| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,066,362 | 84,669,000 | 10.28% | ||
| 2 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 824,642 | 65,477,000 | 7.95% | ||
| 3 | MORGAN STANLEY | 715,469 | 56,808,000 | 6.90% | ||
| 4 | WELLS FARGO & COMPANY/MN | 650,376 | 51,640,000 | 6.27% | ||
| 5 | LPL Financial LLC | 647,910 | 51,276,000 | 6.23% | ||
| 6 | Marquette Asset Management, LLC | 458,811 | 36,430,000 | 4.42% | ||
| 7 | UBS Group AG | 430,374 | 34,172,000 | 4.15% | ||
| 8 | Raymond James Financial Services Advisors, Inc. | 355,386 | 28,218,000 | 3.43% | ||
| 9 | Commonwealth Equity Services, Inc | 330,990 | 26,281,000 | 3.19% | ||
| 10 | Janney Capital Management LLC | 296,830 | 23,568,000 | 2.86% | ||
| 11 | WELL DONE, LLC | 255,037 | 20,250,000 | 2.46% | ||
| 12 | CUTLER INVESTMENT COUNSEL LLC | 251,368 | 19,959,000 | 2.42% | ||
| 13 | WealthTrust-Arizona, LLC | 250,831 | 19,916,000 | 2.42% | ||
| 14 | HENGEHOLD CAPITAL MANAGEMENT LLC | 233,333 | 18,527,000 | 2.25% | ||
| 15 | HighTower Advisors, LLC | 226,050 | 17,953,000 | 2.18% | ||
| 16 | FORTE CAPITAL LLC /ADV | 207,877 | 16,505,000 | 2.00% | ||
| 17 | BANK OF STOCKTON | 207,782 | 16,498,000 | 2.00% | ||
| 18 | New England Private Wealth Advisors LLC | 205,991 | 16,355,000 | 1.99% | ||
| 19 | GOLDMAN SACHS GROUP INC | 187,919 | 14,921,000 | 1.81% | ||
| 20 | Paracle Advisors, LLC | 185,482 | 14,727,000 | 1.79% | ||
| 21 | RAYMOND JAMES & ASSOCIATES | 173,600 | 13,784,000 | 1.67% | ||
| 22 | CREDIT SUISSE AG/ | 168,297 | 13,363,000 | 1.62% | ||
| 23 | ROYAL BANK OF CANADA | 147,860 | 11,740,000 | 1.43% | ||
| 24 | FINANCIAL CONSULATE, INC | 137,769 | 10,939,000 | 1.33% | ||
| 25 | REZNY WEALTH MANAGEMENT, INC. | 98,621 | 7,830,000 | 0.95% | ||
| 26 | Sequoia Financial Advisors, LLC | 97,901 | 7,773,000 | 0.94% | ||
| 27 | Financial Architects, Inc | 94,919 | 7,537,000 | 0.92% | ||
| 28 | Calamos Wealth Management LLC | 93,969 | 7,461,000 | 0.91% | ||
| 29 | INVESTMENT CENTERS OF AMERICA INC | 86,243 | 6,850,000 | 0.83% | ||
| 30 | AMERIPRISE FINANCIAL INC | 79,204 | 6,285,000 | 0.76% | ||
| 31 | MSI Financial Services Inc | 79,008 | 6,273,000 | 0.76% | ||
| 32 | SHINE INVESTMENT ADVISORY SERVICES INC | 74,742 | 5,935,000 | 0.72% | ||
| 33 | Cordasco Financial Network | 67,882 | 5,390,000 | 0.65% | ||
| 34 | AVIANCE CAPITAL MANAGEMENT, LLC | 60,052 | 4,768,000 | 0.58% | ||
| 35 | ENVESTNET ASSET MANAGEMENT INC | 58,720 | 4,662,000 | 0.57% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 55,594 | 4,414,000 | 0.54% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 53,478 | 4,246,000 | 0.52% | ||
| 38 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 43,280 | 3,436,000 | 0.42% | ||
| 39 | AMERICAN INTERNATIONAL GROUP, INC. | 38,371 | 3,047,000 | 0.37% | ||
| 40 | NATIONAL PLANNING CORP | 38,325 | 3,027,000 | 0.37% | ||
| 41 | CIBC Private Wealth Group LLC | 30,646 | 2,433,000 | 0.30% | ||
| 42 | JPMORGAN CHASE & CO | 30,359 | 2,411,000 | 0.29% | ||
| 43 | CITADEL ADVISORS LLC | 28,361 | 2,252,000 | 0.27% | ||
| 44 | SII INVESTMENTS INC/WI | 26,931 | 2,149,000 | 0.26% | ||
| 45 | JANE STREET GROUP, LLC | 25,982 | 2,063,000 | 0.25% | ||
| 46 | Jaffetilchin Investment Partners, LLC | 24,790 | 1,968,000 | 0.24% | ||
| 47 | SG Americas Securities, LLC | 23,702 | 1,882,000 | 0.23% | ||
| 48 | CITIGROUP INC | 21,961 | 1,744,000 | 0.21% | ||
| 49 | Transamerica Financial Advisors, LLC | 20,619 | 1,638,000 | 0.20% | ||
| 50 | Merriman Wealth Management, LLC | 19,741 | 1,567,000 | 0.19% |
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.
