| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 481,974 | 13,134,000 | 12.28% | ||
| 2 | MORGAN STANLEY | 429,744 | 11,710,000 | 10.95% | ||
| 3 | US BANCORP \DE\ | 414,732 | 11,303,000 | 10.57% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 273,807 | 7,462,000 | 6.98% | ||
| 5 | Vigilant Capital Management, LLC | 264,091 | 7,197,000 | 6.73% | ||
| 6 | ASSETMARK, INC | 220,532 | 6,010,000 | 5.62% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 210,749 | 5,743,000 | 5.37% | ||
| 8 | UBS Group AG | 206,156 | 5,617,000 | 5.25% | ||
| 9 | Raymond James Financial Services Advisors, Inc. | 179,070 | 4,880,000 | 4.56% | ||
| 10 | Private Advisor Group, LLC | 155,195 | 3,547,000 | 3.32% | ||
| 11 | USCA RIA LLC | 86,696 | 2,362,000 | 2.21% | ||
| 12 | KING LUTHER CAPITAL MANAGEMENT CORP | 74,500 | 2,030,000 | 1.90% | ||
| 13 | Commonwealth Equity Services, Inc | 65,738 | 1,791,000 | 1.67% | ||
| 14 | STIFEL FINANCIAL CORP | 65,692 | 1,788,000 | 1.67% | ||
| 15 | TRUST CO | 62,680 | 1,708,000 | 1.60% | ||
| 16 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 59,415 | 1,618,000 | 1.51% | ||
| 17 | Virtu KCG Holdings LLC | 56,964 | 1,552,000 | 1.45% | ||
| 18 | DAVENPORT & Co LLC | 55,374 | 1,506,211 | 1.41% | ||
| 19 | LPL Financial LLC | 45,858 | 1,249,000 | 1.17% | ||
| 20 | Mariner, LLC | 45,378 | 1,237,000 | 1.16% | ||
| 21 | CITADEL ADVISORS LLC | 43,063 | 1,173,000 | 1.10% | ||
| 22 | JANE STREET GROUP, LLC | 39,565 | 1,078,000 | 1.01% | ||
| 23 | ASSET DEDICATION, LLC | 38,546 | 1,049,000 | 0.98% | ||
| 24 | Roof Eidam Maycock Peralta, LLC | 38,216 | 1,041,000 | 0.97% | ||
| 25 | Cambridge Investment Research Advisors, Inc. | 29,405 | 801,000 | 0.75% | ||
| 26 | LINCOLN NATIONAL CORP | 28,979 | 790,000 | 0.74% | ||
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,764 | 729,000 | 0.68% | ||
| 28 | AMERIPRISE FINANCIAL INC | 25,477 | 694,000 | 0.65% | ||
| 29 | Carnegie Investment Counsel | 22,950 | 624,000 | 0.58% | ||
| 30 | Valmark Advisers, Inc. | 16,033 | 437,000 | 0.41% | ||
| 31 | 1834 INVESTMENT ADVISORS CO | 15,462 | 421,000 | 0.39% | ||
| 32 | Autus Asset Management, LLC | 14,500 | 395,000 | 0.37% | ||
| 33 | Legacy Private Trust Co. | 13,348 | 364,000 | 0.34% | ||
| 34 | BOSTON ADVISORS LLC | 12,736 | 347,000 | 0.32% | ||
| 35 | BBVA USA Bancshares, Inc. | 12,222 | 333,000 | 0.31% | ||
| 36 | SUNTRUST BANKS INC | 10,761 | 295,000 | 0.28% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 10,328 | 282,000 | 0.26% | ||
| 38 | First Heartland Consultants, Inc. | 8,996 | 245,000 | 0.23% | ||
| 39 | BAIRD FINANCIAL GROUP, INC. | 9,002 | 245,000 | 0.23% | ||
| 40 | ARS Wealth Advisors, LLC | 8,530 | 232,000 | 0.22% | ||
| 41 | Winfield Associates, Inc. | 8,376 | 228,000 | 0.21% | ||
| 42 | Prospera Financial Services Inc | 8,000 | 218,000 | 0.20% | ||
| 43 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8,000 | 218,000 | 0.20% | ||
| 44 | PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 7,212 | 196,000 | 0.18% | ||
| 45 | ROYAL BANK OF CANADA | 6,200 | 169,000 | 0.16% | ||
| 46 | NEW CAPITAL MANAGEMENT LP | 6,139 | 167,000 | 0.16% | ||
| 47 | PARALLEL ADVISORS, LLC | 4,765 | 130,000 | 0.12% | ||
| 48 | WEBSTER BANK, N. A. | 4,550 | 124,000 | 0.12% | ||
| 49 | IFP ADVISORS, INC | 4,289 | 117,000 | 0.11% | ||
| 50 | Carroll Financial Associates, Inc. | 3,700 | 100,000 | 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.
