| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,312,864 | 224,971,000 | 15.45% | ||
| 2 | MORGAN STANLEY | 1,668,643 | 162,309,000 | 11.15% | ||
| 3 | UBS Group AG | 1,492,907 | 145,215,000 | 9.97% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,358,369 | 132,129,000 | 9.07% | ||
| 5 | Truepoint, Inc. | 800,646 | 77,879,000 | 5.35% | ||
| 6 | WELLS FARGO & COMPANY/MN | 602,332 | 58,589,000 | 4.02% | ||
| 7 | Arrow Investment Advisors, LLC | 423,081 | 41,153,000 | 2.83% | ||
| 8 | LPL Financial LLC | 393,412 | 39,577,000 | 2.72% | ||
| 9 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 405,889 | 39,481,000 | 2.71% | ||
| 10 | Waverly Advisors, LLC | 313,348 | 30,479,000 | 2.09% | ||
| 11 | TRUSTMARK BANK TRUST DEPARTMENT | 272,157 | 26,473,000 | 1.82% | ||
| 12 | TIAA CREF TRUST CO FSB/MO | 266,653 | 25,937,000 | 1.78% | ||
| 13 | STIFEL FINANCIAL CORP | 244,838 | 23,816,000 | 1.64% | ||
| 14 | CITY NATIONAL BANK | 209,308 | 20,359,000 | 1.40% | ||
| 15 | JANE STREET GROUP, LLC | 205,394 | 19,979,000 | 1.37% | ||
| 16 | Commonwealth Equity Services, Inc | 188,238 | 18,310,000 | 1.26% | ||
| 17 | Bank of New York Mellon Corp | 159,404 | 15,505,000 | 1.06% | ||
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 127,449 | 12,397,000 | 0.85% | ||
| 19 | Morningstar Investment Services LLC | 116,842 | 11,365,000 | 0.78% | ||
| 20 | IBBOTSON ASSOCIATES INC | 116,146 | 11,298,000 | 0.78% | ||
| 21 | VANGUARD GROUP INC | 112,729 | 10,965,000 | 0.75% | ||
| 22 | MCF Advisors LLC | 110,662 | 10,764,000 | 0.74% | ||
| 23 | LINCOLN NATIONAL CORP | 100,616 | 9,787,000 | 0.67% | ||
| 24 | RAYMOND JAMES & ASSOCIATES | 95,916 | 9,330,000 | 0.64% | ||
| 25 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 95,204 | 9,260,000 | 0.64% | ||
| 26 | ENVESTNET ASSET MANAGEMENT INC | 87,975 | 8,557,000 | 0.59% | ||
| 27 | SVA Wealth Management, LLC | 80,853 | 7,865,000 | 0.54% | ||
| 28 | First Horizon Advisors, Inc. | 76,214 | 7,412,000 | 0.51% | ||
| 29 | GOLDMAN SACHS GROUP INC | 74,630 | 7,259,000 | 0.50% | ||
| 30 | Cranbrook Wealth Management, LLC | 73,099 | 7,110,000 | 0.49% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 71,768 | 6,981,000 | 0.48% | ||
| 32 | Community Financial Services Group, LLC | 69,088 | 6,720,000 | 0.46% | ||
| 33 | Ledyard National Bank | 63,653 | 6,192,000 | 0.43% | ||
| 34 | VSR Financial Services, Inc. | 63,369 | 6,164,000 | 0.42% | ||
| 35 | CONDOR CAPITAL MANAGEMENT | 62,907 | 6,119,000 | 0.42% | ||
| 36 | LMCG INVESTMENTS, LLC | 59,519 | 5,790,000 | 0.40% | ||
| 37 | Avior Wealth Management, LLC | 59,475 | 5,785,000 | 0.40% | ||
| 38 | COMERICA BANK | 58,210 | 5,662,000 | 0.39% | ||
| 39 | AXA S.A. | 58,000 | 5,642,000 | 0.39% | ||
| 40 | CREDIT SUISSE AG/ | 55,718 | 5,420,000 | 0.37% | ||
| 41 | ROYAL BANK OF CANADA | 52,421 | 5,099,000 | 0.35% | ||
| 42 | JONES FINANCIAL COMPANIES LLLP | 49,495 | 4,814,000 | 0.33% | ||
| 43 | Private Advisor Group, LLC | 47,980 | 4,667,000 | 0.32% | ||
| 44 | Tower Research Capital LLC (TRC) | 47,721 | 4,642,000 | 0.32% | ||
| 45 | HIGHLAND CAPITAL MANAGEMENT, LLC | 46,498 | 4,523,000 | 0.31% | ||
| 46 | MassMutual Private Wealth & Trust, FSB | 43,475 | 4,185,773 | 0.29% | ||
| 47 | First Allied Advisory Services, Inc. | 42,673 | 4,154,000 | 0.29% | ||
| 48 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 42,532 | 4,137,000 | 0.28% | ||
| 49 | MSI Financial Services Inc | 41,337 | 4,021,000 | 0.28% | ||
| 50 | Frontier Wealth Management LLC | 40,956 | 3,984,000 | 0.27% |
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.
