||
| 47 | RFG Advisory, LLC | 12,165 | 299,000 | 0.08% | ||
| 48 | First Allied Advisory Services, Inc. | 11,384 | 280,000 | 0.07% | ||
| 49 | Investors Capital Advisory Services | 11,415 | 280,000 | 0.07% | ||
| 50 | Partnervest Advisory Services LLC | 10,575 | 260,000 | 0.07% |
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.
