| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,513,366 | 170,785,000 | 14.76% | ||
| 2 | MORGAN STANLEY | 2,482,566 | 120,677,000 | 10.43% | ||
| 3 | JUPITER ASSET MANAGEMENT LTD | 2,096,000 | 101,887,000 | 8.81% | ||
| 4 | LPL Financial LLC | 1,787,747 | 87,206,000 | 7.54% | ||
| 5 | MADISON INVESTMENT HOLDINGS INC | 1,663,720 | 80,873,000 | 6.99% | ||
| 6 | Choate Investment Advisors | 1,545,154 | 75,109,936 | 6.49% | ||
| 7 | UBS Group AG | 966,633 | 46,988,000 | 4.06% | ||
| 8 | WELLS FARGO & COMPANY/MN | 892,299 | 43,375,000 | 3.75% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 848,506 | 41,246,000 | 3.57% | ||
| 10 | Pictet North America Advisors SA | 623,852 | 30,325,000 | 2.62% | ||
| 11 | AMUNDI ASSET MANAGEMENT US, INC. | 476,523 | 23,164,000 | 2.00% | ||
| 12 | ROYAL BANK OF CANADA | 439,088 | 21,344,000 | 1.85% | ||
| 13 | Bank of New York Mellon Corp | 381,311 | 18,535,000 | 1.60% | ||
| 14 | Commonwealth Equity Services, Inc | 352,074 | 17,114,000 | 1.48% | ||
| 15 | Private Advisor Group, LLC | 313,560 | 15,242,000 | 1.32% | ||
| 16 | GOLDMAN SACHS GROUP INC | 310,120 | 15,075,000 | 1.30% | ||
| 17 | BANK OF NOVA SCOTIA | 257,370 | 12,510,000 | 1.08% | ||
| 18 | REZNY WEALTH MANAGEMENT, INC. | 211,825 | 10,296,000 | 0.89% | ||
| 19 | Live Your Vision, LLC | 158,947 | 7,804,000 | 0.67% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 149,073 | 7,247,000 | 0.63% | ||
| 21 | AMERIPRISE FINANCIAL INC | 147,112 | 7,151,000 | 0.62% | ||
| 22 | New England Investment & Retirement Group, Inc. | 138,469 | 6,851,000 | 0.59% | ||
| 23 | Ruggie Capital Group | 139,871 | 6,680,000 | 0.58% | ||
| 24 | CREDIT SUISSE AG/ | 125,130 | 6,083,000 | 0.53% | ||
| 25 | DOCK STREET ASSET MANAGEMENT INC | 121,276 | 5,895,000 | 0.51% | ||
| 26 | MUHLENKAMP & CO INC | 120,445 | 5,855,000 | 0.51% | ||
| 27 | Destination Wealth Management | 119,637 | 5,816,000 | 0.50% | ||
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 117,581 | 5,716,000 | 0.49% | ||
| 29 | MML INVESTORS SERVICES, INC. | 117,449 | 5,709,000 | 0.49% | ||
| 30 | MANAGED ACCOUNT ADVISORS LLC | 115,480 | 5,613,000 | 0.49% | ||
| 31 | RAYMOND JAMES & ASSOCIATES | 115,454 | 5,612,000 | 0.49% | ||
| 32 | M&T BANK CORP | 113,615 | 5,523,000 | 0.48% | ||
| 33 | MSI Financial Services Inc | 104,927 | 5,100,000 | 0.44% | ||
| 34 | BlueCrest Capital Management Ltd | 104,500 | 5,080,000 | 0.44% | ||
| 35 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 103,299 | 5,021,000 | 0.43% | ||
| 36 | PALLADIEM, LLC | 101,995 | 4,958,000 | 0.43% | ||
| 37 | Eagle Capital Management, LLC | 86,684 | 4,214,000 | 0.36% | ||
| 38 | Carroll Financial Associates, Inc. | 84,795 | 4,122,000 | 0.36% | ||
| 39 | CITIGROUP INC | 80,082 | 3,892,000 | 0.34% | ||
| 40 | JPMORGAN CHASE & CO | 79,689 | 3,873,000 | 0.33% | ||
| 41 | CAHILL FINANCIAL ADVISORS INC | 74,701 | 3,632,000 | 0.31% | ||
| 42 | CITADEL ADVISORS LLC | 70,334 | 3,419,000 | 0.30% | ||
| 43 | MID CONTINENT CAPITAL LLC/IL | 70,166 | 3,411,000 | 0.29% | ||
| 44 | AMERICAN INTERNATIONAL GROUP, INC. | 67,800 | 3,295,754 | 0.28% | ||
| 45 | HighTower Advisors, LLC | 65,193 | 3,169,000 | 0.27% | ||
| 46 | Cambridge Investment Research Advisors, Inc. | 65,061 | 3,163,000 | 0.27% | ||
| 47 | D.A. DAVIDSON & CO. | 61,814 | 3,004,000 | 0.26% | ||
| 48 | Lowe Wealth Advisors, LLC | 58,812 | 2,859,000 | 0.25% | ||
| 49 | Raymond James Financial Services Advisors, Inc. | 58,675 | 2,852,000 | 0.25% | ||
| 50 | Kovack Advisors, Inc. | 52,496 | 2,552,000 | 0.22% |
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.
