| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,632,396 | 91,463,000 | 20.59% | ||
| 2 | SFMG, LLC | 1,631,901 | 41,091,000 | 9.25% | ||
| 3 | PARK AVENUE SECURITIES LLC | 1,528,643 | 38,354,000 | 8.63% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1,507,268 | 37,953,000 | 8.54% | ||
| 5 | MORGAN STANLEY | 1,435,890 | 36,155,000 | 8.14% | ||
| 6 | Paragon Capital Management Ltd | 1,297,379 | 32,668,000 | 7.35% | ||
| 7 | LIDO ADVISORS, LLC | 951,902 | 23,969,000 | 5.40% | ||
| 8 | Evensky & Katz LLC | 842,837 | 21,222,000 | 4.78% | ||
| 9 | WELLS FARGO & COMPANY/MN | 614,808 | 15,482,000 | 3.49% | ||
| 10 | Live Your Vision, LLC | 391,989 | 9,870,000 | 2.22% | ||
| 11 | LPL Financial LLC | 394,269 | 9,837,000 | 2.21% | ||
| 12 | MSI Financial Services Inc | 387,691 | 9,762,000 | 2.20% | ||
| 13 | Commonwealth Equity Services, Inc | 244,503 | 6,157,000 | 1.39% | ||
| 14 | Cetera Advisors LLC | 223,372 | 5,626,000 | 1.27% | ||
| 15 | UBS Group AG | 176,645 | 4,448,000 | 1.00% | ||
| 16 | AMERIPRISE FINANCIAL INC | 174,451 | 4,383,000 | 0.99% | ||
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | 162,022 | 4,081,000 | 0.92% | ||
| 18 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 144,318 | 3,634,000 | 0.82% | ||
| 19 | Raymond James Financial Services Advisors, Inc. | 144,174 | 3,630,000 | 0.82% | ||
| 20 | ROYAL BANK OF CANADA | 126,523 | 3,187,000 | 0.72% | ||
| 21 | Cetera Advisor Networks LLC | 99,448 | 2,504,000 | 0.56% | ||
| 22 | WOLVERINE TRADING LP /BD | 96,900 | 2,422,000 | 0.55% | ||
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 93,852 | 2,363,000 | 0.53% | ||
| 24 | MONTAG A & ASSOCIATES INC | 87,116 | 2,194,000 | 0.49% | ||
| 25 | Cambridge Investment Research Advisors, Inc. | 81,529 | 2,053,000 | 0.46% | ||
| 26 | CAPITAL ASSET ADVISORY SERVICES LLC | 76,878 | 1,936,000 | 0.44% | ||
| 27 | LINCOLN NATIONAL CORP | 74,534 | 1,877,000 | 0.42% | ||
| 28 | Riggs Asset Managment Co. Inc. | 67,778 | 1,707,000 | 0.38% | ||
| 29 | HighTower Advisors, LLC | 66,987 | 1,690,000 | 0.38% | ||
| 30 | GOLDMAN SACHS GROUP INC | 61,911 | 1,559,000 | 0.35% | ||
| 31 | WELL DONE, LLC | 124,420 | 1,524,000 | 0.34% | ||
| 32 | Stonehearth Capital Management, LLC | 52,992 | 1,334,000 | 0.30% | ||
| 33 | SG Americas Securities, LLC | 51,200 | 1,289,000 | 0.29% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 44,255 | 1,115,000 | 0.25% | ||
| 35 | Bank of New York Mellon Corp | 42,469 | 1,069,000 | 0.24% | ||
| 36 | ADVISOR GROUP, INC. | 39,913 | 1,004,000 | 0.23% | ||
| 37 | WESPAC Advisors, LLC | 36,938 | 930,000 | 0.21% | ||
| 38 | STIFEL FINANCIAL CORP | 35,658 | 901,000 | 0.20% | ||
| 39 | IFP ADVISORS, INC | 33,252 | 837,000 | 0.19% | ||
| 40 | Concert Wealth Management Inc. | 32,354 | 818,000 | 0.18% | ||
| 41 | Shamrock Asset Management LLC | 30,377 | 765,000 | 0.17% | ||
| 42 | Private Advisor Group, LLC | 28,410 | 709,000 | 0.16% | ||
| 43 | BURNS J W & CO INC/NY | 26,669 | 672,000 | 0.15% | ||
| 44 | FIRST AMERICAN TRUST, FSB | 26,072 | 656,000 | 0.15% | ||
| 45 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24,715 | 622,000 | 0.14% | ||
| 46 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 24,190 | 609,000 | 0.14% | ||
| 47 | Kovack Advisors, Inc. | 21,379 | 538,000 | 0.12% | ||
| 48 | RFG Advisory, LLC | 20,042 | 500,000 | 0.11% | ||
| 49 | Evanson Asset Management, LLC | 18,255 | 460,000 | 0.10% | ||
| 50 | FCG ADVISORS, LLC | 17,083 | 430,000 | 0.10% |
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.
