| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 960,322 | 93,430,000 | 16.35% | ||
| 2 | Hefren-Tillotson, Inc. | 590,256 | 57,426,000 | 10.05% | ||
| 3 | Charles Schwab Investment Advisory, Inc. | 394,669 | 38,397,000 | 6.72% | ||
| 4 | Legacy Private Trust Co. | 340,183 | 33,096,000 | 5.79% | ||
| 5 | UBS Group AG | 326,680 | 31,783,000 | 5.56% | ||
| 6 | Mariner, LLC | 312,943 | 30,446,000 | 5.33% | ||
| 7 | WELLS FARGO & COMPANY/MN | 250,999 | 24,420,000 | 4.27% | ||
| 8 | MORGAN STANLEY | 244,855 | 23,821,000 | 4.17% | ||
| 9 | Cerity Partners OCIO LLC | 226,982 | 21,713,000 | 3.80% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 201,005 | 19,556,000 | 3.42% | ||
| 11 | ROYAL BANK OF CANADA | 144,554 | 14,064,000 | 2.46% | ||
| 12 | Frontier Wealth Management LLC | 142,795 | 13,892,000 | 2.43% | ||
| 13 | JFS WEALTH ADVISORS, LLC | 123,499 | 12,015,000 | 2.10% | ||
| 14 | DELPHI PRIVATE ADVISORS LLC | 107,613 | 10,470,000 | 1.83% | ||
| 15 | Kinsight, LLC | 94,398 | 9,184,000 | 1.61% | ||
| 16 | Invesco Ltd. | 87,369 | 8,501,000 | 1.49% | ||
| 17 | AMERIPRISE FINANCIAL INC | 86,720 | 8,437,000 | 1.48% | ||
| 18 | BADGLEY PHELPS & BELL INC | 75,817 | 7,376,000 | 1.29% | ||
| 19 | Commonwealth Equity Services, Inc | 72,795 | 7,082,000 | 1.24% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 72,248 | 7,029,000 | 1.23% | ||
| 21 | Marquette Asset Management, LLC | 64,982 | 6,322,000 | 1.11% | ||
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 57,067 | 5,552,000 | 0.97% | ||
| 23 | Callan Capital, LLC | 55,193 | 5,370,000 | 0.94% | ||
| 24 | LPL Financial LLC | 50,102 | 4,864,000 | 0.85% | ||
| 25 | Cetera Advisor Networks LLC | 44,658 | 4,345,000 | 0.76% | ||
| 26 | ACG Wealth | 41,826 | 4,069,000 | 0.71% | ||
| 27 | JANE STREET GROUP, LLC | 40,966 | 3,986,000 | 0.70% | ||
| 28 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38,964 | 3,791,000 | 0.66% | ||
| 29 | US BANCORP \DE\ | 38,552 | 3,751,000 | 0.66% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 37,562 | 3,654,000 | 0.64% | ||
| 31 | Forvis Mazars Wealth Advisors, LLC | 37,525 | 3,651,000 | 0.64% | ||
| 32 | Mosaic Financial Partners, Inc. | 31,519 | 3,067,000 | 0.54% | ||
| 33 | MADISON INVESTMENT HOLDINGS INC | 31,097 | 3,025,000 | 0.53% | ||
| 34 | Tower Research Capital LLC (TRC) | 25,956 | 2,525,000 | 0.44% | ||
| 35 | LVW Advisors, LLC | 23,333 | 2,270,000 | 0.40% | ||
| 36 | ALBION FINANCIAL GROUP /UT | 23,295 | 2,266,000 | 0.40% | ||
| 37 | Tillar-Wenstrup Advisors, LLC | 22,981 | 2,236,000 | 0.39% | ||
| 38 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 15,862 | 1,544,000 | 0.27% | ||
| 39 | New England Private Wealth Advisors LLC | 14,446 | 1,404,000 | 0.25% | ||
| 40 | MML INVESTORS SERVICES, INC. | 13,911 | 1,353,000 | 0.24% | ||
| 41 | PNC FINANCIAL SERVICES GROUP, INC. | 13,706 | 1,334,000 | 0.23% | ||
| 42 | HighTower Advisors, LLC | 12,892 | 1,255,000 | 0.22% | ||
| 43 | CREDIT SUISSE AG/ | 12,263 | 1,193,000 | 0.21% | ||
| 44 | West Coast Financial LLC | 11,146 | 1,084,000 | 0.19% | ||
| 45 | CENTRAL TRUST Co | 10,936 | 1,064,000 | 0.19% | ||
| 46 | J.P. Morgan Private Wealth Advisors LLC | 10,109 | 983,000 | 0.17% | ||
| 47 | Arbor Investment Advisors, LLC | 10,086 | 981,000 | 0.17% | ||
| 48 | SHEETS SMITH WEALTH MANAGEMENT | 10,064 | 979,000 | 0.17% | ||
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,417 | 918,000 | 0.16% | ||
| 50 | CITADEL ADVISORS LLC | 9,410 | 917,000 | 0.16% |
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.
