| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,395,882 | 163,171,000 | 14.36% | ||
| 2 | LPL Financial LLC | 2,409,129 | 115,759,000 | 10.19% | ||
| 3 | JUPITER ASSET MANAGEMENT LTD | 2,326,000 | 111,764,300 | 9.84% | ||
| 4 | MORGAN STANLEY | 2,202,930 | 105,850,000 | 9.32% | ||
| 5 | Choate Investment Advisors | 1,450,675 | 69,704,934 | 6.14% | ||
| 6 | UBS Group AG | 1,435,699 | 68,985,000 | 6.07% | ||
| 7 | MADISON INVESTMENT HOLDINGS INC | 1,261,540 | 60,617,000 | 5.34% | ||
| 8 | WELLS FARGO & COMPANY/MN | 798,020 | 38,345,000 | 3.38% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 619,343 | 29,759,000 | 2.62% | ||
| 10 | Pictet North America Advisors SA | 596,690 | 28,671,000 | 2.52% | ||
| 11 | AMUNDI ASSET MANAGEMENT US, INC. | 480,986 | 23,111,000 | 2.03% | ||
| 12 | ROYAL BANK OF CANADA | 414,857 | 19,935,000 | 1.75% | ||
| 13 | LAZARD ASSET MANAGEMENT LLC | 383,117 | 18,408,000 | 1.62% | ||
| 14 | Bank of New York Mellon Corp | 382,790 | 18,393,000 | 1.62% | ||
| 15 | Commonwealth Equity Services, Inc | 335,873 | 16,139,000 | 1.42% | ||
| 16 | CREDIT SUISSE AG/ | 286,880 | 13,784,000 | 1.21% | ||
| 17 | BB&T SECURITIES, LLC | 27,309 | 13,121,000 | 1.15% | ||
| 18 | BANK OF NOVA SCOTIA | 257,370 | 12,366,000 | 1.09% | ||
| 19 | STIFEL FINANCIAL CORP | 232,525 | 11,173,000 | 0.98% | ||
| 20 | Private Advisor Group, LLC | 224,159 | 10,771,000 | 0.95% | ||
| 21 | First Trust Bank, Ltd. | 220,000 | 10,571,000 | 0.93% | ||
| 22 | M&T BANK CORP | 162,198 | 7,794,000 | 0.69% | ||
| 23 | Live Your Vision, LLC | 163,292 | 7,707,000 | 0.68% | ||
| 24 | AMERIPRISE FINANCIAL INC | 155,683 | 7,486,000 | 0.66% | ||
| 25 | New England Investment & Retirement Group, Inc. | 136,019 | 6,536,000 | 0.58% | ||
| 26 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 133,540 | 6,417,000 | 0.56% | ||
| 27 | DOCK STREET ASSET MANAGEMENT INC | 131,828 | 6,334,000 | 0.56% | ||
| 28 | Ruggie Capital Group | 127,229 | 6,108,000 | 0.54% | ||
| 29 | MUHLENKAMP & CO INC | 120,330 | 5,782,000 | 0.51% | ||
| 30 | MSI Financial Services Inc | 110,590 | 5,314,000 | 0.47% | ||
| 31 | PALLADIEM, LLC | 109,186 | 5,246,000 | 0.46% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 108,874 | 5,231,000 | 0.46% | ||
| 33 | JPMORGAN CHASE & CO | 107,658 | 5,173,000 | 0.46% | ||
| 34 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 104,486 | 5,021,000 | 0.44% | ||
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 86,875 | 4,174,000 | 0.37% | ||
| 36 | Destination Wealth Management | 86,741 | 4,168,000 | 0.37% | ||
| 37 | Eagle Capital Management, LLC | 85,025 | 4,085,000 | 0.36% | ||
| 38 | CAHILL FINANCIAL ADVISORS INC | 75,810 | 3,643,000 | 0.32% | ||
| 39 | GOLDMAN SACHS GROUP INC | 71,251 | 3,423,000 | 0.30% | ||
| 40 | RAYMOND JAMES & ASSOCIATES | 66,720 | 3,206,000 | 0.28% | ||
| 41 | HighTower Advisors, LLC | 63,243 | 3,039,000 | 0.27% | ||
| 42 | DEUTSCHE BANK AG\ | 61,492 | 2,954,000 | 0.26% | ||
| 43 | CITIGROUP INC | 59,513 | 2,860,000 | 0.25% | ||
| 44 | Lowe Wealth Advisors, LLC | 55,827 | 2,682,000 | 0.24% | ||
| 45 | Cambridge Investment Research Advisors, Inc. | 53,774 | 2,584,000 | 0.23% | ||
| 46 | D.A. DAVIDSON & CO. | 47,852 | 2,299,000 | 0.20% | ||
| 47 | MID CONTINENT CAPITAL LLC/IL | 46,463 | 2,233,000 | 0.20% | ||
| 48 | ARGENT TRUST COMPANY, N.A. | 44,982 | 2,161,000 | 0.19% | ||
| 49 | VSR Financial Services, Inc. | 44,808 | 2,153,000 | 0.19% | ||
| 50 | AMERICAN INTERNATIONAL GROUP, INC. | 43,011 | 2,066,689 | 0.18% |
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.
