| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,107,681 | 89,911,000 | 10.87% | ||
| 2 | WELLS FARGO & COMPANY/MN | 873,154 | 70,874,000 | 8.57% | ||
| 3 | MORGAN STANLEY | 825,406 | 66,998,000 | 8.10% | ||
| 4 | UBS Group AG | 809,530 | 65,710,000 | 7.94% | ||
| 5 | LPL Financial LLC | 530,453 | 43,205,000 | 5.22% | ||
| 6 | Marquette Asset Management, LLC | 459,421 | 37,291,000 | 4.51% | ||
| 7 | Kiwi Wealth Investments Limited Partnership | 435,253 | 35,329,000 | 4.27% | ||
| 8 | LAZARD ASSET MANAGEMENT LLC | 351,266 | 28,512,000 | 3.45% | ||
| 9 | New England Private Wealth Advisors LLC | 273,152 | 22,168,000 | 2.68% | ||
| 10 | Commonwealth Equity Services, Inc | 262,583 | 21,314,000 | 2.58% | ||
| 11 | CUTLER INVESTMENT COUNSEL LLC | 245,689 | 19,943,000 | 2.41% | ||
| 12 | FORTE CAPITAL LLC /ADV | 220,757 | 17,919,000 | 2.17% | ||
| 13 | WealthTrust-Arizona, LLC | 214,319 | 17,396,000 | 2.10% | ||
| 14 | BANK OF STOCKTON | 207,082 | 16,809,000 | 2.03% | ||
| 15 | PACIFIC FINANCIAL GROUP INC | 198,228 | 16,090,000 | 1.94% | ||
| 16 | MANAGED ACCOUNT ADVISORS LLC | 190,599 | 15,471,000 | 1.87% | ||
| 17 | Paracle Advisors, LLC | 168,367 | 13,666,000 | 1.65% | SH | |
| 18 | Cordasco Financial Network | 165,015 | 13,394,000 | 1.62% | ||
| 19 | HighTower Advisors, LLC | 163,258 | 13,252,000 | 1.60% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 158,127 | 12,836,000 | 1.55% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 146,676 | 11,906,000 | 1.44% | ||
| 22 | AVIANCE CAPITAL MANAGEMENT, LLC | 130,398 | 10,584,000 | 1.28% | ||
| 23 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 120,590 | 9,788,000 | 1.18% | ||
| 24 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 115,172 | 9,349,000 | 1.13% | ||
| 25 | ROYAL BANK OF CANADA | 103,646 | 8,413,000 | 1.02% | ||
| 26 | Calamos Wealth Management LLC | 85,626 | 6,950,000 | 0.84% | ||
| 27 | JANE STREET GROUP, LLC | 83,809 | 6,803,000 | 0.82% | ||
| 28 | NOTTINGHAM ADVISORS, INC. | 81,361 | 6,604,000 | 0.80% | ||
| 29 | Sequoia Financial Advisors, LLC | 71,139 | 5,774,000 | 0.70% | ||
| 30 | Legacy Private Trust Co. | 69,194 | 5,616,000 | 0.68% | ||
| 31 | Peregrine Asset Advisers, Inc. | 68,144 | 5,531,000 | 0.67% | ||
| 32 | ENVESTNET ASSET MANAGEMENT INC | 67,839 | 5,507,000 | 0.67% | ||
| 33 | SPC Financial, Inc. | 66,970 | 5,436,000 | 0.66% | ||
| 34 | JPMORGAN CHASE & CO | 57,289 | 4,650,000 | 0.56% | ||
| 35 | NATIONAL PLANNING CORP | 48,609 | 4,048,000 | 0.49% | ||
| 36 | MSI Financial Services Inc | 47,310 | 3,840,000 | 0.46% | ||
| 37 | DAVENPORT & Co LLC | 46,865 | 3,804,032 | 0.46% | ||
| 38 | Community Bank, N.A. | 46,550 | 3,778,000 | 0.46% | ||
| 39 | Chevy Chase Trust Holdings, LLC | 46,335 | 3,761,000 | 0.45% | ||
| 40 | AMERICAN INTERNATIONAL GROUP, INC. | 46,287 | 3,757,091 | 0.45% | ||
| 41 | Stratos Wealth Partners, LTD. | 44,771 | 3,634,000 | 0.44% | ||
| 42 | INVESTMENT CENTERS OF AMERICA INC | 44,489 | 3,612,000 | 0.44% | ||
| 43 | AMERIPRISE FINANCIAL INC | 44,401 | 3,610,000 | 0.44% | ||
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,366 | 3,601,000 | 0.44% | ||
| 45 | Cambridge Investment Research Advisors, Inc. | 32,474 | 2,636,000 | 0.32% | ||
| 46 | STIFEL FINANCIAL CORP | 30,709 | 2,475,000 | 0.30% | ||
| 47 | VICUS CAPITAL | 26,025 | 2,112,000 | 0.26% | ||
| 48 | Jaffetilchin Investment Partners, LLC | 25,307 | 2,054,000 | 0.25% | ||
| 49 | SG Americas Securities, LLC | 24,198 | 1,964,000 | 0.24% | ||
| 50 | Sigma Planning Corp | 23,869 | 1,937,000 | 0.23% |
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.
