| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,714,657 | 181,187,000 | 11.19% | ||
| 2 | MORGAN STANLEY | 1,597,086 | 168,764,000 | 10.42% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 1,416,581 | 149,690,000 | 9.24% | ||
| 4 | UBS Group AG | 1,389,405 | 146,818,000 | 9.07% | ||
| 5 | Truepoint, Inc. | 914,687 | 101,228,000 | 6.25% | ||
| 6 | WELLS FARGO & COMPANY/MN | 647,041 | 68,374,000 | 4.22% | ||
| 7 | FMR LLC | 637,606 | 67,376,000 | 4.16% | ||
| 8 | PHH INVESTMENTS, LTD. | 84,581 | 46,959,000 | 2.90% | ||
| 9 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 443,397 | 46,854,000 | 2.89% | ||
| 10 | TIAA CREF TRUST CO FSB/MO | 352,481 | 37,247,000 | 2.30% | ||
| 11 | Waverly Advisors, LLC | 330,972 | 34,974,000 | 2.16% | ||
| 12 | STIFEL FINANCIAL CORP | 315,612 | 33,332,000 | 2.06% | ||
| 13 | ROYAL BANK OF CANADA | 307,144 | 32,457,000 | 2.00% | ||
| 14 | ASSETMARK, INC | 307,063 | 32,447,000 | 2.00% | ||
| 15 | Commonwealth Equity Services, Inc | 262,940 | 27,785,000 | 1.72% | ||
| 16 | Morningstar Investment Services LLC | 237,365 | 25,082,000 | 1.55% | ||
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 163,196 | 17,247,000 | 1.06% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 136,505 | 14,427,000 | 0.89% | ||
| 19 | LINCOLN NATIONAL CORP | 106,863 | 11,292,000 | 0.70% | ||
| 20 | VANGUARD GROUP INC | 102,619 | 10,844,000 | 0.67% | ||
| 21 | BRYN MAWR CAPITAL MANAGEMENT, LLC | 91,002 | 9,616,000 | 0.59% | ||
| 22 | AMERIPRISE FINANCIAL INC | 88,749 | 9,381,000 | 0.58% | ||
| 23 | MCF Advisors LLC | 87,972 | 9,296,000 | 0.57% | ||
| 24 | SUNTRUST BANKS INC | 83,839 | 8,858,000 | 0.55% | ||
| 25 | First Horizon Advisors, Inc. | 80,600 | 8,528,000 | 0.53% | ||
| 26 | TRUSTMARK BANK TRUST DEPARTMENT | 78,240 | 8,267,000 | 0.51% | ||
| 27 | SVA Wealth Management, LLC | 75,283 | 7,955,000 | 0.49% | ||
| 28 | Community Financial Services Group, LLC | 72,575 | 7,669,000 | 0.47% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 71,558 | 7,562,000 | 0.47% | ||
| 30 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 71,018 | 7,504,000 | 0.46% | ||
| 31 | Cranbrook Wealth Management, LLC | 69,371 | 7,330,000 | 0.45% | ||
| 32 | Avior Wealth Management, LLC | 67,492 | 7,132,000 | 0.44% | ||
| 33 | CONDOR CAPITAL MANAGEMENT | 64,951 | 6,863,000 | 0.42% | ||
| 34 | MSI Financial Services Inc | 63,425 | 6,702,000 | 0.41% | ||
| 35 | COMERICA BANK | 61,120 | 6,644,000 | 0.41% | ||
| 36 | MassMutual Private Wealth & Trust, FSB | 61,424 | 6,490,674 | 0.40% | ||
| 37 | Advisory Alpha, LLC | 57,560 | 6,458,000 | 0.40% | ||
| 38 | Janney Montgomery Scott LLC | 58,430 | 6,174,000 | 0.38% | ||
| 39 | JONES FINANCIAL COMPANIES LLLP | 56,939 | 6,017,000 | 0.37% | ||
| 40 | ENVESTNET ASSET MANAGEMENT INC | 56,541 | 5,973,000 | 0.37% | ||
| 41 | MOSAIC FAMILY WEALTH, LLC | 52,561 | 5,554,000 | 0.34% | ||
| 42 | Ledyard National Bank | 51,878 | 5,482,000 | 0.34% | ||
| 43 | Bragg Financial Advisors, Inc | 51,093 | 5,399,000 | 0.33% | ||
| 44 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 46,107 | 4,909,000 | 0.30% | ||
| 45 | Winch Advisory Services, LLC | 40,475 | 4,277,000 | 0.26% | ||
| 46 | HIGHLAND CAPITAL MANAGEMENT, LLC | 39,830 | 4,209,000 | 0.26% | ||
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,268 | 4,149,000 | 0.26% | ||
| 48 | JUNCTURE WEALTH STRATEGIES, LLC | 39,229 | 4,145,000 | 0.26% | ||
| 49 | KWMG, LLC | 38,246 | 4,041,000 | 0.25% | ||
| 50 | BAIRD FINANCIAL GROUP, INC. | 34,694 | 3,666,000 | 0.23% |
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.
