| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,865,413 | 155,688,000 | 16.22% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 1,794,336 | 149,755,000 | 15.60% | ||
| 3 | MORGAN STANLEY | 1,572,878 | 131,273,000 | 13.67% | ||
| 4 | SYNOVUS FINANCIAL CORP | 890,030 | 74,283,000 | 7.74% | ||
| 5 | UBS Group AG | 701,426 | 58,541,000 | 6.10% | ||
| 6 | LINCOLN NATIONAL CORP | 513,695 | 42,873,000 | 4.47% | ||
| 7 | ASSETMARK, INC | 503,761 | 42,044,000 | 4.38% | ||
| 8 | WELLS FARGO & COMPANY/MN | 374,422 | 31,249,000 | 3.26% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 257,274 | 21,472,000 | 2.24% | ||
| 10 | Focused Wealth Management, Inc | 241,689 | 20,171,000 | 2.10% | ||
| 11 | LPL Financial LLC | 226,789 | 19,039,000 | 1.98% | ||
| 12 | HighTower Advisors, LLC | 209,992 | 17,531,000 | 1.83% | ||
| 13 | Commonwealth Equity Services, Inc | 189,746 | 15,836,000 | 1.65% | ||
| 14 | FINANCIAL ENHANCEMENT GROUP LLC | 170,043 | 14,192,000 | 1.48% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 143,683 | 11,991,000 | 1.25% | ||
| 16 | FC ADVISORY LLC | 137,694 | 11,492,000 | 1.20% | ||
| 17 | Avior Wealth Management, LLC | 124,288 | 10,373,000 | 1.08% | ||
| 18 | VENTURI WEALTH MANAGEMENT, LLC | 111,122 | 9,274,000 | 0.97% | ||
| 19 | Alexandria Capital, LLC | 106,285 | 8,871,000 | 0.92% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 96,913 | 8,089,000 | 0.84% | ||
| 21 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 91,666 | 7,650,000 | 0.80% | ||
| 22 | SOL Capital Management CO | 75,170 | 6,274,000 | 0.65% | ||
| 23 | ROYAL BANK OF CANADA | 73,357 | 6,121,000 | 0.64% | ||
| 24 | AMERIPRISE FINANCIAL INC | 65,726 | 5,485,000 | 0.57% | ||
| 25 | ETF Portfolio Partners, Inc. | 62,772 | 5,239,000 | 0.55% | ||
| 26 | ETRADE Capital Management LLC | 62,188 | 5,190,000 | 0.54% | ||
| 27 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 44,350 | 3,723,000 | 0.39% | ||
| 28 | M&T BANK CORP | 39,610 | 3,306,000 | 0.34% | ||
| 29 | Bank of New York Mellon Corp | 39,481 | 3,295,000 | 0.34% | ||
| 30 | OARSMAN CAPITAL, INC. | 34,871 | 2,910,000 | 0.30% | ||
| 31 | D.A. DAVIDSON & CO. | 32,502 | 2,712,000 | 0.28% | ||
| 32 | OLD NATIONAL BANCORP /IN/ | 32,080 | 2,677,000 | 0.28% | ||
| 33 | SALEM INVESTMENT COUNSELORS INC | 31,877 | 2,660,000 | 0.28% | ||
| 34 | Ifrah Financial Services, Inc. | 31,386 | 2,620,000 | 0.27% | ||
| 35 | BAINCO INTERNATIONAL INVESTORS | 28,223 | 2,355,000 | 0.25% | ||
| 36 | ENVESTNET ASSET MANAGEMENT INC | 27,963 | 2,334,000 | 0.24% | ||
| 37 | Checchi Capital Advisers, LLC | 27,736 | 2,315,000 | 0.24% | ||
| 38 | COMERICA BANK | 22,094 | 1,943,000 | 0.20% | ||
| 39 | BLAIR WILLIAM & CO/IL | 22,424 | 1,872,000 | 0.20% | ||
| 40 | DARWIN WEALTH MANAGEMENT, LLC | 21,690 | 1,810,000 | 0.19% | ||
| 41 | STEPHENS INC /AR/ | 19,723 | 1,646,000 | 0.17% | ||
| 42 | VANGUARD GROUP INC | 19,464 | 1,624,000 | 0.17% | ||
| 43 | Creative Planning | 15,502 | 1,294,000 | 0.13% | ||
| 44 | GOLDMAN SACHS GROUP INC | 14,966 | 1,249,000 | 0.13% | ||
| 45 | Private Advisor Group, LLC | 14,475 | 1,215,000 | 0.13% | ||
| 46 | DEARBORN PARTNERS LLC | 13,715 | 1,145,000 | 0.12% | ||
| 47 | Cambridge Investment Research Advisors, Inc. | 13,366 | 1,116,000 | 0.12% | ||
| 48 | Janney Montgomery Scott LLC | 12,463 | 1,035,000 | 0.11% | ||
| 49 | SII INVESTMENTS INC/WI | 11,342 | 947,000 | 0.10% | ||
| 50 | SHINE INVESTMENT ADVISORY SERVICES INC | 11,328 | 945,000 | 0.10% |
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.
