| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,265,170 | 84,861,000 | 20.41% | ||
| 2 | SFMG, LLC | 1,722,061 | 44,756,000 | 10.77% | ||
| 3 | PARK AVENUE SECURITIES LLC | 1,490,757 | 38,909,000 | 9.36% | ||
| 4 | MORGAN STANLEY | 1,280,360 | 33,276,000 | 8.00% | ||
| 5 | LIDO ADVISORS, LLC | 982,566 | 25,537,000 | 6.14% | ||
| 6 | Evensky & Katz LLC | 855,827 | 22,242,000 | 5.35% | ||
| 7 | WELLS FARGO & COMPANY/MN | 759,378 | 19,736,000 | 4.75% | ||
| 8 | LPL Financial LLC | 459,182 | 11,985,000 | 2.88% | ||
| 9 | Legacy Private Trust Co. | 406,615 | 10,568,000 | 2.54% | ||
| 10 | Live Your Vision, LLC | 401,171 | 10,426,000 | 2.51% | ||
| 11 | MSI Financial Services Inc | 383,510 | 9,968,000 | 2.40% | ||
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 306,193 | 7,957,000 | 1.91% | ||
| 13 | Brouwer & Janachowski, LLC | 274,675 | 7,139,000 | 1.72% | ||
| 14 | UBS Group AG | 273,262 | 7,102,000 | 1.71% | ||
| 15 | Commonwealth Equity Services, Inc | 258,486 | 6,718,000 | 1.62% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 243,493 | 6,328,000 | 1.52% | ||
| 17 | Cetera Advisors LLC | 239,465 | 6,226,000 | 1.50% | ||
| 18 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 217,012 | 5,640,000 | 1.36% | ||
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 211,475 | 5,496,000 | 1.32% | ||
| 20 | AMERIPRISE FINANCIAL INC | 196,537 | 5,103,000 | 1.23% | ||
| 21 | ROYAL BANK OF CANADA | 163,397 | 4,247,000 | 1.02% | ||
| 22 | Cetera Advisor Networks LLC | 130,085 | 3,385,000 | 0.81% | ||
| 23 | WELL DONE, LLC | 128,478 | 3,339,000 | 0.80% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 115,809 | 3,010,000 | 0.72% | ||
| 25 | Rampart Investment Management Company, LLC | 99,700 | 2,591,000 | 0.62% | ||
| 26 | MONTAG A & ASSOCIATES INC | 87,116 | 2,264,000 | 0.54% | ||
| 27 | AHRENS INVESTMENT PARTNERS LLC | 83,868 | 2,180,000 | 0.52% | ||
| 28 | CAPITAL ASSET ADVISORY SERVICES LLC | 76,473 | 1,988,000 | 0.48% | ||
| 29 | LINCOLN NATIONAL CORP | 74,669 | 1,941,000 | 0.47% | ||
| 30 | HighTower Advisors, LLC | 74,498 | 1,936,000 | 0.47% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 59,770 | 1,553,000 | 0.37% | ||
| 32 | Stonehearth Capital Management, LLC | 51,799 | 1,346,000 | 0.32% | ||
| 33 | VICUS CAPITAL | 40,492 | 1,052,000 | 0.25% | ||
| 34 | ADVISOR GROUP, INC. | 35,631 | 926,000 | 0.22% | ||
| 35 | IFP ADVISORS, INC | 35,575 | 925,000 | 0.22% | ||
| 36 | Concert Wealth Management Inc. | 35,439 | 918,000 | 0.22% | ||
| 37 | Bank of New York Mellon Corp | 32,282 | 839,000 | 0.20% | ||
| 38 | FLOW TRADERS U.S. LLC | 30,839 | 802,000 | 0.19% | ||
| 39 | US BANCORP \DE\ | 30,805 | 800,000 | 0.19% | ||
| 40 | BURNS J W & CO INC/NY | 25,944 | 674,000 | 0.16% | ||
| 41 | FIRST AMERICAN TRUST, FSB | 25,402 | 660,000 | 0.16% | ||
| 42 | Shamrock Asset Management LLC | 24,295 | 631,000 | 0.15% | ||
| 43 | Private Advisor Group, LLC | 21,384 | 561,000 | 0.13% | ||
| 44 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19,455 | 506,000 | 0.12% | ||
| 45 | RFG Advisory, LLC | 20,042 | 500,000 | 0.12% | ||
| 46 | RAYMOND JAMES & ASSOCIATES | 18,424 | 479,000 | 0.12% | ||
| 47 | Evanson Asset Management, LLC | 18,255 | 474,000 | 0.11% | ||
| 48 | SG Americas Securities, LLC | 16,808 | 437,000 | 0.11% | ||
| 49 | BRIDGEWORTH, LLC | 16,491 | 434,000 | 0.10% | ||
| 50 | STIFEL FINANCIAL CORP | 15,480 | 401,000 | 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.
