| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,053,086 | 98,874,000 | 16.45% | ||
| 2 | Hefren-Tillotson, Inc. | 576,913 | 54,166,000 | 9.01% | ||
| 3 | Charles Schwab Investment Advisory, Inc. | 518,182 | 48,652,000 | 8.09% | ||
| 4 | MORGAN STANLEY | 360,839 | 33,879,000 | 5.64% | ||
| 5 | Mariner, LLC | 308,125 | 28,930,000 | 4.81% | ||
| 6 | Legacy Private Trust Co. | 291,970 | 27,414,000 | 4.56% | ||
| 7 | UBS Group AG | 287,158 | 26,961,000 | 4.48% | ||
| 8 | WELLS FARGO & COMPANY/MN | 270,558 | 25,403,000 | 4.23% | ||
| 9 | LPL Financial LLC | 176,588 | 16,239,000 | 2.70% | ||
| 10 | Cerity Partners OCIO LLC | 166,349 | 15,618,000 | 2.60% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 165,943 | 15,580,000 | 2.59% | ||
| 12 | Frontier Wealth Management LLC | 145,363 | 13,648,000 | 2.27% | ||
| 13 | JFS WEALTH ADVISORS, LLC | 131,805 | 12,375,000 | 2.06% | ||
| 14 | Kinsight, LLC | 131,447 | 12,342,000 | 2.05% | ||
| 15 | DELPHI PRIVATE ADVISORS LLC | 130,806 | 12,281,000 | 2.04% | ||
| 16 | ROYAL BANK OF CANADA | 122,663 | 11,516,000 | 1.92% | ||
| 17 | HighTower Advisors, LLC | 100,270 | 9,418,000 | 1.57% | ||
| 18 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 86,190 | 8,092,000 | 1.35% | ||
| 19 | Invesco Ltd. | 76,674 | 7,199,000 | 1.20% | ||
| 20 | Commonwealth Equity Services, Inc | 73,926 | 6,941,000 | 1.15% | ||
| 21 | Forvis Mazars Wealth Advisors, LLC | 73,769 | 6,926,000 | 1.15% | ||
| 22 | Marquette Asset Management, LLC | 72,998 | 6,854,000 | 1.14% | ||
| 23 | BADGLEY PHELPS & BELL INC | 69,705 | 6,545,000 | 1.09% | ||
| 24 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 67,542 | 6,342,000 | 1.05% | ||
| 25 | Raymond James Financial Services Advisors, Inc. | 62,385 | 5,857,000 | 0.97% | ||
| 26 | MML INVESTORS SERVICES, INC. | 58,165 | 5,461,000 | 0.91% | ||
| 27 | AMERIPRISE FINANCIAL INC | 56,349 | 5,275,000 | 0.88% | ||
| 28 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 55,426 | 5,204,000 | 0.87% | ||
| 29 | Cetera Advisor Networks LLC | 52,246 | 4,904,000 | 0.82% | ||
| 30 | Callan Capital, LLC | 51,428 | 4,829,000 | 0.80% | ||
| 31 | ACG Wealth | 43,953 | 4,127,000 | 0.69% | ||
| 32 | US BANCORP \DE\ | 35,408 | 3,325,000 | 0.55% | ||
| 33 | New England Private Wealth Advisors LLC | 33,264 | 3,125,000 | 0.52% | ||
| 34 | Mosaic Financial Partners, Inc. | 32,438 | 3,046,000 | 0.51% | ||
| 35 | CITADEL ADVISORS LLC | 32,332 | 3,028,000 | 0.50% | ||
| 36 | MADISON INVESTMENT HOLDINGS INC | 28,658 | 2,691,000 | 0.45% | ||
| 37 | LVW Advisors, LLC | 23,873 | 2,241,000 | 0.37% | ||
| 38 | STIFEL FINANCIAL CORP | 278 | 2,200,000 | 0.37% | ||
| 39 | ALBION FINANCIAL GROUP /UT | 23,295 | 2,187,000 | 0.36% | ||
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,471 | 2,011,000 | 0.33% | ||
| 41 | Cambridge Investment Research Advisors, Inc. | 18,032 | 1,693,000 | 0.28% | ||
| 42 | JANE STREET GROUP, LLC | 17,113 | 1,607,000 | 0.27% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 14,718 | 1,381,000 | 0.23% | ||
| 44 | PNC FINANCIAL SERVICES GROUP, INC. | 13,652 | 1,283,000 | 0.21% | ||
| 45 | SII INVESTMENTS INC/WI | 12,459 | 1,166,000 | 0.19% | ||
| 46 | CENTRAL TRUST Co | 12,027 | 1,129,000 | 0.19% | ||
| 47 | J.P. Morgan Private Wealth Advisors LLC | 11,508 | 1,080,000 | 0.18% | ||
| 48 | SHEETS SMITH WEALTH MANAGEMENT | 10,623 | 997,000 | 0.17% | ||
| 49 | Private Ocean, LLC | 9,403 | 883,000 | 0.15% | ||
| 50 | Private Wealth Advisors, Inc. | 9,150 | 859,000 | 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.
