| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 6,507,693 | 275,340,000 | 23.15% | ||
| 2 | WEALTHFRONT CORP | 3,275,490 | 138,586,000 | 11.65% | ||
| 3 | Charles Schwab Investment Advisory, Inc. | 2,804,872 | 118,674,000 | 9.98% | ||
| 4 | ASSET ADVISORS CORP | 1,400,992 | 59,276,000 | 4.98% | ||
| 5 | Apriem Advisors | 754,937 | 31,941,000 | 2.69% | ||
| 6 | Raymond James Financial Services Advisors, Inc. | 706,429 | 29,889,000 | 2.51% | ||
| 7 | MADISON INVESTMENT HOLDINGS INC | 641,642 | 27,148,000 | 2.28% | ||
| 8 | UBS Group AG | 614,795 | 26,012,000 | 2.19% | ||
| 9 | OPUS INVESTMENT MANAGEMENT INC | 562,800 | 23,812,000 | 2.00% | ||
| 10 | Spectrum Management Group, LLC | 548,145 | 23,192,000 | 1.95% | ||
| 11 | Homrich & Berg | 482,896 | 20,431,000 | 1.72% | ||
| 12 | Summit Asset Management, LLC | 440,013 | 18,617,000 | 1.57% | ||
| 13 | MORGAN STANLEY | 355,999 | 15,062,000 | 1.27% | ||
| 14 | CITIGROUP INC | 337,138 | 14,264,000 | 1.20% | ||
| 15 | AMERIPRISE FINANCIAL INC | 275,916 | 11,675,000 | 0.98% | ||
| 16 | SHARKEY, HOWES & JAVER | 267,172 | 11,304,000 | 0.95% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 256,326 | 10,844,000 | 0.91% | ||
| 18 | Roof Eidam Maycock Peralta, LLC | 241,317 | 10,210,000 | 0.86% | ||
| 19 | FRONTIER INVESTMENT MGMT CO | 23,322 | 9,867,000 | 0.83% | ||
| 20 | LPL Financial LLC | 224,805 | 9,404,000 | 0.79% | ||
| 21 | Gratus Capital, LLC | 212,790 | 9,003,000 | 0.76% | ||
| 22 | WELLESLEY INVESTMENT PARTNERS, LLC | 206,569 | 8,739,000 | 0.73% | ||
| 23 | ProVise Management Group, LLC | 202,730 | 8,577,000 | 0.72% | ||
| 24 | Whitegate Investment Counselors, Inc. | 195,244 | 8,261,000 | 0.69% | ||
| 25 | ENVESTNET ASSET MANAGEMENT INC | 194,450 | 8,227,000 | 0.69% | ||
| 26 | WELLS FARGO & COMPANY/MN | 176,730 | 7,478,000 | 0.63% | ||
| 27 | HENGEHOLD CAPITAL MANAGEMENT LLC | 170,406 | 7,210,000 | 0.61% | ||
| 28 | Capital Advantage, Inc. | 161,511 | 6,834,000 | 0.57% | ||
| 29 | Newman Dignan & Sheerar, Inc. | 157,377 | 6,659,000 | 0.56% | ||
| 30 | Commonwealth Equity Services, Inc | 157,238 | 6,653,000 | 0.56% | ||
| 31 | PLANNING ALTERNATIVES LTD /ADV | 135,232 | 5,722,000 | 0.48% | ||
| 32 | Keystone Financial Planning, Inc. | 134,722 | 5,700,000 | 0.48% | ||
| 33 | KCM INVESTMENT ADVISORS LLC | 130,748 | 5,532,000 | 0.47% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 129,468 | 5,478,000 | 0.46% | ||
| 35 | ADVISOR GROUP, INC. | 126,431 | 5,351,000 | 0.45% | ||
| 36 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 124,366 | 5,262,000 | 0.44% | ||
| 37 | Ken Stern & Associates, Inc. | 119,824 | 5,070,000 | 0.43% | ||
| 38 | Legacy Private Trust Co. | 119,608 | 5,061,000 | 0.43% | ||
| 39 | Courage Miller Partners, LLC | 117,728 | 4,981,000 | 0.42% | ||
| 40 | SVA Wealth Management, LLC | 116,475 | 4,928,000 | 0.41% | ||
| 41 | Noven Financial Group, Inc. | 109,720 | 4,642,000 | 0.39% | ||
| 42 | Regal Investment Advisors LLC | 97,641 | 4,131,000 | 0.35% | ||
| 43 | Quantum Capital Management, LLC / NJ | 96,364 | 4,077,000 | 0.34% | ||
| 44 | Live Your Vision, LLC | 94,245 | 3,987,000 | 0.34% | ||
| 45 | PITTENGER & ANDERSON INC | 90,983 | 3,849,000 | 0.32% | ||
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 89,000 | 3,766,000 | 0.32% | Call | |
| 47 | Corbenic Partners LLC | 88,558 | 3,747,000 | 0.32% | ||
| 48 | Northstar Group, Inc. | 85,987 | 3,637,000 | 0.31% | ||
| 49 | SARGENT BICKHAM LAGUDIS LLC | 83,723 | 3,542,000 | 0.30% | ||
| 50 | Summit Financial Wealth Advisors, LLC | 81,927 | 3,466,000 | 0.29% |
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.
