| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 14,133,874 | 563,800,000 | 10.13% | ||
| 2 | WELLS FARGO & COMPANY/MN | 9,026,605 | 360,072,000 | 6.47% | ||
| 3 | AOZORA BANK, LTD. | 7,760,000 | 309,546,000 | 5.56% | ||
| 4 | MORGAN STANLEY | 7,402,605 | 295,289,000 | 5.30% | ||
| 5 | Creative Planning | 6,791,427 | 270,911,000 | 4.87% | ||
| 6 | AMERIPRISE FINANCIAL INC | 5,960,835 | 237,660,000 | 4.27% | ||
| 7 | FMR LLC | 4,909,583 | 195,843,000 | 3.52% | ||
| 8 | UBS Group AG | 4,072,220 | 162,441,000 | 2.92% | ||
| 9 | LPL Financial LLC | 3,777,237 | 149,353,000 | 2.68% | ||
| 10 | ROYAL BANK OF CANADA | 3,128,842 | 124,810,000 | 2.24% | ||
| 11 | US BANCORP \DE\ | 3,048,101 | 121,589,000 | 2.18% | ||
| 12 | BlackRock Finance, Inc. | 2,920,456 | 116,497,000 | 2.09% | ||
| 13 | KEYBANK NATIONAL ASSOCIATION/OH | 2,881,810 | 114,956,000 | 2.06% | ||
| 14 | FIFTH THIRD BANCORP | 2,247,507 | 89,653,000 | 1.61% | ||
| 15 | ASSETMARK, INC | 2,165,861 | 86,396,000 | 1.55% | ||
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,122,795 | 84,679,000 | 1.52% | ||
| 17 | Commonwealth Equity Services, Inc | 1,813,699 | 72,348,000 | 1.30% | ||
| 18 | BlackRock Investment Management, LLC | 1,684,674 | 67,202,000 | 1.21% | ||
| 19 | QS Investors, LLC | 1,572,632 | 62,732,000 | 1.13% | ||
| 20 | WBI INVESTMENTS, LLC | 1,541,066 | 61,473,000 | 1.10% | ||
| 21 | JPMORGAN CHASE & CO | 1,369,402 | 54,625,000 | 0.98% | ||
| 22 | Wharton Business Group, LLC | 1,328,753 | 53,004,000 | 0.95% | SH | |
| 23 | FUKOKU MUTUAL LIFE INSURANCE CO | 1,135,000 | 45,275,000 | 0.81% | ||
| 24 | ENVESTNET ASSET MANAGEMENT INC | 1,054,191 | 42,052,000 | 0.76% | ||
| 25 | Manchester Capital Management LLC | 978,586 | 39,036,000 | 0.70% | ||
| 26 | GOLDMAN SACHS GROUP INC | 893,915 | 35,658,000 | 0.64% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 778,559 | 31,057,000 | 0.56% | ||
| 28 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 684,749 | 27,390,000 | 0.49% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 680,224 | 27,134,000 | 0.49% | ||
| 30 | IndexIQ Advisors LLC | 656,553 | 26,190,000 | 0.47% | ||
| 31 | BLACKROCK ADVISORS LLC | 656,357 | 26,182,000 | 0.47% | ||
| 32 | BANK OF MONTREAL /CAN/ | 642,869 | 25,643,000 | 0.46% | ||
| 33 | Simply Money Advisors | 628,908 | 25,087,000 | 0.45% | ||
| 34 | Raymond James Financial Services Advisors, Inc. | 623,415 | 24,868,000 | 0.45% | ||
| 35 | Janney Montgomery Scott LLC | 625,441 | 24,630,000 | 0.44% | ||
| 36 | Berkshire Money Management, Inc. | 598,981 | 23,893,000 | 0.43% | ||
| 37 | BAIRD FINANCIAL GROUP, INC. | 994,471 | 23,666,000 | 0.43% | ||
| 38 | SUNTRUST BANKS INC | 586,293 | 23,386,000 | 0.42% | ||
| 39 | TRUSTMARK BANK TRUST DEPARTMENT | 580,963 | 23,175,000 | 0.42% | ||
| 40 | BlackRock Fund Advisors | 570,277 | 22,748,000 | 0.41% | ||
| 41 | UNIPLAN INVESTMENT COUNSEL, INC. | 560,277 | 22,349,000 | 0.40% | ||
| 42 | Avalon Investment & Advisory | 554,938 | 22,136,000 | 0.40% | ||
| 43 | Bank of New York Mellon Corp | 528,182 | 21,069,000 | 0.38% | ||
| 44 | STIFEL FINANCIAL CORP | 522,370 | 20,838,000 | 0.37% | ||
| 45 | First Allied Advisory Services, Inc. | 486,631 | 19,394,000 | 0.35% | ||
| 46 | BEACON FINANCIAL GROUP | 444,780 | 18,810,000 | 0.34% | ||
| 47 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 462,928 | 18,457,000 | 0.33% | ||
| 48 | Stratos Wealth Partners, LTD. | 459,655 | 18,336,000 | 0.33% | ||
| 49 | Jaffetilchin Investment Partners, LLC | 457,067 | 18,232,000 | 0.33% | ||
| 50 | MUFG Americas Holdings Corp | 452,755 | 18,060,000 | 0.32% |
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.
