| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,950,263 | 395,305,000 | 39.02% | ||
| 2 | Beacon Capital Management, Inc. | 914,861 | 122,582,000 | 12.10% | ||
| 3 | MORGAN STANLEY | 303,045 | 40,605,000 | 4.01% | ||
| 4 | LPL Financial LLC | 268,449 | 36,088,000 | 3.56% | ||
| 5 | WELLS FARGO & COMPANY/MN | 216,440 | 29,001,000 | 2.86% | ||
| 6 | D'Orazio & Associates, Inc. | 213,796 | 28,647,000 | 2.83% | ||
| 7 | UBS Group AG | 196,173 | 26,285,000 | 2.59% | ||
| 8 | M&T BANK CORP | 160,464 | 21,500,000 | 2.12% | ||
| 9 | Commonwealth Equity Services, Inc | 152,154 | 20,387,000 | 2.01% | ||
| 10 | BLANKINSHIP & FOSTER, LLC | 137,298 | 18,397,000 | 1.82% | ||
| 11 | Cambridge Investment Research Advisors, Inc. | 103,790 | 13,907,000 | 1.37% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 98,576 | 13,200,000 | 1.30% | ||
| 13 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 95,081 | 13,014,000 | 1.28% | ||
| 14 | D.A. DAVIDSON & CO. | 83,055 | 11,128,000 | 1.10% | ||
| 15 | OLD NATIONAL BANCORP /IN/ | 70,921 | 9,502,000 | 0.94% | ||
| 16 | AMERIPRISE FINANCIAL INC | 62,170 | 8,337,000 | 0.82% | ||
| 17 | RAND WEALTH, LLC | 61,979 | 8,305,000 | 0.82% | ||
| 18 | BAILARD, INC. | 56,196 | 7,530,000 | 0.74% | ||
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | 51,240 | 6,866,000 | 0.68% | ||
| 20 | XPONANCE LLC | 53,196 | 6,709,000 | 0.66% | ||
| 21 | MSI Financial Services Inc | 49,863 | 6,682,000 | 0.66% | ||
| 22 | HighTower Advisors, LLC | 49,815 | 6,673,000 | 0.66% | ||
| 23 | CITIGROUP INC | 48,432 | 6,489,000 | 0.64% | ||
| 24 | ROYAL BANK OF CANADA | 46,944 | 6,290,000 | 0.62% | ||
| 25 | ADVISOR GROUP, INC. | 46,463 | 6,225,000 | 0.61% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 44,843 | 6,009,000 | 0.59% | ||
| 27 | McKinley Carter Wealth Services, Inc. | 43,207 | 5,789,000 | 0.57% | ||
| 28 | ENVESTNET ASSET MANAGEMENT INC | 38,105 | 5,104,000 | 0.50% | ||
| 29 | NATIONAL PLANNING CORP | 35,548 | 4,831,000 | 0.48% | ||
| 30 | Madden Advisory Services, Inc. | 34,213 | 4,584,000 | 0.45% | ||
| 31 | NEW YORK STATE COMMON RETIREMENT FUND | 33,998 | 4,555,000 | 0.45% | ||
| 32 | Private Advisor Group, LLC | 30,303 | 4,045,000 | 0.40% | ||
| 33 | FMR LLC | 29,781 | 3,990,000 | 0.39% | ||
| 34 | SII INVESTMENTS INC/WI | 28,579 | 3,828,000 | 0.38% | ||
| 35 | CREDIT SUISSE AG/ | 26,159 | 3,505,000 | 0.35% | ||
| 36 | Apriem Advisors | 26,082 | 3,495,000 | 0.34% | ||
| 37 | Visionary Asset Management, Inc. | 25,798 | 3,457,000 | 0.34% | ||
| 38 | EDMOND DE ROTHSCHILD HOLDING S.A. | 23,900 | 3,202,000 | 0.32% | ||
| 39 | FIFTH THIRD BANCORP | 22,473 | 3,011,000 | 0.30% | ||
| 40 | FIRST FINANCIAL CORP /IN/ | 22,034 | 2,953,000 | 0.29% | ||
| 41 | Cetera Advisor Networks LLC | 16,863 | 2,257,000 | 0.22% | ||
| 42 | SUNTRUST BANKS INC | 15,726 | 2,106,000 | 0.21% | ||
| 43 | INTEGRATED WEALTH MANAGEMENT | 15,621 | 2,093,000 | 0.21% | ||
| 44 | Estate Counselors, LLC | 15,000 | 2,010,000 | 0.20% | ||
| 45 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 14,971 | 2,006,000 | 0.20% | ||
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,254 | 1,910,000 | 0.19% | ||
| 47 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 14,212 | 1,904,000 | 0.19% | ||
| 48 | Bartlett & Co. LLC | 13,764 | 1,844,000 | 0.18% | ||
| 49 | Cetera Advisors LLC | 13,077 | 1,750,000 | 0.17% | ||
| 50 | Janney Montgomery Scott LLC | 11,800 | 1,581,000 | 0.16% |
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.
