| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,135,976 | 142,561,000 | 14.82% | ||
| 2 | LPL Financial LLC | 2,460,916 | 110,298,000 | 11.46% | ||
| 3 | MORGAN STANLEY | 2,270,469 | 103,215,000 | 10.73% | ||
| 4 | JUPITER ASSET MANAGEMENT LTD | 1,605,000 | 72,963,000 | 7.58% | ||
| 5 | Choate Investment Advisors | 1,444,045 | 69,383,806 | 7.21% | ||
| 6 | MADISON INVESTMENT HOLDINGS INC | 1,073,650 | 48,808,000 | 5.07% | ||
| 7 | UBS Group AG | 749,755 | 34,084,000 | 3.54% | ||
| 8 | WELLS FARGO & COMPANY/MN | 684,479 | 31,116,000 | 3.23% | ||
| 9 | Pictet North America Advisors SA | 636,232 | 28,923,000 | 3.01% | ||
| 10 | BANQUE PICTET & CIE SA | 636,232 | 28,923,000 | 3.01% | ||
| 11 | GOLDMAN SACHS GROUP INC | 546,470 | 24,843,000 | 2.58% | ||
| 12 | ROYAL BANK OF CANADA | 510,261 | 23,197,000 | 2.41% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 442,625 | 20,122,000 | 2.09% | ||
| 14 | Bank of New York Mellon Corp | 374,846 | 17,040,000 | 1.77% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 360,461 | 16,386,000 | 1.70% | ||
| 16 | Commonwealth Equity Services, Inc | 325,140 | 14,781,000 | 1.54% | ||
| 17 | BANK OF NOVA SCOTIA | 257,370 | 11,700,000 | 1.22% | ||
| 18 | REZNY WEALTH MANAGEMENT, INC. | 177,160 | 8,053,000 | 0.84% | ||
| 19 | Live Your Vision, LLC | 154,231 | 7,011,000 | 0.73% | ||
| 20 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 153,767 | 6,990,000 | 0.73% | ||
| 21 | MSI Financial Services Inc | 143,555 | 6,526,000 | 0.68% | ||
| 22 | RAYMOND JAMES & ASSOCIATES | 140,470 | 6,386,000 | 0.66% | ||
| 23 | MUHLENKAMP & CO INC | 140,360 | 6,381,000 | 0.66% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 136,147 | 6,192,000 | 0.64% | ||
| 25 | AMERIPRISE FINANCIAL INC | 120,740 | 5,493,000 | 0.57% | ||
| 26 | MML INVESTORS SERVICES, INC. | 102,607 | 4,664,000 | 0.48% | ||
| 27 | Private Advisor Group, LLC | 97,559 | 4,435,000 | 0.46% | ||
| 28 | CREDIT SUISSE AG/ | 96,246 | 4,375,000 | 0.45% | ||
| 29 | Carroll Financial Associates, Inc. | 91,198 | 4,145,000 | 0.43% | ||
| 30 | STIFEL FINANCIAL CORP | 74,254 | 3,900,000 | 0.41% | ||
| 31 | Destination Wealth Management | 82,199 | 3,737,000 | 0.39% | ||
| 32 | CAHILL FINANCIAL ADVISORS INC | 78,226 | 3,557,000 | 0.37% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 72,629 | 3,302,000 | 0.34% | ||
| 34 | AMERICAN INTERNATIONAL GROUP, INC. | 66,054 | 3,003,000 | 0.31% | ||
| 35 | D.A. DAVIDSON & CO. | 61,338 | 2,788,000 | 0.29% | ||
| 36 | JANE STREET GROUP, LLC | 60,997 | 2,773,000 | 0.29% | ||
| 37 | CITIGROUP INC | 60,032 | 2,729,000 | 0.28% | ||
| 38 | Lowe Wealth Advisors, LLC | 58,979 | 2,681,000 | 0.28% | ||
| 39 | Cetera Advisor Networks LLC | 57,141 | 2,599,000 | 0.27% | ||
| 40 | IFP ADVISORS, INC | 56,470 | 2,567,000 | 0.27% | ||
| 41 | HighTower Advisors, LLC | 52,069 | 2,369,000 | 0.25% | ||
| 42 | NORTHERN CAPITAL MANAGEMENT LLC | 49,635 | 2,256,000 | 0.23% | ||
| 43 | Virtu KCG Holdings LLC | 46,982 | 2,136,000 | 0.22% | ||
| 44 | JPMORGAN CHASE & CO | 45,484 | 2,067,000 | 0.21% | ||
| 45 | COBIZ WEALTH, LLC | 45,116 | 2,051,000 | 0.21% | ||
| 46 | Essex Financial Services, Inc. | 43,944 | 1,998,000 | 0.21% | ||
| 47 | Northeast Financial Consultants Inc | 38,630 | 1,756,000 | 0.18% | ||
| 48 | FAGAN ASSOCIATES, INC. | 38,476 | 1,749,000 | 0.18% | ||
| 49 | VSR Financial Services, Inc. | 33,808 | 1,537,000 | 0.16% | ||
| 50 | PEDDOCK CAPITAL ADVISORS, LLC | 31,614 | 1,437,000 | 0.15% |
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.
