| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,938,065 | 204,989,000 | 12.42% | ||
| 2 | MORGAN STANLEY | 1,544,548 | 163,366,000 | 9.90% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 879,530 | 93,029,000 | 5.63% | ||
| 4 | UBS Group AG | 780,023 | 82,503,000 | 5.00% | ||
| 5 | WELLS FARGO & COMPANY/MN | 660,470 | 69,858,000 | 4.23% | ||
| 6 | Lourd Capital, LLC | 545,160 | 57,662,000 | 3.49% | ||
| 7 | MANAGED ACCOUNT ADVISORS LLC | 526,011 | 55,636,000 | 3.37% | ||
| 8 | TIAA CREF TRUST CO FSB/MO | 360,410 | 38,120,000 | 2.31% | ||
| 9 | LPL Financial LLC | 353,659 | 37,407,000 | 2.27% | ||
| 10 | Efficient Advisors, LLC | 324,387 | 34,310,000 | 2.08% | ||
| 11 | Wharton Business Group, LLC | 304,425 | 32,199,000 | 1.95% | ||
| 12 | Betterment LLC | 230,592 | 24,390,000 | 1.48% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 226,860 | 23,995,000 | 1.45% | ||
| 14 | Bank of New York Mellon Corp | 208,050 | 22,005,000 | 1.33% | ||
| 15 | ASSETMARK, INC | 205,235 | 21,708,000 | 1.31% | ||
| 16 | DEUTSCHE BANK AG\ | 202,407 | 21,408,000 | 1.30% | ||
| 17 | TD Capital Management LLC | 198,933 | 21,041,000 | 1.27% | ||
| 18 | GOLDMAN SACHS GROUP INC | 189,321 | 20,024,000 | 1.21% | ||
| 19 | Modera Wealth Management, LLC | 150,978 | 15,969,000 | 0.97% | ||
| 20 | CONCORD ASSET MANAGEMENT LLC | 149,392 | 15,801,000 | 0.96% | ||
| 21 | Wealth Architects, LLC | 146,985 | 15,547,000 | 0.94% | ||
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 143,100 | 15,136,000 | 0.92% | Put | |
| 23 | Commonwealth Equity Services, Inc | 136,183 | 14,404,000 | 0.87% | ||
| 24 | Noven Financial Group, Inc. | 133,589 | 14,130,000 | 0.86% | ||
| 25 | JONES FINANCIAL COMPANIES LLLP | 130,238 | 13,776,000 | 0.83% | ||
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 126,804 | 13,412,000 | 0.81% | ||
| 27 | Texas Yale Capital Corp. | 125,781 | 13,304,000 | 0.81% | ||
| 28 | Creative Planning | 125,587 | 13,283,000 | 0.80% | ||
| 29 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 117,534 | 12,431,000 | 0.75% | ||
| 30 | Summit Equities Inc | 114,017 | 12,059,000 | 0.73% | ||
| 31 | Composition Wealth, LLC | 113,713 | 12,027,000 | 0.73% | ||
| 32 | ARS Wealth Advisors, LLC | 110,567 | 11,695,000 | 0.71% | ||
| 33 | Financial Planning & Information Services, Inc. | 113,031 | 10,862,000 | 0.66% | ||
| 34 | Zhang Financial LLC | 100,721 | 10,653,000 | 0.65% | ||
| 35 | HighTower Advisors, LLC | 95,791 | 10,132,000 | 0.61% | ||
| 36 | LINCOLN NATIONAL CORP | 93,947 | 9,937,000 | 0.60% | ||
| 37 | Carlson Capital Management | 89,119 | 9,426,000 | 0.57% | ||
| 38 | OPPENHEIMER & CO INC | 87,728 | 9,279,000 | 0.56% | ||
| 39 | QUEST INVESTMENT MANAGEMENT LLC | 86,445 | 9,143,000 | 0.55% | ||
| 40 | FIFTH THIRD BANCORP | 83,917 | 8,876,000 | 0.54% | ||
| 41 | J.P. Morgan Private Wealth Advisors LLC | 83,146 | 8,794,000 | 0.53% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 75,664 | 8,003,000 | 0.48% | ||
| 43 | Ifrah Financial Services, Inc. | 74,771 | 7,909,000 | 0.48% | ||
| 44 | Cambridge Investment Research Advisors, Inc. | 68,229 | 7,217,000 | 0.44% | ||
| 45 | PEAPACK GLADSTONE FINANCIAL CORP | 61,589 | 6,514,268 | 0.39% | ||
| 46 | FORTE CAPITAL LLC /ADV | 59,185 | 6,260,000 | 0.38% | ||
| 47 | Roof Eidam Maycock Peralta, LLC | 57,641 | 6,097,000 | 0.37% | ||
| 48 | Cerity Partners OCIO LLC | 57,024 | 6,031,000 | 0.37% | ||
| 49 | Garde Capital, Inc. | 56,780 | 6,006,000 | 0.36% | ||
| 50 | BUCKINGHAM STRATEGIC WEALTH, LLC | 54,988 | 5,816,000 | 0.35% |
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.
