| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 7,104,581 | 607,869,000 | 12.18% | ||
| 2 | MORGAN STANLEY | 4,333,898 | 370,809,000 | 7.43% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,841,355 | 243,107,000 | 4.87% | ||
| 4 | UBS Group AG | 2,704,466 | 231,394,000 | 4.64% | ||
| 5 | ROYAL BANK OF CANADA | 2,700,243 | 231,033,000 | 4.63% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 2,595,067 | 222,036,000 | 4.45% | ||
| 7 | SUNTRUST BANKS INC | 1,966,037 | 168,213,000 | 3.37% | ||
| 8 | AMERIPRISE FINANCIAL INC | 1,828,767 | 156,335,000 | 3.13% | ||
| 9 | Joel Isaacson & Co., LLC | 1,791,187 | 153,254,000 | 3.07% | ||
| 10 | JONES FINANCIAL COMPANIES LLLP | 1,010,774 | 86,482,000 | 1.73% | ||
| 11 | STATE STREET CORP | 997,981 | 85,386,000 | 1.71% | ||
| 12 | LPL Financial LLC | 958,850 | 82,269,000 | 1.65% | ||
| 13 | GOLDMAN SACHS GROUP INC | 892,311 | 76,346,000 | 1.53% | ||
| 14 | Capital Investment Advisors, LLC | 869,329 | 74,380,000 | 1.49% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 789,520 | 67,552,000 | 1.35% | ||
| 16 | Commonwealth Equity Services, Inc | 770,939 | 65,962,000 | 1.32% | ||
| 17 | Destination Wealth Management | 633,782 | 54,226,000 | 1.09% | ||
| 18 | Sage Advisory Services, Ltd.Co. | 617,715 | 52,815,000 | 1.06% | ||
| 19 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 546,523 | 46,761,000 | 0.94% | ||
| 20 | HUNTINGTON NATIONAL BANK | 539,945 | 46,197,000 | 0.93% | PRN | |
| 21 | FINANCIAL STRATEGY NETWORK, LLC | 531,689 | 45,822,000 | 0.92% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 477,411 | 40,835,000 | 0.82% | ||
| 23 | FundX Investment Group, LLC | 467,584 | 40,006,000 | 0.80% | ||
| 24 | J.P. Morgan Private Wealth Advisors LLC | 466,012 | 39,872,000 | 0.80% | ||
| 25 | Linscomb Wealth, Inc. | 431,192 | 36,893,000 | 0.74% | ||
| 26 | MSI Financial Services Inc | 411,241 | 35,185,000 | 0.70% | ||
| 27 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 401,958 | 34,392,000 | 0.69% | ||
| 28 | BANK OF MONTREAL /CAN/ | 391,256 | 33,335,000 | 0.67% | ||
| 29 | 1ST SOURCE BANK | 383,761 | 32,835,000 | 0.66% | ||
| 30 | Janney Montgomery Scott LLC | 330,789 | 28,302,000 | 0.57% | ||
| 31 | Stratford Consulting, LLC | 324,989 | 27,806,000 | 0.56% | ||
| 32 | MONETA GROUP INVESTMENT ADVISORS LLC | 317,831 | 27,194,000 | 0.54% | ||
| 33 | INVESTMENT CENTERS OF AMERICA INC | 304,597 | 26,069,000 | 0.52% | ||
| 34 | MYCIO WEALTH PARTNERS, LLC | 301,331 | 25,782,000 | 0.52% | ||
| 35 | SCOTIA CAPITAL INC. | 297,414 | 25,498,000 | 0.51% | ||
| 36 | FDx Advisors, Inc. | 280,900 | 24,034,000 | 0.48% | ||
| 37 | CARDAN CAPITAL PARTNERS, LLC | 270,773 | 23,167,000 | 0.46% | ||
| 38 | BBVA USA Bancshares, Inc. | 269,840 | 23,087,000 | 0.46% | ||
| 39 | MAI Capital Management | 252,291 | 21,586,000 | 0.43% | ||
| 40 | BLAIR WILLIAM & CO/IL | 251,152 | 21,489,000 | 0.43% | ||
| 41 | Klingman & Associates, LLC | 244,352 | 20,907,000 | 0.42% | ||
| 42 | COBIZ WEALTH, LLC | 234,630 | 20,075,000 | 0.40% | ||
| 43 | FINANCIAL COUNSELORS INC | 212,627 | 18,192,000 | 0.36% | ||
| 44 | SIMMONS BANK | 206,218 | 17,644,000 | 0.35% | ||
| 45 | BOKF, NA | 205,369 | 17,571,000 | 0.35% | ||
| 46 | BRINKER CAPITAL INC | 200,731 | 17,175,000 | 0.34% | ||
| 47 | CLEARSTEAD ADVISORS, LLC | 199,330 | 17,055,000 | 0.34% | ||
| 48 | Spectrum Asset Management, Inc. (NB/CA) | 198,411 | 16,976,000 | 0.34% | ||
| 49 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | 188,076 | 16,092,000 | 0.32% | ||
| 50 | ENVESTNET ASSET MANAGEMENT INC | 186,839 | 15,985,000 | 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.
