| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,138,831 | 213,262,000 | 14.24% | ||
| 2 | UBS Group AG | 1,669,560 | 166,472,000 | 11.11% | ||
| 3 | MORGAN STANLEY | 1,604,369 | 159,972,000 | 10.68% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,369,914 | 136,595,000 | 9.12% | ||
| 5 | LPL Financial LLC | 907,975 | 89,308,000 | 5.96% | ||
| 6 | Truepoint, Inc. | 837,523 | 83,509,000 | 5.58% | ||
| 7 | WELLS FARGO & COMPANY/MN | 611,342 | 60,956,000 | 4.07% | ||
| 8 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 331,994 | 33,103,000 | 2.21% | ||
| 9 | ROYAL BANK OF CANADA | 309,737 | 30,884,000 | 2.06% | ||
| 10 | Waverly Advisors, LLC | 306,733 | 30,584,000 | 2.04% | ||
| 11 | TRUSTMARK BANK TRUST DEPARTMENT | 281,945 | 28,113,000 | 1.88% | ||
| 12 | TIAA CREF TRUST CO FSB/MO | 277,074 | 27,627,000 | 1.84% | ||
| 13 | STIFEL FINANCIAL CORP | 274,913 | 27,412,000 | 1.83% | ||
| 14 | Commonwealth Equity Services, Inc | 220,542 | 21,990,000 | 1.47% | ||
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 155,569 | 15,512,000 | 1.04% | ||
| 16 | FMR LLC | 132,438 | 13,294,000 | 0.89% | ||
| 17 | Morningstar Investment Services LLC | 128,758 | 12,838,000 | 0.86% | ||
| 18 | VANGUARD GROUP INC | 114,495 | 11,418,000 | 0.76% | ||
| 19 | LINCOLN NATIONAL CORP | 109,619 | 10,932,000 | 0.73% | ||
| 20 | GOLDMAN SACHS GROUP INC | 107,582 | 10,727,000 | 0.72% | ||
| 21 | JANE STREET GROUP, LLC | 100,859 | 10,057,000 | 0.67% | ||
| 22 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 95,905 | 9,563,000 | 0.64% | ||
| 23 | RAYMOND JAMES & ASSOCIATES | 91,656 | 9,139,000 | 0.61% | ||
| 24 | MCF Advisors LLC | 89,151 | 8,889,000 | 0.59% | ||
| 25 | SVA Wealth Management, LLC | 79,175 | 7,895,000 | 0.53% | ||
| 26 | Cranbrook Wealth Management, LLC | 73,670 | 7,346,000 | 0.49% | ||
| 27 | Community Financial Services Group, LLC | 69,110 | 6,891,000 | 0.46% | ||
| 28 | ENVESTNET ASSET MANAGEMENT INC | 67,837 | 6,764,000 | 0.45% | ||
| 29 | VSR Financial Services, Inc. | 65,625 | 6,543,000 | 0.44% | ||
| 30 | CONDOR CAPITAL MANAGEMENT | 62,789 | 6,261,000 | 0.42% | ||
| 31 | Avior Wealth Management, LLC | 62,001 | 6,182,000 | 0.41% | ||
| 32 | IBBOTSON ASSOCIATES INC | 61,816 | 6,164,000 | 0.41% | ||
| 33 | Ledyard National Bank | 61,688 | 6,151,000 | 0.41% | ||
| 34 | AXA S.A. | 58,000 | 5,783,000 | 0.39% | ||
| 35 | JONES FINANCIAL COMPANIES LLLP | 56,165 | 5,600,000 | 0.37% | ||
| 36 | MSI Financial Services Inc | 56,090 | 5,593,000 | 0.37% | ||
| 37 | Caprock Group, LLC | 54,626 | 5,447,000 | 0.36% | ||
| 38 | COMERICA BANK | 57,787 | 5,398,000 | 0.36% | ||
| 39 | AMERIPRISE FINANCIAL INC | 51,277 | 5,113,000 | 0.34% | ||
| 40 | MOSAIC FAMILY WEALTH, LLC | 48,692 | 4,855,000 | 0.32% | ||
| 41 | MassMutual Private Wealth & Trust, FSB | 48,479 | 4,833,841 | 0.32% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 47,704 | 4,756,000 | 0.32% | ||
| 43 | HIGHLAND CAPITAL MANAGEMENT, LLC | 47,299 | 4,716,000 | 0.31% | ||
| 44 | First Horizon Advisors, Inc. | 45,636 | 4,550,000 | 0.30% | ||
| 45 | ASSETMARK, INC | 45,390 | 4,526,000 | 0.30% | ||
| 46 | Bragg Financial Advisors, Inc | 43,774 | 4,365,000 | 0.29% | ||
| 47 | Cambridge Investment Research Advisors, Inc. | 40,165 | 4,005,000 | 0.27% | ||
| 48 | Frontier Wealth Management LLC | 39,389 | 3,927,000 | 0.26% | ||
| 49 | Private Advisor Group, LLC | 37,714 | 3,760,000 | 0.25% | ||
| 50 | Rehmann Capital Advisory Group | 37,360 | 3,725,000 | 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.
