| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 11,775,231 | 941,193,000 | 20.34% | ||
| 2 | MORGAN STANLEY | 4,056,572 | 324,242,000 | 7.01% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 3,229,945 | 258,169,000 | 5.58% | ||
| 4 | UBS Group AG | 2,549,582 | 203,788,000 | 4.40% | ||
| 5 | WELLS FARGO & COMPANY/MN | 2,350,571 | 187,882,000 | 4.06% | ||
| 6 | ROYAL BANK OF CANADA | 2,208,215 | 176,503,000 | 3.82% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 2,008,296 | 160,524,000 | 3.47% | ||
| 8 | SUNTRUST BANKS INC | 1,746,170 | 139,569,000 | 3.02% | ||
| 9 | Joel Isaacson & Co., LLC | 1,653,853 | 132,192,000 | 2.86% | ||
| 10 | LPL Financial LLC | 1,667,778 | 132,121,000 | 2.86% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 1,477,626 | 118,107,000 | 2.55% | ||
| 12 | Capital Investment Advisors, LLC | 772,004 | 61,706,000 | 1.33% | ||
| 13 | Commonwealth Equity Services, Inc | 670,925 | 53,627,000 | 1.16% | ||
| 14 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 605,828 | 48,424,000 | 1.05% | ||
| 15 | FINANCIAL STRATEGY NETWORK, LLC | 584,607 | 48,054,000 | 1.04% | ||
| 16 | HUNTINGTON NATIONAL BANK | 544,054 | 42,545,000 | 0.92% | PRN | |
| 17 | 1ST SOURCE BANK | 505,133 | 40,375,000 | 0.87% | ||
| 18 | Destination Wealth Management | 472,044 | 34,728,000 | 0.75% | ||
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 430,100 | 34,378,000 | 0.74% | ||
| 20 | Linscomb Wealth, Inc. | 417,609 | 33,379,000 | 0.72% | ||
| 21 | ALLIANCEBERNSTEIN L.P. | 413,193 | 33,027,000 | 0.71% | ||
| 22 | Avidian Wealth Enterprises, LLC | 380,125 | 30,383,000 | 0.66% | ||
| 23 | J.P. Morgan Private Wealth Advisors LLC | 373,185 | 29,829,000 | 0.64% | ||
| 24 | BBVA USA Bancshares, Inc. | 355,006 | 28,376,000 | 0.61% | ||
| 25 | Berkshire Money Management, Inc. | 343,400 | 27,448,000 | 0.59% | ||
| 26 | Stratos Wealth Partners, LTD. | 328,028 | 26,219,000 | 0.57% | ||
| 27 | GOLDMAN SACHS GROUP INC | 322,140 | 25,748,000 | 0.56% | ||
| 28 | SCOTIA CAPITAL INC. | 318,906 | 25,521,000 | 0.55% | ||
| 29 | Stratford Consulting, LLC | 318,871 | 25,487,000 | 0.55% | ||
| 30 | MONETA GROUP INVESTMENT ADVISORS LLC | 299,939 | 23,974,000 | 0.52% | ||
| 31 | BANK OF MONTREAL /CAN/ | 295,141 | 23,591,000 | 0.51% | ||
| 32 | MSI Financial Services Inc | 287,776 | 23,002,000 | 0.50% | ||
| 33 | INVESTMENT CENTERS OF AMERICA INC | 278,648 | 22,270,000 | 0.48% | ||
| 34 | MYCIO WEALTH PARTNERS, LLC | 276,004 | 22,061,000 | 0.48% | ||
| 35 | MAI Capital Management | 267,150 | 21,353,000 | 0.46% | ||
| 36 | Klingman & Associates, LLC | 259,645 | 20,753,000 | 0.45% | ||
| 37 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | 257,913 | 20,615,000 | 0.45% | ||
| 38 | Janney Montgomery Scott LLC | 255,801 | 20,446,000 | 0.44% | ||
| 39 | MADISON INVESTMENT HOLDINGS INC | 235,824 | 18,849,000 | 0.41% | ||
| 40 | FINANCIAL COUNSELORS INC | 226,208 | 18,081,000 | 0.39% | ||
| 41 | CIBC Asset Management Inc | 222,750 | 17,804,000 | 0.38% | ||
| 42 | COBIZ WEALTH, LLC | 222,641 | 17,796,000 | 0.38% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 216,665 | 17,309,000 | 0.37% | ||
| 44 | PNC FINANCIAL SERVICES GROUP, INC. | 215,885 | 17,255,000 | 0.37% | ||
| 45 | M&T BANK CORP | 210,410 | 16,818,000 | 0.36% | ||
| 46 | CARDAN CAPITAL PARTNERS, LLC | 209,716 | 16,763,000 | 0.36% | ||
| 47 | ProVise Management Group, LLC | 207,626 | 16,596,000 | 0.36% | ||
| 48 | STATE STREET CORP | 203,505 | 16,267,000 | 0.35% | ||
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 197,900 | 15,818,000 | 0.34% | Call | |
| 50 | Brookstone Capital Management | 191,198 | 15,282,000 | 0.33% |
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.
