| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 9,813,394 | 294,205,000 | 21.20% | ||
| 2 | MORGAN STANLEY | 3,154,116 | 94,560,000 | 6.81% | ||
| 3 | UBS Group AG | 2,406,092 | 72,134,000 | 5.20% | ||
| 4 | AMERIPRISE FINANCIAL INC | 1,884,511 | 56,534,000 | 4.07% | ||
| 5 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,739,127 | 52,139,000 | 3.76% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,711,847 | 51,322,000 | 3.70% | ||
| 7 | RiverFront Investment Group, LLC | 1,535,892 | 46,046,000 | 3.32% | ||
| 8 | BlackRock Fund Advisors | 1,351,052 | 40,505,000 | 2.92% | ||
| 9 | BlackRock Investment Management, LLC | 1,200,500 | 35,991,000 | 2.59% | ||
| 10 | ROYAL BANK OF CANADA | 856,558 | 25,679,000 | 1.85% | ||
| 11 | Retirement Planning Group, LLC | 851,486 | 25,528,000 | 1.84% | ||
| 12 | REGIONS FINANCIAL CORP | 835,113 | 25,037,000 | 1.80% | ||
| 13 | ASSETMARK, INC | 802,494 | 24,059,000 | 1.73% | ||
| 14 | FUKOKU MUTUAL LIFE INSURANCE CO | 734,000 | 22,005,000 | 1.59% | ||
| 15 | LPL Financial LLC | 731,189 | 21,797,000 | 1.57% | ||
| 16 | Spruce Investment Advisors LLC | 692,661 | 20,766,000 | 1.50% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 642,597 | 19,265,000 | 1.39% | ||
| 18 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 621,826 | 18,642,343 | 1.34% | ||
| 19 | SMITH CHAS P & ASSOCIATES PA CPAS | 611,212 | 18,324,000 | 1.32% | ||
| 20 | US BANCORP \DE\ | 591,836 | 17,744,000 | 1.28% | ||
| 21 | SENTINEL ASSET MANAGEMENT, INC. | 423,400 | 12,694,000 | 0.91% | ||
| 22 | BAIRD FINANCIAL GROUP, INC. | 358,538 | 10,749,000 | 0.77% | ||
| 23 | Bank of New York Mellon Corp | 335,480 | 10,058,000 | 0.72% | ||
| 24 | Linscomb Wealth, Inc. | 334,218 | 10,020,000 | 0.72% | ||
| 25 | Commonwealth Equity Services, Inc | 315,533 | 9,460,000 | 0.68% | ||
| 26 | BB&T SECURITIES, LLC | 310,822 | 9,318,000 | 0.67% | ||
| 27 | ENVESTNET ASSET MANAGEMENT INC | 309,351 | 9,274,000 | 0.67% | ||
| 28 | First National Bank of Hutchinson | 300,972 | 8,942,000 | 0.64% | ||
| 29 | CORNERSTONE FINANCIAL PARTNERS, LLC | 296,900 | 8,888,000 | 0.64% | ||
| 30 | Janney Montgomery Scott LLC | 293,699 | 8,805,000 | 0.63% | ||
| 31 | BlackRock Finance, Inc. | 287,387 | 8,616,000 | 0.62% | ||
| 32 | Klingman & Associates, LLC | 283,259 | 8,492,000 | 0.61% | ||
| 33 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 268,770 | 8,058,000 | 0.58% | ||
| 34 | NOMURA ASSET MANAGEMENT CO LTD | 249,847 | 7,490,000 | 0.54% | ||
| 35 | ETRADE Capital Management LLC | 242,389 | 7,267,000 | 0.52% | ||
| 36 | PRUDENTIAL PLC | 237,750 | 7,128,000 | 0.51% | ||
| 37 | HORAN SECURITIES, INC. | 227,877 | 6,736,000 | 0.49% | ||
| 38 | STIFEL FINANCIAL CORP | 204,422 | 6,123,000 | 0.44% | ||
| 39 | Destination Wealth Management | 194,214 | 5,823,000 | 0.42% | ||
| 40 | Hilltop Holdings Inc. | 193,688 | 5,805,000 | 0.42% | ||
| 41 | Orion Porfolio Solutions, LLC | 193,043 | 5,787,000 | 0.42% | ||
| 42 | MSI Financial Services Inc | 185,799 | 5,570,000 | 0.40% | ||
| 43 | Longer Investments Inc. | 180,230 | 5,403,000 | 0.39% | ||
| 44 | BRINKER CAPITAL INC | 175,536 | 5,263,000 | 0.38% | ||
| 45 | M&T BANK CORP | 168,524 | 5,052,000 | 0.36% | ||
| 46 | MUFG Americas Holdings Corp | 154,829 | 4,642,000 | 0.33% | ||
| 47 | Alpha Cubed Investments, LLC | 147,765 | 4,430,000 | 0.32% | ||
| 48 | SALEM INVESTMENT COUNSELORS INC | 13,387 | 4,013,000 | 0.29% | ||
| 49 | Raymond James Financial Services Advisors, Inc. | 132,190 | 3,963,000 | 0.29% | ||
| 50 | CITADEL ADVISORS LLC | 125,392 | 3,759,000 | 0.27% |
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.
