| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 7,135,650 | 598,824,000 | 13.44% | ||
| 2 | MORGAN STANLEY | 3,984,846 | 334,409,000 | 7.51% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,750,414 | 230,815,000 | 5.18% | ||
| 4 | UBS Group AG | 2,702,349 | 226,781,000 | 5.09% | ||
| 5 | ROYAL BANK OF CANADA | 2,185,473 | 183,405,000 | 4.12% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 2,136,191 | 179,270,000 | 4.02% | ||
| 7 | SUNTRUST BANKS INC | 1,775,029 | 148,958,000 | 3.34% | ||
| 8 | Joel Isaacson & Co., LLC | 1,720,084 | 144,349,000 | 3.24% | ||
| 9 | AMERIPRISE FINANCIAL INC | 1,130,532 | 92,443,000 | 2.07% | ||
| 10 | JONES FINANCIAL COMPANIES LLLP | 986,086 | 82,752,000 | 1.86% | ||
| 11 | Capital Investment Advisors, LLC | 795,226 | 66,735,000 | 1.50% | ||
| 12 | LPL Financial LLC | 786,166 | 66,046,000 | 1.48% | ||
| 13 | Commonwealth Equity Services, Inc | 697,846 | 58,563,000 | 1.31% | ||
| 14 | Destination Wealth Management | 635,605 | 53,340,000 | 1.20% | ||
| 15 | FINANCIAL STRATEGY NETWORK, LLC | 607,118 | 51,509,000 | 1.16% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 607,184 | 50,954,000 | 1.14% | ||
| 17 | HUNTINGTON NATIONAL BANK | 572,312 | 48,028,000 | 1.08% | PRN | |
| 18 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 546,523 | 45,864,208 | 1.03% | ||
| 19 | FundX Investment Group, LLC | 502,932 | 42,206,000 | 0.95% | ||
| 20 | 1ST SOURCE BANK | 495,976 | 41,622,000 | 0.93% | ||
| 21 | GOLDMAN SACHS GROUP INC | 467,386 | 39,223,000 | 0.88% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 459,013 | 38,517,000 | 0.86% | ||
| 23 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 411,993 | 34,607,000 | 0.78% | ||
| 24 | J.P. Morgan Private Wealth Advisors LLC | 412,285 | 34,599,000 | 0.78% | ||
| 25 | ALLIANCEBERNSTEIN L.P. | 410,534 | 34,452,000 | 0.77% | ||
| 26 | Linscomb Wealth, Inc. | 409,800 | 34,390,000 | 0.77% | ||
| 27 | MSI Financial Services Inc | 367,681 | 30,856,000 | 0.69% | ||
| 28 | Berkshire Money Management, Inc. | 344,946 | 28,948,000 | 0.65% | ||
| 29 | BBVA USA Bancshares, Inc. | 343,622 | 28,837,000 | 0.65% | ||
| 30 | Stratford Consulting, LLC | 327,150 | 27,454,000 | 0.62% | ||
| 31 | SANDLER CAPITAL MANAGEMENT | 320,000 | 26,854,000 | 0.60% | ||
| 32 | MONETA GROUP INVESTMENT ADVISORS LLC | 313,316 | 26,293,000 | 0.59% | ||
| 33 | BANK OF MONTREAL /CAN/ | 311,842 | 26,170,000 | 0.59% | ||
| 34 | MYCIO WEALTH PARTNERS, LLC | 302,315 | 25,370,000 | 0.57% | ||
| 35 | SCOTIA CAPITAL INC. | 286,450 | 24,148,000 | 0.54% | ||
| 36 | Arrow Investment Advisors, LLC | 268,717 | 22,551,000 | 0.51% | ||
| 37 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | 265,000 | 22,239,000 | 0.50% | ||
| 38 | SIMMONS BANK | 257,504 | 21,609,000 | 0.48% | ||
| 39 | INVESTMENT CENTERS OF AMERICA INC | 257,225 | 21,573,000 | 0.48% | ||
| 40 | MAI Capital Management | 255,759 | 21,463,000 | 0.48% | ||
| 41 | Klingman & Associates, LLC | 254,979 | 21,398,000 | 0.48% | ||
| 42 | CARDAN CAPITAL PARTNERS, LLC | 253,336 | 21,260,000 | 0.48% | ||
| 43 | COBIZ WEALTH, LLC | 228,283 | 19,158,000 | 0.43% | ||
| 44 | STIFEL FINANCIAL CORP | 228,031 | 19,137,000 | 0.43% | ||
| 45 | FINANCIAL COUNSELORS INC | 226,807 | 19,034,000 | 0.43% | ||
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 223,100 | 18,723,000 | 0.42% | Call | |
| 47 | MADISON INVESTMENT HOLDINGS INC | 222,961 | 18,711,000 | 0.42% | ||
| 48 | STATE STREET CORP | 214,535 | 18,004,000 | 0.40% | ||
| 49 | Janney Montgomery Scott LLC | 242,370 | 17,831,000 | 0.40% | ||
| 50 | Brookstone Capital Management | 211,238 | 17,727,000 | 0.40% |
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.
