| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,844,056 | 186,821,000 | 15.31% | ||
| 2 | MORGAN STANLEY | 2,665,783 | 129,557,000 | 10.62% | ||
| 3 | UBS Group AG | 1,857,456 | 90,272,000 | 7.40% | ||
| 4 | Stadion Money Management, LLC | 1,837,544 | 89,305,000 | 7.32% | ||
| 5 | LPL Financial LLC | 1,235,165 | 60,153,000 | 4.93% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 1,002,497 | 48,721,000 | 3.99% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 921,692 | 44,906,000 | 3.68% | ||
| 8 | Cambridge Investment Research Advisors, Inc. | 879,166 | 42,727,000 | 3.50% | ||
| 9 | Janney Capital Management LLC | 873,180 | 42,437,000 | 3.48% | ||
| 10 | BRINKER CAPITAL INC | 869,036 | 42,235,000 | 3.46% | ||
| 11 | Orion Porfolio Solutions, LLC | 855,812 | 41,592,000 | 3.41% | ||
| 12 | NOTTINGHAM ADVISORS, INC. | 541,136 | 26,299,000 | 2.15% | ||
| 13 | Horizon Investments, LLC | 505,388 | 24,562,000 | 2.01% | ||
| 14 | WELLS FARGO & COMPANY/MN | 483,250 | 23,486,000 | 1.92% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 413,790 | 20,110,000 | 1.65% | ||
| 16 | TD Capital Management LLC | 387,746 | 18,844,000 | 1.54% | ||
| 17 | Beaumont Financial Partners, LLC | 294,335 | 14,304,000 | 1.17% | ||
| 18 | Commonwealth Equity Services, Inc | 272,235 | 13,231,000 | 1.08% | ||
| 19 | Bouchey Financial Group Ltd | 261,266 | 12,698,000 | 1.04% | ||
| 20 | ROYAL BANK OF CANADA | 239,915 | 11,660,000 | 0.96% | ||
| 21 | Gemmer Asset Management LLC | 225,331 | 10,951,000 | 0.90% | ||
| 22 | Composition Wealth, LLC | 210,808 | 10,245,000 | 0.84% | ||
| 23 | AFFINITY WEALTH MANAGEMENT LLC | 191,649 | 9,314,000 | 0.76% | ||
| 24 | TMD & ASSOCIATES, INC | 155,412 | 7,553,000 | 0.62% | ||
| 25 | MSI Financial Services Inc | 153,169 | 7,444,000 | 0.61% | ||
| 26 | Quadrant Capital Management, LLC | 152,078 | 7,391,000 | 0.61% | ||
| 27 | AVIANCE CAPITAL MANAGEMENT, LLC | 148,115 | 7,198,000 | 0.59% | ||
| 28 | CYPRESS WEALTH ADVISORS LLC | 147,144 | 7,151,000 | 0.59% | ||
| 29 | VICUS CAPITAL | 145,753 | 7,084,000 | 0.58% | ||
| 30 | Community Bank, N.A. | 135,625 | 6,590,000 | 0.54% | ||
| 31 | JPMORGAN CHASE & CO | 132,024 | 6,416,000 | 0.53% | ||
| 32 | NATIONAL PLANNING CORP | 126,366 | 6,193,000 | 0.51% | ||
| 33 | Canal Capital Management, LLC | 119,434 | 5,804,000 | 0.48% | ||
| 34 | Braver Wealth Management, LLC | 116,933 | 5,683,000 | 0.47% | ||
| 35 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 114,959 | 5,587,000 | 0.46% | ||
| 36 | TCV Trust & Wealth Management, Inc. | 113,049 | 5,494,000 | 0.45% | ||
| 37 | Alpha Cubed Investments, LLC | 111,913 | 5,439,000 | 0.45% | ||
| 38 | Baker Avenue Asset Management, LP | 101,732 | 4,944,000 | 0.41% | ||
| 39 | CIBC WORLD MARKET INC. | 87,846 | 4,269,000 | 0.35% | ||
| 40 | ARBOR WEALTH MANAGEMENT, LLC | 85,945 | 4,222,000 | 0.35% | ||
| 41 | CARDAN CAPITAL PARTNERS, LLC | 80,055 | 3,891,000 | 0.32% | ||
| 42 | NewSquare Capital LLC | 78,292 | 3,805,000 | 0.31% | ||
| 43 | Occidental Asset Management, LLC | 68,514 | 3,330,000 | 0.27% | ||
| 44 | CABOT WEALTH MANAGEMENT INC | 67,643 | 3,287,000 | 0.27% | ||
| 45 | Raymond James Financial Services Advisors, Inc. | 67,584 | 3,285,000 | 0.27% | ||
| 46 | Atria Investments, Inc | 61,206 | 2,989,000 | 0.24% | ||
| 47 | Concert Wealth Management Inc. | 59,496 | 2,890,000 | 0.24% | ||
| 48 | INTEGRATED WEALTH MANAGEMENT | 59,128 | 2,874,000 | 0.24% | ||
| 49 | Advisors Preferred, LLC | 58,203 | 2,829,000 | 0.23% | ||
| 50 | HighTower Advisors, LLC | 57,853 | 2,809,000 | 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.
