| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,748,674 | 186,356,000 | 11.13% | ||
| 2 | MORGAN STANLEY | 1,731,656 | 184,544,000 | 11.02% | ||
| 3 | UBS Group AG | 1,619,889 | 172,632,000 | 10.31% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,342,523 | 143,072,000 | 8.54% | ||
| 5 | CHURCHILL MANAGEMENT Corp | 893,131 | 95,181,000 | 5.68% | ||
| 6 | WELLS FARGO & COMPANY/MN | 860,699 | 91,725,000 | 5.48% | ||
| 7 | Truepoint, Inc. | 796,291 | 84,861,000 | 5.07% | ||
| 8 | Arrow Investment Advisors, LLC | 446,227 | 47,554,000 | 2.84% | ||
| 9 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 420,702 | 44,834,000 | 2.68% | ||
| 10 | Quantitative Advantage, LLC | 373,221 | 39,774,000 | 2.37% | ||
| 11 | LPL Financial LLC | 370,739 | 39,454,000 | 2.36% | ||
| 12 | Waverly Advisors, LLC | 314,982 | 33,568,000 | 2.00% | ||
| 13 | TIAA CREF TRUST CO FSB/MO | 250,487 | 26,695,000 | 1.59% | ||
| 14 | STIFEL FINANCIAL CORP | 231,929 | 24,717,000 | 1.48% | ||
| 15 | CITY NATIONAL BANK | 216,854 | 23,110,000 | 1.38% | ||
| 16 | TRUSTMARK BANK TRUST DEPARTMENT | 195,033 | 20,785,000 | 1.24% | ||
| 17 | Commonwealth Equity Services, Inc | 184,379 | 19,649,000 | 1.17% | ||
| 18 | Bank of New York Mellon Corp | 144,220 | 15,370,000 | 0.92% | ||
| 19 | VANGUARD GROUP INC | 111,314 | 11,863,000 | 0.71% | ||
| 20 | MCF Advisors LLC | 110,163 | 11,740,000 | 0.70% | ||
| 21 | MANAGED ACCOUNT ADVISORS LLC | 107,580 | 11,465,000 | 0.68% | ||
| 22 | COMERICA BANK | 103,706 | 11,052,000 | 0.66% | ||
| 23 | Morningstar Investment Services LLC | 98,510 | 10,498,000 | 0.63% | ||
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 94,936 | 10,118,000 | 0.60% | ||
| 25 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 88,145 | 9,394,000 | 0.56% | ||
| 26 | IBBOTSON ASSOCIATES INC | 87,251 | 9,298,000 | 0.56% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 85,383 | 9,099,000 | 0.54% | ||
| 28 | ENVESTNET ASSET MANAGEMENT INC | 85,153 | 9,075,000 | 0.54% | ||
| 29 | JANE STREET GROUP, LLC | 85,083 | 9,067,000 | 0.54% | ||
| 30 | SVA Wealth Management, LLC | 81,370 | 8,672,000 | 0.52% | ||
| 31 | LINCOLN NATIONAL CORP | 79,445 | 8,466,000 | 0.51% | ||
| 32 | FundX Investment Group, LLC | 78,123 | 8,326,000 | 0.50% | ||
| 33 | Cranbrook Wealth Management, LLC | 70,138 | 7,475,000 | 0.45% | ||
| 34 | Community Financial Services Group, LLC | 67,348 | 7,177,000 | 0.43% | ||
| 35 | Cambridge Investment Research Advisors, Inc. | 65,329 | 6,962,000 | 0.42% | ||
| 36 | Ledyard National Bank | 64,753 | 6,901,000 | 0.41% | ||
| 37 | VSR Financial Services, Inc. | 64,480 | 6,872,000 | 0.41% | ||
| 38 | First Horizon Advisors, Inc. | 63,922 | 6,811,000 | 0.41% | ||
| 39 | CONDOR CAPITAL MANAGEMENT | 61,020 | 6,503,000 | 0.39% | ||
| 40 | LMCG INVESTMENTS, LLC | 60,633 | 6,462,000 | 0.39% | ||
| 41 | AXA S.A. | 58,000 | 6,181,000 | 0.37% | ||
| 42 | Avior Wealth Management, LLC | 55,828 | 5,950,000 | 0.36% | ||
| 43 | First Allied Advisory Services, Inc. | 50,799 | 5,405,000 | 0.32% | ||
| 44 | Private Advisor Group, LLC | 50,610 | 5,394,000 | 0.32% | ||
| 45 | JONES FINANCIAL COMPANIES LLLP | 46,836 | 4,991,000 | 0.30% | ||
| 46 | HIGHLAND CAPITAL MANAGEMENT, LLC | 44,537 | 4,746,000 | 0.28% | ||
| 47 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 44,491 | 4,743,000 | 0.28% | ||
| 48 | Frontier Wealth Management LLC | 42,340 | 4,512,000 | 0.27% | ||
| 49 | Tower Research Capital LLC (TRC) | 39,997 | 4,262,000 | 0.25% | ||
| 50 | MassMutual Private Wealth & Trust, FSB | 43,774 | 4,218,500 | 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.
