| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,528,015 | 114,570,000 | 16.44% | ||
| 2 | LPL Financial LLC | 1,933,260 | 86,629,000 | 12.43% | ||
| 3 | MORGAN STANLEY | 1,672,356 | 75,791,000 | 10.88% | ||
| 4 | MADISON INVESTMENT HOLDINGS INC | 1,016,033 | 46,047,000 | 6.61% | ||
| 5 | UBS Group AG | 639,119 | 28,965,000 | 4.16% | ||
| 6 | GOLDMAN SACHS GROUP INC | 573,045 | 25,970,000 | 3.73% | ||
| 7 | WELLS FARGO & COMPANY/MN | 533,538 | 24,180,000 | 3.47% | ||
| 8 | Pictet North America Advisors SA | 531,732 | 24,098,000 | 3.46% | ||
| 9 | BANQUE PICTET & CIE SA | 531,732 | 24,098,000 | 3.46% | ||
| 10 | Raymond James Financial Services Advisors, Inc. | 459,523 | 20,825,000 | 2.99% | ||
| 11 | Choate Investment Advisors | 391,253 | 17,731,586 | 2.54% | ||
| 12 | Bank of New York Mellon Corp | 374,394 | 16,968,000 | 2.43% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 354,751 | 16,077,000 | 2.31% | ||
| 14 | Commonwealth Equity Services, Inc | 305,862 | 13,862,000 | 1.99% | ||
| 15 | ROYAL BANK OF CANADA | 287,528 | 13,030,000 | 1.87% | ||
| 16 | REZNY WEALTH MANAGEMENT, INC. | 175,544 | 7,955,000 | 1.14% | ||
| 17 | Live Your Vision, LLC | 153,035 | 6,936,000 | 1.00% | ||
| 18 | MUHLENKAMP & CO INC | 140,670 | 6,375,000 | 0.91% | ||
| 19 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 133,474 | 6,049,000 | 0.87% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 133,446 | 6,048,000 | 0.87% | ||
| 21 | AMERIPRISE FINANCIAL INC | 118,340 | 5,363,000 | 0.77% | ||
| 22 | Ruggie Capital Group | 115,400 | 5,231,000 | 0.75% | ||
| 23 | MSI Financial Services Inc | 106,620 | 4,832,000 | 0.69% | ||
| 24 | CITADEL ADVISORS LLC | 84,895 | 3,847,000 | 0.55% | ||
| 25 | Destination Wealth Management | 82,199 | 3,737,000 | 0.54% | ||
| 26 | CREDIT SUISSE AG/ | 78,238 | 3,546,000 | 0.51% | ||
| 27 | Private Advisor Group, LLC | 77,544 | 3,538,000 | 0.51% | ||
| 28 | CAHILL FINANCIAL ADVISORS INC | 78,014 | 3,536,000 | 0.51% | ||
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 76,021 | 3,445,000 | 0.49% | ||
| 30 | Carroll Financial Associates, Inc. | 73,426 | 3,327,000 | 0.48% | ||
| 31 | MML INVESTORS SERVICES, INC. | 68,944 | 3,125,000 | 0.45% | ||
| 32 | STIFEL FINANCIAL CORP | 68,072 | 3,085,000 | 0.44% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 62,159 | 2,817,000 | 0.40% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 60,967 | 2,759,000 | 0.40% | ||
| 35 | Psagot Value Holdings Ltd. | 60,730 | 2,752,000 | 0.39% | ||
| 36 | D.A. DAVIDSON & CO. | 58,875 | 2,668,000 | 0.38% | ||
| 37 | NORTHERN CAPITAL MANAGEMENT LLC | 54,670 | 2,478,000 | 0.36% | ||
| 38 | Virtu Financial LLC | 52,311 | 2,371,000 | 0.34% | ||
| 39 | AMERICAN INTERNATIONAL GROUP, INC. | 50,491 | 2,288,000 | 0.33% | ||
| 40 | Cetera Advisor Networks LLC | 48,924 | 2,220,000 | 0.32% | ||
| 41 | JANE STREET GROUP, LLC | 48,725 | 2,208,000 | 0.32% | ||
| 42 | HighTower Advisors, LLC | 48,588 | 2,201,000 | 0.32% | ||
| 43 | Tower Research Capital LLC (TRC) | 42,681 | 1,934,000 | 0.28% | ||
| 44 | CITIGROUP INC | 40,857 | 1,852,000 | 0.27% | ||
| 45 | COBIZ WEALTH, LLC | 39,659 | 1,797,000 | 0.26% | ||
| 46 | Ancora Advisors LLC | 37,612 | 1,705,000 | 0.24% | ||
| 47 | GHP Investment Advisors, Inc. | 33,542 | 1,520,000 | 0.22% | ||
| 48 | HRT FINANCIAL LP | 32,244 | 1,461,000 | 0.21% | ||
| 49 | Northeast Financial Consultants Inc | 30,930 | 1,402,000 | 0.20% | ||
| 50 | IFP ADVISORS, INC | 30,179 | 1,368,000 | 0.20% |
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.
