| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 10,304,417 | 713,477,000 | 17.90% | ||
| 2 | BlackRock Finance, Inc. | 5,257,981 | 364,062,000 | 9.13% | ||
| 3 | AMERIPRISE FINANCIAL INC | 5,237,317 | 362,595,000 | 9.10% | ||
| 4 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 2,852,840 | 197,531,000 | 4.96% | ||
| 5 | MORGAN STANLEY | 2,547,226 | 176,370,000 | 4.43% | ||
| 6 | UBS Group AG | 2,463,230 | 170,554,000 | 4.28% | ||
| 7 | Windhaven Investment Management, Inc. | 2,264,540 | 156,797,000 | 3.93% | ||
| 8 | WELLS FARGO & COMPANY/MN | 1,665,511 | 115,320,000 | 2.89% | ||
| 9 | QS Investors, LLC | 1,640,898 | 113,616,000 | 2.85% | ||
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,316,504 | 91,155,000 | 2.29% | ||
| 11 | LPL Financial LLC | 1,235,978 | 85,579,000 | 2.15% | ||
| 12 | Raymond James Financial Services Advisors, Inc. | 1,164,814 | 80,651,000 | 2.02% | ||
| 13 | SECURIAN ASSET MANAGEMENT, INC | 1,045,632 | 72,400,000 | 1.82% | ||
| 14 | Commonwealth Equity Services, Inc | 789,431 | 54,660,000 | 1.37% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 628,203 | 43,496,000 | 1.09% | ||
| 16 | Price Capital Management, Inc. | 596,490 | 41,295,000 | 1.04% | ||
| 17 | NOTTINGHAM ADVISORS, INC. | 513,195 | 35,534,000 | 0.89% | ||
| 18 | ROYAL BANK OF CANADA | 439,179 | 30,408,000 | 0.76% | ||
| 19 | Burt Wealth Advisors | 425,027 | 29,428,000 | 0.74% | ||
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 404,205 | 27,987,000 | 0.70% | ||
| 21 | MADISON INVESTMENT HOLDINGS INC | 388,155 | 26,876,000 | 0.67% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 381,305 | 26,401,000 | 0.66% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 368,036 | 25,483,000 | 0.64% | ||
| 24 | CAPTRUST FINANCIAL ADVISORS | 350,960 | 24,300,000 | 0.61% | ||
| 25 | SEI INVESTMENTS CO | 342,728 | 23,730,000 | 0.60% | ||
| 26 | TOMPKINS FINANCIAL CORP | 333,169 | 23,068,000 | 0.58% | ||
| 27 | Cetera Advisors LLC | 322,112 | 22,315,000 | 0.56% | ||
| 28 | CETERA INVESTMENT ADVISERS | 322,112 | 22,315,000 | 0.56% | ||
| 29 | MML INVESTORS SERVICES, INC. | 305,221 | 21,133,000 | 0.53% | ||
| 30 | Private Advisor Group, LLC | 308,076 | 21,091,000 | 0.53% | ||
| 31 | FOSTER & MOTLEY INC | 296,531 | 20,532,000 | 0.52% | ||
| 32 | Estate Counselors, LLC | 295,130 | 20,435,000 | 0.51% | ||
| 33 | LEVEL FOUR ADVISORY SERVICES, LLC | 305,301 | 20,171,000 | 0.51% | ||
| 34 | O'BRIEN WEALTH PARTNERS LLC | 280,591 | 19,428,000 | 0.49% | ||
| 35 | PEAK FINANCIAL MANAGEMENT, INC. | 264,397 | 18,307,000 | 0.46% | ||
| 36 | ADVISOR GROUP, INC. | 256,831 | 17,782,000 | 0.45% | ||
| 37 | First Horizon Advisors, Inc. | 226,458 | 15,995,000 | 0.40% | ||
| 38 | HECK CAPITAL ADVISORS, LLC | 229,128 | 15,864,805 | 0.40% | ||
| 39 | SMITH CHAS P & ASSOCIATES PA CPAS | 228,717 | 15,836,000 | 0.40% | ||
| 40 | HAMEL ASSOCIATES, INC. | 224,741 | 15,561,000 | 0.39% | ||
| 41 | Roof Eidam Maycock Peralta, LLC | 224,062 | 15,514,000 | 0.39% | ||
| 42 | GOLDMAN SACHS GROUP INC | 218,711 | 15,144,000 | 0.38% | ||
| 43 | COMERICA BANK | 205,771 | 14,426,000 | 0.36% | ||
| 44 | NORTH AMERICAN MANAGEMENT CORP | 196,485 | 13,605,000 | 0.34% | ||
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 188,103 | 13,024,000 | 0.33% | ||
| 46 | ARCUS CAPITAL PARTNERS, LLC | 187,065 | 12,952,000 | 0.32% | ||
| 47 | RAYMOND JAMES & ASSOCIATES | 185,888 | 12,871,000 | 0.32% | ||
| 48 | MASCOMA WEALTH MANAGEMENT LLC | 181,232 | 12,549,000 | 0.31% | ||
| 49 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 177,519 | 12,291,000 | 0.31% | ||
| 50 | COLONY GROUP LLC | 176,725 | 12,236,000 | 0.31% |
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.
