| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 431,595 | 11,787,000 | 12.94% | ||
| 2 | MORGAN STANLEY | 338,057 | 9,232,000 | 10.14% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 319,887 | 8,736,000 | 9.59% | ||
| 4 | Vigilant Capital Management, LLC | 307,658 | 8,402,000 | 9.23% | ||
| 5 | UBS Group AG | 233,580 | 6,379,000 | 7.00% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 225,936 | 6,170,000 | 6.77% | ||
| 7 | US BANCORP \DE\ | 186,596 | 5,096,000 | 5.60% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 176,715 | 4,826,000 | 5.30% | ||
| 9 | Raymond James Financial Services Advisors, Inc. | 86,906 | 2,373,000 | 2.61% | ||
| 10 | DAVENPORT & Co LLC | 74,812 | 2,043,115 | 2.24% | ||
| 11 | TRUST CO | 72,128 | 1,970,000 | 2.16% | ||
| 12 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 65,466 | 1,785,000 | 1.96% | ||
| 13 | STIFEL FINANCIAL CORP | 49,474 | 1,352,000 | 1.48% | ||
| 14 | Virtu KCG Holdings LLC | 48,864 | 1,334,000 | 1.46% | ||
| 15 | JANE STREET GROUP, LLC | 45,576 | 1,245,000 | 1.37% | ||
| 16 | Mariner, LLC | 45,473 | 1,242,000 | 1.36% | ||
| 17 | LPL Financial LLC | 45,073 | 1,232,000 | 1.35% | ||
| 18 | Private Advisor Group, LLC | 43,663 | 1,193,000 | 1.31% | ||
| 19 | Legacy Private Trust Co. | 38,990 | 1,065,000 | 1.17% | ||
| 20 | AMERIPRISE FINANCIAL INC | 38,881 | 1,062,000 | 1.17% | ||
| 21 | FIFTH THIRD BANCORP | 36,700 | 1,002,000 | 1.10% | ||
| 22 | LINCOLN NATIONAL CORP | 36,494 | 997,000 | 1.09% | ||
| 23 | Carnegie Investment Counsel | 33,134 | 904,000 | 0.99% | ||
| 24 | Roof Eidam Maycock Peralta, LLC | 28,120 | 768,000 | 0.84% | ||
| 25 | Commonwealth Equity Services, Inc | 27,471 | 750,000 | 0.82% | ||
| 26 | 1834 INVESTMENT ADVISORS CO | 26,862 | 734,000 | 0.81% | ||
| 27 | BAIRD FINANCIAL GROUP, INC. | 25,347 | 692,000 | 0.76% | ||
| 28 | CITADEL ADVISORS LLC | 25,086 | 685,000 | 0.75% | ||
| 29 | ASSET DEDICATION, LLC | 21,621 | 589,000 | 0.65% | ||
| 30 | BOSTON ADVISORS LLC | 18,631 | 509,000 | 0.56% | ||
| 31 | Valmark Advisers, Inc. | 15,531 | 424,000 | 0.47% | ||
| 32 | Linscomb Wealth, Inc. | 14,731 | 402,000 | 0.44% | ||
| 33 | Autus Asset Management, LLC | 14,500 | 396,000 | 0.43% | ||
| 34 | KING LUTHER CAPITAL MANAGEMENT CORP | 13,280 | 363,000 | 0.40% | ||
| 35 | BBVA USA Bancshares, Inc. | 12,222 | 334,000 | 0.37% | ||
| 36 | Cambridge Investment Research Advisors, Inc. | 10,678 | 292,000 | 0.32% | ||
| 37 | SUNTRUST BANKS INC | 10,320 | 283,000 | 0.31% | ||
| 38 | ROYAL BANK OF CANADA | 9,000 | 246,000 | 0.27% | ||
| 39 | First Heartland Consultants, Inc. | 8,996 | 246,000 | 0.27% | ||
| 40 | ARS Wealth Advisors, LLC | 8,530 | 233,000 | 0.26% | ||
| 41 | Winfield Associates, Inc. | 8,376 | 229,000 | 0.25% | ||
| 42 | Prospera Financial Services Inc | 8,000 | 218,000 | 0.24% | ||
| 43 | Cetera Advisor Networks LLC | 7,718 | 211,000 | 0.23% | ||
| 44 | JAMES INVESTMENT RESEARCH, INC. | 7,400 | 202,000 | 0.22% | ||
| 45 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,700 | 183,000 | 0.20% | ||
| 46 | IFP ADVISORS, INC | 4,360 | 119,000 | 0.13% | ||
| 47 | NEXT Financial Group, Inc | 4,000 | 109,000 | 0.12% | ||
| 48 | Carroll Financial Associates, Inc. | 3,700 | 101,000 | 0.11% | ||
| 49 | ADVISOR GROUP, INC. | 3,106 | 85,000 | 0.09% | ||
| 50 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 3,078 | 84,000 | 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.
