| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,108,207 | 54,391,000 | 30.72% | ||
| 2 | FIFTH THIRD BANCORP | 645,755 | 31,694,000 | 17.90% | ||
| 3 | BBVA USA Bancshares, Inc. | 397,110 | 19,490,000 | 11.01% | ||
| 4 | MORGAN STANLEY | 229,019 | 11,240,000 | 6.35% | ||
| 5 | Commonwealth Equity Services, Inc | 228,759 | 11,227,000 | 6.34% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 227,660 | 11,174,000 | 6.31% | ||
| 7 | WELLS FARGO & COMPANY/MN | 223,565 | 10,973,000 | 6.20% | ||
| 8 | Evanson Asset Management, LLC | 213,155 | 10,462,000 | 5.91% | ||
| 9 | Linscomb Wealth, Inc. | 102,881 | 5,049,000 | 2.85% | ||
| 10 | MOTCO | 30,120 | 1,478,000 | 0.83% | ||
| 11 | BLAIR WILLIAM & CO/IL | 29,635 | 1,454,000 | 0.82% | ||
| 12 | UBS AG | 25,219 | 1,238,000 | 0.70% | ||
| 13 | Aris Wealth Services, Inc. | 22,783 | 1,118,000 | 0.63% | ||
| 14 | JPMORGAN CHASE & CO | 14,985 | 735,000 | 0.42% | ||
| 15 | Keystone Financial Planning, Inc. | 14,930 | 733,000 | 0.41% | ||
| 16 | ROYAL BANK OF CANADA | 14,219 | 698,000 | 0.39% | ||
| 17 | LPL Financial LLC | 12,028 | 590,000 | 0.33% | ||
| 18 | ATHERTON LANE ADVISERS, LLC | 11,015 | 541,000 | 0.31% | ||
| 19 | Cetera Advisor Networks LLC | 10,238 | 503,000 | 0.28% | ||
| 20 | OLD NATIONAL BANCORP /IN/ | 9,615 | 472,000 | 0.27% | ||
| 21 | Private Advisor Group, LLC | 9,295 | 456,000 | 0.26% | ||
| 22 | COURIER CAPITAL LLC | 6,701 | 329,000 | 0.19% | ||
| 23 | SignalPoint Asset Management, LLC | 4,685 | 230,000 | 0.13% | ||
| 24 | NEW ENGLAND SECURITIES CORP /MA/ | 4,438 | 218,000 | 0.12% | ||
| 25 | Financial Architects, Inc | 2,350 | 115,000 | 0.06% | ||
| 26 | Creative Planning | 2,306 | 113,000 | 0.06% | ||
| 27 | CITIGROUP INC | 1,469 | 72,000 | 0.04% | ||
| 28 | US BANCORP \DE\ | 1,420 | 70,000 | 0.04% | ||
| 29 | ENVESTNET ASSET MANAGEMENT INC | 1,264 | 62,000 | 0.04% | ||
| 30 | Ground Swell Capital, LLC | 763 | 37,000 | 0.02% | ||
| 31 | DEUTSCHE BANK AG\ | 615 | 30,000 | 0.02% | ||
| 32 | B. Riley Wealth Advisors, Inc. | 500 | 24,540 | 0.01% | ||
| 33 | AMERIPRISE FINANCIAL INC | 460 | 23,000 | 0.01% | ||
| 34 | Focused Wealth Management, Inc | 429 | 21,000 | 0.01% | ||
| 35 | Vantage Investment Advisors, LLC | 162 | 8,000 | 0.00% | ||
| 36 | AMERICAN INTERNATIONAL GROUP, INC. | 126 | 6,184 | 0.00% |
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.
