| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WFG Advisors, LP | 2 | 0 | 0.00% | ||
| 2 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 3 | US FINANCIAL ADVISORS, LLC | 1 | 0 | 0.00% | ||
| 4 | ATWOOD & PALMER INC | 30 | 1,000 | 0.00% | ||
| 5 | PALLADIEM, LLC | 165 | 8,000 | 0.00% | ||
| 6 | NORTHERN TRUST CORP | 16,150 | 8,000 | 0.00% | ||
| 7 | INTEGRATED WEALTH MANAGEMENT | 859 | 39,000 | 0.00% | ||
| 8 | D.A. DAVIDSON & CO. | 1,000 | 45,000 | 0.00% | ||
| 9 | Creative Planning | 1,258 | 58,000 | 0.01% | ||
| 10 | AMERICAN INTERNATIONAL GROUP, INC. | 2,249 | 102,847 | 0.01% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,040 | 139,000 | 0.01% | ||
| 12 | GUPTA WEALTH MANAGEMENT LLC | 4,897 | 224,000 | 0.02% | ||
| 13 | Commonwealth Equity Services, Inc | 4,996 | 228,000 | 0.02% | ||
| 14 | KWMG, LLC | 7,262 | 332,000 | 0.03% | ||
| 15 | Cambridge Investment Research Advisors, Inc. | 7,805 | 357,000 | 0.03% | ||
| 16 | USCA RIA LLC | 7,821 | 358,000 | 0.03% | ||
| 17 | B. Riley Wealth Management, Inc. | 8,246 | 377,000 | 0.04% | ||
| 18 | Efficient Market Advisors, LLC | 11,179 | 511,000 | 0.05% | ||
| 19 | US BANCORP \DE\ | 13,349 | 610,000 | 0.06% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 13,408 | 613,000 | 0.06% | ||
| 21 | GREAT LAKES ADVISORS, LLC | 13,891 | 635,000 | 0.06% | ||
| 22 | MSI Financial Services Inc | 14,230 | 651,000 | 0.06% | ||
| 23 | HighTower Advisors, LLC | 14,753 | 675,000 | 0.07% | ||
| 24 | ATHERTON LANE ADVISERS, LLC | 15,790 | 722,000 | 0.07% | ||
| 25 | BARCLAYS PLC | 18,668 | 840,000 | 0.08% | ||
| 26 | GM Advisory Group, LLC | 35,000 | 1,601,000 | 0.16% | ||
| 27 | CITIGROUP INC | 36,568 | 1,672,000 | 0.16% | ||
| 28 | AMERIPRISE FINANCIAL INC | 36,761 | 1,681,000 | 0.16% | ||
| 29 | Bank of New York Mellon Corp | 44,165 | 2,020,000 | 0.20% | ||
| 30 | SUNTRUST BANKS INC | 45,766 | 2,092,000 | 0.20% | ||
| 31 | STIFEL FINANCIAL CORP | 50,051 | 2,289,000 | 0.22% | ||
| 32 | FIL Ltd | 53,974 | 2,468,000 | 0.24% | ||
| 33 | Camarda Financial Advisors, LLC | 54,224 | 2,480,000 | 0.24% | ||
| 34 | LPL Financial LLC | 68,086 | 3,112,000 | 0.30% | ||
| 35 | SENTRY INVESTMENT MANAGEMENT LLC | 80,200 | 3,668,000 | 0.36% | ||
| 36 | F-Squared Investment Management, LLC | 84,753 | 3,876,000 | 0.38% | ||
| 37 | SCOTIA CAPITAL INC. | 85,837 | 3,929,000 | 0.38% | ||
| 38 | SEI INVESTMENTS CO | 97,071 | 4,439,000 | 0.43% | ||
| 39 | LEUTHOLD GROUP, LLC | 98,078 | 4,485,000 | 0.44% | ||
| 40 | ASSETMARK, INC | 108,619 | 4,967,000 | 0.48% | ||
| 41 | Robert W. Baird & Co. Inc | 129,800 | 5,936,000 | 0.58% | ||
| 42 | GOLDMAN SACHS GROUP INC | 164,752 | 7,534,000 | 0.73% | ||
| 43 | BOSTON PRIVATE BANK & TRUST CO | 166,415 | 7,610,000 | 0.74% | ||
| 44 | SCHRODER INVESTMENT MANAGEMENT GROUP | 187,000 | 8,552,000 | 0.83% | ||
| 45 | Freedom Investment Management, Inc. | 236,407 | 10,811,000 | 1.05% | ||
| 46 | BNP PARIBAS FINANCIAL MARKETS | 272,230 | 12,449,078 | 1.21% | ||
| 47 | IndexIQ Advisors LLC | 304,015 | 13,903,000 | 1.35% | ||
| 48 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 318,542 | 14,564,000 | 1.42% | ||
| 49 | ENVESTNET ASSET MANAGEMENT INC | 377,698 | 17,272,000 | 1.68% | ||
| 50 | BANK OF AMERICA CORP /DE/ | 633,506 | 28,970,000 | 2.82% |
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.
