| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 8,202,285 | 323,498,000 | 7.99% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 7,885,391 | 311,000,000 | 7.68% | ||
| 3 | WELLS FARGO & COMPANY/MN | 6,846,898 | 270,042,000 | 6.67% | ||
| 4 | MORGAN STANLEY | 5,820,828 | 229,572,000 | 5.67% | ||
| 5 | Creative Planning | 4,456,485 | 175,764,000 | 4.34% | ||
| 6 | AMERIPRISE FINANCIAL INC | 3,665,273 | 144,526,000 | 3.57% | ||
| 7 | LPL Financial LLC | 3,224,009 | 127,155,000 | 3.14% | ||
| 8 | CURIAN CAPITAL LLC | 2,637,790 | 104,034,000 | 2.57% | ||
| 9 | UBS Group AG | 2,515,304 | 99,204,000 | 2.45% | ||
| 10 | US BANCORP \DE\ | 2,457,558 | 96,927,000 | 2.39% | ||
| 11 | KEYBANK NATIONAL ASSOCIATION/OH | 2,449,748 | 96,619,000 | 2.39% | ||
| 12 | BlackRock Finance, Inc. | 2,251,963 | 88,818,000 | 2.19% | ||
| 13 | FIFTH THIRD BANCORP | 2,025,720 | 79,894,000 | 1.97% | ||
| 14 | BlackRock Investment Management, LLC | 1,820,695 | 71,808,000 | 1.77% | ||
| 15 | BLACKROCK ADVISORS LLC | 1,770,200 | 69,817,000 | 1.72% | ||
| 16 | WBI INVESTMENTS, LLC | 1,751,019 | 69,060,000 | 1.71% | ||
| 17 | ROYAL BANK OF CANADA | 1,748,072 | 68,944,000 | 1.70% | ||
| 18 | QS Investors, LLC | 1,550,171 | 61,139,000 | 1.51% | ||
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,392,748 | 54,930,000 | 1.36% | ||
| 20 | Commonwealth Equity Services, Inc | 1,360,101 | 53,642,000 | 1.32% | ||
| 21 | FUKOKU MUTUAL LIFE INSURANCE CO | 1,135,000 | 44,764,000 | 1.11% | ||
| 22 | Bank of New York Mellon Corp | 1,026,270 | 40,477,000 | 1.00% | ||
| 23 | Mader & Shannon Wealth Management, Inc. | 828,541 | 32,678,000 | 0.81% | ||
| 24 | Wharton Business Group, LLC | 791,328 | 31,210,000 | 0.77% | ||
| 25 | Jaffetilchin Investment Partners, LLC | 634,274 | 25,016,000 | 0.62% | ||
| 26 | Polaris Wealth Advisory Group, LLC | 550,645 | 21,717,000 | 0.54% | ||
| 27 | Cambridge Investment Research Advisors, Inc. | 541,542 | 21,358,000 | 0.53% | ||
| 28 | Avalon Investment & Advisory | 513,375 | 20,248,000 | 0.50% | ||
| 29 | CREDIT SUISSE AG/ | 498,403 | 19,657,000 | 0.49% | ||
| 30 | BANK OF MONTREAL /CAN/ | 495,850 | 19,556,000 | 0.48% | ||
| 31 | Stratos Wealth Partners, LTD. | 486,170 | 19,174,268 | 0.47% | ||
| 32 | BB&T SECURITIES, LLC | 48,401 | 19,089,000 | 0.47% | ||
| 33 | WELLINGTON MANAGEMENT GROUP LLP | 483,000 | 19,050,000 | 0.47% | ||
| 34 | NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 477,200 | 18,820,000 | 0.46% | ||
| 35 | FRANKLIN RESOURCES INC | 472,111 | 18,620,000 | 0.46% | ||
| 36 | Robert W. Baird & Co. Inc | 468,821 | 18,490,000 | 0.46% | ||
| 37 | MUFG Americas Holdings Corp | 434,340 | 17,131,000 | 0.42% | ||
| 38 | ISZO CAPITAL MANAGEMENT LP | 425,700 | 16,790,000 | 0.41% | ||
| 39 | Friedenthal Financial | 378,864 | 14,942,000 | 0.37% | ||
| 40 | RAYMOND JAMES & ASSOCIATES | 378,721 | 14,937,000 | 0.37% | ||
| 41 | Edge Wealth Management LLC | 375,816 | 14,833,000 | 0.37% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 363,952 | 14,386,000 | 0.36% | ||
| 43 | First Allied Asset Management, Inc. | 352,551 | 13,855,000 | 0.34% | ||
| 44 | STIFEL FINANCIAL CORP | 344,562 | 13,597,000 | 0.34% | ||
| 45 | ASSETMARK, INC | 334,758 | 13,203,000 | 0.33% | ||
| 46 | BEACON FINANCIAL GROUP | 329,828 | 12,991,000 | 0.32% | ||
| 47 | Steinberg Global Asset Management | 325,665 | 12,844,000 | 0.32% | ||
| 48 | CITIGROUP INC | 324,546 | 12,800,000 | 0.32% | ||
| 49 | CHATHAM CAPITAL GROUP, INC. | 315,915 | 12,460,000 | 0.31% | ||
| 50 | NOTTINGHAM ADVISORS, INC. | 307,552 | 12,205,000 | 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.
