| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4,631,699 | 354,741,000 | 9.31% | ||
| 2 | MORGAN STANLEY | 4,449,299 | 340,772,000 | 8.94% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 2,738,422 | 209,735,000 | 5.50% | ||
| 4 | UBS AG | 2,664,205 | 204,051,000 | 5.36% | ||
| 5 | WELLS FARGO & COMPANY/MN | 2,369,432 | 181,475,000 | 4.76% | ||
| 6 | MANAGED ACCOUNT ADVISORS LLC | 2,158,502 | 165,320,000 | 4.34% | ||
| 7 | ROYAL BANK OF CANADA | 1,925,396 | 147,465,000 | 3.87% | ||
| 8 | SUNTRUST BANKS INC | 1,709,437 | 130,924,000 | 3.44% | ||
| 9 | Joel Isaacson & Co., LLC | 1,330,025 | 101,867,000 | 2.67% | ||
| 10 | CITY NATIONAL BANK | 1,249,824 | 95,724,000 | 2.51% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 1,212,654 | 92,878,000 | 2.44% | ||
| 12 | LPL Financial LLC | 1,100,034 | 84,252,000 | 2.21% | ||
| 13 | GOLDMAN SACHS GROUP INC | 927,019 | 71,000,000 | 1.86% | ||
| 14 | Bank of New York Mellon Corp | 777,769 | 59,569,000 | 1.56% | ||
| 15 | HUNTINGTON NATIONAL BANK | 626,856 | 48,011,000 | 1.26% | PRN | |
| 16 | Callan Capital, LLC | 603,613 | 46,231,000 | 1.21% | ||
| 17 | Commonwealth Equity Services, Inc | 593,201 | 45,433,000 | 1.19% | ||
| 18 | Capital Investment Advisors, LLC | 592,677 | 45,393,000 | 1.19% | ||
| 19 | Avidian Wealth Enterprises, LLC | 589,345 | 45,138,000 | 1.18% | ||
| 20 | BBVA USA Bancshares, Inc. | 562,680 | 43,095,000 | 1.13% | ||
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 503,768 | 38,584,000 | 1.01% | ||
| 22 | AMERIPRISE FINANCIAL INC | 494,899 | 37,878,000 | 0.99% | ||
| 23 | Destination Wealth Management | 485,357 | 37,174,000 | 0.98% | ||
| 24 | BB&T SECURITIES, LLC | 48,336 | 37,020,000 | 0.97% | ||
| 25 | Strategic Point Investment Advisors, LLC | 478,089 | 36,616,000 | 0.96% | ||
| 26 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 430,812 | 32,996,000 | 0.87% | ||
| 27 | CURIAN CAPITAL LLC | 419,006 | 32,092,000 | 0.84% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 387,866 | 29,707,000 | 0.78% | ||
| 29 | Linscomb Wealth, Inc. | 380,325 | 29,129,000 | 0.76% | ||
| 30 | MATHER GROUP, LLC. | 333,760 | 25,563,000 | 0.67% | ||
| 31 | 1ST SOURCE BANK | 332,907 | 25,498,000 | 0.67% | ||
| 32 | JPMORGAN CHASE & CO | 328,866 | 25,188,000 | 0.66% | ||
| 33 | BANK OF MONTREAL /CAN/ | 316,401 | 24,233,000 | 0.64% | ||
| 34 | FINANCIAL COUNSELORS INC | 310,402 | 23,774,000 | 0.62% | ||
| 35 | SCOTIA CAPITAL INC. | 292,452 | 22,422,000 | 0.59% | ||
| 36 | M&T BANK CORP | 291,623 | 22,336,000 | 0.59% | ||
| 37 | MADISON INVESTMENT HOLDINGS INC | 283,623 | 21,723,000 | 0.57% | ||
| 38 | Stratford Consulting, LLC | 262,399 | 20,097,000 | 0.53% | ||
| 39 | HENGEHOLD CAPITAL MANAGEMENT LLC | 251,759 | 19,282,000 | 0.51% | ||
| 40 | COBIZ WEALTH, LLC | 232,982 | 17,844,000 | 0.47% | ||
| 41 | Cobble Hill Financial Services, INC | 228,800 | 17,524,000 | 0.46% | ||
| 42 | J.P. Morgan Private Wealth Advisors LLC | 221,737 | 16,983,000 | 0.45% | ||
| 43 | CREDIT SUISSE AG/ | 220,548 | 16,891,000 | 0.44% | ||
| 44 | STATE STREET CORP | 217,258 | 16,639,000 | 0.44% | ||
| 45 | ProVise Management Group, LLC | 211,928 | 16,231,000 | 0.43% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 198,795 | 15,221,000 | 0.40% | ||
| 47 | MONETA GROUP INVESTMENT ADVISORS LLC | 198,059 | 15,169,000 | 0.40% | ||
| 48 | BLAIR WILLIAM & CO/IL | 189,090 | 14,482,000 | 0.38% | ||
| 49 | Berkshire Money Management, Inc. | 185,556 | 14,211,734 | 0.37% | ||
| 50 | ENVESTNET ASSET MANAGEMENT INC | 184,233 | 14,110,000 | 0.37% |
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.
