| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 7,186,137 | 638,776,000 | 13.09% | ||
| 2 | MORGAN STANLEY | 4,157,589 | 369,568,000 | 7.57% | ||
| 3 | RAYMOND JAMES & ASSOCIATES | 2,982,152 | 265,084,000 | 5.43% | ||
| 4 | UBS Group AG | 2,561,757 | 227,715,000 | 4.67% | ||
| 5 | WELLS FARGO & COMPANY/MN | 2,472,490 | 219,780,000 | 4.50% | ||
| 6 | AMERIPRISE FINANCIAL INC | 2,445,124 | 217,026,000 | 4.45% | ||
| 7 | ROYAL BANK OF CANADA | 2,176,145 | 193,436,000 | 3.96% | ||
| 8 | Joel Isaacson & Co., LLC | 1,804,402 | 160,393,000 | 3.29% | ||
| 9 | SUNTRUST BANKS INC | 1,713,324 | 152,296,000 | 3.12% | ||
| 10 | LPL Financial LLC | 1,023,486 | 90,978,000 | 1.86% | ||
| 11 | Capital Investment Advisors, LLC | 971,243 | 86,334,000 | 1.77% | ||
| 12 | JONES FINANCIAL COMPANIES LLLP | 930,975 | 82,754,000 | 1.70% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 845,138 | 75,125,000 | 1.54% | ||
| 14 | Commonwealth Equity Services, Inc | 841,280 | 74,781,000 | 1.53% | ||
| 15 | GOLDMAN SACHS GROUP INC | 811,774 | 72,158,000 | 1.48% | ||
| 16 | MML INVESTORS SERVICES, INC. | 781,152 | 69,437,000 | 1.42% | ||
| 17 | Destination Wealth Management | 710,068 | 63,118,000 | 1.29% | ||
| 18 | J.P. Morgan Private Wealth Advisors LLC | 549,004 | 48,801,000 | 1.00% | ||
| 19 | HUNTINGTON NATIONAL BANK | 528,205 | 46,952,000 | 0.96% | PRN | |
| 20 | Linscomb Wealth, Inc. | 434,189 | 38,595,000 | 0.79% | ||
| 21 | BLAIR WILLIAM & CO/IL | 401,102 | 35,654,000 | 0.73% | ||
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 394,650 | 35,080,000 | 0.72% | ||
| 23 | BANK OF MONTREAL /CAN/ | 384,212 | 34,152,000 | 0.70% | ||
| 24 | 1ST SOURCE BANK | 364,175 | 32,371,000 | 0.66% | ||
| 25 | Janney Montgomery Scott LLC | 349,077 | 31,030,000 | 0.64% | ||
| 26 | MYCIO WEALTH PARTNERS, LLC | 342,667 | 30,460,000 | 0.62% | ||
| 27 | Stratford Consulting, LLC | 338,805 | 30,116,000 | 0.62% | ||
| 28 | INVESTMENT CENTERS OF AMERICA INC | 329,907 | 29,327,000 | 0.60% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 325,296 | 28,915,000 | 0.59% | ||
| 30 | MONETA GROUP INVESTMENT ADVISORS LLC | 324,614 | 28,855,000 | 0.59% | ||
| 31 | Harbour Capital Advisors, LLC | 2,361,363 | 26,565,000 | 0.54% | ||
| 32 | SCOTIA CAPITAL INC. | 288,008 | 25,622,000 | 0.53% | ||
| 33 | BESSEMER GROUP INC | 286,214 | 25,441,000 | 0.52% | ||
| 34 | BBVA USA Bancshares, Inc. | 268,235 | 23,843,000 | 0.49% | ||
| 35 | MAI Capital Management | 260,302 | 23,138,000 | 0.47% | ||
| 36 | CARDAN CAPITAL PARTNERS, LLC | 250,606 | 22,276,000 | 0.46% | ||
| 37 | COBIZ WEALTH, LLC | 242,461 | 21,552,000 | 0.44% | ||
| 38 | Klingman & Associates, LLC | 241,508 | 21,468,000 | 0.44% | ||
| 39 | BRINKER CAPITAL INC | 222,301 | 19,760,000 | 0.40% | ||
| 40 | CLEARSTEAD ADVISORS, LLC | 220,271 | 19,580,000 | 0.40% | ||
| 41 | STATE STREET CORP | 208,764 | 18,556,000 | 0.38% | ||
| 42 | ALLIANCEBERNSTEIN L.P. | 208,380 | 18,523,000 | 0.38% | ||
| 43 | FINANCIAL COUNSELORS INC | 207,812 | 18,480,000 | 0.38% | ||
| 44 | BOKF, NA | 203,018 | 18,047,000 | 0.37% | ||
| 45 | Spectrum Asset Management, Inc. (NB/CA) | 196,315 | 17,451,000 | 0.36% | ||
| 46 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | 190,157 | 16,903,000 | 0.35% | ||
| 47 | STIFEL FINANCIAL CORP | 185,657 | 16,491,000 | 0.34% | ||
| 48 | HighTower Advisors, LLC | 172,089 | 15,306,000 | 0.31% | ||
| 49 | O'DELL GROUP, LLC | 169,330 | 15,052,000 | 0.31% | ||
| 50 | SIMMONS BANK | 168,343 | 14,965,000 | 0.31% |
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.
