| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,795,291 | 90,590,000 | 19.11% | ||
| 2 | MORGAN STANLEY | 866,656 | 43,732,000 | 9.23% | ||
| 3 | MADISON INVESTMENT HOLDINGS INC | 814,702 | 41,110,000 | 8.67% | ||
| 4 | LPL Financial LLC | 667,858 | 33,887,000 | 7.15% | ||
| 5 | UBS Group AG | 519,533 | 26,216,000 | 5.53% | ||
| 6 | WELLS FARGO & COMPANY/MN | 384,049 | 19,380,000 | 4.09% | ||
| 7 | Bank of New York Mellon Corp | 359,602 | 18,146,000 | 3.83% | ||
| 8 | Raymond James Financial Services Advisors, Inc. | 348,752 | 17,598,000 | 3.71% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 282,309 | 14,246,000 | 3.01% | ||
| 10 | BANQUE PICTET & CIE SA | 269,292 | 13,580,000 | 2.86% | ||
| 11 | Pictet North America Advisors SA | 268,262 | 13,528,000 | 2.85% | ||
| 12 | Commonwealth Equity Services, Inc | 217,968 | 10,999,000 | 2.32% | ||
| 13 | ROYAL BANK OF CANADA | 213,950 | 10,796,000 | 2.28% | ||
| 14 | AMUNDI ASSET MANAGEMENT US, INC. | 126,738 | 6,395,000 | 1.35% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 116,738 | 5,891,000 | 1.24% | ||
| 16 | Private Advisor Group, LLC | 96,188 | 4,921,000 | 1.04% | ||
| 17 | PACIFIC WEALTH STRATEGIES GROUP, INC. | 85,213 | 4,300,000 | 0.91% | ||
| 18 | Destination Wealth Management | 81,430 | 4,109,000 | 0.87% | ||
| 19 | AMERIPRISE FINANCIAL INC | 78,433 | 3,954,000 | 0.83% | ||
| 20 | Ruggie Capital Group | 76,937 | 3,887,000 | 0.82% | ||
| 21 | CAHILL FINANCIAL ADVISORS INC | 76,974 | 3,885,000 | 0.82% | ||
| 22 | MSI Financial Services Inc | 76,189 | 3,844,000 | 0.81% | ||
| 23 | GOLDMAN SACHS GROUP INC | 75,751 | 3,822,000 | 0.81% | ||
| 24 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 69,504 | 3,507,000 | 0.74% | ||
| 25 | Choate Investment Advisors | 69,350 | 3,499,401 | 0.74% | ||
| 26 | Psagot Value Holdings Ltd. | 65,123 | 3,286,000 | 0.69% | ||
| 27 | CREDIT SUISSE AG/ | 63,319 | 3,195,000 | 0.67% | ||
| 28 | Carroll Financial Associates, Inc. | 61,084 | 3,082,000 | 0.65% | ||
| 29 | GHP Investment Advisors, Inc. | 58,503 | 2,952,000 | 0.62% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 58,488 | 2,951,000 | 0.62% | ||
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,944 | 2,772,000 | 0.58% | ||
| 32 | FLAGSHIP HARBOR ADVISORS, LLC | 49,965 | 2,541,000 | 0.54% | ||
| 33 | NORTHERN CAPITAL MANAGEMENT LLC | 48,940 | 2,470,000 | 0.52% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 48,845 | 2,465,000 | 0.52% | ||
| 35 | STRATEGIC FINANCIAL GROUP, LLC | 37,055 | 1,870,000 | 0.39% | ||
| 36 | Cetera Advisor Networks LLC | 36,901 | 1,861,000 | 0.39% | ||
| 37 | MUHLENKAMP & CO INC | 36,510 | 1,842,000 | 0.39% | ||
| 38 | ADVISOR GROUP, INC. | 36,228 | 1,828,000 | 0.39% | ||
| 39 | HighTower Advisors, LLC | 28,143 | 1,414,000 | 0.30% | ||
| 40 | KELMAN-LAZAROV, INC. | 26,600 | 1,342,236 | 0.28% | ||
| 41 | IFP ADVISORS, INC | 26,159 | 1,320,000 | 0.28% | ||
| 42 | JPMORGAN CHASE & CO | 25,114 | 1,268,000 | 0.27% | ||
| 43 | CITIGROUP INC | 23,319 | 1,177,000 | 0.25% | ||
| 44 | CORNERSTONE WEALTH MANAGEMENT, LLC | 21,091 | 1,070,000 | 0.23% | ||
| 45 | SCOTIA CAPITAL INC. | 19,370 | 978,000 | 0.21% | ||
| 46 | PNC FINANCIAL SERVICES GROUP, INC. | 19,306 | 974,000 | 0.21% | ||
| 47 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 18,674 | 942,000 | 0.20% | ||
| 48 | Essex Financial Services, Inc. | 17,460 | 881,000 | 0.19% | ||
| 49 | CIBC WORLD MARKET INC. | 17,208 | 868,000 | 0.18% | ||
| 50 | CITADEL ADVISORS LLC | 17,083 | 862,000 | 0.18% |
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.
