| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 7,330,390 | 618,392,000 | 13.02% | ||
| 2 | MORGAN STANLEY | 4,007,307 | 338,056,000 | 7.12% | ||
| 3 | UBS Group AG | 2,689,814 | 226,913,000 | 4.78% | ||
| 4 | WELLS FARGO & COMPANY/MN | 2,545,640 | 214,751,000 | 4.52% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 2,278,496 | 192,215,000 | 4.05% | ||
| 6 | ROYAL BANK OF CANADA | 2,169,773 | 183,042,000 | 3.85% | ||
| 7 | STATE STREET CORP | 2,086,102 | 175,983,000 | 3.70% | ||
| 8 | SUNTRUST BANKS INC | 1,896,067 | 159,950,000 | 3.37% | ||
| 9 | Joel Isaacson & Co., LLC | 1,758,517 | 148,348,000 | 3.12% | ||
| 10 | AMERIPRISE FINANCIAL INC | 1,462,382 | 123,269,000 | 2.60% | ||
| 11 | JONES FINANCIAL COMPANIES LLLP | 1,020,531 | 86,092,000 | 1.81% | ||
| 12 | GOLDMAN SACHS GROUP INC | 912,011 | 76,938,000 | 1.62% | ||
| 13 | LPL Financial LLC | 867,372 | 72,009,000 | 1.52% | ||
| 14 | Capital Investment Advisors, LLC | 834,204 | 70,373,000 | 1.48% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 767,254 | 64,725,000 | 1.36% | ||
| 16 | Commonwealth Equity Services, Inc | 714,996 | 60,317,000 | 1.27% | ||
| 17 | Destination Wealth Management | 638,091 | 53,829,000 | 1.13% | ||
| 18 | FINANCIAL STRATEGY NETWORK, LLC | 615,252 | 49,329,000 | 1.04% | ||
| 19 | Horizon Investments, LLC | 571,450 | 48,208,000 | 1.01% | ||
| 20 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 546,523 | 46,104,680 | 0.97% | ||
| 21 | HUNTINGTON NATIONAL BANK | 544,717 | 45,952,000 | 0.97% | PRN | |
| 22 | FundX Investment Group, LLC | 501,732 | 42,326,000 | 0.89% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 477,121 | 40,248,000 | 0.85% | ||
| 24 | 1ST SOURCE BANK | 471,065 | 39,739,000 | 0.84% | ||
| 25 | ALLIANCEBERNSTEIN L.P. | 457,904 | 38,629,000 | 0.81% | ||
| 26 | Linscomb Wealth, Inc. | 431,013 | 36,360,000 | 0.77% | ||
| 27 | MSI Financial Services Inc | 403,053 | 34,002,000 | 0.72% | ||
| 28 | J.P. Morgan Private Wealth Advisors LLC | 395,655 | 33,377,000 | 0.70% | ||
| 29 | BANK OF MONTREAL /CAN/ | 340,785 | 28,748,000 | 0.61% | ||
| 30 | Berkshire Money Management, Inc. | 338,289 | 28,538,000 | 0.60% | ||
| 31 | MONETA GROUP INVESTMENT ADVISORS LLC | 331,982 | 28,006,000 | 0.59% | ||
| 32 | Stratford Consulting, LLC | 322,345 | 27,193,000 | 0.57% | ||
| 33 | Janney Montgomery Scott LLC | 313,342 | 26,434,000 | 0.56% | ||
| 34 | MYCIO WEALTH PARTNERS, LLC | 290,291 | 24,489,000 | 0.52% | ||
| 35 | BBVA USA Bancshares, Inc. | 290,294 | 24,489,000 | 0.52% | ||
| 36 | SCOTIA CAPITAL INC. | 287,444 | 24,238,000 | 0.51% | ||
| 37 | INVESTMENT CENTERS OF AMERICA INC | 277,515 | 23,404,000 | 0.49% | ||
| 38 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | 267,102 | 22,533,000 | 0.47% | ||
| 39 | CARDAN CAPITAL PARTNERS, LLC | 264,092 | 22,279,000 | 0.47% | ||
| 40 | MAI Capital Management | 253,976 | 21,425,000 | 0.45% | ||
| 41 | Klingman & Associates, LLC | 252,131 | 21,270,000 | 0.45% | ||
| 42 | Arrow Investment Advisors, LLC | 249,367 | 21,037,000 | 0.44% | ||
| 43 | COBIZ WEALTH, LLC | 236,660 | 19,965,000 | 0.42% | ||
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 227,400 | 19,183,000 | 0.40% | Call | |
| 45 | ASSETMARK, INC | 215,355 | 18,167,000 | 0.38% | ||
| 46 | SIMMONS BANK | 207,515 | 17,506,000 | 0.37% | ||
| 47 | BRINKER CAPITAL INC | 203,712 | 17,185,000 | 0.36% | ||
| 48 | BLAIR WILLIAM & CO/IL | 201,419 | 16,992,000 | 0.36% | ||
| 49 | Brookstone Capital Management | 197,464 | 16,658,000 | 0.35% | ||
| 50 | ProVise Management Group, LLC | 182,605 | 15,405,000 | 0.32% |
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.
