| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 10,182,022 | 300,980,000 | 20.46% | ||
| 2 | MORGAN STANLEY | 3,333,697 | 98,544,000 | 6.70% | ||
| 3 | UBS Group AG | 2,479,144 | 73,283,000 | 4.98% | ||
| 4 | AMERIPRISE FINANCIAL INC | 2,355,011 | 69,609,000 | 4.73% | ||
| 5 | WELLS FARGO & COMPANY/MN | 2,078,461 | 61,439,000 | 4.18% | ||
| 6 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,928,015 | 56,992,000 | 3.87% | ||
| 7 | BlackRock Fund Advisors | 1,427,180 | 42,187,000 | 2.87% | ||
| 8 | RiverFront Investment Group, LLC | 1,404,473 | 41,516,000 | 2.82% | ||
| 9 | BlackRock Investment Management, LLC | 1,093,226 | 32,316,000 | 2.20% | ||
| 10 | Janney Montgomery Scott LLC | 1,017,820 | 30,087,000 | 2.05% | ||
| 11 | US BANCORP \DE\ | 1,012,918 | 29,942,000 | 2.04% | ||
| 12 | FUKOKU MUTUAL LIFE INSURANCE CO | 898,000 | 26,545,000 | 1.80% | ||
| 13 | REGIONS FINANCIAL CORP | 866,002 | 25,599,000 | 1.74% | ||
| 14 | Retirement Planning Group, LLC | 864,194 | 25,546,000 | 1.74% | ||
| 15 | ROYAL BANK OF CANADA | 854,499 | 25,259,000 | 1.72% | ||
| 16 | ASSETMARK, INC | 845,688 | 24,999,000 | 1.70% | ||
| 17 | LPL Financial LLC | 780,302 | 23,284,000 | 1.58% | ||
| 18 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 621,826 | 18,381,000 | 1.25% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 601,064 | 17,767,000 | 1.21% | ||
| 20 | BIEGEL & WALLER LLC | 572,081 | 17,586,000 | 1.20% | ||
| 21 | SMITH CHAS P & ASSOCIATES PA CPAS | 591,264 | 17,478,000 | 1.19% | ||
| 22 | BAIRD FINANCIAL GROUP, INC. | 428,559 | 12,668,000 | 0.86% | ||
| 23 | SENTINEL ASSET MANAGEMENT, INC. | 423,400 | 12,516,000 | 0.85% | ||
| 24 | Commonwealth Equity Services, Inc | 358,687 | 10,603,000 | 0.72% | ||
| 25 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 356,986 | 10,552,000 | 0.72% | ||
| 26 | GOLDMAN SACHS GROUP INC | 327,175 | 9,671,000 | 0.66% | ||
| 27 | JPMORGAN CHASE & CO | 323,900 | 9,574,000 | 0.65% | ||
| 28 | BB&T SECURITIES, LLC | 310,822 | 9,318,000 | 0.63% | ||
| 29 | Bank of New York Mellon Corp | 313,846 | 9,278,000 | 0.63% | ||
| 30 | CORNERSTONE FINANCIAL PARTNERS, LLC | 310,841 | 9,182,000 | 0.62% | ||
| 31 | BlackRock Finance, Inc. | 308,846 | 9,129,000 | 0.62% | ||
| 32 | ENVESTNET ASSET MANAGEMENT INC | 299,028 | 8,840,000 | 0.60% | ||
| 33 | First National Bank of Hutchinson | 298,702 | 8,830,000 | 0.60% | ||
| 34 | Linscomb Wealth, Inc. | 279,965 | 8,276,000 | 0.56% | ||
| 35 | Klingman & Associates, LLC | 270,532 | 7,997,000 | 0.54% | ||
| 36 | HORAN SECURITIES, INC. | 255,951 | 7,817,000 | 0.53% | ||
| 37 | MSI Financial Services Inc | 247,126 | 7,305,000 | 0.50% | ||
| 38 | Destination Wealth Management | 244,982 | 7,242,000 | 0.49% | ||
| 39 | PRUDENTIAL PLC | 237,450 | 7,019,000 | 0.48% | ||
| 40 | ETRADE Capital Management LLC | 236,580 | 6,993,000 | 0.48% | ||
| 41 | NOMURA ASSET MANAGEMENT CO LTD | 223,268 | 6,600,000 | 0.45% | ||
| 42 | STIFEL FINANCIAL CORP | 203,535 | 6,018,000 | 0.41% | ||
| 43 | Hilltop Holdings Inc. | 194,269 | 5,741,000 | 0.39% | ||
| 44 | Longer Investments Inc. | 178,665 | 5,281,000 | 0.36% | ||
| 45 | Alpha Cubed Investments, LLC | 161,548 | 4,775,000 | 0.32% | ||
| 46 | Raymond James Financial Services Advisors, Inc. | 145,084 | 4,289,000 | 0.29% | ||
| 47 | CITADEL ADVISORS LLC | 137,512 | 4,065,000 | 0.28% | ||
| 48 | Perella Weinberg Partners Capital Management LP | 134,922 | 3,988,000 | 0.27% | ||
| 49 | KISSINGER FINANCIAL SERVICES LLC | 127,654 | 3,774,000 | 0.26% | ||
| 50 | Orion Porfolio Solutions, LLC | 124,419 | 3,678,000 | 0.25% |
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.
