| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,073,349 | 111,371,000 | 20.62% | ||
| 2 | MORGAN STANLEY | 432,842 | 44,911,000 | 8.32% | ||
| 3 | WELLS FARGO & COMPANY/MN | 357,608 | 37,105,000 | 6.87% | ||
| 4 | Mariner, LLC | 301,979 | 31,333,000 | 5.80% | ||
| 5 | UBS Group AG | 213,103 | 22,112,000 | 4.09% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 175,993 | 18,261,000 | 3.38% | ||
| 7 | LPL Financial LLC | 166,474 | 17,137,000 | 3.17% | ||
| 8 | Forvis Mazars Wealth Advisors, LLC | 161,368 | 16,744,000 | 3.10% | ||
| 9 | Cerity Partners OCIO LLC | 156,144 | 16,201,000 | 3.00% | ||
| 10 | Frontier Wealth Management LLC | 154,468 | 16,028,000 | 2.97% | ||
| 11 | BADGLEY PHELPS & BELL INC | 136,299 | 14,142,000 | 2.62% | ||
| 12 | JFS WEALTH ADVISORS, LLC | 129,454 | 13,432,000 | 2.49% | ||
| 13 | ROYAL BANK OF CANADA | 126,968 | 13,176,000 | 2.44% | ||
| 14 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 118,924 | 12,340,000 | 2.28% | ||
| 15 | HighTower Advisors, LLC | 102,471 | 10,632,000 | 1.97% | ||
| 16 | Legacy Private Trust Co. | 101,669 | 10,549,000 | 1.95% | ||
| 17 | Kinsight, LLC | 96,214 | 9,983,000 | 1.85% | ||
| 18 | Marquette Asset Management, LLC | 74,046 | 7,683,000 | 1.42% | ||
| 19 | Commonwealth Equity Services, Inc | 71,097 | 7,377,000 | 1.37% | ||
| 20 | SHEETS SMITH WEALTH MANAGEMENT | 70,417 | 7,306,000 | 1.35% | ||
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 57,387 | 5,954,000 | 1.10% | ||
| 22 | Invesco Ltd. | 56,641 | 5,878,000 | 1.09% | ||
| 23 | ACG Wealth | 56,049 | 5,816,000 | 1.08% | ||
| 24 | MML INVESTORS SERVICES, INC. | 49,642 | 5,151,000 | 0.95% | ||
| 25 | Callan Capital, LLC | 48,771 | 5,060,000 | 0.94% | ||
| 26 | US BANCORP \DE\ | 47,299 | 4,908,000 | 0.91% | ||
| 27 | Boston Standard Wealth Management, LLC | 46,989 | 4,868,000 | 0.90% | ||
| 28 | Cetera Advisor Networks LLC | 45,695 | 4,746,000 | 0.88% | ||
| 29 | AMERIPRISE FINANCIAL INC | 36,843 | 3,823,000 | 0.71% | ||
| 30 | New England Private Wealth Advisors LLC | 36,018 | 3,738,000 | 0.69% | ||
| 31 | REGENTATLANTIC CAPITAL LLC | 390 | 3,636,000 | 0.67% | ||
| 32 | MADISON INVESTMENT HOLDINGS INC | 32,730 | 3,396,000 | 0.63% | ||
| 33 | JANE STREET GROUP, LLC | 29,124 | 3,022,000 | 0.56% | ||
| 34 | LVW Advisors, LLC | 27,957 | 2,901,000 | 0.54% | ||
| 35 | Mosaic Financial Partners, Inc. | 23,900 | 2,480,000 | 0.46% | ||
| 36 | ALBION FINANCIAL GROUP /UT | 23,820 | 2,472,000 | 0.46% | ||
| 37 | SII INVESTMENTS INC/WI | 21,813 | 2,265,000 | 0.42% | ||
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,266 | 2,103,000 | 0.39% | ||
| 39 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 19,393 | 2,012,000 | 0.37% | ||
| 40 | BARCLAYS PLC | 19,200 | 1,978,000 | 0.37% | ||
| 41 | CITADEL ADVISORS LLC | 17,836 | 1,851,000 | 0.34% | ||
| 42 | PNC FINANCIAL SERVICES GROUP, INC. | 14,263 | 1,480,000 | 0.27% | ||
| 43 | CENTRAL TRUST Co | 13,117 | 1,362,000 | 0.25% | ||
| 44 | Cambridge Investment Research Advisors, Inc. | 12,529 | 1,300,000 | 0.24% | ||
| 45 | Hefren-Tillotson, Inc. | 10,806 | 1,121,000 | 0.21% | ||
| 46 | AMERICAN INTERNATIONAL GROUP, INC. | 10,301 | 1,068,864 | 0.20% | ||
| 47 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 10,191 | 1,058,000 | 0.20% | ||
| 48 | Private Ocean, LLC | 9,376 | 973,000 | 0.18% | ||
| 49 | M Holdings Securities, Inc. | 8,370 | 868,000 | 0.16% | ||
| 50 | Private Wealth Advisors, Inc. | 7,850 | 815,000 | 0.15% |
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.
