| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 980,161 | 97,262,000 | 24.59% | ||
| 2 | MORGAN STANLEY | 370,729 | 36,787,000 | 9.30% | ||
| 3 | WELLS FARGO & COMPANY/MN | 347,206 | 34,453,000 | 8.71% | ||
| 4 | LPL Financial LLC | 201,386 | 19,984,000 | 5.05% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 195,581 | 19,408,000 | 4.91% | ||
| 6 | Mariner, LLC | 175,319 | 17,397,000 | 4.40% | ||
| 7 | UBS AG | 149,424 | 14,827,000 | 3.75% | ||
| 8 | JFS WEALTH ADVISORS, LLC | 147,082 | 14,594,943 | 3.69% | ||
| 9 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 128,436 | 12,745,000 | 3.22% | ||
| 10 | Forvis Mazars Wealth Advisors, LLC | 122,301 | 12,124,000 | 3.07% | ||
| 11 | Marquette Asset Management, LLC | 106,651 | 10,583,000 | 2.68% | ||
| 12 | CIBC WORLD MARKET INC. | 90,035 | 8,934,000 | 2.26% | ||
| 13 | ROYAL BANK OF CANADA | 86,331 | 8,567,000 | 2.17% | ||
| 14 | Commonwealth Equity Services, Inc | 85,670 | 8,501,000 | 2.15% | ||
| 15 | HighTower Advisors, LLC | 80,536 | 7,992,000 | 2.02% | ||
| 16 | ACG Wealth | 80,020 | 7,940,000 | 2.01% | ||
| 17 | Cetera Advisor Networks LLC | 57,234 | 5,686,000 | 1.44% | ||
| 18 | Callan Capital, LLC | 56,335 | 5,590,000 | 1.41% | ||
| 19 | Raymond James Financial Services Advisors, Inc. | 41,208 | 4,089,000 | 1.03% | ||
| 20 | New England Private Wealth Advisors LLC | 38,259 | 3,800,000 | 0.96% | ||
| 21 | Tillar-Wenstrup Advisors, LLC | 37,297 | 3,701,000 | 0.94% | ||
| 22 | AMERIPRISE FINANCIAL INC | 31,229 | 3,098,000 | 0.78% | ||
| 23 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 25,408 | 2,521,000 | 0.64% | ||
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 24,405 | 2,422,000 | 0.61% | ||
| 25 | MADISON INVESTMENT HOLDINGS INC | 22,924 | 2,275,000 | 0.58% | ||
| 26 | Mosaic Financial Partners, Inc. | 22,602 | 2,243,000 | 0.57% | ||
| 27 | AMERICAN INTERNATIONAL GROUP, INC. | 21,803 | 2,163,512 | 0.55% | ||
| 28 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 20,000 | 1,985,000 | 0.50% | ||
| 29 | ENVESTNET ASSET MANAGEMENT INC | 18,945 | 1,880,000 | 0.48% | ||
| 30 | Private Wealth Advisors, Inc. | 17,700 | 1,756,000 | 0.44% | ||
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,783 | 1,665,000 | 0.42% | ||
| 32 | Arbor Investment Advisors, LLC | 12,649 | 1,255,000 | 0.32% | ||
| 33 | Private Advisor Group, LLC | 10,326 | 1,025,000 | 0.26% | ||
| 34 | Private Ocean, LLC | 9,776 | 970,000 | 0.25% | ||
| 35 | NATIONAL PLANNING CORP | 8,515 | 858,000 | 0.22% | ||
| 36 | Advisors Preferred, LLC | 8,555 | 848,912 | 0.21% | ||
| 37 | BARCLAYS PLC | 8,381 | 831,000 | 0.21% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 7,711 | 765,000 | 0.19% | ||
| 39 | SII INVESTMENTS INC/WI | 8,123 | 750,000 | 0.19% | ||
| 40 | Cerity Partners OCIO LLC | 7,555 | 750,000 | 0.19% | ||
| 41 | Cetera Advisors LLC | 7,461 | 741,000 | 0.19% | ||
| 42 | TOWER TRUST Co | 6,868 | 681,000 | 0.17% | ||
| 43 | SHEETS SMITH WEALTH MANAGEMENT | 6,645 | 659,000 | 0.17% | ||
| 44 | MID CONTINENT CAPITAL LLC/IL | 6,550 | 650,000 | 0.16% | ||
| 45 | BROWN ADVISORY INC | 6,466 | 642,000 | 0.16% | ||
| 46 | US BANCORP \DE\ | 6,210 | 616,000 | 0.16% | ||
| 47 | M Holdings Securities, Inc. | 4,921 | 488,000 | 0.12% | ||
| 48 | Concert Wealth Management Inc. | 4,932 | 483,000 | 0.12% | ||
| 49 | Evercore Wealth Management, LLC | 4,826 | 480,000 | 0.12% | ||
| 50 | Legacy Private Trust Co. | 4,130 | 410,000 | 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.
