| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,581,263 | 87,349,000 | 18.81% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 1,245,673 | 68,811,000 | 14.82% | ||
| 3 | MORGAN STANLEY | 1,203,414 | 66,477,000 | 14.32% | ||
| 4 | UBS Group AG | 680,877 | 37,612,000 | 8.10% | ||
| 5 | LINCOLN NATIONAL CORP | 654,862 | 36,175,000 | 7.79% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 415,346 | 22,944,000 | 4.94% | ||
| 7 | HighTower Advisors, LLC | 318,176 | 17,577,000 | 3.79% | ||
| 8 | Capital Advantage, Inc. | 294,695 | 16,279,000 | 3.51% | ||
| 9 | Savant Capital, LLC | 184,363 | 10,184,000 | 2.19% | ||
| 10 | Alexandria Capital, LLC | 168,605 | 9,314,000 | 2.01% | ||
| 11 | TEXAS CAPITAL BANCSHARES INC/TX | 144,796 | 7,999,000 | 1.72% | ||
| 12 | Avior Wealth Management, LLC | 142,205 | 7,855,000 | 1.69% | ||
| 13 | Bank Pictet & Cie (Europe) AG | 128,000 | 7,071,000 | 1.52% | ||
| 14 | GOLDMAN SACHS GROUP INC | 122,200 | 6,750,000 | 1.45% | ||
| 15 | AMERIPRISE FINANCIAL INC | 115,234 | 6,366,000 | 1.37% | ||
| 16 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 77,892 | 4,442,000 | 0.96% | ||
| 17 | LPL Financial LLC | 77,354 | 4,422,000 | 0.95% | ||
| 18 | ASSETMARK, INC | 75,134 | 4,150,000 | 0.89% | ||
| 19 | Blue Edge Capital, LLC | 50,545 | 3,929,213 | 0.85% | ||
| 20 | WELLS FARGO & COMPANY/MN | 53,943 | 2,980,000 | 0.64% | ||
| 21 | ROBERTS GLORE & CO INC /IL/ | 51,404 | 2,840,000 | 0.61% | ||
| 22 | SOL Capital Management CO | 50,795 | 2,806,000 | 0.60% | ||
| 23 | M&T BANK CORP | 45,938 | 2,538,000 | 0.55% | ||
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,122 | 2,216,000 | 0.48% | ||
| 25 | Checchi Capital Advisers, LLC | 38,361 | 2,119,000 | 0.46% | ||
| 26 | Ifrah Financial Services, Inc. | 37,351 | 2,063,000 | 0.44% | ||
| 27 | OLD NATIONAL BANCORP /IN/ | 32,168 | 1,777,000 | 0.38% | ||
| 28 | FARMERS & MERCHANTS INVESTMENTS INC | 30,620 | 1,691,000 | 0.36% | ||
| 29 | D.A. DAVIDSON & CO. | 29,748 | 1,643,000 | 0.35% | ||
| 30 | STEPHENS INC /AR/ | 24,346 | 1,345,000 | 0.29% | ||
| 31 | Raymond James Financial Services Advisors, Inc. | 23,012 | 1,271,000 | 0.27% | ||
| 32 | VSR Financial Services, Inc. | 19,435 | 1,074,000 | 0.23% | ||
| 33 | Commonwealth Equity Services, Inc | 15,324 | 846,000 | 0.18% | ||
| 34 | ETRADE Capital Management LLC | 14,476 | 800,000 | 0.17% | ||
| 35 | STIFEL FINANCIAL CORP | 14,366 | 794,000 | 0.17% | ||
| 36 | Cetera Advisors LLC | 12,182 | 673,000 | 0.14% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 11,584 | 640,000 | 0.14% | ||
| 38 | Ballentine Partners, LLC | 10,700 | 591,000 | 0.13% | ||
| 39 | ROYAL BANK OF CANADA | 10,692 | 591,000 | 0.13% | ||
| 40 | VICUS CAPITAL | 10,255 | 567,000 | 0.12% | ||
| 41 | Private Advisor Group, LLC | 9,024 | 498,000 | 0.11% | ||
| 42 | McKinley Carter Wealth Services, Inc. | 8,914 | 492,000 | 0.11% | ||
| 43 | CITIGROUP INC | 8,892 | 491,000 | 0.11% | ||
| 44 | JANE STREET GROUP, LLC | 8,429 | 466,000 | 0.10% | ||
| 45 | Timber Hill LLC | 7,935 | 438,000 | 0.09% | ||
| 46 | FIRST NATIONAL BANK OF OMAHA | 7,862 | 434,000 | 0.09% | ||
| 47 | NORTHERN TRUST CORP | 7,830 | 433,000 | 0.09% | ||
| 48 | BROWN BROTHERS HARRIMAN & CO | 6,711 | 371,000 | 0.08% | ||
| 49 | Waldron Private Wealth LLC | 6,084 | 336,000 | 0.07% | ||
| 50 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,054 | 334,000 | 0.07% |
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.
