| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,720,557 | 92,382,000 | 20.39% | ||
| 2 | Paragon Capital Management Ltd | 2,374,738 | 58,965,000 | 13.01% | ||
| 3 | PARK AVENUE SECURITIES LLC | 1,529,059 | 38,104,000 | 8.41% | ||
| 4 | SFMG, LLC | 1,531,177 | 38,019,000 | 8.39% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 1,511,149 | 37,522,000 | 8.28% | ||
| 6 | QS Investors, LLC | 919,104 | 22,821,000 | 5.04% | ||
| 7 | MORGAN STANLEY | 872,094 | 21,655,000 | 4.78% | ||
| 8 | Evensky & Katz LLC | 850,471 | 21,117,000 | 4.66% | ||
| 9 | WELLS FARGO & COMPANY/MN | 508,859 | 12,635,000 | 2.79% | ||
| 10 | FundX Investment Group, LLC | 500,092 | 12,417,000 | 2.74% | ||
| 11 | Live Your Vision, LLC | 389,634 | 9,675,000 | 2.14% | ||
| 12 | LPL Financial LLC | 384,230 | 9,552,000 | 2.11% | ||
| 13 | MSI Financial Services Inc | 345,365 | 8,575,000 | 1.89% | ||
| 14 | Cetera Advisors LLC | 210,659 | 5,231,000 | 1.15% | ||
| 15 | Commonwealth Equity Services, Inc | 207,529 | 5,153,000 | 1.14% | ||
| 16 | UBS Group AG | 168,681 | 4,188,000 | 0.92% | ||
| 17 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 144,318 | 3,583,000 | 0.79% | ||
| 18 | AMERIPRISE FINANCIAL INC | 143,139 | 3,554,000 | 0.78% | ||
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | 133,197 | 3,306,000 | 0.73% | ||
| 20 | WELL DONE, LLC | 124,593 | 3,094,000 | 0.68% | ||
| 21 | ROYAL BANK OF CANADA | 119,985 | 2,980,000 | 0.66% | ||
| 22 | Raymond James Financial Services Advisors, Inc. | 112,904 | 2,803,000 | 0.62% | ||
| 23 | MONTAG A & ASSOCIATES INC | 90,766 | 2,254,000 | 0.50% | ||
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 84,879 | 2,108,000 | 0.47% | ||
| 25 | CAPITAL ASSET ADVISORY SERVICES LLC | 81,191 | 2,016,000 | 0.44% | ||
| 26 | LINCOLN NATIONAL CORP | 73,381 | 1,822,000 | 0.40% | ||
| 27 | Cetera Advisor Networks LLC | 71,153 | 1,766,000 | 0.39% | ||
| 28 | Cambridge Investment Research Advisors, Inc. | 70,347 | 1,747,000 | 0.39% | ||
| 29 | Riggs Asset Managment Co. Inc. | 67,274 | 1,670,000 | 0.37% | ||
| 30 | GOLDMAN SACHS GROUP INC | 61,456 | 1,526,000 | 0.34% | ||
| 31 | Bank of New York Mellon Corp | 60,480 | 1,502,000 | 0.33% | ||
| 32 | Stonehearth Capital Management, LLC | 56,126 | 1,394,000 | 0.31% | ||
| 33 | SABAL CAPITAL MANAGEMENT, LLC | 52,910 | 1,314,000 | 0.29% | ||
| 34 | WESPAC Advisors, LLC | 43,767 | 1,087,000 | 0.24% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 36,344 | 902,000 | 0.20% | ||
| 36 | ADVISOR GROUP, INC. | 35,078 | 869,000 | 0.19% | ||
| 37 | Investors Capital Advisory Services | 32,575 | 808,000 | 0.18% | ||
| 38 | Concert Wealth Management Inc. | 32,514 | 805,000 | 0.18% | ||
| 39 | Private Advisor Group, LLC | 30,737 | 764,000 | 0.17% | ||
| 40 | MILLENNIUM MANAGEMENT LLC | 30,322 | 753,000 | 0.17% | ||
| 41 | BURNS J W & CO INC/NY | 26,624 | 661,000 | 0.15% | ||
| 42 | FIRST AMERICAN TRUST, FSB | 26,072 | 647,000 | 0.14% | ||
| 43 | STIFEL FINANCIAL CORP | 25,950 | 645,000 | 0.14% | ||
| 44 | Shamrock Asset Management LLC | 24,724 | 614,000 | 0.14% | ||
| 45 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24,715 | 614,000 | 0.14% | ||
| 46 | Kovack Advisors, Inc. | 21,330 | 530,000 | 0.12% | ||
| 47 | HighTower Advisors, LLC | 18,923 | 469,000 | 0.10% | ||
| 48 | Jackson Wealth Management, LLC | 18,754 | 466,000 | 0.10% | ||
| 49 | Evanson Asset Management, LLC | 18,255 | 453,000 | 0.10% | ||
| 50 | Atria Investments, Inc | 16,310 | 409,000 | 0.09% |
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.
