| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 501,630 | 12,762,000 | 11.45% | ||
| 2 | UBS Group AG | 418,417 | 10,645,000 | 9.55% | ||
| 3 | MORGAN STANLEY | 398,446 | 10,137,000 | 9.09% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 259,449 | 6,600,000 | 5.92% | ||
| 5 | Gateway Advisory, LLC | 239,598 | 6,107,000 | 5.48% | ||
| 6 | US BANCORP \DE\ | 225,389 | 5,735,000 | 5.15% | ||
| 7 | BB&T SECURITIES, LLC | 190,460 | 4,845,000 | 4.35% | ||
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 184,981 | 4,706,000 | 4.22% | ||
| 9 | Vigilant Capital Management, LLC | 169,423 | 4,310,000 | 3.87% | ||
| 10 | Private Advisor Group, LLC | 162,008 | 4,123,000 | 3.70% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 149,661 | 3,807,000 | 3.42% | ||
| 12 | ASSETMARK, INC | 141,240 | 3,593,000 | 3.22% | ||
| 13 | LINCOLN NATIONAL CORP | 121,118 | 3,081,000 | 2.76% | ||
| 14 | TRUST CO | 106,339 | 2,705,000 | 2.43% | ||
| 15 | LPL Financial LLC | 82,719 | 2,104,000 | 1.89% | ||
| 16 | Legacy Private Trust Co. | 80,579 | 2,050,000 | 1.84% | ||
| 17 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 74,972 | 1,910,000 | 1.71% | ||
| 18 | MANAGED ACCOUNT SERVICES INC | 72,000 | 1,832,000 | 1.64% | ||
| 19 | Mariner, LLC | 68,615 | 1,746,000 | 1.57% | ||
| 20 | MATHER GROUP, LLC. | 63,396 | 1,613,000 | 1.45% | ||
| 21 | DAVENPORT & Co LLC | 55,702 | 1,414,830 | 1.27% | ||
| 22 | FUSION FAMILY WEALTH, LLC | 47,074 | 1,197,000 | 1.07% | SH | |
| 23 | Commonwealth Equity Services, Inc | 44,810 | 1,140,000 | 1.02% | ||
| 24 | ASSET DEDICATION, LLC | 43,562 | 1,105,000 | 0.99% | ||
| 25 | Carnegie Investment Counsel | 41,493 | 1,057,000 | 0.95% | ||
| 26 | CITADEL ADVISORS LLC | 41,282 | 1,050,000 | 0.94% | ||
| 27 | Roof Eidam Maycock Peralta, LLC | 40,425 | 1,028,000 | 0.92% | ||
| 28 | BOSTON ADVISORS LLC | 31,851 | 810,000 | 0.73% | ||
| 29 | Sabal Trust CO | 27,615 | 703,000 | 0.63% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 26,548 | 675,000 | 0.61% | ||
| 31 | BAIRD FINANCIAL GROUP, INC. | 25,925 | 660,000 | 0.59% | ||
| 32 | ROYAL BANK OF CANADA | 18,657 | 474,000 | 0.43% | ||
| 33 | AMERIPRISE FINANCIAL INC | 18,206 | 463,000 | 0.42% | ||
| 34 | Valmark Advisers, Inc. | 17,192 | 437,000 | 0.39% | ||
| 35 | JANE STREET GROUP, LLC | 14,972 | 381,000 | 0.34% | ||
| 36 | TCV Trust & Wealth Management, Inc. | 14,350 | 365,000 | 0.33% | ||
| 37 | SOWELL FINANCIAL SERVICES LLC | 12,235 | 312,000 | 0.28% | ||
| 38 | LEVEL FOUR ADVISORY SERVICES, LLC | 11,980 | 305,000 | 0.27% | ||
| 39 | GREAT LAKES ADVISORS, LLC | 11,319 | 288,000 | 0.26% | ||
| 40 | VALLEY NATIONAL ADVISERS INC | 11,090 | 282,000 | 0.25% | ||
| 41 | SII INVESTMENTS INC/WI | 10,870 | 275,000 | 0.25% | ||
| 42 | KING LUTHER CAPITAL MANAGEMENT CORP | 10,308 | 262,000 | 0.24% | ||
| 43 | Prospera Financial Services Inc | 9,797 | 249,000 | 0.22% | ||
| 44 | TWO SIGMA SECURITIES, LLC | 9,577 | 244,000 | 0.22% | ||
| 45 | ARS Wealth Advisors, LLC | 9,275 | 236,000 | 0.21% | ||
| 46 | Autus Asset Management, LLC | 9,000 | 229,000 | 0.21% | ||
| 47 | Brookstone Capital Management | 8,206 | 209,000 | 0.19% | ||
| 48 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,304 | 186,000 | 0.17% | ||
| 49 | PARALLEL ADVISORS, LLC | 7,200 | 183,000 | 0.16% | ||
| 50 | NEW CAPITAL MANAGEMENT LP | 6,632 | 169,000 | 0.15% |
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.
