| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7,784,858 | 721,501,000 | 12.39% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 7,456,817 | 691,098,000 | 11.87% | ||
| 3 | UBS Group AG | 6,467,649 | 599,421,000 | 10.30% | ||
| 4 | WELLS FARGO & COMPANY/MN | 4,856,527 | 450,103,000 | 7.73% | ||
| 5 | Raymond James Financial Services Advisors, Inc. | 2,252,768 | 208,790,000 | 3.59% | ||
| 6 | LPL Financial LLC | 2,043,518 | 189,393,000 | 3.25% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 1,471,887 | 136,415,000 | 2.34% | ||
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,253,884 | 116,211,000 | 2.00% | ||
| 9 | LBMC INVESTMENT ADVISORS, LLC | 1,224,743 | 113,509,000 | 1.95% | ||
| 10 | J.P. Morgan Private Wealth Advisors LLC | 1,137,039 | 105,380,000 | 1.81% | ||
| 11 | HighTower Advisors, LLC | 1,087,611 | 100,797,000 | 1.73% | ||
| 12 | Commonwealth Equity Services, Inc | 991,071 | 91,852,000 | 1.58% | ||
| 13 | AMERIPRISE FINANCIAL INC | 900,963 | 83,697,000 | 1.44% | ||
| 14 | STIFEL FINANCIAL CORP | 787,750 | 73,026,000 | 1.25% | ||
| 15 | SPC Financial, Inc. | 755,409 | 70,011,000 | 1.20% | ||
| 16 | ROYAL BANK OF CANADA | 743,982 | 68,953,000 | 1.18% | ||
| 17 | MML INVESTORS SERVICES, INC. | 697,150 | 64,612,000 | 1.11% | ||
| 18 | ETRADE Capital Management LLC | 614,320 | 56,935,000 | 0.98% | ||
| 19 | BANK OF MONTREAL /CAN/ | 579,798 | 53,737,000 | 0.92% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 549,516 | 50,923,000 | 0.87% | ||
| 21 | Cetera Advisors LLC | 513,012 | 47,540,000 | 0.82% | ||
| 22 | CETERA INVESTMENT ADVISERS | 513,012 | 47,540,000 | 0.82% | ||
| 23 | RFG Advisory, LLC | 496,544 | 45,978,000 | 0.79% | ||
| 24 | ENVESTNET ASSET MANAGEMENT INC | 446,338 | 41,367,000 | 0.71% | ||
| 25 | Cambridge Investment Research Advisors, Inc. | 419,404 | 38,870,000 | 0.67% | ||
| 26 | Annex Advisory Services, LLC | 412,362 | 38,218,000 | 0.66% | ||
| 27 | JPMORGAN CHASE & CO | 395,844 | 36,687,000 | 0.63% | ||
| 28 | Cerity Partners OCIO LLC | 392,719 | 36,396,000 | 0.63% | ||
| 29 | SHARKEY, HOWES & JAVER | 357,473 | 33,131,000 | 0.57% | ||
| 30 | Orion Porfolio Solutions, LLC | 355,287 | 32,928,000 | 0.57% | ||
| 31 | HENGEHOLD CAPITAL MANAGEMENT LLC | 352,507 | 32,670,000 | 0.56% | ||
| 32 | COBIZ WEALTH, LLC | 320,815 | 29,733,000 | 0.51% | ||
| 33 | First Horizon Advisors, Inc. | 314,550 | 29,440,000 | 0.51% | ||
| 34 | MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. | 295,627 | 27,399,000 | 0.47% | ||
| 35 | PNC FINANCIAL SERVICES GROUP, INC. | 285,315 | 26,442,000 | 0.45% | ||
| 36 | HARVEST CAPITAL MANAGEMENT INC | 269,647 | 24,991,000 | 0.43% | ||
| 37 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 263,358 | 24,408,000 | 0.42% | ||
| 38 | BAIRD FINANCIAL GROUP, INC. | 260,050 | 24,101,000 | 0.41% | ||
| 39 | SUNTRUST BANKS INC | 247,873 | 22,973,000 | 0.39% | ||
| 40 | Capital Analysts, LLC | 247,282 | 22,918,102 | 0.39% | ||
| 41 | Cetera Advisor Networks LLC | 227,256 | 21,057,000 | 0.36% | ||
| 42 | Sequoia Financial Advisors, LLC | 226,638 | 21,005,000 | 0.36% | ||
| 43 | CWM, LLC | 226,592 | 21,001,000 | 0.36% | ||
| 44 | WESCAP MANAGEMENT GROUP, INC. | 225,450 | 20,894,000 | 0.36% | ||
| 45 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 219,643 | 20,356,513 | 0.35% | ||
| 46 | Janney Montgomery Scott LLC | 204,909 | 18,991,000 | 0.33% | ||
| 47 | Stelac Advisory Services LLC | 201,156 | 18,643,000 | 0.32% | ||
| 48 | Financial Architects, Inc | 174,345 | 16,158,000 | 0.28% | ||
| 49 | HIGH FALLS ADVISORS, INC | 169,715 | 15,729,000 | 0.27% | ||
| 50 | CITIGROUP INC | 167,956 | 15,566,000 | 0.27% |
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.
