| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SFMG, LLC | 1,827,292 | 51,091,000 | 9.16% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,680,702 | 46,993,000 | 8.42% | ||
| 3 | PARK AVENUE SECURITIES LLC | 1,462,696 | 40,913,000 | 7.33% | ||
| 4 | Paragon Capital Management Ltd | 1,306,483 | 36,529,000 | 6.55% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,151,238 | 32,190,000 | 5.77% | ||
| 6 | MORGAN STANLEY | 1,075,044 | 30,058,000 | 5.39% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 900,860 | 25,188,000 | 4.51% | ||
| 8 | Legacy Private Trust Co. | 863,701 | 24,149,000 | 4.33% | ||
| 9 | Evensky & Katz LLC | 862,023 | 24,102,000 | 4.32% | ||
| 10 | Brouwer & Janachowski, LLC | 761,480 | 21,291,000 | 3.82% | ||
| 11 | LIDO ADVISORS, LLC | 736,965 | 20,606,000 | 3.69% | ||
| 12 | WELLS FARGO & COMPANY/MN | 736,503 | 20,593,000 | 3.69% | ||
| 13 | LPL Financial LLC | 555,980 | 15,545,000 | 2.79% | ||
| 14 | UBS Group AG | 448,572 | 12,542,000 | 2.25% | ||
| 15 | Live Your Vision, LLC | 424,741 | 12,020,000 | 2.15% | ||
| 16 | PEAK CAPITAL MANAGEMENT LLC | 340,869 | 9,531,000 | 1.71% | ||
| 17 | CETERA INVESTMENT ADVISERS | 324,787 | 9,085,000 | 1.63% | ||
| 18 | Cetera Advisors LLC | 324,787 | 9,085,000 | 1.63% | ||
| 19 | Commonwealth Equity Services, Inc | 277,161 | 7,749,000 | 1.39% | ||
| 20 | ADVISOR GROUP, INC. | 267,921 | 7,492,000 | 1.34% | ||
| 21 | MML INVESTORS SERVICES, INC. | 264,015 | 7,382,000 | 1.32% | ||
| 22 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 257,577 | 7,202,000 | 1.29% | ||
| 23 | First Allied Advisory Services, Inc. | 243,421 | 6,816,000 | 1.22% | ||
| 24 | Raymond James Financial Services Advisors, Inc. | 230,815 | 6,454,000 | 1.16% | ||
| 25 | Crestwood Advisors Group, LLC | 226,432 | 6,388,000 | 1.14% | ||
| 26 | ROYAL BANK OF CANADA | 205,596 | 5,747,000 | 1.03% | ||
| 27 | AMERIPRISE FINANCIAL INC | 205,084 | 5,746,000 | 1.03% | ||
| 28 | MADISON INVESTMENT HOLDINGS INC | 189,709 | 5,304,000 | 0.95% | ||
| 29 | WELL DONE, LLC | 132,463 | 3,704,000 | 0.66% | ||
| 30 | Cetera Advisor Networks LLC | 130,253 | 3,645,000 | 0.65% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 127,896 | 3,576,000 | 0.64% | ||
| 32 | HighTower Advisors, LLC | 108,600 | 3,040,000 | 0.54% | ||
| 33 | AHRENS INVESTMENT PARTNERS LLC | 88,315 | 2,469,000 | 0.44% | ||
| 34 | MONTAG A & ASSOCIATES INC | 86,666 | 2,423,000 | 0.43% | ||
| 35 | HL FINANCIAL SERVICES LLC | 84,378 | 2,359,000 | 0.42% | ||
| 36 | Cambridge Investment Research Advisors, Inc. | 79,745 | 2,230,000 | 0.40% | ||
| 37 | LINCOLN NATIONAL CORP | 77,290 | 2,161,000 | 0.39% | ||
| 38 | CAPITAL ASSET ADVISORY SERVICES LLC | 75,586 | 2,104,000 | 0.38% | ||
| 39 | US BANCORP \DE\ | 72,693 | 2,033,000 | 0.36% | ||
| 40 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 67,145 | 1,877,000 | 0.34% | ||
| 41 | COMPTON CAPITAL MANAGEMENT INC /RI | 46,220 | 1,292,000 | 0.23% | ||
| 42 | Institute for Wealth Management, LLC. | 38,361 | 1,069,000 | 0.19% | ||
| 43 | Bank of New York Mellon Corp | 37,959 | 1,061,000 | 0.19% | ||
| 44 | Stonehearth Capital Management, LLC | 37,761 | 1,056,000 | 0.19% | ||
| 45 | DOYLE WEALTH MANAGEMENT | 34,677 | 970,000 | 0.17% | ||
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,391 | 906,000 | 0.16% | ||
| 47 | NATIXIS | 31,099 | 870,000 | 0.16% | ||
| 48 | BURNS J W & CO INC/NY | 26,624 | 744,000 | 0.13% | ||
| 49 | FIRST AMERICAN TRUST, FSB | 26,402 | 738,000 | 0.13% | ||
| 50 | CORNERSTONE WEALTH MANAGEMENT, LLC | 24,046 | 671,000 | 0.12% |
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.
