| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MANAGED ACCOUNT ADVISORS LLC | 6,565,298 | 517,345,000 | 10.50% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,858,727 | 382,867,000 | 7.77% | ||
| 3 | MORGAN STANLEY | 4,316,939 | 340,175,000 | 6.90% | ||
| 4 | UBS Group AG | 3,023,208 | 238,229,000 | 4.83% | ||
| 5 | JONES FINANCIAL COMPANIES LLLP | 2,895,056 | 228,130,000 | 4.63% | ||
| 6 | WELLS FARGO & COMPANY/MN | 2,806,431 | 221,147,000 | 4.49% | ||
| 7 | CITY NATIONAL BANK | 2,031,832 | 160,108,000 | 3.25% | ||
| 8 | ParenteBeard Wealth Management, LLC | 11,115 | 141,056,000 | 2.86% | ||
| 9 | ROYAL BANK OF CANADA | 1,693,572 | 133,454,000 | 2.71% | ||
| 10 | SUNTRUST BANKS INC | 1,523,845 | 120,077,000 | 2.44% | ||
| 11 | Joel Isaacson & Co., LLC | 1,462,117 | 115,215,000 | 2.34% | ||
| 12 | GOLDMAN SACHS GROUP INC | 1,445,617 | 113,915,000 | 2.31% | ||
| 13 | BB&T SECURITIES, LLC | 143,292 | 112,914,000 | 2.29% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 1,317,841 | 103,846,000 | 2.11% | ||
| 15 | LPL Financial LLC | 1,087,428 | 85,689,000 | 1.74% | ||
| 16 | Avidian Wealth Enterprises, LLC | 773,480 | 60,950,000 | 1.24% | ||
| 17 | CURIAN CAPITAL LLC | 697,141 | 54,935,000 | 1.11% | ||
| 18 | Capital Investment Advisors, LLC | 644,891 | 50,817,000 | 1.03% | ||
| 19 | Bank of New York Mellon Corp | 639,945 | 50,427,000 | 1.02% | ||
| 20 | Commonwealth Equity Services, Inc | 622,106 | 49,022,000 | 0.99% | ||
| 21 | Callan Capital, LLC | 594,148 | 46,819,000 | 0.95% | ||
| 22 | HUNTINGTON NATIONAL BANK | 545,635 | 42,996,000 | 0.87% | PRN | |
| 23 | BBVA USA Bancshares, Inc. | 524,299 | 41,315,000 | 0.84% | ||
| 24 | Stadion Money Management, LLC | 520,041 | 40,979,000 | 0.83% | ||
| 25 | Mizuho Bank, Ltd. | 520,000 | 40,976,000 | 0.83% | ||
| 26 | Strategic Point Investment Advisors, LLC | 488,794 | 38,516,000 | 0.78% | ||
| 27 | Destination Wealth Management | 474,341 | 37,378,000 | 0.76% | ||
| 28 | AMERIPRISE FINANCIAL INC | 406,785 | 32,010,000 | 0.65% | ||
| 29 | Linscomb Wealth, Inc. | 396,196 | 31,220,000 | 0.63% | ||
| 30 | 1ST SOURCE BANK | 386,249 | 30,436,000 | 0.62% | ||
| 31 | Raymond James Financial Services Advisors, Inc. | 383,965 | 30,256,000 | 0.61% | ||
| 32 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 354,119 | 27,905,000 | 0.57% | ||
| 33 | STIFEL FINANCIAL CORP | 348,916 | 27,495,000 | 0.56% | ||
| 34 | JPMORGAN CHASE & CO | 332,355 | 26,190,000 | 0.53% | ||
| 35 | BANK OF MONTREAL /CAN/ | 315,959 | 24,899,000 | 0.51% | ||
| 36 | Berkshire Money Management, Inc. | 314,414 | 24,776,000 | 0.50% | ||
| 37 | M&T BANK CORP | 311,942 | 24,582,000 | 0.50% | ||
| 38 | SCOTIA CAPITAL INC. | 297,965 | 23,421,000 | 0.48% | ||
| 39 | MADISON INVESTMENT HOLDINGS INC | 295,459 | 23,282,000 | 0.47% | ||
| 40 | CIBC Asset Management Inc | 293,320 | 23,114,000 | 0.47% | ||
| 41 | MATHER GROUP, LLC. | 281,007 | 22,143,000 | 0.45% | ||
| 42 | Stratford Consulting, LLC | 279,931 | 22,059,000 | 0.45% | ||
| 43 | J.P. Morgan Private Wealth Advisors LLC | 267,982 | 21,117,000 | 0.43% | ||
| 44 | MAI Capital Management | 262,779 | 20,707,000 | 0.42% | ||
| 45 | FINANCIAL COUNSELORS INC | 261,867 | 20,635,000 | 0.42% | ||
| 46 | Klingman & Associates, LLC | 260,249 | 20,507,000 | 0.42% | ||
| 47 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 256,569 | 20,226,000 | 0.41% | ||
| 48 | HENGEHOLD CAPITAL MANAGEMENT LLC | 252,453 | 19,893,000 | 0.40% | ||
| 49 | STATE STREET CORP | 242,232 | 19,088,000 | 0.39% | ||
| 50 | COBIZ WEALTH, LLC | 236,611 | 18,645,000 | 0.38% |
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.
