| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,390,329 | 62,555,000 | 23.15% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,767,267 | 46,249,000 | 17.12% | ||
| 3 | 3D ASSET MANAGEMENT, INC | 1,009,317 | 26,414,000 | 9.78% | ||
| 4 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 751,260 | 19,660,000 | 7.28% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 541,368 | 14,168,000 | 5.24% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 336,375 | 8,804,000 | 3.26% | ||
| 7 | WELLS FARGO & COMPANY/MN | 304,828 | 7,977,000 | 2.95% | ||
| 8 | UBS Group AG | 292,144 | 7,645,000 | 2.83% | ||
| 9 | Commonwealth Equity Services, Inc | 291,500 | 7,629,000 | 2.82% | ||
| 10 | FLINTON CAPITAL MANAGEMENT LLC | 288,184 | 7,542,000 | 2.79% | ||
| 11 | RIVERHEAD CAPITAL MANAGEMENT LLC | 282,627 | 7,396,000 | 2.74% | ||
| 12 | TYERS ASSET MANAGEMENT LLC | 237,328 | 6,211,000 | 2.30% | ||
| 13 | JANE STREET GROUP, LLC | 204,159 | 5,343,000 | 1.98% | ||
| 14 | NEUBURGH ADVISERS LLC | 186,472 | 4,880,000 | 1.81% | ||
| 15 | PATTON ALBERTSON MILLER GROUP, LLC | 167,788 | 4,577,000 | 1.69% | ||
| 16 | GOLDMAN SACHS GROUP INC | 138,284 | 3,619,000 | 1.34% | ||
| 17 | FCA CORP /TX | 138,230 | 3,617,000 | 1.34% | ||
| 18 | MEADOW CREEK INVESTMENT MANAGEMENT LLC | 135,616 | 3,549,000 | 1.31% | ||
| 19 | HighTower Advisors, LLC | 135,211 | 3,544,000 | 1.31% | ||
| 20 | Mengis Capital Management, Inc. | 102,670 | 2,686,000 | 0.99% | ||
| 21 | Atria Investments, Inc | 80,105 | 2,096,000 | 0.78% | ||
| 22 | Janney Montgomery Scott LLC | 76,774 | 2,009,000 | 0.74% | ||
| 23 | BOSTON FINANCIAL MANGEMENT LLC | 74,051 | 1,938,000 | 0.72% | ||
| 24 | OLD MISSION CAPITAL LLC | 64,148 | 1,679,000 | 0.62% | ||
| 25 | ROYAL BANK OF CANADA | 54,275 | 1,420,000 | 0.53% | ||
| 26 | Stonehearth Capital Management, LLC | 38,367 | 1,004,000 | 0.37% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 36,900 | 966,000 | 0.36% | ||
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,907 | 914,000 | 0.34% | ||
| 29 | MML INVESTORS SERVICES, INC. | 18,303 | 856,000 | 0.32% | ||
| 30 | FIRST CAPITAL ADVISORS GROUP, LLC. | 29,362 | 768,000 | 0.28% | ||
| 31 | BLB&B Advisors, LLC | 18,230 | 477,000 | 0.18% | ||
| 32 | LPL Financial LLC | 17,498 | 458,000 | 0.17% | ||
| 33 | Carroll Financial Associates, Inc. | 16,195 | 423,000 | 0.16% | ||
| 34 | RFG Advisory, LLC | 15,037 | 391,000 | 0.14% | ||
| 35 | Betterment LLC | 12,872 | 337,000 | 0.12% | ||
| 36 | Stratos Wealth Partners, LTD. | 11,430 | 299,000 | 0.11% | ||
| 37 | ROPES WEALTH ADVISORS LLC | 4,042 | 106,000 | 0.04% | ||
| 38 | GENEOS WEALTH MANAGEMENT INC. | 270 | 7,000 | 0.00% | ||
| 39 | WFG Advisors, LP | 175 | 5,000 | 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.
