| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,251,113 | 141,196,000 | 16.04% | ||
| 2 | MORGAN STANLEY | 2,909,464 | 126,358,000 | 14.35% | ||
| 3 | AMERIPRISE FINANCIAL INC | 1,676,759 | 72,822,000 | 8.27% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,101,427 | 47,834,000 | 5.43% | ||
| 5 | GOLDMAN SACHS GROUP INC | 969,076 | 42,087,000 | 4.78% | ||
| 6 | UBS Group AG | 958,486 | 41,627,000 | 4.73% | ||
| 7 | Accredited Investors Inc. | 953,863 | 41,416,000 | 4.70% | ||
| 8 | Orion Porfolio Solutions, LLC | 763,813 | 33,173,000 | 3.77% | ||
| 9 | Creative Planning | 505,545 | 21,956,000 | 2.49% | ||
| 10 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 328,663 | 14,274,000 | 1.62% | ||
| 11 | BEACON FINANCIAL GROUP | 323,033 | 13,809,000 | 1.57% | ||
| 12 | M&T BANK CORP | 304,268 | 13,214,000 | 1.50% | ||
| 13 | Commonwealth Equity Services, Inc | 272,123 | 11,818,000 | 1.34% | ||
| 14 | Cornerstone Capital, Inc. | 254,123 | 11,037,000 | 1.25% | ||
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 247,603 | 10,753,000 | 1.22% | ||
| 16 | Cambridge Investment Research Advisors, Inc. | 244,739 | 10,629,000 | 1.21% | ||
| 17 | ROYAL BANK OF CANADA | 244,587 | 10,622,000 | 1.21% | ||
| 18 | CUTLER INVESTMENT COUNSEL LLC | 204,552 | 8,884,000 | 1.01% | ||
| 19 | First Allied Advisory Services, Inc. | 201,657 | 8,804,000 | 1.00% | ||
| 20 | ENVESTNET ASSET MANAGEMENT INC | 202,392 | 8,790,000 | 1.00% | ||
| 21 | Linscomb Wealth, Inc. | 183,654 | 7,976,000 | 0.91% | ||
| 22 | EisnerAmper Wealth Management Corporate Benefits, LLC | 169,488 | 7,361,000 | 0.84% | ||
| 23 | LPL Financial LLC | 172,665 | 7,280,000 | 0.83% | ||
| 24 | JPMORGAN CHASE & CO | 166,052 | 7,211,000 | 0.82% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 134,378 | 5,836,000 | 0.66% | ||
| 26 | JANE STREET GROUP, LLC | 133,724 | 5,808,000 | 0.66% | ||
| 27 | CITADEL ADVISORS LLC | 119,584 | 5,194,000 | 0.59% | ||
| 28 | ASSETMARK, INC | 115,916 | 5,034,000 | 0.57% | ||
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 107,410 | 4,665,000 | 0.53% | ||
| 30 | BOK Financial Private Wealth, Inc. | 104,404 | 4,534,000 | 0.51% | ||
| 31 | BAIRD FINANCIAL GROUP, INC. | 103,933 | 4,514,000 | 0.51% | ||
| 32 | Evanson Asset Management, LLC | 95,726 | 4,157,000 | 0.47% | ||
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 91,000 | 3,952,000 | 0.45% | Put | |
| 34 | KWMG, LLC | 80,933 | 3,515,000 | 0.40% | ||
| 35 | FINANCIAL COUNSELORS INC | 78,567 | 3,412,000 | 0.39% | ||
| 36 | RAYMOND JAMES & ASSOCIATES | 76,268 | 3,312,000 | 0.38% | ||
| 37 | Parkside Advisors LLC | 66,764 | 2,900,000 | 0.33% | ||
| 38 | TRUST CO OF VERMONT | 65,825 | 2,858,000 | 0.32% | ||
| 39 | CREDIT SUISSE AG/ | 64,036 | 2,781,000 | 0.32% | ||
| 40 | Genesis Wealth Advisors, LLC | 63,271 | 2,747,872 | 0.31% | ||
| 41 | FRANKLIN RESOURCES INC | 63,158 | 2,743,000 | 0.31% | ||
| 42 | BANK OF MONTREAL /CAN/ | 57,395 | 2,493,000 | 0.28% | ||
| 43 | Mariner, LLC | 56,900 | 2,471,000 | 0.28% | ||
| 44 | Janney Montgomery Scott LLC | 50,415 | 2,189,545 | 0.25% | ||
| 45 | HighTower Advisors, LLC | 49,157 | 2,135,000 | 0.24% | ||
| 46 | MUFG Americas Holdings Corp | 47,224 | 2,051,000 | 0.23% | ||
| 47 | JFS WEALTH ADVISORS, LLC | 47,057 | 2,044,000 | 0.23% | ||
| 48 | Concert Wealth Management Inc. | 47,095 | 2,041,000 | 0.23% | ||
| 49 | Ironsides Asset Advisors, LLC | 45,675 | 1,984,000 | 0.23% | ||
| 50 | Private Advisor Group, LLC | 44,806 | 1,946,000 | 0.22% |
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.
