| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 12,526,800 | 409,877,000 | 18.56% | ||
| 2 | AMERIPRISE FINANCIAL INC | 9,252,352 | 302,495,000 | 13.70% | ||
| 3 | MORGAN STANLEY | 4,416,926 | 144,522,000 | 6.54% | ||
| 4 | UBS Group AG | 3,605,900 | 117,985,000 | 5.34% | ||
| 5 | WELLS FARGO & COMPANY/MN | 2,972,508 | 97,260,000 | 4.40% | ||
| 6 | BlackRock Finance, Inc. | 2,744,512 | 89,799,000 | 4.07% | ||
| 7 | MONETA GROUP INVESTMENT ADVISORS LLC | 2,078,879 | 68,021,000 | 3.08% | ||
| 8 | US BANCORP \DE\ | 1,756,497 | 57,472,000 | 2.60% | ||
| 9 | RiverFront Investment Group, LLC | 1,414,871 | 46,294,000 | 2.10% | ||
| 10 | REGIONS FINANCIAL CORP | 1,284,135 | 42,016,000 | 1.90% | ||
| 11 | ROYAL BANK OF CANADA | 1,279,572 | 41,867,000 | 1.90% | ||
| 12 | LPL Financial LLC | 1,156,461 | 37,839,000 | 1.71% | ||
| 13 | Janney Montgomery Scott LLC | 1,048,403 | 34,304,000 | 1.55% | ||
| 14 | FUKOKU MUTUAL LIFE INSURANCE CO | 898,000 | 29,383,000 | 1.33% | ||
| 15 | OLD MISSION CAPITAL LLC | 788,497 | 25,800,000 | 1.17% | ||
| 16 | ASSETMARK, INC | 763,434 | 24,980,000 | 1.13% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 706,597 | 23,120,000 | 1.05% | ||
| 18 | BIEGEL & WALLER LLC | 687,124 | 22,483,000 | 1.02% | ||
| 19 | JPMORGAN CHASE & CO | 675,273 | 22,095,000 | 1.00% | ||
| 20 | SMITH CHAS P & ASSOCIATES PA CPAS | 594,208 | 19,442,000 | 0.88% | ||
| 21 | Financial Sense Advisors, Inc. | 587,316 | 19,217,000 | 0.87% | ||
| 22 | BAIRD FINANCIAL GROUP, INC. | 572,602 | 18,736,000 | 0.85% | ||
| 23 | GOLDMAN SACHS GROUP INC | 464,722 | 15,206,000 | 0.69% | ||
| 24 | Bank of New York Mellon Corp | 437,109 | 14,302,000 | 0.65% | ||
| 25 | Commonwealth Equity Services, Inc | 432,146 | 14,140,000 | 0.64% | ||
| 26 | Linscomb Wealth, Inc. | 376,833 | 12,330,000 | 0.56% | ||
| 27 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 367,482 | 12,024,000 | 0.54% | ||
| 28 | BB&T SECURITIES, LLC | 350,960 | 11,483,000 | 0.52% | ||
| 29 | BANK OF MONTREAL /CAN/ | 341,296 | 11,168,000 | 0.51% | ||
| 30 | SENTINEL ASSET MANAGEMENT, INC. | 333,400 | 10,909,000 | 0.49% | ||
| 31 | PRUDENTIAL PLC | 328,950 | 10,763,000 | 0.49% | ||
| 32 | Destination Wealth Management | 320,889 | 10,500,000 | 0.48% | ||
| 33 | Raymond James Financial Services Advisors, Inc. | 316,382 | 10,352,000 | 0.47% | ||
| 34 | ENVESTNET ASSET MANAGEMENT INC | 315,379 | 10,317,000 | 0.47% | ||
| 35 | Legacy Private Trust Co. | 282,483 | 9,242,000 | 0.42% | ||
| 36 | CYPRESS CAPITAL MANAGEMENT LLC | 277,025 | 9,064,000 | 0.41% | ||
| 37 | Estate Counselors, LLC | 273,600 | 8,952,000 | 0.41% | ||
| 38 | HORAN SECURITIES, INC. | 265,862 | 8,718,000 | 0.39% | ||
| 39 | Klingman & Associates, LLC | 243,582 | 7,970,000 | 0.36% | ||
| 40 | ETRADE Capital Management LLC | 243,602 | 7,970,000 | 0.36% | ||
| 41 | Perella Weinberg Partners Capital Management LP | 216,440 | 7,082,000 | 0.32% | ||
| 42 | ACKERMAN CAPITAL ADVISORS, LLC | 214,764 | 7,027,000 | 0.32% | ||
| 43 | Alpha Cubed Investments, LLC | 212,014 | 6,937,000 | 0.31% | ||
| 44 | STIFEL FINANCIAL CORP | 203,357 | 6,655,000 | 0.30% | ||
| 45 | MML INVESTORS SERVICES, INC. | 199,033 | 6,512,000 | 0.29% | ||
| 46 | CORNERSTONE FINANCIAL PARTNERS, LLC | 196,284 | 6,423,000 | 0.29% | ||
| 47 | SUNTRUST BANKS INC | 179,254 | 5,866,000 | 0.27% | ||
| 48 | Longer Investments Inc. | 173,370 | 5,673,000 | 0.26% | ||
| 49 | Dynamic Advisor Solutions LLC | 167,246 | 5,472,000 | 0.25% | ||
| 50 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 165,633 | 5,419,512 | 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.
