| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 954,050 | 117,167,000 | 20.25% | ||
| 2 | LPL Financial LLC | 875,779 | 107,554,000 | 18.59% | ||
| 3 | CORIENT CAPITAL PARTNERS, LLC | 369,698 | 45,403,000 | 7.85% | ||
| 4 | WELLS FARGO & COMPANY/MN | 364,679 | 44,787,000 | 7.74% | ||
| 5 | MORGAN STANLEY | 352,878 | 43,337,000 | 7.49% | ||
| 6 | CONNECTICUT WEALTH MANAGEMENT, LLC | 329,126 | 40,631,000 | 7.02% | ||
| 7 | UBS Group AG | 291,412 | 35,788,000 | 6.19% | ||
| 8 | TOMPKINS FINANCIAL CORP | 197,556 | 24,261,000 | 4.19% | ||
| 9 | NATIONAL PLANNING CORP | 78,715 | 9,647,000 | 1.67% | ||
| 10 | GFS Advisors, LLC | 74,600 | 9,162,000 | 1.58% | ||
| 11 | Essex Financial Services, Inc. | 57,593 | 7,073,000 | 1.22% | ||
| 12 | ROYAL BANK OF CANADA | 50,193 | 6,164,000 | 1.07% | ||
| 13 | Janney Montgomery Scott LLC | 47,543 | 5,839,000 | 1.01% | ||
| 14 | HSBC HOLDINGS PLC | 43,921 | 5,394,000 | 0.93% | ||
| 15 | Caprock Group, LLC | 41,407 | 5,105,000 | 0.88% | ||
| 16 | AMERIPRISE FINANCIAL INC | 36,770 | 4,516,000 | 0.78% | ||
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 35,598 | 4,372,000 | 0.76% | ||
| 18 | ADVISOR GROUP, INC. | 33,995 | 4,175,000 | 0.72% | ||
| 19 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 32,257 | 3,961,000 | 0.68% | ||
| 20 | ARMOR INVESTMENT ADVISORS, LLC | 31,010 | 3,808,000 | 0.66% | ||
| 21 | Commonwealth Equity Services, Inc | 30,121 | 3,699,000 | 0.64% | ||
| 22 | Sigma Planning Corp | 27,132 | 3,332,000 | 0.58% | ||
| 23 | Private Advisor Group, LLC | 26,901 | 3,321,000 | 0.57% | ||
| 24 | Gateway Advisory, LLC | 22,661 | 2,783,000 | 0.48% | ||
| 25 | RAYMOND JAMES & ASSOCIATES | 17,975 | 2,208,000 | 0.38% | ||
| 26 | Cetera Advisors LLC | 17,020 | 2,090,000 | 0.36% | ||
| 27 | CETERA INVESTMENT ADVISERS | 17,020 | 2,090,000 | 0.36% | ||
| 28 | CORNERSTONE ADVISORY, LLC | 14,430 | 1,772,000 | 0.31% | ||
| 29 | HL FINANCIAL SERVICES LLC | 12,435 | 1,527,000 | 0.26% | ||
| 30 | Timber Hill LLC | 12,354 | 1,517,000 | 0.26% | ||
| 31 | MML INVESTORS SERVICES, INC. | 11,218 | 1,378,000 | 0.24% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 10,631 | 1,306,000 | 0.23% | ||
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,514 | 1,291,000 | 0.22% | ||
| 34 | First Allied Advisory Services, Inc. | 10,283 | 1,260,000 | 0.22% | ||
| 35 | OPPENHEIMER & CO INC | 8,705 | 1,069,000 | 0.18% | ||
| 36 | Advisory Services Network, LLC | 8,450 | 1,038,000 | 0.18% | ||
| 37 | US BANCORP \DE\ | 8,386 | 1,030,000 | 0.18% | ||
| 38 | Creative Planning | 8,308 | 1,020,000 | 0.18% | ||
| 39 | LEVEL FOUR ADVISORY SERVICES, LLC | 7,754 | 913,000 | 0.16% | ||
| 40 | KINGSVIEW WEALTH MANAGEMENT, LLC | 7,236 | 889,000 | 0.15% | ||
| 41 | HUNTINGTON NATIONAL BANK | 7,140 | 877,000 | 0.15% | PRN | |
| 42 | KEYBANK NATIONAL ASSOCIATION/OH | 6,825 | 838,000 | 0.14% | ||
| 43 | BAIRD FINANCIAL GROUP, INC. | 5,871 | 721,000 | 0.12% | ||
| 44 | FCG ADVISORS, LLC | 5,825 | 715,000 | 0.12% | ||
| 45 | Bison Wealth, LLC | 5,460 | 671,000 | 0.12% | ||
| 46 | JANE STREET GROUP, LLC | 5,352 | 657,000 | 0.11% | ||
| 47 | BRIDGEWORTH, LLC | 5,162 | 646,000 | 0.11% | ||
| 48 | Raymond James Financial Services Advisors, Inc. | 5,072 | 623,000 | 0.11% | ||
| 49 | PINNACLE ASSOCIATES LTD | 5,050 | 620,000 | 0.11% | ||
| 50 | Pinnacle Wealth Management Advisory Group, LLC | 5,050 | 620,000 | 0.11% |
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.
