| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 14,289,332 | 348,088,000 | 23.13% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 6,162,911 | 150,129,000 | 9.98% | ||
| 3 | MORGAN STANLEY | 4,555,438 | 110,970,000 | 7.37% | ||
| 4 | UBS Group AG | 3,451,809 | 84,086,000 | 5.59% | ||
| 5 | Commonwealth Equity Services, Inc | 2,028,823 | 49,422,000 | 3.28% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 1,963,905 | 47,841,000 | 3.18% | ||
| 7 | LAZARD ASSET MANAGEMENT LLC | 1,706,318 | 41,565,000 | 2.76% | PRN | |
| 8 | RAYMOND JAMES & ASSOCIATES | 1,597,939 | 38,926,000 | 2.59% | ||
| 9 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,320,418 | 32,165,000 | 2.14% | ||
| 10 | BRINKER CAPITAL INC | 1,061,292 | 25,853,000 | 1.72% | ||
| 11 | WELLS FARGO & COMPANY/MN | 1,051,095 | 25,605,000 | 1.70% | ||
| 12 | Gateway Advisory, LLC | 975,540 | 23,764,000 | 1.58% | ||
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 927,851 | 22,602,000 | 1.50% | ||
| 14 | Karpus Management, Inc. | 866,955 | 21,119,000 | 1.40% | ||
| 15 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 861,806 | 20,994,000 | 1.39% | ||
| 16 | ASSETMARK, INC | 834,889 | 20,338,000 | 1.35% | ||
| 17 | ROYAL BANK OF CANADA | 830,632 | 20,233,000 | 1.34% | ||
| 18 | CITIGROUP INC | 748,868 | 18,242,000 | 1.21% | ||
| 19 | CEDAR HILL ASSOCIATES, LLC | 733,163 | 17,860,000 | 1.19% | ||
| 20 | CHATHAM CAPITAL GROUP, INC. | 710,034 | 17,296,000 | 1.15% | ||
| 21 | Orion Porfolio Solutions, LLC | 609,887 | 14,857,000 | 0.99% | ||
| 22 | BANK OF MONTREAL /CAN/ | 586,764 | 14,294,000 | 0.95% | ||
| 23 | Smithfield Trust Co | 554,951 | 13,519,000 | 0.90% | ||
| 24 | CAPRIN ASSET MANAGEMENT LLC /ADV | 552,447 | 13,458,000 | 0.89% | ||
| 25 | TRUSTMARK BANK TRUST DEPARTMENT | 551,291 | 13,430,000 | 0.89% | ||
| 26 | LPL Financial LLC | 531,944 | 12,948,000 | 0.86% | ||
| 27 | STIFEL FINANCIAL CORP | 451,992 | 11,010,000 | 0.73% | ||
| 28 | Windham Capital Management, LLC | 400,456 | 9,755,000 | 0.65% | ||
| 29 | 3D ASSET MANAGEMENT, INC | 381,204 | 9,286,000 | 0.62% | ||
| 30 | STALEY CAPITAL ADVISERS INC | 376,800 | 9,179,000 | 0.61% | ||
| 31 | Transamerica Financial Advisors, LLC | 314,276 | 7,656,000 | 0.51% | ||
| 32 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 289,427 | 7,050,000 | 0.47% | ||
| 33 | BB&T SECURITIES, LLC | 282,761 | 6,888,000 | 0.46% | ||
| 34 | GOLDMAN SACHS GROUP INC | 270,329 | 6,586,000 | 0.44% | ||
| 35 | BUCKINGHAM STRATEGIC WEALTH, LLC | 256,724 | 6,254,000 | 0.42% | ||
| 36 | Janney Capital Management LLC | 251,687 | 6,131,000 | 0.41% | ||
| 37 | Gerstein Fisher | 244,195 | 5,949,000 | 0.40% | ||
| 38 | LBA Wealth Management, LLC | 241,094 | 5,873,000 | 0.39% | ||
| 39 | Freedom Investment Management, Inc. | 230,530 | 5,616,000 | 0.37% | ||
| 40 | Allen Investment Management, LLC | 224,890 | 5,478,000 | 0.36% | ||
| 41 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 217,212 | 5,291,000 | 0.35% | ||
| 42 | Parkside Advisors LLC | 196,644 | 4,790,000 | 0.32% | ||
| 43 | Pinnacle Advisory Group, Inc. | 171,174 | 4,169,000 | 0.28% | ||
| 44 | Stratos Wealth Partners, LTD. | 169,188 | 4,121,000 | 0.27% | ||
| 45 | NATIONAL PLANNING CORP | 167,431 | 4,107,000 | 0.27% | ||
| 46 | Alaska Permanent Capital Management, LLC | 164,187 | 3,999,000 | 0.27% | ||
| 47 | Eagle Ridge Investment Management | 163,685 | 3,987,000 | 0.26% | ||
| 48 | BSW Wealth Partners | 156,733 | 3,818,000 | 0.25% | ||
| 49 | Live Your Vision, LLC | 152,954 | 3,726,000 | 0.25% | ||
| 50 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 141,782 | 3,454,000 | 0.23% |
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.
