| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 6,488,956 | 542,411,000 | 13.42% | ||
| 2 | MORGAN STANLEY | 6,182,485 | 516,794,000 | 12.79% | ||
| 3 | UBS Group AG | 5,059,629 | 422,935,000 | 10.46% | ||
| 4 | WELLS FARGO & COMPANY/MN | 4,700,175 | 392,887,000 | 9.72% | ||
| 5 | Raymond James Financial Services Advisors, Inc. | 1,271,748 | 106,306,000 | 2.63% | ||
| 6 | LBMC INVESTMENT ADVISORS, LLC | 1,196,828 | 100,043,000 | 2.48% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 1,067,099 | 89,198,000 | 2.21% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 970,909 | 81,158,000 | 2.01% | ||
| 9 | HighTower Advisors, LLC | 955,049 | 79,845,000 | 1.98% | ||
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 925,346 | 77,350,000 | 1.91% | ||
| 11 | GAM Holding AG | 740,000 | 61,857,000 | 1.53% | ||
| 12 | Commonwealth Equity Services, Inc | 702,399 | 58,714,000 | 1.45% | ||
| 13 | FRONTIER INVESTMENT MGMT CO | 69,696 | 58,259,000 | 1.44% | ||
| 14 | SPC Financial, Inc. | 593,345 | 49,598,000 | 1.23% | ||
| 15 | AMERIPRISE FINANCIAL INC | 532,859 | 44,385,000 | 1.10% | ||
| 16 | ETRADE Capital Management LLC | 512,795 | 42,865,000 | 1.06% | ||
| 17 | ROYAL BANK OF CANADA | 495,478 | 41,417,000 | 1.02% | ||
| 18 | STIFEL FINANCIAL CORP | 473,198 | 39,548,000 | 0.98% | ||
| 19 | Cetera Advisors LLC | 454,885 | 38,046,000 | 0.94% | ||
| 20 | MSI Financial Services Inc | 409,601 | 34,239,000 | 0.85% | ||
| 21 | CWM, LLC | 400,017 | 33,437,000 | 0.83% | ||
| 22 | Clal Insurance Enterprises Holdings Ltd | 381,619 | 31,900,000 | 0.79% | ||
| 23 | Annex Advisory Services, LLC | 360,930 | 30,170,000 | 0.75% | ||
| 24 | GOLDMAN SACHS GROUP INC | 354,110 | 29,600,000 | 0.73% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 325,126 | 27,180,000 | 0.67% | ||
| 26 | Cetera Advisor Networks LLC | 322,762 | 26,980,000 | 0.67% | ||
| 27 | Stadion Money Management, LLC | 319,069 | 26,671,000 | 0.66% | ||
| 28 | JPMORGAN CHASE & CO | 316,746 | 26,477,000 | 0.66% | ||
| 29 | COBIZ WEALTH, LLC | 302,631 | 25,297,000 | 0.63% | ||
| 30 | WESCAP MANAGEMENT GROUP, INC. | 301,279 | 25,184,000 | 0.62% | ||
| 31 | BAIRD FINANCIAL GROUP, INC. | 293,370 | 24,523,000 | 0.61% | ||
| 32 | Cerity Partners OCIO LLC | 292,550 | 24,454,000 | 0.61% | ||
| 33 | First Horizon Advisors, Inc. | 280,530 | 23,107,000 | 0.57% | ||
| 34 | PNC FINANCIAL SERVICES GROUP, INC. | 274,706 | 22,963,000 | 0.57% | ||
| 35 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 244,867 | 20,468,000 | 0.51% | ||
| 36 | HARVEST CAPITAL MANAGEMENT INC | 226,267 | 19,146,000 | 0.47% | ||
| 37 | SUNTRUST BANKS INC | 227,143 | 18,986,000 | 0.47% | ||
| 38 | Orion Porfolio Solutions, LLC | 219,823 | 18,375,000 | 0.45% | ||
| 39 | HIGH FALLS ADVISORS, INC | 200,149 | 16,730,000 | 0.41% | ||
| 40 | CARDAN CAPITAL PARTNERS, LLC | 193,773 | 16,197,000 | 0.40% | ||
| 41 | Main Management LLC | 192,720 | 16,109,000 | 0.40% | ||
| 42 | Cambridge Investment Research Advisors, Inc. | 185,710 | 15,523,000 | 0.38% | ||
| 43 | Stelac Advisory Services LLC | 180,021 | 15,048,000 | 0.37% | ||
| 44 | HL FINANCIAL SERVICES LLC | 167,001 | 13,960,000 | 0.35% | ||
| 45 | LAZARD ASSET MANAGEMENT LLC | 166,375 | 13,907,000 | 0.34% | ||
| 46 | SHARKEY, HOWES & JAVER | 158,400 | 13,241,000 | 0.33% | ||
| 47 | Financial Architects, Inc | 157,783 | 13,189,000 | 0.33% | ||
| 48 | HENGEHOLD CAPITAL MANAGEMENT LLC | 152,264 | 12,728,000 | 0.31% | ||
| 49 | Psagot Value Holdings Ltd. | 150,925 | 12,616,000 | 0.31% | ||
| 50 | BlackRock Institutional Trust Company, N.A. | 142,343 | 11,898,000 | 0.29% |
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.
