| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 792,182 | 65,664,000 | 12.88% | ||
| 2 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 482,398 | 39,986,000 | 7.85% | ||
| 3 | Verus Financial Partners, Inc. | 448,911 | 37,210,000 | 7.30% | ||
| 4 | UBS Group AG | 378,911 | 31,408,000 | 6.16% | ||
| 5 | MORGAN STANLEY | 373,625 | 30,970,000 | 6.08% | ||
| 6 | WELLS FARGO & COMPANY/MN | 359,326 | 29,785,000 | 5.84% | ||
| 7 | BANCORPSOUTH INC | 351,932 | 29,171,000 | 5.72% | ||
| 8 | Ancora Advisors LLC | 282,070 | 23,381,000 | 4.59% | ||
| 9 | Evensky & Katz LLC | 214,029 | 17,740,000 | 3.48% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 191,175 | 15,846,000 | 3.11% | ||
| 11 | LPL Financial LLC | 190,874 | 15,822,000 | 3.10% | ||
| 12 | LEAVELL INVESTMENT MANAGEMENT, INC. | 165,679 | 13,733,000 | 2.69% | ||
| 13 | Commonwealth Equity Services, Inc | 120,558 | 9,993,000 | 1.96% | ||
| 14 | NIPPON LIFE INSURANCE CO | 115,900 | 9,607,000 | 1.88% | ||
| 15 | JANE STREET GROUP, LLC | 111,051 | 9,205,000 | 1.81% | ||
| 16 | Bank of New York Mellon Corp | 108,395 | 8,985,000 | 1.76% | ||
| 17 | Cambridge Investment Research Advisors, Inc. | 73,810 | 6,118,000 | 1.20% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 72,534 | 6,012,000 | 1.18% | ||
| 19 | Capital Advantage, Inc. | 72,159 | 5,981,000 | 1.17% | ||
| 20 | American Investment Services, Inc. | 69,936 | 5,797,000 | 1.14% | ||
| 21 | J.P. Morgan Private Wealth Advisors LLC | 68,957 | 5,716,000 | 1.12% | ||
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 66,803 | 5,537,000 | 1.09% | ||
| 23 | ALLIANCEBERNSTEIN L.P. | 62,945 | 5,218,000 | 1.02% | ||
| 24 | SOL Capital Management CO | 62,698 | 5,197,000 | 1.02% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 53,056 | 4,397,000 | 0.86% | ||
| 26 | Creative Planning | 52,172 | 4,325,000 | 0.85% | ||
| 27 | Paracle Advisors, LLC | 49,609 | 4,112,000 | 0.81% | ||
| 28 | Bank Pictet & Cie (Europe) AG | 48,350 | 4,008,000 | 0.79% | ||
| 29 | Portfolio Solutions, LLC | 44,128 | 3,658,000 | 0.72% | ||
| 30 | Brouwer & Janachowski, LLC | 42,184 | 3,497,000 | 0.69% | ||
| 31 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 41,025 | 3,479,000 | 0.68% | ||
| 32 | Capital Investment Advisors, LLC | 40,415 | 3,350,000 | 0.66% | ||
| 33 | Baker Ellis Asset Management LLC | 36,837 | 3,053,000 | 0.60% | ||
| 34 | STOKES & HUBBELL CAPITAL MANAGEMENT, LLC | 34,325 | 2,845,000 | 0.56% | ||
| 35 | ADVISOR GROUP, INC. | 33,445 | 2,773,000 | 0.54% | ||
| 36 | RWA WEALTH PARTNERS, LLC | 30,169 | 2,501,000 | 0.49% | ||
| 37 | AMERIPRISE FINANCIAL INC | 29,839 | 2,473,000 | 0.49% | ||
| 38 | PARALLEL ADVISORS, LLC | 26,756 | 2,263,000 | 0.44% | ||
| 39 | ROYAL BANK OF CANADA | 24,058 | 1,994,000 | 0.39% | ||
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,600 | 1,625,000 | 0.32% | Call | |
| 41 | BAIRD FINANCIAL GROUP, INC. | 17,233 | 1,428,000 | 0.28% | ||
| 42 | NEXT Financial Group, Inc | 16,940 | 1,404,000 | 0.28% | ||
| 43 | Clarkston Capital Partners, LLC | 15,347 | 1,272,000 | 0.25% | ||
| 44 | PNC FINANCIAL SERVICES GROUP, INC. | 14,330 | 1,188,000 | 0.23% | ||
| 45 | Legacy Private Trust Co. | 13,117 | 1,087,000 | 0.21% | ||
| 46 | HighTower Advisors, LLC | 12,378 | 1,027,000 | 0.20% | ||
| 47 | INVESTMENT CENTERS OF AMERICA INC | 12,140 | 1,008,000 | 0.20% | ||
| 48 | MML INVESTORS SERVICES, INC. | 11,911 | 987,000 | 0.19% | ||
| 49 | GOOD LIFE ADVISORS, LLC | 11,759 | 976,000 | 0.19% | ||
| 50 | B. Riley Wealth Advisors, Inc. | 10,559 | 876,000 | 0.17% |
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.
