| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,811,694 | 187,955,000 | 15.52% | ||
| 2 | MORGAN STANLEY | 2,426,726 | 119,662,000 | 9.88% | ||
| 3 | JUPITER ASSET MANAGEMENT LTD | 2,326,000 | 114,695,000 | 9.47% | PRN | |
| 4 | LPL Financial LLC | 1,868,091 | 91,817,000 | 7.58% | ||
| 5 | MADISON INVESTMENT HOLDINGS INC | 1,672,765 | 82,484,000 | 6.81% | ||
| 6 | Choate Investment Advisors | 1,500,995 | 74,014,063 | 6.11% | ||
| 7 | UBS Group AG | 1,379,487 | 68,023,000 | 5.62% | ||
| 8 | WELLS FARGO & COMPANY/MN | 924,969 | 45,611,000 | 3.77% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 852,426 | 42,033,000 | 3.47% | ||
| 10 | Pictet North America Advisors SA | 616,170 | 30,383,000 | 2.51% | ||
| 11 | AMUNDI ASSET MANAGEMENT US, INC. | 506,128 | 24,957,000 | 2.06% | ||
| 12 | ROYAL BANK OF CANADA | 436,819 | 21,539,000 | 1.78% | ||
| 13 | Bank of New York Mellon Corp | 381,310 | 18,803,000 | 1.55% | ||
| 14 | Commonwealth Equity Services, Inc | 379,449 | 18,711,000 | 1.55% | ||
| 15 | GOLDMAN SACHS GROUP INC | 270,820 | 13,354,000 | 1.10% | ||
| 16 | BANK OF NOVA SCOTIA | 257,370 | 12,690,000 | 1.05% | ||
| 17 | LAZARD ASSET MANAGEMENT LLC | 235,630 | 11,618,000 | 0.96% | ||
| 18 | FundX Investment Group, LLC | 233,429 | 11,510,000 | 0.95% | ||
| 19 | REZNY WEALTH MANAGEMENT, INC. | 199,000 | 9,813,000 | 0.81% | ||
| 20 | Live Your Vision, LLC | 157,077 | 7,745,000 | 0.64% | ||
| 21 | Private Advisor Group, LLC | 156,994 | 7,741,000 | 0.64% | ||
| 22 | BB&T SECURITIES, LLC | 15,047 | 7,419,000 | 0.61% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 147,612 | 7,279,000 | 0.60% | ||
| 24 | M&T BANK CORP | 146,080 | 7,203,000 | 0.59% | ||
| 25 | New England Investment & Retirement Group, Inc. | 138,258 | 6,818,000 | 0.56% | ||
| 26 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 133,540 | 6,585,000 | 0.54% | ||
| 27 | Ruggie Capital Group | 126,514 | 6,238,000 | 0.52% | ||
| 28 | CREDIT SUISSE AG/ | 121,005 | 5,967,000 | 0.49% | ||
| 29 | MUHLENKAMP & CO INC | 120,330 | 5,933,000 | 0.49% | ||
| 30 | DOCK STREET ASSET MANAGEMENT INC | 119,787 | 5,907,000 | 0.49% | ||
| 31 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 114,253 | 5,634,000 | 0.47% | ||
| 32 | AMERIPRISE FINANCIAL INC | 108,282 | 5,337,000 | 0.44% | ||
| 33 | JPMORGAN CHASE & CO | 107,639 | 5,308,000 | 0.44% | ||
| 34 | PALLADIEM, LLC | 107,362 | 5,294,000 | 0.44% | ||
| 35 | BlueCrest Capital Management Ltd | 104,500 | 5,153,000 | 0.43% | ||
| 36 | MSI Financial Services Inc | 86,998 | 4,290,000 | 0.35% | ||
| 37 | Destination Wealth Management | 85,754 | 4,229,000 | 0.35% | ||
| 38 | Eagle Capital Management, LLC | 85,760 | 4,229,000 | 0.35% | ||
| 39 | RAYMOND JAMES & ASSOCIATES | 81,176 | 4,003,000 | 0.33% | ||
| 40 | MANAGED ACCOUNT ADVISORS LLC | 76,814 | 3,788,000 | 0.31% | ||
| 41 | SFMG, LLC | 76,082 | 3,752,000 | 0.31% | ||
| 42 | CAHILL FINANCIAL ADVISORS INC | 75,228 | 3,710,000 | 0.31% | ||
| 43 | CITIGROUP INC | 71,998 | 3,550,000 | 0.29% | ||
| 44 | JANE STREET GROUP, LLC | 65,770 | 3,243,000 | 0.27% | ||
| 45 | HighTower Advisors, LLC | 64,840 | 3,197,000 | 0.26% | ||
| 46 | D.A. DAVIDSON & CO. | 60,786 | 2,997,000 | 0.25% | ||
| 47 | Cambridge Investment Research Advisors, Inc. | 59,954 | 2,956,000 | 0.24% | ||
| 48 | AMERICAN INTERNATIONAL GROUP, INC. | 57,885 | 2,854,300 | 0.24% | ||
| 49 | Lowe Wealth Advisors, LLC | 56,773 | 2,799,000 | 0.23% | ||
| 50 | FAGAN ASSOCIATES, INC. | 52,222 | 2,576,000 | 0.21% |
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.
