| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MANAGED ACCOUNT ADVISORS LLC | 5,514,900 | 420,291,000 | 10.03% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,381,570 | 333,920,000 | 7.97% | ||
| 3 | MORGAN STANLEY | 3,950,273 | 301,052,000 | 7.19% | ||
| 4 | JONES FINANCIAL COMPANIES LLLP | 3,180,190 | 242,362,000 | 5.79% | ||
| 5 | WELLS FARGO & COMPANY/MN | 2,731,057 | 208,134,000 | 4.97% | ||
| 6 | UBS Group AG | 2,610,280 | 198,929,000 | 4.75% | ||
| 7 | CITY NATIONAL BANK | 2,114,112 | 161,117,000 | 3.85% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 1,760,674 | 134,182,000 | 3.20% | ||
| 9 | ROYAL BANK OF CANADA | 1,622,614 | 123,660,000 | 2.95% | ||
| 10 | SUNTRUST BANKS INC | 1,531,090 | 116,682,000 | 2.79% | ||
| 11 | Joel Isaacson & Co., LLC | 1,517,293 | 115,633,000 | 2.76% | ||
| 12 | LPL Financial LLC | 1,012,780 | 77,812,000 | 1.86% | ||
| 13 | Capital Investment Advisors, LLC | 718,929 | 54,790,000 | 1.31% | ||
| 14 | GOLDMAN SACHS GROUP INC | 700,754 | 53,404,000 | 1.28% | ||
| 15 | Commonwealth Equity Services, Inc | 645,465 | 49,191,000 | 1.17% | ||
| 16 | Callan Capital, LLC | 616,724 | 47,001,000 | 1.12% | ||
| 17 | Avidian Wealth Enterprises, LLC | 583,313 | 44,454,000 | 1.06% | ||
| 18 | Destination Wealth Management | 572,870 | 43,658,000 | 1.04% | ||
| 19 | CURIAN CAPITAL LLC | 552,092 | 42,075,000 | 1.00% | ||
| 20 | Bank of New York Mellon Corp | 538,703 | 41,055,000 | 0.98% | ||
| 21 | HUNTINGTON NATIONAL BANK | 530,059 | 40,396,000 | 0.96% | PRN | |
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 473,664 | 36,098,000 | 0.86% | ||
| 23 | BBVA USA Bancshares, Inc. | 417,659 | 31,829,000 | 0.76% | ||
| 24 | Linscomb Wealth, Inc. | 404,434 | 30,822,000 | 0.74% | ||
| 25 | 1ST SOURCE BANK | 399,512 | 30,447,000 | 0.73% | ||
| 26 | Berkshire Money Management, Inc. | 367,152 | 27,981,000 | 0.67% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 306,489 | 23,367,000 | 0.56% | ||
| 28 | AMERIPRISE FINANCIAL INC | 305,854 | 23,259,000 | 0.56% | ||
| 29 | SCOTIA CAPITAL INC. | 299,973 | 22,724,000 | 0.54% | ||
| 30 | Stratford Consulting, LLC | 294,631 | 22,454,000 | 0.54% | ||
| 31 | BRINKER CAPITAL INC | 287,695 | 21,925,000 | 0.52% | ||
| 32 | BANK OF MONTREAL /CAN/ | 283,665 | 21,618,000 | 0.52% | ||
| 33 | Strategic Point Investment Advisors, LLC | 283,142 | 21,578,000 | 0.52% | ||
| 34 | M&T BANK CORP | 275,743 | 21,013,000 | 0.50% | ||
| 35 | MAI Capital Management | 270,247 | 20,595,000 | 0.49% | ||
| 36 | MADISON INVESTMENT HOLDINGS INC | 261,573 | 19,934,000 | 0.48% | ||
| 37 | J.P. Morgan Private Wealth Advisors LLC | 259,059 | 19,743,000 | 0.47% | ||
| 38 | Klingman & Associates, LLC | 258,489 | 19,699,000 | 0.47% | ||
| 39 | Janney Montgomery Scott LLC | 254,405 | 19,388,201 | 0.46% | ||
| 40 | CIBC Asset Management Inc | 243,990 | 18,594,000 | 0.44% | ||
| 41 | FINANCIAL COUNSELORS INC | 242,192 | 18,457,000 | 0.44% | ||
| 42 | MYCIO WEALTH PARTNERS, LLC | 240,231 | 18,308,000 | 0.44% | ||
| 43 | COBIZ WEALTH, LLC | 231,119 | 17,614,000 | 0.42% | ||
| 44 | MONETA GROUP INVESTMENT ADVISORS LLC | 230,873 | 17,595,000 | 0.42% | ||
| 45 | HENGEHOLD CAPITAL MANAGEMENT LLC | 227,105 | 17,308,000 | 0.41% | ||
| 46 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 218,608 | 16,660,000 | 0.40% | ||
| 47 | ProVise Management Group, LLC | 216,675 | 16,512,000 | 0.39% | ||
| 48 | INVESTMENT CENTERS OF AMERICA INC | 216,524 | 16,497,000 | 0.39% | ||
| 49 | BLAIR WILLIAM & CO/IL | 203,561 | 15,513,000 | 0.37% | ||
| 50 | CREDIT SUISSE AG/ | 201,153 | 15,330,000 | 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.
