| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,220,554 | 81,415,000 | 19.25% | ||
| 2 | MORGAN STANLEY | 2,194,975 | 80,477,000 | 19.03% | ||
| 3 | UBS Group AG | 1,420,208 | 52,071,000 | 12.31% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,002,704 | 36,764,000 | 8.69% | ||
| 5 | HENGEHOLD CAPITAL MANAGEMENT LLC | 651,291 | 23,879,000 | 5.65% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 455,002 | 16,682,000 | 3.94% | ||
| 7 | Summit Financial Wealth Advisors, LLC | 443,388 | 16,256,000 | 3.84% | ||
| 8 | BB&T SECURITIES, LLC | 423,542 | 15,528,000 | 3.67% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 373,108 | 13,680,000 | 3.23% | ||
| 10 | AVIANCE CAPITAL MANAGEMENT, LLC | 369,834 | 13,560,000 | 3.21% | ||
| 11 | ProVise Management Group, LLC | 233,117 | 8,547,000 | 2.02% | ||
| 12 | LPL Financial LLC | 224,995 | 8,233,000 | 1.95% | ||
| 13 | Madden Advisory Services, Inc. | 183,482 | 6,727,000 | 1.59% | ||
| 14 | Commonwealth Equity Services, Inc | 178,847 | 6,557,000 | 1.55% | ||
| 15 | ROYAL BANK OF CANADA | 109,687 | 4,022,000 | 0.95% | ||
| 16 | STEPHENS INC /AR/ | 109,685 | 4,021,000 | 0.95% | ||
| 17 | NOTTINGHAM ADVISORS, INC. | 77,226 | 2,831,000 | 0.67% | ||
| 18 | AMERIPRISE FINANCIAL INC | 77,192 | 2,822,000 | 0.67% | ||
| 19 | STIFEL FINANCIAL CORP | 76,539 | 2,785,000 | 0.66% | ||
| 20 | JANE STREET GROUP, LLC | 74,474 | 2,731,000 | 0.65% | ||
| 21 | CAHILL FINANCIAL ADVISORS INC | 71,436 | 2,620,000 | 0.62% | ||
| 22 | GREENWOOD CAPITAL ASSOCIATES LLC | 59,028 | 2,164,000 | 0.51% | ||
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 55,417 | 2,028,000 | 0.48% | ||
| 24 | SFMG, LLC | 34,682 | 1,272,000 | 0.30% | ||
| 25 | BAIRD FINANCIAL GROUP, INC. | 32,120 | 1,178,000 | 0.28% | ||
| 26 | AMERICAN INTERNATIONAL GROUP, INC. | 30,138 | 1,105,004 | 0.26% | ||
| 27 | MANAGED ACCOUNT ADVISORS LLC | 27,392 | 1,004,000 | 0.24% | ||
| 28 | CUE ADVISORY SERVICES, INC. | 26,200 | 961,000 | 0.23% | ||
| 29 | CREDIT SUISSE AG/ | 24,044 | 882,000 | 0.21% | ||
| 30 | SVA Wealth Management, LLC | 23,490 | 861,000 | 0.20% | ||
| 31 | Baker Avenue Asset Management, LP | 22,008 | 807,000 | 0.19% | ||
| 32 | First Heartland Consultants, Inc. | 21,966 | 805,000 | 0.19% | ||
| 33 | Cetera Advisors LLC | 21,250 | 780,000 | 0.18% | ||
| 34 | DAVIDSON & GARRARD INC | 20,912 | 767,000 | 0.18% | ||
| 35 | Composition Wealth, LLC | 20,515 | 752,000 | 0.18% | ||
| 36 | VICUS CAPITAL | 17,020 | 624,000 | 0.15% | ||
| 37 | ENVESTNET ASSET MANAGEMENT INC | 14,863 | 545,000 | 0.13% | ||
| 38 | Homrich & Berg | 13,785 | 505,000 | 0.12% | ||
| 39 | MSI Financial Services Inc | 13,554 | 497,000 | 0.12% | ||
| 40 | First Allied Advisory Services, Inc. | 12,083 | 442,000 | 0.10% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 11,002 | 403,000 | 0.10% | ||
| 42 | Overbrook Management Corp | 9,580 | 351,000 | 0.08% | ||
| 43 | Hudock, Inc. | 9,412 | 345,000 | 0.08% | ||
| 44 | SII INVESTMENTS INC/WI | 8,676 | 317,000 | 0.07% | ||
| 45 | WESPAC Advisors, LLC | 7,900 | 290,000 | 0.07% | ||
| 46 | NEXT Financial Group, Inc | 7,116 | 260,000 | 0.06% | ||
| 47 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | 6,575 | 241,000 | 0.06% | ||
| 48 | Sigma Planning Corp | 6,405 | 235,000 | 0.06% | ||
| 49 | Community Bank, N.A. | 2,475 | 91,000 | 0.02% | ||
| 50 | WEALTHPLAN PARTNERS, LLC | 1,179 | 43,000 | 0.01% |
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.
