| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 12,505,863 | 482,726,000 | 9.99% | ||
| 2 | WELLS FARGO & COMPANY/MN | 8,092,144 | 312,357,000 | 6.46% | ||
| 3 | FMR LLC | 7,522,074 | 290,352,000 | 6.01% | ||
| 4 | MORGAN STANLEY | 6,059,394 | 233,893,000 | 4.84% | ||
| 5 | Creative Planning | 5,800,622 | 223,904,000 | 4.63% | ||
| 6 | AMERIPRISE FINANCIAL INC | 4,261,523 | 164,493,000 | 3.40% | ||
| 7 | Atria Investments, Inc | 6,289 | 162,940,000 | 3.37% | ||
| 8 | LPL Financial LLC | 3,542,130 | 137,080,000 | 2.84% | ||
| 9 | KEYBANK NATIONAL ASSOCIATION/OH | 2,929,001 | 113,060,000 | 2.34% | ||
| 10 | ASSETMARK, INC | 2,861,483 | 110,453,000 | 2.28% | ||
| 11 | US BANCORP \DE\ | 2,851,532 | 110,068,000 | 2.28% | ||
| 12 | BlackRock Finance, Inc. | 2,516,281 | 97,128,000 | 2.01% | ||
| 13 | UBS Group AG | 2,497,476 | 96,403,000 | 1.99% | ||
| 14 | WBI INVESTMENTS, LLC | 2,333,287 | 90,065,000 | 1.86% | ||
| 15 | FIFTH THIRD BANCORP | 2,137,283 | 82,499,000 | 1.71% | ||
| 16 | BlackRock Investment Management, LLC | 2,022,152 | 78,055,000 | 1.61% | ||
| 17 | ROYAL BANK OF CANADA | 1,997,454 | 77,102,000 | 1.60% | ||
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,989,331 | 76,788,000 | 1.59% | ||
| 19 | BLACKROCK ADVISORS LLC | 1,797,638 | 69,389,000 | 1.44% | ||
| 20 | QS Investors, LLC | 1,591,136 | 61,418,000 | 1.27% | ||
| 21 | Commonwealth Equity Services, Inc | 1,445,167 | 55,783,000 | 1.15% | ||
| 22 | CURIAN CAPITAL LLC | 1,394,908 | 53,843,000 | 1.11% | ||
| 23 | JPMORGAN CHASE & CO | 1,326,117 | 51,188,000 | 1.06% | ||
| 24 | Wharton Business Group, LLC | 1,280,628 | 49,432,000 | 1.02% | ||
| 25 | ENVESTNET ASSET MANAGEMENT INC | 1,167,069 | 45,049,000 | 0.93% | ||
| 26 | FUKOKU MUTUAL LIFE INSURANCE CO | 1,135,000 | 43,811,000 | 0.91% | ||
| 27 | Friedenthal Financial | 905,382 | 34,948,000 | 0.72% | ||
| 28 | CITY NATIONAL BANK | 765,224 | 29,538,000 | 0.61% | ||
| 29 | BANK OF MONTREAL /CAN/ | 728,579 | 28,123,000 | 0.58% | ||
| 30 | RAYMOND JAMES & ASSOCIATES | 693,658 | 26,775,000 | 0.55% | ||
| 31 | UNIPLAN INVESTMENT COUNSEL, INC. | 675,163 | 26,065,000 | 0.54% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 641,711 | 24,770,000 | 0.51% | ||
| 33 | Polaris Wealth Advisory Group, LLC | 622,023 | 24,010,000 | 0.50% | ||
| 34 | CREDIT SUISSE AG/ | 601,392 | 23,214,000 | 0.48% | ||
| 35 | GOLDMAN SACHS GROUP INC | 598,219 | 23,091,000 | 0.48% | ||
| 36 | Simply Money Advisors | 596,621 | 23,030,000 | 0.48% | ||
| 37 | PNC FINANCIAL SERVICES GROUP, INC. | 594,898 | 22,964,000 | 0.48% | ||
| 38 | Avalon Investment & Advisory | 515,628 | 19,903,000 | 0.41% | ||
| 39 | Bank of New York Mellon Corp | 489,859 | 18,908,000 | 0.39% | ||
| 40 | MUFG Americas Holdings Corp | 487,513 | 18,818,000 | 0.39% | ||
| 41 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 485,402 | 18,737,000 | 0.39% | ||
| 42 | Manchester Capital Management LLC | 483,681 | 18,670,000 | 0.39% | ||
| 43 | Sage Advisory Services, Ltd.Co. | 481,331 | 18,579,000 | 0.38% | ||
| 44 | BAIRD FINANCIAL GROUP, INC. | 475,855 | 18,368,000 | 0.38% | ||
| 45 | Jaffetilchin Investment Partners, LLC | 469,184 | 18,110,000 | 0.37% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 430,159 | 16,620,000 | 0.34% | ||
| 47 | BEACON FINANCIAL GROUP | 431,215 | 16,589,000 | 0.34% | ||
| 48 | SUNTRUST BANKS INC | 425,104 | 16,407,000 | 0.34% | ||
| 49 | Raymond James Financial Services Advisors, Inc. | 389,320 | 15,028,000 | 0.31% | ||
| 50 | Steinberg Global Asset Management | 387,743 | 14,967,000 | 0.31% |
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.
