| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,741,568 | 176,960,000 | 13.90% | ||
| 2 | UBS Group AG | 1,444,682 | 146,794,000 | 11.53% | ||
| 3 | MORGAN STANLEY | 1,412,524 | 143,525,000 | 11.27% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,293,920 | 131,475,000 | 10.33% | ||
| 5 | Truepoint, Inc. | 784,319 | 79,695,000 | 6.26% | ||
| 6 | CHURCHILL MANAGEMENT Corp | 546,677 | 55,548,000 | 4.36% | ||
| 7 | WELLS FARGO & COMPANY/MN | 531,048 | 53,960,000 | 4.24% | ||
| 8 | Waverly Advisors, LLC | 346,450 | 35,203,000 | 2.77% | ||
| 9 | LPL Financial LLC | 331,392 | 33,673,000 | 2.65% | ||
| 10 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 309,483 | 31,447,000 | 2.47% | ||
| 11 | Arrow Investment Advisors, LLC | 307,330 | 31,228,000 | 2.45% | ||
| 12 | TIAA CREF TRUST CO FSB/MO | 232,464 | 23,621,000 | 1.86% | ||
| 13 | CITY NATIONAL BANK | 219,506 | 22,304,000 | 1.75% | ||
| 14 | STIFEL FINANCIAL CORP | 192,976 | 19,608,000 | 1.54% | ||
| 15 | Bank of New York Mellon Corp | 129,456 | 13,154,000 | 1.03% | ||
| 16 | MCF Advisors LLC | 110,146 | 11,192,000 | 0.88% | ||
| 17 | VANGUARD GROUP INC | 104,427 | 10,611,000 | 0.83% | ||
| 18 | Commonwealth Equity Services, Inc | 90,180 | 9,163,000 | 0.72% | ||
| 19 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 86,879 | 8,828,000 | 0.69% | ||
| 20 | SVA Wealth Management, LLC | 83,989 | 8,534,000 | 0.67% | ||
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 82,078 | 8,340,000 | 0.66% | ||
| 22 | MANAGED ACCOUNT ADVISORS LLC | 79,900 | 8,119,000 | 0.64% | ||
| 23 | LINCOLN NATIONAL CORP | 75,515 | 7,673,000 | 0.60% | ||
| 24 | Cranbrook Wealth Management, LLC | 70,516 | 7,165,000 | 0.56% | ||
| 25 | CONDOR CAPITAL MANAGEMENT | 67,387 | 6,847,000 | 0.54% | ||
| 26 | Community Financial Services Group, LLC | 63,706 | 6,473,000 | 0.51% | ||
| 27 | VSR Financial Services, Inc. | 59,163 | 6,011,000 | 0.47% | ||
| 28 | LMCG INVESTMENTS, LLC | 54,596 | 5,548,000 | 0.44% | ||
| 29 | IBBOTSON ASSOCIATES INC | 53,729 | 5,459,000 | 0.43% | ||
| 30 | ENVESTNET ASSET MANAGEMENT INC | 53,185 | 5,404,000 | 0.42% | ||
| 31 | JUNCTURE WEALTH STRATEGIES, LLC | 50,444 | 5,133,000 | 0.40% | ||
| 32 | Frontier Wealth Management LLC | 50,157 | 5,096,000 | 0.40% | ||
| 33 | Avior Wealth Management, LLC | 49,049 | 4,984,000 | 0.39% | ||
| 34 | Morningstar Investment Services LLC | 46,410 | 4,716,000 | 0.37% | ||
| 35 | First Allied Advisory Services, Inc. | 46,247 | 4,692,000 | 0.37% | ||
| 36 | Rehmann Capital Advisory Group | 42,641 | 4,333,000 | 0.34% | ||
| 37 | JANE STREET GROUP, LLC | 42,440 | 4,312,000 | 0.34% | ||
| 38 | HIGHLAND CAPITAL MANAGEMENT, LLC | 37,905 | 3,851,000 | 0.30% | ||
| 39 | Ifrah Financial Services, Inc. | 37,144 | 3,774,000 | 0.30% | ||
| 40 | SIMMONS FIRST TRUST CO NA | 35,503 | 3,608,000 | 0.28% | ||
| 41 | JONES FINANCIAL COMPANIES LLLP | 34,034 | 3,458,000 | 0.27% | ||
| 42 | COMERICA BANK | 30,850 | 3,134,000 | 0.25% | ||
| 43 | RAYMOND JAMES & ASSOCIATES | 30,142 | 3,063,000 | 0.24% | ||
| 44 | AMERICAN INTERNATIONAL GROUP, INC. | 29,093 | 2,956,157 | 0.23% | ||
| 45 | Pure Financial Advisors, LLC | 28,643 | 2,910,000 | 0.23% | ||
| 46 | TRUSTMARK BANK TRUST DEPARTMENT | 28,475 | 2,894,000 | 0.23% | ||
| 47 | Cambridge Investment Research Advisors, Inc. | 27,363 | 2,780,000 | 0.22% | ||
| 48 | Texas Yale Capital Corp. | 27,274 | 2,771,000 | 0.22% | ||
| 49 | Orion Porfolio Solutions, LLC | 26,848 | 2,728,000 | 0.21% | ||
| 50 | GHP Investment Advisors, Inc. | 25,041 | 2,544,000 | 0.20% |
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.
