| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,061,797 | 71,813,000 | 13.76% | ||
| 2 | Accredited Investors Inc. | 1,912,516 | 66,613,000 | 12.76% | ||
| 3 | MORGAN STANLEY | 1,644,142 | 57,265,000 | 10.97% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,068,223 | 37,207,000 | 7.13% | ||
| 5 | Creative Planning | 666,636 | 23,219,000 | 4.45% | ||
| 6 | UBS Group AG | 639,065 | 22,259,000 | 4.26% | ||
| 7 | FINANCIAL STRATEGY NETWORK, LLC | 469,547 | 16,587,000 | 3.18% | ||
| 8 | AMERIPRISE FINANCIAL INC | 458,982 | 15,996,000 | 3.06% | ||
| 9 | JANE STREET GROUP, LLC | 444,077 | 15,467,000 | 2.96% | ||
| 10 | Orion Porfolio Solutions, LLC | 354,001 | 12,330,000 | 2.36% | ||
| 11 | M&T BANK CORP | 325,920 | 11,352,000 | 2.17% | ||
| 12 | ASSETMARK, INC | 296,967 | 10,343,000 | 1.98% | ||
| 13 | Cornerstone Capital, Inc. | 260,877 | 9,086,000 | 1.74% | ||
| 14 | Commonwealth Equity Services, Inc | 239,934 | 8,357,000 | 1.60% | ||
| 15 | Cambridge Investment Research Advisors, Inc. | 239,366 | 8,337,000 | 1.60% | ||
| 16 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 227,163 | 7,912,000 | 1.52% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 217,964 | 7,592,000 | 1.45% | ||
| 18 | EisnerAmper Wealth Management Corporate Benefits, LLC | 216,200 | 7,530,000 | 1.44% | ||
| 19 | AUSDAL FINANCIAL PARTNERS, INC. | 206,040 | 7,176,000 | 1.37% | ||
| 20 | Linscomb Wealth, Inc. | 203,136 | 7,075,000 | 1.36% | ||
| 21 | GM Advisory Group, LLC | 163,461 | 5,819,000 | 1.11% | ||
| 22 | LPL Financial LLC | 166,504 | 5,610,000 | 1.07% | ||
| 23 | ROYAL BANK OF CANADA | 145,636 | 5,073,000 | 0.97% | ||
| 24 | McNamara Financial Services, Inc. | 145,526 | 5,069,000 | 0.97% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 119,011 | 4,146,000 | 0.79% | ||
| 26 | BEACON FINANCIAL GROUP | 101,346 | 3,545,000 | 0.68% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 100,466 | 3,499,000 | 0.67% | ||
| 28 | Evanson Asset Management, LLC | 81,899 | 2,852,000 | 0.55% | ||
| 29 | KWMG, LLC | 77,603 | 2,703,000 | 0.52% | ||
| 30 | Camelot Portfolios, LLC | 72,584 | 2,528,000 | 0.48% | ||
| 31 | Parkside Advisors LLC | 69,436 | 2,418,000 | 0.46% | ||
| 32 | GOLDMAN SACHS GROUP INC | 58,901 | 2,052,000 | 0.39% | ||
| 33 | ENVESTNET ASSET MANAGEMENT INC | 54,176 | 1,887,000 | 0.36% | ||
| 34 | JFS WEALTH ADVISORS, LLC | 47,517 | 1,655,000 | 0.32% | ||
| 35 | BANK OF MONTREAL /CAN/ | 44,391 | 1,546,000 | 0.30% | ||
| 36 | Mariner, LLC | 44,209 | 1,540,000 | 0.30% | ||
| 37 | FINANCIAL COUNSELORS INC | 42,900 | 1,494,000 | 0.29% | ||
| 38 | MOLLER WEALTH PARTNERS | 37,171 | 1,295,000 | 0.25% | ||
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,600 | 1,275,000 | 0.24% | Call | |
| 40 | MISSION WEALTH MANAGEMENT, LLC | 36,577 | 1,274,000 | 0.24% | ||
| 41 | LUCAS CAPITAL MANAGEMENT | 35,665 | 1,242,000 | 0.24% | ||
| 42 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 35,044 | 1,221,000 | 0.23% | ||
| 43 | Janney Montgomery Scott LLC | 33,550 | 1,169,000 | 0.22% | ||
| 44 | FLOW TRADERS U.S. LLC | 33,425 | 1,164,000 | 0.22% | ||
| 45 | TRUST CO OF VERMONT | 30,461 | 1,061,000 | 0.20% | ||
| 46 | Coastline Trust Co | 29,775 | 1,037,000 | 0.20% | ||
| 47 | NORTHERN TRUST CORP | 29,250 | 1,019,000 | 0.20% | ||
| 48 | Private Advisor Group, LLC | 29,000 | 1,010,000 | 0.19% | ||
| 49 | MUFG Americas Holdings Corp | 27,385 | 954,000 | 0.18% | ||
| 50 | OLD MISSION CAPITAL LLC | 27,190 | 947,000 | 0.18% |
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.
