| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,070,567 | 107,849,000 | 22.19% | ||
| 2 | MORGAN STANLEY | 414,050 | 41,712,000 | 8.58% | ||
| 3 | WELLS FARGO & COMPANY/MN | 351,609 | 35,422,000 | 7.29% | ||
| 4 | BADGLEY PHELPS & BELL INC | 263,744 | 26,570,000 | 5.47% | ||
| 5 | Mariner, LLC | 223,769 | 22,542,000 | 4.64% | ||
| 6 | LPL Financial LLC | 214,392 | 21,598,000 | 4.44% | ||
| 7 | UBS Group AG | 211,268 | 21,283,000 | 4.38% | ||
| 8 | Forvis Mazars Wealth Advisors, LLC | 205,686 | 20,721,000 | 4.26% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 167,231 | 16,847,000 | 3.47% | ||
| 10 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 159,255 | 16,043,000 | 3.30% | ||
| 11 | JFS WEALTH ADVISORS, LLC | 136,092 | 13,710,000 | 2.82% | ||
| 12 | Kinsight, LLC | 100,188 | 10,093,000 | 2.08% | ||
| 13 | Commonwealth Equity Services, Inc | 88,420 | 8,907,000 | 1.83% | ||
| 14 | Marquette Asset Management, LLC | 81,883 | 8,249,000 | 1.70% | ||
| 15 | ROYAL BANK OF CANADA | 77,120 | 7,769,000 | 1.60% | ||
| 16 | HighTower Advisors, LLC | 68,836 | 6,935,000 | 1.43% | ||
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 59,515 | 5,996,000 | 1.23% | ||
| 18 | Cerity Partners OCIO LLC | 58,847 | 5,928,000 | 1.22% | ||
| 19 | Cetera Advisor Networks LLC | 54,859 | 5,525,000 | 1.14% | ||
| 20 | ACG Wealth | 53,179 | 5,357,000 | 1.10% | ||
| 21 | Callan Capital, LLC | 47,303 | 4,765,000 | 0.98% | ||
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 46,699 | 4,704,000 | 0.97% | ||
| 23 | US BANCORP \DE\ | 43,728 | 4,405,000 | 0.91% | ||
| 24 | Boston Standard Wealth Management, LLC | 44,024 | 4,324,000 | 0.89% | ||
| 25 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 39,402 | 3,969,000 | 0.82% | ||
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 36,129 | 3,640,000 | 0.75% | ||
| 27 | New England Private Wealth Advisors LLC | 35,953 | 3,612,000 | 0.74% | ||
| 28 | MADISON INVESTMENT HOLDINGS INC | 32,596 | 3,284,000 | 0.68% | ||
| 29 | AMERIPRISE FINANCIAL INC | 29,990 | 3,028,000 | 0.62% | ||
| 30 | Raymond James Financial Services Advisors, Inc. | 26,817 | 2,702,000 | 0.56% | ||
| 31 | Mosaic Financial Partners, Inc. | 26,028 | 2,622,000 | 0.54% | ||
| 32 | LVW Advisors, LLC | 25,576 | 2,577,000 | 0.53% | ||
| 33 | ALBION FINANCIAL GROUP /UT | 23,820 | 2,400,000 | 0.49% | ||
| 34 | SII INVESTMENTS INC/WI | 22,598 | 2,271,000 | 0.47% | ||
| 35 | ENVESTNET ASSET MANAGEMENT INC | 21,975 | 2,214,000 | 0.46% | ||
| 36 | SHEETS SMITH WEALTH MANAGEMENT | 21,812 | 2,197,000 | 0.45% | ||
| 37 | NATIONAL PLANNING CORP | 20,078 | 1,966,841 | 0.40% | ||
| 38 | Private Wealth Advisors, Inc. | 17,700 | 1,783,000 | 0.37% | ||
| 39 | BARCLAYS PLC | 16,368 | 1,641,000 | 0.34% | ||
| 40 | Cambridge Investment Research Advisors, Inc. | 12,818 | 1,291,000 | 0.27% | ||
| 41 | CENTRAL TRUST Co | 11,314 | 1,140,000 | 0.23% | ||
| 42 | Ledyard National Bank | 11,052 | 1,113,000 | 0.23% | ||
| 43 | Private Ocean, LLC | 9,340 | 941,000 | 0.19% | ||
| 44 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,932 | 799,000 | 0.16% | ||
| 45 | M Holdings Securities, Inc. | 7,548 | 760,000 | 0.16% | ||
| 46 | Arbor Investment Advisors, LLC | 7,299 | 735,000 | 0.15% | ||
| 47 | Hefren-Tillotson, Inc. | 7,229 | 728,000 | 0.15% | ||
| 48 | OLD NATIONAL BANCORP /IN/ | 7,040 | 709,000 | 0.15% | ||
| 49 | Invesco Ltd. | 6,914 | 697,000 | 0.14% | ||
| 50 | Cambria Investment Management, L.P. | 6,601 | 665,000 | 0.14% |
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.
