| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 8,382,788 | 327,180,000 | 11.02% | ||
| 2 | WELLS FARGO & COMPANY/MN | 5,724,170 | 223,414,000 | 7.52% | ||
| 3 | MORGAN STANLEY | 5,021,719 | 195,998,000 | 6.60% | ||
| 4 | Creative Planning | 3,195,352 | 124,715,000 | 4.20% | ||
| 5 | LPL Financial LLC | 2,536,164 | 98,986,000 | 3.33% | ||
| 6 | UBS AG | 2,487,692 | 97,095,000 | 3.27% | ||
| 7 | CREDIT SUISSE AG/ | 2,213,607 | 86,397,000 | 2.91% | ||
| 8 | KEYBANK NATIONAL ASSOCIATION/OH | 2,108,281 | 82,286,000 | 2.77% | ||
| 9 | FIFTH THIRD BANCORP | 2,057,423 | 80,301,000 | 2.70% | ||
| 10 | BlackRock Finance, Inc. | 2,042,218 | 79,708,000 | 2.68% | ||
| 11 | US BANCORP \DE\ | 1,971,331 | 76,941,000 | 2.59% | ||
| 12 | ROYAL BANK OF CANADA | 1,906,429 | 74,407,000 | 2.51% | ||
| 13 | BLACKROCK ADVISORS LLC | 1,739,167 | 67,880,000 | 2.29% | ||
| 14 | BlackRock Investment Management, LLC | 1,565,819 | 61,114,000 | 2.06% | ||
| 15 | CURIAN CAPITAL LLC | 1,434,418 | 56,000,000 | 1.89% | ||
| 16 | QS Investors, LLC | 1,247,279 | 48,681,000 | 1.64% | ||
| 17 | FUKOKU MUTUAL LIFE INSURANCE CO | 1,135,000 | 44,299,000 | 1.49% | ||
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,096,097 | 42,781,000 | 1.44% | ||
| 19 | Commonwealth Equity Services, Inc | 1,090,050 | 42,545,000 | 1.43% | ||
| 20 | TD ASSET MANAGEMENT INC | 793,190 | 30,958,000 | 1.04% | ||
| 21 | Tactical Allocation Group LLC | 764,144 | 29,825,000 | 1.00% | ||
| 22 | ENVESTNET ASSET MANAGEMENT INC | 747,236 | 29,165,000 | 0.98% | ||
| 23 | GOLDMAN SACHS GROUP INC | 713,020 | 27,829,000 | 0.94% | ||
| 24 | Wharton Business Group, LLC | 558,610 | 21,803,000 | 0.73% | ||
| 25 | Efficient Market Advisors, LLC | 521,950 | 20,372,000 | 0.69% | ||
| 26 | Avalon Investment & Advisory | 516,412 | 20,156,000 | 0.68% | ||
| 27 | SUNTRUST BANKS INC | 499,953 | 19,511,000 | 0.66% | ||
| 28 | Orion Porfolio Solutions, LLC | 489,450 | 19,103,000 | 0.64% | ||
| 29 | ST GERMAIN D J CO INC | 457,464 | 17,855,000 | 0.60% | ||
| 30 | BB&T SECURITIES, LLC | 44,373 | 17,318,000 | 0.58% | ||
| 31 | Robert W. Baird & Co. Inc | 442,668 | 17,277,000 | 0.58% | ||
| 32 | HUNTINGTON NATIONAL BANK | 442,415 | 17,267,000 | 0.58% | PRN | |
| 33 | Jaffetilchin Investment Partners, LLC | 441,934 | 17,249,000 | 0.58% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 440,945 | 17,210,000 | 0.58% | ||
| 35 | Glovista Investments LLC | 439,444 | 17,151,000 | 0.58% | ||
| 36 | BANK OF MONTREAL /CAN/ | 436,155 | 17,024,000 | 0.57% | ||
| 37 | MUFG Americas Holdings Corp | 390,826 | 15,254,000 | 0.51% | ||
| 38 | IMA Advisory Services, Inc. | 327,172 | 12,770,000 | 0.43% | ||
| 39 | First Allied Asset Management, Inc. | 324,676 | 12,632,000 | 0.43% | ||
| 40 | Capital Investment Advisors, LLC | 314,809 | 12,287,014 | 0.41% | ||
| 41 | BEACON FINANCIAL GROUP | 300,639 | 11,716,000 | 0.39% | ||
| 42 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 286,821 | 11,195,000 | 0.38% | ||
| 43 | STIFEL FINANCIAL CORP | 286,425 | 11,179,000 | 0.38% | ||
| 44 | Veritable, L.P. | 274,760 | 10,724,000 | 0.36% | ||
| 45 | ICONIQ Capital, LLC | 264,141 | 10,309,000 | 0.35% | ||
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 263,700 | 10,292,000 | 0.35% | Put | |
| 47 | Bank of New York Mellon Corp | 263,149 | 10,271,000 | 0.35% | ||
| 48 | RAYMOND JAMES & ASSOCIATES | 259,564 | 10,131,000 | 0.34% | ||
| 49 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 256,970 | 10,013,000 | 0.34% | ||
| 50 | Patriot Wealth Management, Inc. | 254,802 | 9,945,000 | 0.33% |
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.
