| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 7,978,185 | 231,287,000 | 21.48% | ||
| 2 | MORGAN STANLEY | 2,505,466 | 72,633,000 | 6.75% | ||
| 3 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,645,366 | 47,699,000 | 4.43% | ||
| 4 | RiverFront Investment Group, LLC | 1,582,855 | 45,887,000 | 4.26% | ||
| 5 | UBS Group AG | 1,281,703 | 37,156,000 | 3.45% | ||
| 6 | BlackRock Investment Management, LLC | 1,196,576 | 34,689,000 | 3.22% | ||
| 7 | BlackRock Fund Advisors | 1,143,685 | 33,155,000 | 3.08% | ||
| 8 | LPL Financial LLC | 1,178,821 | 33,007,000 | 3.07% | ||
| 9 | WELLS FARGO & COMPANY/MN | 1,128,730 | 32,722,000 | 3.04% | ||
| 10 | AMERIPRISE FINANCIAL INC | 1,119,763 | 32,479,000 | 3.02% | ||
| 11 | Retirement Planning Group, LLC | 855,705 | 24,807,000 | 2.30% | ||
| 12 | ROYAL BANK OF CANADA | 841,496 | 24,396,000 | 2.27% | ||
| 13 | FUKOKU MUTUAL LIFE INSURANCE CO | 734,000 | 21,279,000 | 1.98% | ||
| 14 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 689,780 | 19,973,000 | 1.86% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 648,804 | 18,809,000 | 1.75% | ||
| 16 | SMITH CHAS P & ASSOCIATES PA CPAS | 610,261 | 17,691,000 | 1.64% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 435,408 | 12,622,000 | 1.17% | ||
| 18 | SENTINEL ASSET MANAGEMENT, INC. | 423,400 | 12,274,000 | 1.14% | ||
| 19 | ASSETMARK, INC | 415,963 | 12,059,000 | 1.12% | ||
| 20 | USCA RIA LLC | 307,465 | 10,606,000 | 0.99% | ||
| 21 | GFS Advisors, LLC | 307,465 | 10,606,000 | 0.99% | ||
| 22 | Linscomb Wealth, Inc. | 300,350 | 8,707,000 | 0.81% | ||
| 23 | First National Bank of Hutchinson | 292,068 | 8,519,000 | 0.79% | ||
| 24 | Klingman & Associates, LLC | 289,423 | 8,390,000 | 0.78% | ||
| 25 | Commonwealth Equity Services, Inc | 283,353 | 8,214,000 | 0.76% | ||
| 26 | ETRADE Capital Management LLC | 244,299 | 7,082,000 | 0.66% | ||
| 27 | ENVESTNET ASSET MANAGEMENT INC | 243,079 | 7,047,000 | 0.65% | ||
| 28 | STIFEL FINANCIAL CORP | 241,159 | 6,991,000 | 0.65% | ||
| 29 | MUFG Americas Holdings Corp | 218,029 | 6,321,000 | 0.59% | ||
| 30 | Janney Montgomery Scott LLC | 212,159 | 6,151,000 | 0.57% | ||
| 31 | BAIRD FINANCIAL GROUP, INC. | 197,820 | 5,735,000 | 0.53% | ||
| 32 | REGIONS FINANCIAL CORP | 180,216 | 5,224,000 | 0.49% | ||
| 33 | Hilltop Holdings Inc. | 176,005 | 5,100,000 | 0.47% | ||
| 34 | Merriman Wealth Management, LLC | 169,810 | 4,923,000 | 0.46% | ||
| 35 | M&T BANK CORP | 166,341 | 4,822,000 | 0.45% | ||
| 36 | PRUDENTIAL PLC | 160,850 | 4,663,000 | 0.43% | ||
| 37 | WHITTIER TRUST CO | 157,781 | 4,573,000 | 0.42% | ||
| 38 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 157,243 | 4,558,000 | 0.42% | ||
| 39 | MSI Financial Services Inc | 155,033 | 4,494,000 | 0.42% | ||
| 40 | Concert Wealth Management Inc. | 153,752 | 4,470,000 | 0.42% | ||
| 41 | BB&T SECURITIES, LLC | 153,242 | 4,442,000 | 0.41% | ||
| 42 | Orion Porfolio Solutions, LLC | 144,695 | 4,195,000 | 0.39% | ||
| 43 | WILSHIRE ASSOCIATES INC | 132,800 | 3,851,000 | 0.36% | ||
| 44 | TWIN CAPITAL MANAGEMENT INC | 132,800 | 3,850,000 | 0.36% | ||
| 45 | TCV Trust & Wealth Management, Inc. | 127,811 | 3,705,000 | 0.34% | ||
| 46 | CORNERSTONE FINANCIAL PARTNERS, LLC | 126,313 | 3,658,000 | 0.34% | ||
| 47 | SANDERS MORRIS HARRIS INC/FA | 122,149 | 3,540,000 | 0.33% | ||
| 48 | HORAN SECURITIES, INC. | 112,604 | 3,366,000 | 0.31% | ||
| 49 | SCOTIA CAPITAL INC. | 112,391 | 3,259,000 | 0.30% | ||
| 50 | BlackRock Finance, Inc. | 96,413 | 2,795,000 | 0.26% |
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.
