| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,741,976 | 188,168,000 | 12.42% | ||
| 2 | MORGAN STANLEY | 1,670,120 | 180,406,000 | 11.90% | ||
| 3 | UBS Group AG | 1,555,649 | 168,041,000 | 11.09% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,284,704 | 138,773,000 | 9.16% | ||
| 5 | CHURCHILL MANAGEMENT Corp | 798,697 | 86,275,000 | 5.69% | ||
| 6 | Truepoint, Inc. | 758,844 | 81,970,000 | 5.41% | ||
| 7 | WELLS FARGO & COMPANY/MN | 573,272 | 61,924,000 | 4.09% | ||
| 8 | Quantitative Advantage, LLC | 362,451 | 39,152,000 | 2.58% | ||
| 9 | LPL Financial LLC | 360,903 | 38,620,000 | 2.55% | ||
| 10 | Waverly Advisors, LLC | 349,214 | 37,722,000 | 2.49% | ||
| 11 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 319,985 | 34,565,000 | 2.28% | ||
| 12 | Arrow Investment Advisors, LLC | 285,375 | 30,826,000 | 2.03% | ||
| 13 | TIAA CREF TRUST CO FSB/MO | 238,135 | 25,723,000 | 1.70% | ||
| 14 | CITY NATIONAL BANK | 213,814 | 23,096,000 | 1.52% | ||
| 15 | STIFEL FINANCIAL CORP | 213,124 | 23,022,000 | 1.52% | ||
| 16 | Bank of New York Mellon Corp | 133,667 | 14,440,000 | 0.95% | ||
| 17 | Commonwealth Equity Services, Inc | 128,662 | 13,898,000 | 0.92% | ||
| 18 | MCF Advisors LLC | 110,146 | 11,898,000 | 0.79% | ||
| 19 | VANGUARD GROUP INC | 106,440 | 11,497,000 | 0.76% | ||
| 20 | MANAGED ACCOUNT ADVISORS LLC | 92,573 | 10,000,000 | 0.66% | ||
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 87,458 | 9,447,000 | 0.62% | ||
| 22 | Morningstar Investment Services LLC | 84,041 | 9,078,000 | 0.60% | ||
| 23 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 82,788 | 8,943,000 | 0.59% | ||
| 24 | SVA Wealth Management, LLC | 81,858 | 8,842,000 | 0.58% | ||
| 25 | ENVESTNET ASSET MANAGEMENT INC | 80,745 | 8,722,000 | 0.58% | ||
| 26 | IBBOTSON ASSOCIATES INC | 79,045 | 8,538,000 | 0.56% | ||
| 27 | LINCOLN NATIONAL CORP | 77,720 | 8,395,000 | 0.55% | ||
| 28 | Cranbrook Wealth Management, LLC | 69,339 | 7,490,000 | 0.49% | ||
| 29 | Community Financial Services Group, LLC | 66,054 | 7,135,000 | 0.47% | ||
| 30 | VSR Financial Services, Inc. | 64,185 | 6,933,000 | 0.46% | ||
| 31 | CONDOR CAPITAL MANAGEMENT | 62,156 | 6,714,000 | 0.44% | ||
| 32 | LMCG INVESTMENTS, LLC | 61,496 | 6,643,000 | 0.44% | ||
| 33 | Ledyard National Bank | 56,324 | 6,084,000 | 0.40% | ||
| 34 | Avior Wealth Management, LLC | 52,643 | 5,687,000 | 0.38% | ||
| 35 | MassMutual Private Wealth & Trust, FSB | 49,768 | 5,375,939 | 0.35% | ||
| 36 | AXA S.A. | 47,300 | 5,109,000 | 0.34% | ||
| 37 | First Allied Advisory Services, Inc. | 47,153 | 5,099,000 | 0.34% | ||
| 38 | First Horizon Advisors, Inc. | 47,014 | 5,083,000 | 0.34% | ||
| 39 | Frontier Wealth Management LLC | 44,871 | 4,847,000 | 0.32% | ||
| 40 | Tower Research Capital LLC (TRC) | 44,381 | 4,794,000 | 0.32% | ||
| 41 | JONES FINANCIAL COMPANIES LLLP | 42,696 | 4,612,000 | 0.30% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 40,398 | 4,361,000 | 0.29% | ||
| 43 | COMERICA BANK | 40,353 | 4,359,000 | 0.29% | ||
| 44 | Ifrah Financial Services, Inc. | 37,137 | 4,011,000 | 0.26% | ||
| 45 | HIGHLAND CAPITAL MANAGEMENT, LLC | 36,458 | 3,938,000 | 0.26% | ||
| 46 | SIMMONS FIRST TRUST CO NA | 36,047 | 3,894,000 | 0.26% | ||
| 47 | Rehmann Capital Advisory Group | 35,603 | 3,846,000 | 0.25% | ||
| 48 | RAYMOND JAMES & ASSOCIATES | 31,318 | 3,383,000 | 0.22% | ||
| 49 | SG Americas Securities, LLC | 31,127 | 3,362,000 | 0.22% | ||
| 50 | Pure Financial Advisors, LLC | 30,261 | 3,269,000 | 0.22% |
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.
