| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,706,244 | 181,528,000 | 12.07% | ||
| 2 | MORGAN STANLEY | 1,480,762 | 157,538,000 | 10.47% | ||
| 3 | UBS Group AG | 1,471,680 | 156,572,000 | 10.41% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,432,730 | 152,429,000 | 10.13% | ||
| 5 | Truepoint, Inc. | 879,993 | 93,622,000 | 6.22% | ||
| 6 | WELLS FARGO & COMPANY/MN | 678,506 | 72,186,000 | 4.80% | ||
| 7 | FMR LLC | 676,146 | 71,401,000 | 4.75% | ||
| 8 | TIAA CREF TRUST CO FSB/MO | 341,325 | 36,314,000 | 2.41% | ||
| 9 | TRUSTMARK BANK TRUST DEPARTMENT | 333,444 | 35,474,000 | 2.36% | ||
| 10 | Waverly Advisors, LLC | 330,100 | 35,119,000 | 2.33% | ||
| 11 | ROYAL BANK OF CANADA | 302,998 | 32,237,000 | 2.14% | ||
| 12 | STIFEL FINANCIAL CORP | 277,524 | 29,504,000 | 1.96% | ||
| 13 | Commonwealth Equity Services, Inc | 247,305 | 26,311,000 | 1.75% | ||
| 14 | Morningstar Investment Services LLC | 237,560 | 25,274,000 | 1.68% | ||
| 15 | ASSETMARK, INC | 215,281 | 22,904,000 | 1.52% | ||
| 16 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 197,285 | 20,989,000 | 1.40% | ||
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 163,574 | 17,402,000 | 1.16% | ||
| 18 | VANGUARD GROUP INC | 102,532 | 10,909,000 | 0.73% | ||
| 19 | LINCOLN NATIONAL CORP | 98,789 | 10,510,000 | 0.70% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 91,764 | 9,761,000 | 0.65% | ||
| 21 | MCF Advisors LLC | 87,701 | 9,331,000 | 0.62% | ||
| 22 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 83,103 | 8,841,000 | 0.59% | ||
| 23 | First Horizon Advisors, Inc. | 80,600 | 8,528,000 | 0.57% | ||
| 24 | SVA Wealth Management, LLC | 76,818 | 8,173,000 | 0.54% | ||
| 25 | Cranbrook Wealth Management, LLC | 73,272 | 7,795,000 | 0.52% | ||
| 26 | Community Financial Services Group, LLC | 73,056 | 7,773,000 | 0.52% | ||
| 27 | SUNTRUST BANKS INC | 72,124 | 7,672,000 | 0.51% | ||
| 28 | RAYMOND JAMES & ASSOCIATES | 71,006 | 7,554,000 | 0.50% | ||
| 29 | COMERICA BANK | 69,768 | 7,361,000 | 0.49% | ||
| 30 | Avior Wealth Management, LLC | 66,413 | 7,066,000 | 0.47% | ||
| 31 | CONDOR CAPITAL MANAGEMENT | 63,833 | 6,791,000 | 0.45% | ||
| 32 | MSI Financial Services Inc | 61,341 | 6,526,000 | 0.43% | ||
| 33 | JONES FINANCIAL COMPANIES LLLP | 57,676 | 6,136,000 | 0.41% | ||
| 34 | ENVESTNET ASSET MANAGEMENT INC | 54,191 | 5,765,000 | 0.38% | ||
| 35 | Ledyard National Bank | 53,033 | 5,642,000 | 0.38% | ||
| 36 | MOSAIC FAMILY WEALTH, LLC | 51,152 | 5,442,000 | 0.36% | ||
| 37 | Bragg Financial Advisors, Inc | 49,053 | 5,219,000 | 0.35% | ||
| 38 | AMERIPRISE FINANCIAL INC | 48,535 | 5,164,000 | 0.34% | ||
| 39 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 47,685 | 5,026,000 | 0.33% | ||
| 40 | Cambridge Investment Research Advisors, Inc. | 41,353 | 4,400,000 | 0.29% | ||
| 41 | HIGHLAND CAPITAL MANAGEMENT, LLC | 40,332 | 4,291,000 | 0.29% | ||
| 42 | JUNCTURE WEALTH STRATEGIES, LLC | 38,027 | 4,046,000 | 0.27% | ||
| 43 | BAIRD FINANCIAL GROUP, INC. | 33,631 | 3,578,000 | 0.24% | ||
| 44 | ProVise Management Group, LLC | 33,389 | 3,552,000 | 0.24% | ||
| 45 | Ifrah Financial Services, Inc. | 33,371 | 3,550,000 | 0.24% | ||
| 46 | SIMMONS BANK | 29,415 | 3,130,000 | 0.21% | ||
| 47 | CORIENT CAPITAL PARTNERS, LLC | 29,412 | 3,129,000 | 0.21% | ||
| 48 | Frontier Wealth Management LLC | 29,234 | 3,110,000 | 0.21% | ||
| 49 | Texas Yale Capital Corp. | 27,477 | 2,923,000 | 0.19% | ||
| 50 | JANE STREET GROUP, LLC | 27,320 | 2,907,000 | 0.19% |
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.
