| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,061,412 | 171,180,000 | 17.54% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 1,704,187 | 141,515,000 | 14.50% | ||
| 3 | MORGAN STANLEY | 1,263,022 | 104,881,000 | 10.75% | ||
| 4 | SYNOVUS FINANCIAL CORP | 870,263 | 72,265,000 | 7.40% | ||
| 5 | UBS Group AG | 727,059 | 60,375,000 | 6.19% | ||
| 6 | FundX Investment Group, LLC | 541,281 | 44,948,000 | 4.61% | ||
| 7 | LINCOLN NATIONAL CORP | 472,449 | 39,232,000 | 4.02% | ||
| 8 | LPL Financial LLC | 467,848 | 38,169,000 | 3.91% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 339,827 | 28,219,000 | 2.89% | ||
| 10 | HighTower Advisors, LLC | 270,107 | 22,418,000 | 2.30% | ||
| 11 | WELLS FARGO & COMPANY/MN | 208,376 | 17,304,000 | 1.77% | ||
| 12 | ASSETMARK, INC | 207,734 | 17,250,000 | 1.77% | ||
| 13 | Alexandria Capital, LLC | 196,380 | 16,307,000 | 1.67% | ||
| 14 | Commonwealth Equity Services, Inc | 170,858 | 14,188,000 | 1.45% | ||
| 15 | FINANCIAL ENHANCEMENT GROUP LLC | 157,697 | 13,095,000 | 1.34% | ||
| 16 | GUPTA WEALTH MANAGEMENT LLC | 142,819 | 11,860,000 | 1.22% | ||
| 17 | Jackson Wealth Management, LLC | 134,833 | 10,653,000 | 1.09% | ||
| 18 | FC ADVISORY LLC | 117,140 | 9,727,000 | 1.00% | ||
| 19 | Avior Wealth Management, LLC | 115,955 | 9,629,000 | 0.99% | ||
| 20 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 115,209 | 9,567,000 | 0.98% | ||
| 21 | VENTURI WEALTH MANAGEMENT, LLC | 85,270 | 7,081,000 | 0.73% | ||
| 22 | Raymond James Financial Services Advisors, Inc. | 83,040 | 6,896,000 | 0.71% | ||
| 23 | Orion Porfolio Solutions, LLC | 80,185 | 6,658,000 | 0.68% | ||
| 24 | SOL Capital Management CO | 75,756 | 6,291,000 | 0.64% | ||
| 25 | AMERIPRISE FINANCIAL INC | 68,317 | 5,673,000 | 0.58% | ||
| 26 | ETRADE Capital Management LLC | 64,534 | 5,359,000 | 0.55% | ||
| 27 | ROYAL BANK OF CANADA | 63,801 | 5,298,000 | 0.54% | ||
| 28 | ETF Portfolio Partners, Inc. | 61,933 | 5,143,000 | 0.53% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 60,022 | 4,987,000 | 0.51% | ||
| 30 | Bank of New York Mellon Corp | 41,771 | 3,469,000 | 0.36% | ||
| 31 | M&T BANK CORP | 38,947 | 3,234,000 | 0.33% | ||
| 32 | OARSMAN CAPITAL, INC. | 33,648 | 2,794,000 | 0.29% | ||
| 33 | Ifrah Financial Services, Inc. | 32,930 | 2,735,000 | 0.28% | ||
| 34 | SALEM INVESTMENT COUNSELORS INC | 31,031 | 2,577,000 | 0.26% | ||
| 35 | Checchi Capital Advisers, LLC | 27,984 | 2,324,000 | 0.24% | ||
| 36 | TEXAS CAPITAL BANCSHARES INC/TX | 27,906 | 2,317,000 | 0.24% | ||
| 37 | D.A. DAVIDSON & CO. | 27,667 | 2,297,000 | 0.24% | ||
| 38 | ENVESTNET ASSET MANAGEMENT INC | 26,900 | 2,234,000 | 0.23% | ||
| 39 | BAINCO INTERNATIONAL INVESTORS | 26,540 | 2,204,000 | 0.23% | ||
| 40 | CREDIT SUISSE AG/ | 25,387 | 2,108,000 | 0.22% | ||
| 41 | COMERICA BANK | 25,241 | 1,970,000 | 0.20% | ||
| 42 | DEARBORN PARTNERS LLC | 23,656 | 1,964,000 | 0.20% | ||
| 43 | Creative Planning | 22,766 | 1,891,000 | 0.19% | ||
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,208 | 1,761,000 | 0.18% | ||
| 45 | BLAIR WILLIAM & CO/IL | 19,818 | 1,646,000 | 0.17% | ||
| 46 | OLD NATIONAL BANCORP /IN/ | 18,783 | 1,560,000 | 0.16% | ||
| 47 | STEPHENS INC /AR/ | 17,267 | 1,434,000 | 0.15% | ||
| 48 | Private Advisor Group, LLC | 14,431 | 1,198,000 | 0.12% | ||
| 49 | BANQUE PICTET & CIE SA | 13,500 | 1,121,000 | 0.11% | ||
| 50 | MILLENNIUM MANAGEMENT LLC | 13,139 | 1,091,000 | 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.
