| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 9,258,020 | 265,058,000 | 22.56% | ||
| 2 | MORGAN STANLEY | 2,936,106 | 84,061,000 | 7.16% | ||
| 3 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,682,520 | 48,171,000 | 4.10% | ||
| 4 | RiverFront Investment Group, LLC | 1,581,640 | 45,282,000 | 3.85% | ||
| 5 | UBS Group AG | 1,485,761 | 42,537,000 | 3.62% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,397,942 | 40,023,000 | 3.41% | ||
| 7 | AMERIPRISE FINANCIAL INC | 1,402,652 | 39,722,000 | 3.38% | ||
| 8 | BlackRock Investment Management, LLC | 1,221,856 | 34,982,000 | 2.98% | ||
| 9 | BlackRock Fund Advisors | 1,175,986 | 33,668,000 | 2.87% | ||
| 10 | ROYAL BANK OF CANADA | 940,403 | 26,924,000 | 2.29% | ||
| 11 | Retirement Planning Group, LLC | 877,754 | 25,130,000 | 2.14% | ||
| 12 | Spruce Investment Advisors LLC | 789,515 | 22,604,000 | 1.92% | ||
| 13 | ASSETMARK, INC | 788,151 | 22,565,000 | 1.92% | ||
| 14 | FUKOKU MUTUAL LIFE INSURANCE CO | 734,000 | 21,014,000 | 1.79% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 647,413 | 18,535,000 | 1.58% | ||
| 16 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 621,826 | 17,802,876 | 1.52% | ||
| 17 | LPL Financial LLC | 624,225 | 17,534,000 | 1.49% | ||
| 18 | SMITH CHAS P & ASSOCIATES PA CPAS | 609,243 | 17,443,000 | 1.48% | ||
| 19 | REGIONS FINANCIAL CORP | 512,920 | 14,685,000 | 1.25% | ||
| 20 | Janney Montgomery Scott LLC | 462,668 | 13,264,000 | 1.13% | ||
| 21 | SENTINEL ASSET MANAGEMENT, INC. | 423,400 | 12,122,000 | 1.03% | ||
| 22 | ENVESTNET ASSET MANAGEMENT INC | 318,015 | 9,105,000 | 0.78% | ||
| 23 | US BANCORP \DE\ | 312,728 | 8,953,000 | 0.76% | ||
| 24 | Commonwealth Equity Services, Inc | 308,259 | 8,825,000 | 0.75% | ||
| 25 | Klingman & Associates, LLC | 294,431 | 8,430,000 | 0.72% | ||
| 26 | Linscomb Wealth, Inc. | 290,014 | 8,303,000 | 0.71% | ||
| 27 | First National Bank of Hutchinson | 294,901 | 8,128,000 | 0.69% | ||
| 28 | BB&T SECURITIES, LLC | 259,426 | 7,427,000 | 0.63% | ||
| 29 | STIFEL FINANCIAL CORP | 258,417 | 7,400,000 | 0.63% | ||
| 30 | ETRADE Capital Management LLC | 242,243 | 6,936,000 | 0.59% | ||
| 31 | Hilltop Holdings Inc. | 233,548 | 6,686,000 | 0.57% | ||
| 32 | HORAN SECURITIES, INC. | 197,617 | 5,840,000 | 0.50% | ||
| 33 | PRUDENTIAL PLC | 201,250 | 5,762,000 | 0.49% | ||
| 34 | MUFG Americas Holdings Corp | 190,144 | 5,444,000 | 0.46% | ||
| 35 | BAIRD FINANCIAL GROUP, INC. | 276,200 | 5,239,000 | 0.45% | ||
| 36 | Orion Porfolio Solutions, LLC | 178,400 | 5,108,000 | 0.43% | ||
| 37 | CORNERSTONE FINANCIAL PARTNERS, LLC | 175,354 | 5,018,000 | 0.43% | ||
| 38 | M&T BANK CORP | 168,624 | 4,828,000 | 0.41% | ||
| 39 | BlackRock Finance, Inc. | 163,174 | 4,672,000 | 0.40% | ||
| 40 | MSI Financial Services Inc | 163,038 | 4,668,000 | 0.40% | ||
| 41 | Alpha Cubed Investments, LLC | 150,368 | 4,305,000 | 0.37% | ||
| 42 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 146,777 | 4,202,000 | 0.36% | ||
| 43 | Bank of New York Mellon Corp | 140,631 | 4,026,000 | 0.34% | ||
| 44 | Destination Wealth Management | 137,865 | 3,947,000 | 0.34% | ||
| 45 | WHITTIER TRUST CO | 124,211 | 3,556,000 | 0.30% | ||
| 46 | SANDERS MORRIS HARRIS INC/FA | 123,152 | 3,525,000 | 0.30% | ||
| 47 | SCOTIA CAPITAL INC. | 111,916 | 3,207,000 | 0.27% | ||
| 48 | Legacy Private Trust Co. | 104,218 | 2,984,000 | 0.25% | ||
| 49 | D.A. DAVIDSON & CO. | 100,727 | 2,883,000 | 0.25% | ||
| 50 | WILSHIRE ASSOCIATES INC | 98,495 | 2,820,000 | 0.24% |
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.
