| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,556,847 | 91,900,000 | 16.44% | ||
| 2 | MORGAN STANLEY | 1,368,449 | 80,780,000 | 14.45% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 1,310,176 | 77,339,000 | 13.83% | ||
| 4 | UBS Group AG | 891,218 | 52,609,000 | 9.41% | ||
| 5 | LINCOLN NATIONAL CORP | 673,427 | 39,752,000 | 7.11% | ||
| 6 | HEARTWOOD WEALTH MANAGEMENT LTD | 428,008 | 25,265,000 | 4.52% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 415,556 | 24,530,000 | 4.39% | ||
| 8 | HighTower Advisors, LLC | 315,175 | 18,609,000 | 3.33% | ||
| 9 | ASSETMARK, INC | 293,987 | 17,354,000 | 3.10% | ||
| 10 | Capital Advantage, Inc. | 239,187 | 14,119,000 | 2.53% | ||
| 11 | LPL Financial LLC | 202,710 | 11,859,000 | 2.12% | ||
| 12 | Savant Capital, LLC | 185,281 | 10,937,000 | 1.96% | ||
| 13 | Alexandria Capital, LLC | 170,382 | 10,058,000 | 1.80% | ||
| 14 | Avior Wealth Management, LLC | 143,041 | 8,444,000 | 1.51% | ||
| 15 | AMERIPRISE FINANCIAL INC | 123,455 | 7,288,000 | 1.30% | ||
| 16 | GOLDMAN SACHS GROUP INC | 122,200 | 7,213,000 | 1.29% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 77,782 | 4,591,000 | 0.82% | ||
| 18 | Blue Edge Capital, LLC | 52,788 | 4,383,516 | 0.78% | ||
| 19 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 77,458 | 4,251,000 | 0.76% | ||
| 20 | TEXAS CAPITAL BANCSHARES INC/TX | 70,578 | 4,166,000 | 0.75% | ||
| 21 | WELLS FARGO & COMPANY/MN | 66,316 | 3,915,000 | 0.70% | ||
| 22 | SOL Capital Management CO | 56,950 | 3,362,000 | 0.60% | ||
| 23 | ROBERTS GLORE & CO INC /IL/ | 51,355 | 3,031,000 | 0.54% | ||
| 24 | JANE STREET GROUP, LLC | 48,663 | 2,873,000 | 0.51% | ||
| 25 | M&T BANK CORP | 45,865 | 2,708,000 | 0.48% | ||
| 26 | Ifrah Financial Services, Inc. | 37,368 | 2,206,000 | 0.39% | ||
| 27 | Checchi Capital Advisers, LLC | 34,509 | 2,037,000 | 0.36% | ||
| 28 | D.A. DAVIDSON & CO. | 32,479 | 1,917,000 | 0.34% | ||
| 29 | FARMERS & MERCHANTS INVESTMENTS INC | 31,224 | 1,843,000 | 0.33% | ||
| 30 | STEPHENS INC /AR/ | 26,838 | 1,584,000 | 0.28% | ||
| 31 | OLD NATIONAL BANCORP /IN/ | 25,659 | 1,515,000 | 0.27% | ||
| 32 | VSR Financial Services, Inc. | 19,680 | 1,162,000 | 0.21% | ||
| 33 | Commonwealth Equity Services, Inc | 17,884 | 1,056,000 | 0.19% | ||
| 34 | ETRADE Capital Management LLC | 15,421 | 910,000 | 0.16% | ||
| 35 | CITADEL ADVISORS LLC | 14,578 | 861,000 | 0.15% | ||
| 36 | STIFEL FINANCIAL CORP | 14,366 | 849,000 | 0.15% | ||
| 37 | Private Advisor Group, LLC | 13,633 | 805,000 | 0.14% | ||
| 38 | Cetera Advisors LLC | 13,289 | 784,000 | 0.14% | ||
| 39 | VICUS CAPITAL | 12,971 | 766,000 | 0.14% | ||
| 40 | Cambridge Investment Research Advisors, Inc. | 11,694 | 690,000 | 0.12% | ||
| 41 | Ballentine Partners, LLC | 10,700 | 632,000 | 0.11% | ||
| 42 | KING LUTHER CAPITAL MANAGEMENT CORP | 10,025 | 592,000 | 0.11% | ||
| 43 | Charles Schwab Investment Advisory, Inc. | 8,450 | 499,000 | 0.09% | ||
| 44 | CITIGROUP INC | 8,358 | 493,000 | 0.09% | ||
| 45 | McKinley Carter Wealth Services, Inc. | 8,357 | 493,000 | 0.09% | ||
| 46 | ROYAL BANK OF CANADA | 8,287 | 489,000 | 0.09% | ||
| 47 | FIRST NATIONAL BANK OF OMAHA | 7,862 | 464,000 | 0.08% | ||
| 48 | NORTHERN TRUST CORP | 7,830 | 462,000 | 0.08% | ||
| 49 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,732 | 457,000 | 0.08% | ||
| 50 | Plancorp, LLC | 7,507 | 443,000 | 0.08% |
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.
