| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,959,015 | 37,417,000 | 12.72% | ||
| 2 | Horizon Investments, LLC | 1,524,328 | 28,993,000 | 9.86% | ||
| 3 | MORGAN STANLEY | 1,224,641 | 23,391,000 | 7.95% | ||
| 4 | UBS Group AG | 1,117,601 | 21,346,000 | 7.26% | ||
| 5 | AVIANCE CAPITAL MANAGEMENT, LLC | 910,253 | 17,386,000 | 5.91% | ||
| 6 | LPL Financial LLC | 841,935 | 16,081,000 | 5.47% | ||
| 7 | ROYAL BANK OF CANADA | 397,710 | 7,597,000 | 2.58% | ||
| 8 | Asset Management One Co., Ltd. | 382,700 | 7,310,000 | 2.49% | ||
| 9 | Baker Avenue Asset Management, LP | 314,208 | 6,001,000 | 2.04% | ||
| 10 | ACCESS FINANCIAL SERVICES, INC. | 294,188 | 5,619,000 | 1.91% | ||
| 11 | Commonwealth Equity Services, Inc | 252,992 | 4,832,000 | 1.64% | ||
| 12 | North Star Investment Management Corp. | 248,682 | 4,750,000 | 1.62% | ||
| 13 | APPLETON PARTNERS INC/MA | 235,028 | 4,489,000 | 1.53% | ||
| 14 | AJ WEALTH STRATEGIES, LLC | 222,926 | 4,258,000 | 1.45% | ||
| 15 | GUGGENHEIM CAPITAL LLC | 212,294 | 4,055,000 | 1.38% | ||
| 16 | Freedom Investment Management, Inc. | 211,753 | 4,044,000 | 1.38% | ||
| 17 | WELLS FARGO & COMPANY/MN | 192,595 | 3,679,000 | 1.25% | ||
| 18 | FINANCIAL ADVISORS NETWORK, INC. | 192,522 | 3,677,000 | 1.25% | ||
| 19 | MML INVESTORS SERVICES, INC. | 185,830 | 3,549,000 | 1.21% | ||
| 20 | Wharton Business Group, LLC | 166,595 | 3,182,000 | 1.08% | ||
| 21 | SG Americas Securities, LLC | 165,000 | 3,152,000 | 1.07% | ||
| 22 | Cambridge Investment Research Advisors, Inc. | 159,777 | 3,052,000 | 1.04% | ||
| 23 | AMERIPRISE FINANCIAL INC | 152,325 | 2,912,000 | 0.99% | ||
| 24 | Private Advisor Group, LLC | 136,671 | 2,615,000 | 0.89% | ||
| 25 | Prospera Financial Services Inc | 131,653 | 2,515,000 | 0.86% | ||
| 26 | GOLDMAN SACHS GROUP INC | 128,689 | 2,458,000 | 0.84% | ||
| 27 | IMA Advisory Services, Inc. | 121,546 | 2,322,000 | 0.79% | ||
| 28 | ADVISOR GROUP, INC. | 111,267 | 2,125,000 | 0.72% | ||
| 29 | SignalPoint Asset Management, LLC | 102,005 | 1,949,000 | 0.66% | ||
| 30 | ENVESTNET ASSET MANAGEMENT INC | 100,054 | 1,911,000 | 0.65% | ||
| 31 | RAYMOND JAMES & ASSOCIATES | 98,622 | 1,884,000 | 0.64% | ||
| 32 | Cetera Advisor Networks LLC | 98,363 | 1,883,000 | 0.64% | ||
| 33 | CREDIT SUISSE AG/ | 90,000 | 1,719,000 | 0.58% | ||
| 34 | Raymond James Financial Services Advisors, Inc. | 87,077 | 1,663,000 | 0.57% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 82,500 | 1,575,000 | 0.54% | ||
| 36 | NewSquare Capital LLC | 78,784 | 1,505,000 | 0.51% | ||
| 37 | JANE STREET GROUP, LLC | 71,804 | 1,371,000 | 0.47% | ||
| 38 | STIFEL FINANCIAL CORP | 63,288 | 1,213,000 | 0.41% | ||
| 39 | INVESTMENT CENTERS OF AMERICA INC | 62,057 | 1,188,000 | 0.40% | ||
| 40 | Affiance Financial, LLC | 59,370 | 1,134,000 | 0.39% | ||
| 41 | WBH ADVISORY INC | 57,100 | 1,090,000 | 0.37% | ||
| 42 | Capital Investment Advisors, LLC | 56,446 | 1,078,000 | 0.37% | ||
| 43 | Noven Financial Group, Inc. | 54,908 | 1,049,000 | 0.36% | ||
| 44 | Aviance Capital Partners, LLC | 54,861 | 1,048,000 | 0.36% | ||
| 45 | CITIGROUP INC | 53,912 | 1,030,000 | 0.35% | ||
| 46 | BLAIR WILLIAM & CO/IL | 53,631 | 1,024,000 | 0.35% | ||
| 47 | GARRISON BRADFORD & ASSOCIATES INC | 50,500 | 965,000 | 0.33% | ||
| 48 | PNC FINANCIAL SERVICES GROUP, INC. | 50,425 | 963,000 | 0.33% | ||
| 49 | ROCKLAND TRUST CO | 48,438 | 925,000 | 0.31% | ||
| 50 | MILLENNIUM MANAGEMENT LLC | 48,349 | 923,000 | 0.31% |
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.
