| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,072,417 | 98,083,000 | 19.16% | ||
| 2 | Charles Schwab Investment Advisory, Inc. | 536,531 | 49,071,000 | 9.59% | ||
| 3 | MORGAN STANLEY | 393,110 | 35,954,000 | 7.02% | ||
| 4 | Mariner, LLC | 317,300 | 29,021,000 | 5.67% | ||
| 5 | Legacy Private Trust Co. | 301,370 | 27,563,000 | 5.39% | ||
| 6 | WELLS FARGO & COMPANY/MN | 282,257 | 25,815,000 | 5.04% | ||
| 7 | UBS Group AG | 245,503 | 22,454,000 | 4.39% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 170,004 | 15,549,000 | 3.04% | ||
| 9 | Frontier Wealth Management LLC | 160,560 | 14,685,000 | 2.87% | ||
| 10 | Cerity Partners OCIO LLC | 159,116 | 14,556,000 | 2.84% | ||
| 11 | JFS WEALTH ADVISORS, LLC | 132,361 | 12,106,000 | 2.37% | ||
| 12 | Forvis Mazars Wealth Advisors, LLC | 129,602 | 11,853,000 | 2.32% | ||
| 13 | ROYAL BANK OF CANADA | 114,218 | 10,445,000 | 2.04% | ||
| 14 | HighTower Advisors, LLC | 102,887 | 9,406,000 | 1.84% | ||
| 15 | LPL Financial LLC | 95,452 | 9,055,000 | 1.77% | ||
| 16 | Kinsight, LLC | 94,599 | 8,652,000 | 1.69% | ||
| 17 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 90,494 | 8,277,000 | 1.62% | ||
| 18 | Invesco Ltd. | 76,219 | 6,971,000 | 1.36% | ||
| 19 | Marquette Asset Management, LLC | 73,814 | 6,751,000 | 1.32% | ||
| 20 | Commonwealth Equity Services, Inc | 72,804 | 6,659,000 | 1.30% | ||
| 21 | BADGLEY PHELPS & BELL INC | 69,118 | 6,322,000 | 1.24% | ||
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 54,964 | 5,027,000 | 0.98% | ||
| 23 | MML INVESTORS SERVICES, INC. | 54,398 | 4,975,000 | 0.97% | ||
| 24 | Cetera Advisor Networks LLC | 47,372 | 4,335,000 | 0.85% | ||
| 25 | Callan Capital, LLC | 46,037 | 4,211,000 | 0.82% | ||
| 26 | US BANCORP \DE\ | 45,950 | 4,203,000 | 0.82% | ||
| 27 | AMERIPRISE FINANCIAL INC | 44,710 | 4,089,000 | 0.80% | ||
| 28 | ACG Wealth | 40,767 | 3,729,000 | 0.73% | ||
| 29 | Boston Standard Wealth Management, LLC | 41,245 | 3,724,000 | 0.73% | ||
| 30 | New England Private Wealth Advisors LLC | 36,076 | 3,299,000 | 0.64% | ||
| 31 | MADISON INVESTMENT HOLDINGS INC | 28,598 | 2,616,000 | 0.51% | ||
| 32 | CITADEL ADVISORS LLC | 27,905 | 2,551,000 | 0.50% | ||
| 33 | LVW Advisors, LLC | 27,813 | 2,544,000 | 0.50% | ||
| 34 | Mosaic Financial Partners, Inc. | 26,896 | 2,460,000 | 0.48% | ||
| 35 | Raymond James Financial Services Advisors, Inc. | 24,712 | 2,260,000 | 0.44% | ||
| 36 | ALBION FINANCIAL GROUP /UT | 23,295 | 2,131,000 | 0.42% | ||
| 37 | SII INVESTMENTS INC/WI | 21,826 | 1,999,000 | 0.39% | ||
| 38 | JANE STREET GROUP, LLC | 19,966 | 1,826,000 | 0.36% | ||
| 39 | Cambridge Investment Research Advisors, Inc. | 15,303 | 1,400,000 | 0.27% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 14,111 | 1,293,000 | 0.25% | ||
| 41 | PNC FINANCIAL SERVICES GROUP, INC. | 13,874 | 1,269,000 | 0.25% | ||
| 42 | CENTRAL TRUST Co | 12,727 | 1,164,000 | 0.23% | ||
| 43 | Hefren-Tillotson, Inc. | 11,878 | 1,086,000 | 0.21% | ||
| 44 | Virtu KCG Holdings LLC | 9,877 | 903,000 | 0.18% | ||
| 45 | SHEETS SMITH WEALTH MANAGEMENT | 9,542 | 873,000 | 0.17% | ||
| 46 | Private Ocean, LLC | 9,388 | 859,000 | 0.17% | ||
| 47 | AMERICAN INTERNATIONAL GROUP, INC. | 9,006 | 823,000 | 0.16% | ||
| 48 | BARCLAYS PLC | 9,015 | 821,000 | 0.16% | ||
| 49 | Private Wealth Advisors, Inc. | 8,675 | 793,000 | 0.15% | ||
| 50 | M Holdings Securities, Inc. | 8,284 | 758,000 | 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.
