| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 7,045,711 | 621,008,000 | 13.03% | ||
| 2 | MORGAN STANLEY | 4,578,525 | 403,550,000 | 8.47% | ||
| 3 | RAYMOND JAMES & ASSOCIATES | 2,714,268 | 239,236,000 | 5.02% | ||
| 4 | UBS Group AG | 2,680,873 | 236,292,000 | 4.96% | ||
| 5 | WELLS FARGO & COMPANY/MN | 2,483,292 | 218,877,000 | 4.59% | ||
| 6 | ROYAL BANK OF CANADA | 2,178,100 | 191,977,000 | 4.03% | ||
| 7 | AMERIPRISE FINANCIAL INC | 2,089,892 | 184,072,000 | 3.86% | ||
| 8 | SUNTRUST BANKS INC | 1,851,566 | 163,198,000 | 3.42% | ||
| 9 | Joel Isaacson & Co., LLC | 1,793,913 | 158,116,000 | 3.32% | ||
| 10 | JONES FINANCIAL COMPANIES LLLP | 960,712 | 84,678,000 | 1.78% | ||
| 11 | Capital Investment Advisors, LLC | 935,800 | 82,481,000 | 1.73% | ||
| 12 | GOLDMAN SACHS GROUP INC | 874,257 | 77,057,000 | 1.62% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 861,199 | 75,906,000 | 1.59% | ||
| 14 | Commonwealth Equity Services, Inc | 800,782 | 70,581,000 | 1.48% | ||
| 15 | Destination Wealth Management | 686,878 | 60,541,000 | 1.27% | ||
| 16 | J.P. Morgan Private Wealth Advisors LLC | 554,331 | 48,859,000 | 1.03% | ||
| 17 | HUNTINGTON NATIONAL BANK | 509,270 | 44,887,000 | 0.94% | PRN | |
| 18 | Linscomb Wealth, Inc. | 437,292 | 38,543,000 | 0.81% | ||
| 19 | BESSEMER GROUP INC | 421,214 | 37,126,000 | 0.78% | ||
| 20 | FINANCIAL STRATEGY NETWORK, LLC | 404,288 | 35,849,000 | 0.75% | ||
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 400,224 | 35,276,000 | 0.74% | ||
| 22 | BLAIR WILLIAM & CO/IL | 387,179 | 34,365,000 | 0.72% | ||
| 23 | 1ST SOURCE BANK | 372,150 | 32,802,000 | 0.69% | ||
| 24 | STATE STREET CORP | 370,057 | 32,613,000 | 0.68% | ||
| 25 | BANK OF MONTREAL /CAN/ | 366,983 | 32,346,000 | 0.68% | ||
| 26 | Janney Montgomery Scott LLC | 337,482 | 29,746,000 | 0.62% | ||
| 27 | Stratford Consulting, LLC | 332,007 | 29,263,000 | 0.61% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 325,962 | 28,727,000 | 0.60% | ||
| 29 | MONETA GROUP INVESTMENT ADVISORS LLC | 319,129 | 28,128,000 | 0.59% | ||
| 30 | MYCIO WEALTH PARTNERS, LLC | 310,599 | 27,376,000 | 0.57% | ||
| 31 | INVESTMENT CENTERS OF AMERICA INC | 307,312 | 27,081,000 | 0.57% | ||
| 32 | SCOTIA CAPITAL INC. | 301,157 | 26,612,000 | 0.56% | ||
| 33 | BBVA USA Bancshares, Inc. | 270,652 | 23,855,000 | 0.50% | ||
| 34 | MAI Capital Management | 252,635 | 22,267,000 | 0.47% | ||
| 35 | COBIZ WEALTH, LLC | 243,377 | 21,451,000 | 0.45% | ||
| 36 | Klingman & Associates, LLC | 239,883 | 21,143,000 | 0.44% | ||
| 37 | CARDAN CAPITAL PARTNERS, LLC | 238,454 | 21,017,000 | 0.44% | ||
| 38 | BOKF, NA | 227,933 | 20,090,000 | 0.42% | ||
| 39 | ALLIANCEBERNSTEIN L.P. | 217,194 | 19,143,000 | 0.40% | ||
| 40 | BRINKER CAPITAL INC | 215,194 | 18,967,000 | 0.40% | ||
| 41 | FINANCIAL COUNSELORS INC | 210,777 | 18,578,000 | 0.39% | ||
| 42 | CLEARSTEAD ADVISORS, LLC | 200,284 | 17,653,000 | 0.37% | ||
| 43 | Spectrum Asset Management, Inc. (NB/CA) | 194,247 | 17,121,000 | 0.36% | ||
| 44 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | 193,372 | 17,044,000 | 0.36% | ||
| 45 | STIFEL FINANCIAL CORP | 183,782 | 16,199,000 | 0.34% | ||
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 178,600 | 15,742,000 | 0.33% | Call | |
| 47 | NORTHERN TRUST CORP | 171,426 | 15,110,000 | 0.32% | ||
| 48 | ProVise Management Group, LLC | 169,087 | 14,904,000 | 0.31% | ||
| 49 | M&T BANK CORP | 167,733 | 14,783,000 | 0.31% | ||
| 50 | Cambridge Investment Research Advisors, Inc. | 163,556 | 14,416,000 | 0.30% |
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.
