| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 9,789,644 | 386,887,000 | 10.50% | ||
| 2 | FMR LLC | 9,679,557 | 382,536,000 | 10.38% | ||
| 3 | WELLS FARGO & COMPANY/MN | 6,435,294 | 254,323,000 | 6.90% | ||
| 4 | MORGAN STANLEY | 4,726,916 | 186,808,000 | 5.07% | ||
| 5 | Creative Planning | 3,877,300 | 153,231,000 | 4.16% | ||
| 6 | AMERIPRISE FINANCIAL INC | 2,872,824 | 113,478,000 | 3.08% | ||
| 7 | LPL Financial LLC | 2,892,459 | 113,471,000 | 3.08% | ||
| 8 | KEYBANK NATIONAL ASSOCIATION/OH | 2,356,599 | 93,132,000 | 2.53% | ||
| 9 | BlackRock Finance, Inc. | 2,142,135 | 84,657,000 | 2.30% | ||
| 10 | UBS AG | 2,134,507 | 84,356,000 | 2.29% | ||
| 11 | US BANCORP \DE\ | 2,110,341 | 83,401,000 | 2.26% | ||
| 12 | CURIAN CAPITAL LLC | 2,059,699 | 81,399,000 | 2.21% | ||
| 13 | FIFTH THIRD BANCORP | 1,979,787 | 78,241,000 | 2.12% | ||
| 14 | BlackRock Investment Management, LLC | 1,850,700 | 73,140,000 | 1.99% | ||
| 15 | BLACKROCK ADVISORS LLC | 1,751,029 | 69,201,000 | 1.88% | ||
| 16 | QS Investors, LLC | 1,535,030 | 60,664,000 | 1.65% | ||
| 17 | WBI INVESTMENTS, LLC | 1,512,835 | 59,787,000 | 1.62% | ||
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,276,686 | 50,455,000 | 1.37% | ||
| 19 | ROYAL BANK OF CANADA | 1,259,731 | 49,785,000 | 1.35% | ||
| 20 | Commonwealth Equity Services, Inc | 1,170,177 | 46,245,000 | 1.26% | ||
| 21 | FUKOKU MUTUAL LIFE INSURANCE CO | 1,135,000 | 44,855,000 | 1.22% | ||
| 22 | Wharton Business Group, LLC | 744,733 | 29,432,000 | 0.80% | ||
| 23 | Bank of New York Mellon Corp | 662,120 | 26,168,000 | 0.71% | ||
| 24 | GOLDMAN SACHS GROUP INC | 565,202 | 22,337,000 | 0.61% | ||
| 25 | TD ASSET MANAGEMENT INC | 547,043 | 21,619,000 | 0.59% | ||
| 26 | Polaris Wealth Advisory Group, LLC | 541,964 | 21,418,000 | 0.58% | ||
| 27 | Avalon Investment & Advisory | 504,406 | 19,934,000 | 0.54% | ||
| 28 | Cambridge Investment Research Advisors, Inc. | 483,705 | 19,116,000 | 0.52% | ||
| 29 | Jaffetilchin Investment Partners, LLC | 471,391 | 18,629,000 | 0.51% | ||
| 30 | FRANKLIN RESOURCES INC | 469,696 | 18,562,000 | 0.50% | ||
| 31 | BB&T SECURITIES, LLC | 46,821 | 18,503,000 | 0.50% | ||
| 32 | Robert W. Baird & Co. Inc | 465,255 | 18,387,000 | 0.50% | SH | |
| 33 | BANK OF MONTREAL /CAN/ | 456,912 | 18,056,000 | 0.49% | ||
| 34 | BLACKROCK ADVISORS LLC | 450,000 | 17,784,000 | 0.48% | Put | |
| 35 | HUNTINGTON NATIONAL BANK | 414,274 | 16,372,000 | 0.44% | PRN | |
| 36 | MUFG Americas Holdings Corp | 400,565 | 15,830,000 | 0.43% | ||
| 37 | CREDIT SUISSE AG/ | 389,211 | 15,382,000 | 0.42% | ||
| 38 | First Allied Asset Management, Inc. | 357,123 | 14,080,000 | 0.38% | ||
| 39 | IMA Advisory Services, Inc. | 334,784 | 13,231,000 | 0.36% | ||
| 40 | SUNTRUST BANKS INC | 324,787 | 12,834,000 | 0.35% | ||
| 41 | BEACON FINANCIAL GROUP | 321,497 | 12,689,000 | 0.34% | ||
| 42 | ASSETMARK, INC | 312,301 | 12,342,000 | 0.34% | ||
| 43 | Steinberg Global Asset Management | 308,285 | 12,183,000 | 0.33% | ||
| 44 | Edge Wealth Management LLC | 301,134 | 11,895,000 | 0.32% | ||
| 45 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 299,211 | 11,825,000 | 0.32% | ||
| 46 | STIFEL FINANCIAL CORP | 289,975 | 11,460,000 | 0.31% | ||
| 47 | Capital Investment Advisors, LLC | 288,023 | 11,383,000 | 0.31% | ||
| 48 | Berkshire Money Management, Inc. | 287,354 | 11,356,000 | 0.31% | ||
| 49 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 285,187 | 11,290,000 | 0.31% | ||
| 50 | WADE G W & INC | 279,827 | 11,059,000 | 0.30% |
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.
