| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,425,259 | 325,611,000 | 8.64% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,153,590 | 305,621,000 | 8.11% | ||
| 3 | Bank of New York Mellon Corp | 3,691,354 | 271,610,000 | 7.21% | ||
| 4 | UBS AG | 2,686,168 | 197,648,000 | 5.25% | ||
| 5 | JONES FINANCIAL COMPANIES LLLP | 2,664,322 | 196,041,000 | 5.20% | ||
| 6 | WELLS FARGO & COMPANY/MN | 2,273,233 | 167,264,000 | 4.44% | ||
| 7 | ROYAL BANK OF CANADA | 1,836,517 | 135,131,000 | 3.59% | ||
| 8 | SUNTRUST BANKS INC | 1,733,650 | 127,559,000 | 3.39% | ||
| 9 | Joel Isaacson & Co., LLC | 1,285,539 | 94,590,000 | 2.51% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 1,170,871 | 86,152,000 | 2.29% | ||
| 11 | LPL Financial LLC | 1,050,112 | 77,267,000 | 2.05% | ||
| 12 | CURIAN CAPITAL LLC | 940,886 | 69,200,000 | 1.84% | ||
| 13 | CIBC Asset Management Inc | 931,360 | 68,529,000 | 1.82% | ||
| 14 | MANAGED ACCOUNT ADVISORS LLC | 930,500 | 68,466,000 | 1.82% | ||
| 15 | STATE STREET CORP | 760,521 | 55,958,000 | 1.49% | ||
| 16 | GOLDMAN SACHS GROUP INC | 699,438 | 51,465,000 | 1.37% | ||
| 17 | Callan Capital, LLC | 655,492 | 48,231,000 | 1.28% | ||
| 18 | CITY NATIONAL BANK | 633,105 | 46,583,000 | 1.24% | ||
| 19 | HUNTINGTON NATIONAL BANK | 626,917 | 46,129,000 | 1.22% | PRN | |
| 20 | Capital Investment Advisors, LLC | 586,692 | 43,168,803 | 1.15% | ||
| 21 | BBVA USA Bancshares, Inc. | 569,959 | 41,938,000 | 1.11% | ||
| 22 | Commonwealth Equity Services, Inc | 560,209 | 41,220,000 | 1.09% | ||
| 23 | Avidian Wealth Enterprises, LLC | 530,172 | 38,957,000 | 1.03% | ||
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 514,359 | 37,847,000 | 1.00% | ||
| 25 | AMERIPRISE FINANCIAL INC | 495,882 | 36,451,000 | 0.97% | ||
| 26 | Strategic Point Investment Advisors, LLC | 483,710 | 35,591,000 | 0.94% | ||
| 27 | Destination Wealth Management | 482,490 | 35,502,000 | 0.94% | ||
| 28 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 454,986 | 33,478,000 | 0.89% | ||
| 29 | Linscomb Wealth, Inc. | 340,768 | 25,074,000 | 0.67% | ||
| 30 | BANK OF MONTREAL /CAN/ | 337,643 | 24,843,000 | 0.66% | ||
| 31 | Raymond James Financial Services Advisors, Inc. | 329,981 | 24,280,000 | 0.64% | ||
| 32 | JPMORGAN CHASE & CO | 327,308 | 24,083,000 | 0.64% | ||
| 33 | FINANCIAL COUNSELORS INC | 325,428 | 23,945,000 | 0.64% | ||
| 34 | 1ST SOURCE BANK | 319,931 | 23,540,000 | 0.62% | ||
| 35 | M&T BANK CORP | 310,169 | 22,821,000 | 0.61% | ||
| 36 | SCOTIA CAPITAL INC. | 282,383 | 20,754,000 | 0.55% | ||
| 37 | MADISON INVESTMENT HOLDINGS INC | 274,293 | 20,182,000 | 0.54% | ||
| 38 | Stratford Consulting, LLC | 251,605 | 18,513,000 | 0.49% | ||
| 39 | HENGEHOLD CAPITAL MANAGEMENT LLC | 242,230 | 17,823,000 | 0.47% | ||
| 40 | COBIZ WEALTH, LLC | 238,937 | 17,581,000 | 0.47% | ||
| 41 | CREDIT SUISSE AG/ | 237,347 | 17,464,000 | 0.46% | ||
| 42 | Cobble Hill Financial Services, INC | 228,800 | 16,835,000 | 0.45% | ||
| 43 | J.P. Morgan Private Wealth Advisors LLC | 227,635 | 16,749,000 | 0.44% | ||
| 44 | ProVise Management Group, LLC | 206,951 | 15,227,000 | 0.40% | ||
| 45 | MATHER GROUP, LLC. | 192,329 | 14,152,000 | 0.38% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 191,782 | 14,109,000 | 0.37% | ||
| 47 | Berkshire Money Management, Inc. | 189,819 | 13,967,000 | 0.37% | ||
| 48 | ENVESTNET ASSET MANAGEMENT INC | 188,672 | 13,882,000 | 0.37% | ||
| 49 | BLAIR WILLIAM & CO/IL | 186,760 | 13,742,000 | 0.36% | ||
| 50 | MONETA GROUP INVESTMENT ADVISORS LLC | 174,138 | 12,813,000 | 0.34% |
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.
