| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,043,235 | 95,162,000 | 23.44% | ||
| 2 | LPL Financial LLC | 2,350,163 | 73,020,000 | 17.99% | ||
| 3 | UBS Group AG | 1,321,664 | 41,328,000 | 10.18% | ||
| 4 | MORGAN STANLEY | 874,758 | 27,354,000 | 6.74% | ||
| 5 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 617,808 | 19,319,000 | 4.76% | ||
| 6 | HighTower Advisors, LLC | 520,168 | 16,266,000 | 4.01% | ||
| 7 | USCA RIA LLC | 498,162 | 15,931,000 | 3.92% | ||
| 8 | GFS Advisors, LLC | 498,162 | 15,931,000 | 3.92% | ||
| 9 | Jacobus Wealth Management, Inc. | 371,783 | 11,626,000 | 2.86% | ||
| 10 | Live Your Vision, LLC | 339,543 | 10,618,000 | 2.62% | ||
| 11 | RELATIVE VALUE PARTNERS GROUP, LLC | 303,804 | 9,220,000 | 2.27% | ||
| 12 | Carroll Financial Associates, Inc. | 170,844 | 5,342,000 | 1.32% | ||
| 13 | Private Advisor Group, LLC | 161,913 | 5,063,000 | 1.25% | ||
| 14 | FIDUCIARY GROUP, LLC | 155,549 | 4,864,000 | 1.20% | ||
| 15 | Homrich & Berg | 153,687 | 4,806,000 | 1.18% | ||
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 137,303 | 4,294,000 | 1.06% | ||
| 17 | VENTURI WEALTH MANAGEMENT, LLC | 91,380 | 2,857,000 | 0.70% | ||
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 90,665 | 2,835,000 | 0.70% | ||
| 19 | SYNOVUS FINANCIAL CORP | 85,639 | 2,678,000 | 0.66% | ||
| 20 | WELLS FARGO & COMPANY/MN | 78,479 | 2,454,000 | 0.60% | ||
| 21 | Country Club Trust Company, n.a. | 69,671 | 2,179,000 | 0.54% | ||
| 22 | J.P. Morgan Private Wealth Advisors LLC | 68,970 | 2,157,000 | 0.53% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 61,944 | 1,937,000 | 0.48% | ||
| 24 | LVM CAPITAL MANAGEMENT LTD/MI | 58,295 | 1,823,000 | 0.45% | ||
| 25 | JANE STREET GROUP, LLC | 57,691 | 1,804,000 | 0.44% | ||
| 26 | Private Wealth Advisors, Inc. | 53,458 | 1,672,000 | 0.41% | ||
| 27 | SG Americas Securities, LLC | 51,451 | 1,609,000 | 0.40% | ||
| 28 | D.A. DAVIDSON & CO. | 51,090 | 1,597,000 | 0.39% | ||
| 29 | INTERACTIVE FINANCIAL ADVISORS, INC. | 49,421 | 1,545,000 | 0.38% | ||
| 30 | ROYAL BANK OF CANADA | 43,141 | 1,349,000 | 0.33% | ||
| 31 | RAYMOND JAMES & ASSOCIATES | 41,624 | 1,302,000 | 0.32% | ||
| 32 | Orion Porfolio Solutions, LLC | 41,482 | 1,297,000 | 0.32% | ||
| 33 | Cetera Advisor Networks LLC | 40,660 | 1,272,000 | 0.31% | ||
| 34 | GOLDMAN SACHS GROUP INC | 39,140 | 1,224,000 | 0.30% | ||
| 35 | STIFEL FINANCIAL CORP | 32,410 | 1,013,000 | 0.25% | ||
| 36 | Ancora Advisors LLC | 31,488 | 985,000 | 0.24% | ||
| 37 | EMERSON INVESTMENT MANAGEMENT, LLC | 31,335 | 980,000 | 0.24% | ||
| 38 | Kovack Advisors, Inc. | 27,923 | 873,000 | 0.22% | ||
| 39 | ALBION FINANCIAL GROUP /UT | 26,183 | 819,000 | 0.20% | ||
| 40 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 25,552 | 799,000 | 0.20% | ||
| 41 | OPTIMUM INVESTMENT ADVISORS | 21,855 | 683,000 | 0.17% | ||
| 42 | COLORADO CAPITAL MANAGEMENT, INC. | 20,733 | 648,000 | 0.16% | ||
| 43 | Janney Montgomery Scott LLC | 20,305 | 635,000 | 0.16% | ||
| 44 | Raymond James Financial Services Advisors, Inc. | 20,257 | 633,000 | 0.16% | ||
| 45 | Commonwealth Equity Services, Inc | 18,653 | 583,000 | 0.14% | ||
| 46 | IFP ADVISORS, INC | 11,372 | 356,000 | 0.09% | ||
| 47 | Transamerica Financial Advisors, LLC | 11,090 | 347,000 | 0.09% | ||
| 48 | JANE STREET GROUP, LLC | 11,000 | 344,000 | 0.08% | Call | |
| 49 | LINCOLN NATIONAL CORP | 10,706 | 335,000 | 0.08% | ||
| 50 | CAPITAL MANAGEMENT CORP /VA | 10,040 | 314,000 | 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.
