| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4,974,109 | 153,750,000 | 18.36% | ||
| 2 | SEI INVESTMENTS CO | 2,366,623 | 73,153,000 | 8.74% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,319,592 | 71,699,000 | 8.56% | ||
| 4 | MORGAN STANLEY | 1,843,371 | 56,978,000 | 6.80% | ||
| 5 | UBS Group AG | 1,472,653 | 45,519,000 | 5.44% | ||
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,148,817 | 35,510,000 | 4.24% | ||
| 7 | GOLDMAN SACHS GROUP INC | 870,577 | 26,910,000 | 3.21% | ||
| 8 | BlackRock Finance, Inc. | 827,653 | 25,583,000 | 3.05% | ||
| 9 | ROYAL BANK OF CANADA | 632,060 | 19,538,000 | 2.33% | ||
| 10 | AVIANCE CAPITAL MANAGEMENT, LLC | 570,631 | 17,638,000 | 2.11% | ||
| 11 | LPL Financial LLC | 558,875 | 17,275,000 | 2.06% | ||
| 12 | PAGNATOKARP PARTNERS LLC | 511,966 | 15,825,000 | 1.89% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 488,957 | 15,113,000 | 1.80% | ||
| 14 | GUGGENHEIM CAPITAL LLC | 431,353 | 13,333,000 | 1.59% | ||
| 15 | BANK OF THE WEST | 424,185 | 13,112,000 | 1.57% | ||
| 16 | AHL Partners LLP | 420,000 | 12,982,000 | 1.55% | ||
| 17 | AMERIPRISE FINANCIAL INC | 362,767 | 11,207,000 | 1.34% | ||
| 18 | PIERSHALE FINANCIAL GROUP, INC. | 357,807 | 10,938,000 | 1.31% | ||
| 19 | TRUSTMARK BANK TRUST DEPARTMENT | 310,141 | 9,586,000 | 1.14% | ||
| 20 | REGIONS FINANCIAL CORP | 298,554 | 9,229,000 | 1.10% | ||
| 21 | BB&T SECURITIES, LLC | 291,542 | 9,011,000 | 1.08% | ||
| 22 | Orion Porfolio Solutions, LLC | 273,300 | 8,448,000 | 1.01% | ||
| 23 | ASSETMARK, INC | 265,638 | 8,211,000 | 0.98% | ||
| 24 | ADVISOR GROUP, INC. | 229,996 | 7,109,000 | 0.85% | ||
| 25 | STIFEL FINANCIAL CORP | 185,702 | 5,739,000 | 0.69% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 183,961 | 5,686,000 | 0.68% | ||
| 27 | Commonwealth Equity Services, Inc | 182,984 | 5,656,000 | 0.68% | ||
| 28 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 181,940 | 5,624,000 | 0.67% | ||
| 29 | JANE STREET GROUP, LLC | 180,080 | 5,566,000 | 0.66% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 170,609 | 5,288,000 | 0.63% | ||
| 31 | RAYMOND JAMES & ASSOCIATES | 166,404 | 5,144,000 | 0.61% | ||
| 32 | MACQUARIE GROUP LTD | 138,600 | 4,284,000 | 0.51% | ||
| 33 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 131,353 | 4,060,000 | 0.48% | ||
| 34 | SNOWDEN CAPITAL ADVISORS LLC | 121,411 | 3,752,822 | 0.45% | ||
| 35 | Hillsdale Investment Management Inc. | 119,100 | 3,681,000 | 0.44% | ||
| 36 | Capital Analysts, LLC | 92,883 | 2,871,026 | 0.34% | ||
| 37 | First Allied Advisory Services, Inc. | 85,745 | 2,644,000 | 0.32% | ||
| 38 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 85,220 | 2,625,000 | 0.31% | ||
| 39 | CWM, LLC | 84,626 | 2,616,000 | 0.31% | ||
| 40 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 84,224 | 2,603,000 | 0.31% | ||
| 41 | PINNACLE ASSOCIATES LTD | 80,509 | 2,489,000 | 0.30% | ||
| 42 | MML INVESTORS SERVICES, INC. | 78,784 | 2,435,000 | 0.29% | ||
| 43 | PINNACLE FAMILY ADVISORS, LLC | 78,520 | 2,427,000 | 0.29% | ||
| 44 | Cambridge Investment Research Advisors, Inc. | 77,737 | 2,403,000 | 0.29% | ||
| 45 | AJ WEALTH STRATEGIES, LLC | 76,522 | 2,365,000 | 0.28% | ||
| 46 | Creative Planning | 74,652 | 2,307,000 | 0.28% | ||
| 47 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 73,778 | 2,280,000 | 0.27% | ||
| 48 | Bernicke Wealth Management, Ltd. | 73,312 | 2,266,000 | 0.27% | ||
| 49 | IFP ADVISORS, INC | 69,311 | 2,142,000 | 0.26% | ||
| 50 | FormulaFolio Investments, LLC | 65,393 | 2,021,000 | 0.24% |
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.
