| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,627,003 | 135,595,000 | 17.91% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 1,524,527 | 127,054,000 | 16.78% | ||
| 3 | MORGAN STANLEY | 1,082,577 | 90,223,000 | 11.92% | ||
| 4 | UBS Group AG | 538,493 | 44,878,000 | 5.93% | ||
| 5 | SYNOVUS FINANCIAL CORP | 511,430 | 42,622,000 | 5.63% | ||
| 6 | FundX Investment Group, LLC | 492,789 | 41,069,000 | 5.43% | ||
| 7 | LINCOLN NATIONAL CORP | 391,042 | 32,589,000 | 4.30% | ||
| 8 | HighTower Advisors, LLC | 320,320 | 26,695,000 | 3.53% | ||
| 9 | LPL Financial LLC | 211,933 | 17,588,000 | 2.32% | ||
| 10 | Commonwealth Equity Services, Inc | 163,092 | 13,592,000 | 1.80% | ||
| 11 | WELLS FARGO & COMPANY/MN | 157,372 | 13,115,000 | 1.73% | ||
| 12 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 134,914 | 11,244,000 | 1.49% | ||
| 13 | Orion Porfolio Solutions, LLC | 134,834 | 11,237,000 | 1.48% | ||
| 14 | MANAGED ACCOUNT ADVISORS LLC | 124,868 | 10,406,000 | 1.37% | ||
| 15 | Avior Wealth Management, LLC | 106,976 | 8,915,000 | 1.18% | ||
| 16 | Alexandria Capital, LLC | 103,287 | 8,608,000 | 1.14% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 99,976 | 8,332,000 | 1.10% | ||
| 18 | FC ADVISORY LLC | 86,638 | 7,220,000 | 0.95% | ||
| 19 | ROYAL BANK OF CANADA | 79,805 | 6,651,000 | 0.88% | ||
| 20 | GUPTA WEALTH MANAGEMENT LLC | 69,413 | 5,785,000 | 0.76% | ||
| 21 | ETRADE Capital Management LLC | 66,750 | 5,562,000 | 0.73% | ||
| 22 | AMERIPRISE FINANCIAL INC | 65,189 | 5,433,000 | 0.72% | ||
| 23 | SOL Capital Management CO | 63,357 | 5,280,000 | 0.70% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 63,280 | 5,272,000 | 0.70% | ||
| 25 | ETF Portfolio Partners, Inc. | 58,841 | 4,904,000 | 0.65% | ||
| 26 | SG Americas Securities, LLC | 58,391 | 4,866,000 | 0.64% | ||
| 27 | JANE STREET GROUP, LLC | 52,610 | 4,385,000 | 0.58% | ||
| 28 | Bank of New York Mellon Corp | 41,434 | 3,453,000 | 0.46% | ||
| 29 | M&T BANK CORP | 40,199 | 3,351,000 | 0.44% | ||
| 30 | Checchi Capital Advisers, LLC | 38,356 | 3,197,000 | 0.42% | ||
| 31 | SALEM INVESTMENT COUNSELORS INC | 34,577 | 2,882,000 | 0.38% | ||
| 32 | Ifrah Financial Services, Inc. | 33,938 | 2,828,000 | 0.37% | ||
| 33 | OARSMAN CAPITAL, INC. | 31,985 | 2,666,000 | 0.35% | ||
| 34 | COMERICA BANK | 26,020 | 2,168,000 | 0.29% | ||
| 35 | Cambridge Investment Research Advisors, Inc. | 23,044 | 1,920,000 | 0.25% | ||
| 36 | BAINCO INTERNATIONAL INVESTORS | 22,751 | 1,896,000 | 0.25% | ||
| 37 | OLD NATIONAL BANCORP /IN/ | 22,491 | 1,874,000 | 0.25% | ||
| 38 | CREDIT SUISSE AG/ | 21,763 | 1,814,000 | 0.24% | ||
| 39 | DEARBORN PARTNERS LLC | 18,932 | 1,578,000 | 0.21% | ||
| 40 | BANQUE PICTET & CIE SA | 18,200 | 1,517,000 | 0.20% | ||
| 41 | Raymond James Financial Services Advisors, Inc. | 15,090 | 1,258,000 | 0.17% | ||
| 42 | Janney Montgomery Scott LLC | 14,547 | 1,212,000 | 0.16% | ||
| 43 | Bank Pictet & Cie (Europe) AG | 14,400 | 1,200,000 | 0.16% | ||
| 44 | ENVESTNET ASSET MANAGEMENT INC | 14,000 | 1,167,000 | 0.15% | ||
| 45 | SHINE INVESTMENT ADVISORY SERVICES INC | 13,074 | 1,090,000 | 0.14% | ||
| 46 | STEPHENS INC /AR/ | 12,864 | 1,072,000 | 0.14% | ||
| 47 | Creative Planning | 12,099 | 1,008,000 | 0.13% | ||
| 48 | MILLENNIUM MANAGEMENT LLC | 11,526 | 961,000 | 0.13% | ||
| 49 | D.A. DAVIDSON & CO. | 11,058 | 921,000 | 0.12% | ||
| 50 | Horizon Investment Services, LLC | 10,981 | 915,000 | 0.12% |
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.