| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,015,787 | 95,839,000 | 16.80% | ||
| 2 | Hefren-Tillotson, Inc. | 594,562 | 56,096,000 | 9.84% | ||
| 3 | Charles Schwab Investment Advisory, Inc. | 402,236 | 37,951,000 | 6.65% | ||
| 4 | UBS Group AG | 347,664 | 32,802,000 | 5.75% | ||
| 5 | WELLS FARGO & COMPANY/MN | 309,294 | 29,182,000 | 5.12% | ||
| 6 | Mariner, LLC | 308,822 | 29,138,000 | 5.11% | ||
| 7 | Legacy Private Trust Co. | 304,643 | 28,743,000 | 5.04% | ||
| 8 | MORGAN STANLEY | 255,705 | 24,126,000 | 4.23% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 194,956 | 18,394,000 | 3.23% | ||
| 10 | Cerity Partners OCIO LLC | 191,189 | 18,039,000 | 3.16% | ||
| 11 | Frontier Wealth Management LLC | 144,253 | 13,610,000 | 2.39% | ||
| 12 | JFS WEALTH ADVISORS, LLC | 131,374 | 12,395,000 | 2.17% | ||
| 13 | DELPHI PRIVATE ADVISORS LLC | 128,593 | 12,133,000 | 2.13% | ||
| 14 | ROYAL BANK OF CANADA | 126,122 | 11,901,000 | 2.09% | ||
| 15 | LPL Financial LLC | 108,420 | 9,984,000 | 1.75% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 105,758 | 9,978,000 | 1.75% | ||
| 17 | Kinsight, LLC | 96,136 | 9,070,000 | 1.59% | ||
| 18 | Invesco Ltd. | 75,759 | 7,148,000 | 1.25% | ||
| 19 | BADGLEY PHELPS & BELL INC | 73,808 | 6,964,000 | 1.22% | ||
| 20 | AMERIPRISE FINANCIAL INC | 68,659 | 6,480,000 | 1.14% | ||
| 21 | Commonwealth Equity Services, Inc | 68,518 | 6,465,000 | 1.13% | ||
| 22 | Marquette Asset Management, LLC | 65,827 | 6,211,000 | 1.09% | ||
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 57,649 | 5,439,000 | 0.95% | ||
| 24 | Callan Capital, LLC | 55,835 | 5,268,000 | 0.92% | ||
| 25 | Forvis Mazars Wealth Advisors, LLC | 50,215 | 4,738,000 | 0.83% | ||
| 26 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 47,069 | 4,441,000 | 0.78% | ||
| 27 | Cetera Advisor Networks LLC | 44,839 | 4,235,000 | 0.74% | ||
| 28 | ACG Wealth | 44,222 | 4,172,000 | 0.73% | ||
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,453 | 4,005,000 | 0.70% | ||
| 30 | US BANCORP \DE\ | 39,262 | 3,704,000 | 0.65% | ||
| 31 | CITADEL ADVISORS LLC | 38,477 | 3,630,000 | 0.64% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 32,722 | 3,087,000 | 0.54% | ||
| 33 | Mosaic Financial Partners, Inc. | 29,311 | 2,765,000 | 0.48% | ||
| 34 | MADISON INVESTMENT HOLDINGS INC | 29,155 | 2,751,000 | 0.48% | ||
| 35 | LVW Advisors, LLC | 23,645 | 2,231,000 | 0.39% | ||
| 36 | ALBION FINANCIAL GROUP /UT | 23,295 | 2,198,000 | 0.39% | ||
| 37 | Tower Research Capital LLC (TRC) | 22,203 | 2,095,000 | 0.37% | ||
| 38 | Tillar-Wenstrup Advisors, LLC | 22,103 | 2,076,000 | 0.36% | ||
| 39 | New England Private Wealth Advisors LLC | 15,784 | 1,489,000 | 0.26% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 15,535 | 1,465,000 | 0.26% | ||
| 41 | Timber Hill LLC | 14,292 | 1,348,000 | 0.24% | ||
| 42 | MML INVESTORS SERVICES, INC. | 13,696 | 1,292,000 | 0.23% | ||
| 43 | PNC FINANCIAL SERVICES GROUP, INC. | 13,652 | 1,289,000 | 0.23% | ||
| 44 | HighTower Advisors, LLC | 11,965 | 1,132,000 | 0.20% | ||
| 45 | CENTRAL TRUST Co | 11,666 | 1,101,000 | 0.19% | ||
| 46 | SII INVESTMENTS INC/WI | 10,970 | 1,028,000 | 0.18% | ||
| 47 | J.P. Morgan Private Wealth Advisors LLC | 10,622 | 1,002,000 | 0.18% | ||
| 48 | SHEETS SMITH WEALTH MANAGEMENT | 9,625 | 908,000 | 0.16% | ||
| 49 | Private Ocean, LLC | 8,891 | 839,000 | 0.15% | ||
| 50 | Private Wealth Advisors, Inc. | 8,775 | 828,000 | 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.
