| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 19,327,805 | 1,421,946,000 | 29.04% | ||
| 2 | MORGAN STANLEY | 3,848,818 | 283,157,000 | 5.78% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,426,032 | 252,053,000 | 5.15% | ||
| 4 | ROYAL BANK OF CANADA | 3,295,172 | 242,425,000 | 4.95% | ||
| 5 | JONES FINANCIAL COMPANIES LLLP | 3,201,050 | 235,502,000 | 4.81% | ||
| 6 | UBS Group AG | 2,888,574 | 212,512,000 | 4.34% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 2,043,048 | 150,307,000 | 3.07% | ||
| 8 | SUNTRUST BANKS INC | 1,778,969 | 130,876,000 | 2.67% | ||
| 9 | LPL Financial LLC | 1,650,984 | 120,307,000 | 2.46% | ||
| 10 | Joel Isaacson & Co., LLC | 1,588,902 | 116,896,000 | 2.39% | ||
| 11 | Capital Investment Advisors, LLC | 783,471 | 57,640,000 | 1.18% | ||
| 12 | Commonwealth Equity Services, Inc | 664,960 | 48,921,000 | 1.00% | ||
| 13 | Avidian Wealth Enterprises, LLC | 603,928 | 44,431,000 | 0.91% | ||
| 14 | ALLIANCEBERNSTEIN L.P. | 571,584 | 41,246,000 | 0.84% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 521,695 | 38,381,000 | 0.78% | ||
| 16 | HUNTINGTON NATIONAL BANK | 520,449 | 38,289,000 | 0.78% | PRN | |
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 508,681 | 37,424,000 | 0.76% | ||
| 18 | GOLDMAN SACHS GROUP INC | 498,117 | 36,646,000 | 0.75% | ||
| 19 | 1ST SOURCE BANK | 479,984 | 35,313,000 | 0.72% | ||
| 20 | Destination Wealth Management | 472,044 | 34,728,000 | 0.71% | ||
| 21 | FINANCIAL STRATEGY NETWORK, LLC | 479,568 | 32,814,000 | 0.67% | ||
| 22 | Linscomb Wealth, Inc. | 419,714 | 30,878,000 | 0.63% | ||
| 23 | BBVA USA Bancshares, Inc. | 405,512 | 29,833,000 | 0.61% | ||
| 24 | Berkshire Money Management, Inc. | 339,852 | 25,002,887 | 0.51% | ||
| 25 | AMERIPRISE FINANCIAL INC | 335,964 | 24,631,000 | 0.50% | ||
| 26 | Stratos Wealth Partners, LTD. | 328,565 | 24,173,000 | 0.49% | ||
| 27 | J.P. Morgan Private Wealth Advisors LLC | 322,229 | 23,706,000 | 0.48% | ||
| 28 | MAI Capital Management | 304,618 | 22,411,000 | 0.46% | ||
| 29 | Stratford Consulting, LLC | 301,571 | 22,187,000 | 0.45% | ||
| 30 | BANK OF MONTREAL /CAN/ | 297,739 | 21,904,000 | 0.45% | ||
| 31 | SCOTIA CAPITAL INC. | 305,375 | 21,516,000 | 0.44% | ||
| 32 | MONETA GROUP INVESTMENT ADVISORS LLC | 277,059 | 20,383,000 | 0.42% | ||
| 33 | MSI Financial Services Inc | 270,591 | 19,907,000 | 0.41% | ||
| 34 | HighTower Advisors, LLC | 263,342 | 19,382,000 | 0.40% | ||
| 35 | Klingman & Associates, LLC | 259,095 | 19,062,000 | 0.39% | ||
| 36 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | 249,452 | 18,350,000 | 0.37% | ||
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 244,100 | 17,958,000 | 0.37% | Call | |
| 38 | CIBC Asset Management Inc | 243,990 | 17,950,000 | 0.37% | ||
| 39 | Janney Montgomery Scott LLC | 242,370 | 17,831,000 | 0.36% | ||
| 40 | MYCIO WEALTH PARTNERS, LLC | 242,338 | 17,829,000 | 0.36% | ||
| 41 | EisnerAmper Wealth Management Corporate Benefits, LLC | 242,302 | 17,826,000 | 0.36% | ||
| 42 | INVESTMENT CENTERS OF AMERICA INC | 239,348 | 17,619,000 | 0.36% | ||
| 43 | MADISON INVESTMENT HOLDINGS INC | 234,742 | 17,270,000 | 0.35% | ||
| 44 | COBIZ WEALTH, LLC | 225,308 | 16,576,000 | 0.34% | ||
| 45 | FINANCIAL COUNSELORS INC | 223,562 | 16,447,000 | 0.34% | ||
| 46 | M&T BANK CORP | 219,631 | 16,158,000 | 0.33% | ||
| 47 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 216,897 | 15,974,000 | 0.33% | ||
| 48 | O'BRIEN WEALTH PARTNERS LLC | 215,236 | 15,835,000 | 0.32% | ||
| 49 | ProVise Management Group, LLC | 211,811 | 15,583,000 | 0.32% | ||
| 50 | BRINKER CAPITAL INC | 205,734 | 15,136,000 | 0.31% |
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.
