| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 4,725,110 | 209,606,000 | 21.67% | ||
| 2 | RiverFront Investment Group, LLC | 2,939,071 | 130,377,000 | 13.48% | ||
| 3 | MORGAN STANLEY | 2,726,066 | 120,928,000 | 12.50% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,631,739 | 72,384,000 | 7.48% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 907,653 | 40,263,000 | 4.16% | ||
| 6 | Cetera Advisor Networks LLC | 807,973 | 35,865,000 | 3.71% | ||
| 7 | UBS Group AG | 795,542 | 35,290,000 | 3.65% | ||
| 8 | Simply Money Advisors | 772,884 | 34,285,000 | 3.54% | ||
| 9 | Lenox Wealth Advisors, LLC | 567,933 | 25,194,000 | 2.60% | ||
| 10 | Raymond James Financial Services Advisors, Inc. | 536,961 | 23,820,000 | 2.46% | ||
| 11 | LPL Financial LLC | 486,977 | 21,758,000 | 2.25% | ||
| 12 | RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC | 366,658 | 16,457,000 | 1.70% | ||
| 13 | Callan Capital, LLC | 337,585 | 14,975,000 | 1.55% | ||
| 14 | WELLS FARGO & COMPANY/MN | 332,342 | 14,743,000 | 1.52% | ||
| 15 | Gradient Investments LLC | 322,927 | 14,325,000 | 1.48% | ||
| 16 | GOLDMAN SACHS GROUP INC | 308,196 | 13,672,000 | 1.41% | ||
| 17 | Carroll Financial Associates, Inc. | 249,289 | 11,058,000 | 1.14% | ||
| 18 | Financial Management Professionals, Inc. | 220,795 | 9,704,000 | 1.00% | ||
| 19 | Janney Montgomery Scott LLC | 198,487 | 8,805,000 | 0.91% | ||
| 20 | ADVISOR GROUP, INC. | 187,994 | 8,340,000 | 0.86% | ||
| 21 | BB&T SECURITIES, LLC | 177,025 | 7,712,000 | 0.80% | ||
| 22 | FLINTON CAPITAL MANAGEMENT LLC | 169,490 | 7,519,000 | 0.78% | ||
| 23 | RIVERHEAD CAPITAL MANAGEMENT LLC | 166,221 | 7,374,000 | 0.76% | ||
| 24 | TYERS ASSET MANAGEMENT LLC | 139,580 | 6,192,000 | 0.64% | ||
| 25 | NEUBURGH ADVISERS LLC | 109,670 | 4,865,000 | 0.50% | ||
| 26 | ROYAL BANK OF CANADA | 108,812 | 4,827,000 | 0.50% | ||
| 27 | HighTower Advisors, LLC | 104,761 | 4,647,000 | 0.48% | ||
| 28 | SFMG, LLC | 100,487 | 4,458,000 | 0.46% | ||
| 29 | SG Americas Securities, LLC | 98,183 | 4,355,000 | 0.45% | ||
| 30 | JANE STREET GROUP, LLC | 97,943 | 4,345,000 | 0.45% | ||
| 31 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 83,829 | 3,745,000 | 0.39% | ||
| 32 | MEADOW CREEK INVESTMENT MANAGEMENT LLC | 79,760 | 3,538,000 | 0.37% | ||
| 33 | HEFTY WEALTH PARTNERS | 78,295 | 3,473,000 | 0.36% | ||
| 34 | SILICON VALLEY CAPITAL PARTNERS | 74,571 | 3,308,000 | 0.34% | ||
| 35 | Commonwealth Equity Services, Inc | 73,852 | 3,276,000 | 0.34% | ||
| 36 | ENVESTNET ASSET MANAGEMENT INC | 65,307 | 2,898,000 | 0.30% | ||
| 37 | BKS ADVISORS, LLC | 55,625 | 2,468,000 | 0.26% | ||
| 38 | Choate Investment Advisors | 51,225 | 2,272,341 | 0.23% | ||
| 39 | Accuvest Global Advisors | 43,765 | 1,941,000 | 0.20% | ||
| 40 | BNP PARIBAS FINANCIAL MARKETS | 39,002 | 1,730,129 | 0.18% | ||
| 41 | MACROVIEW INVESTMENT MANAGEMENT LLC | 30,486 | 1,352,000 | 0.14% | ||
| 42 | E&G Advisors, LP | 29,225 | 1,296,000 | 0.13% | ||
| 43 | MSI Financial Services Inc | 27,430 | 1,217,000 | 0.13% | ||
| 44 | LAUREL WEALTH ADVISORS, INC. | 26,437 | 1,172,000 | 0.12% | ||
| 45 | M&T BANK CORP | 25,108 | 1,114,000 | 0.12% | ||
| 46 | Stonehearth Capital Management, LLC | 23,369 | 1,037,000 | 0.11% | ||
| 47 | BLB&B Advisors, LLC | 22,230 | 986,000 | 0.10% | ||
| 48 | CAMG SOLAMERE MANAGEMENT, LLC | 22,130 | 982,000 | 0.10% | ||
| 49 | FLOW TRADERS U.S. LLC | 21,065 | 934,000 | 0.10% | ||
| 50 | MERIDIAN WEALTH MANAGEMENT, LLC | 20,460 | 908,000 | 0.09% |
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.
