| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 7,088,830 | 473,179,000 | 14.02% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 5,348,712 | 357,026,000 | 10.58% | ||
| 3 | BANK OF MONTREAL /CAN/ | 3,365,531 | 224,649,000 | 6.66% | ||
| 4 | MORGAN STANLEY | 2,610,167 | 174,228,000 | 5.16% | ||
| 5 | WELLS FARGO & COMPANY/MN | 2,429,440 | 162,165,000 | 4.81% | ||
| 6 | LPL Financial LLC | 2,404,960 | 159,408,000 | 4.72% | ||
| 7 | UBS Group AG | 1,558,420 | 104,025,000 | 3.08% | ||
| 8 | VANGUARD GROUP INC | 1,277,638 | 85,282,000 | 2.53% | ||
| 9 | Permanens Capital L.P. | 952,514 | 63,580,000 | 1.88% | ||
| 10 | SUNTRUST BANKS INC | 930,371 | 62,101,000 | 1.84% | ||
| 11 | Veritable, L.P. | 837,779 | 55,922,000 | 1.66% | ||
| 12 | Commonwealth Equity Services, Inc | 697,991 | 46,591,000 | 1.38% | ||
| 13 | Creative Planning | 567,885 | 37,906,000 | 1.12% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 564,547 | 37,684,000 | 1.12% | ||
| 15 | GOLDMAN SACHS GROUP INC | 479,835 | 32,029,000 | 0.95% | ||
| 16 | Opus Capital Group, LLC | 476,802 | 31,827,000 | 0.94% | ||
| 17 | Allworth Financial LP | 449,650 | 30,014,000 | 0.89% | ||
| 18 | INSPIRION WEALTH ADVISORS, LLC | 410,207 | 27,381,000 | 0.81% | ||
| 19 | ROYAL BANK OF CANADA | 409,554 | 27,337,000 | 0.81% | ||
| 20 | BLAIR WILLIAM & CO/IL | 392,767 | 26,217,000 | 0.78% | ||
| 21 | Janney Montgomery Scott LLC | 387,577 | 25,871,000 | 0.77% | ||
| 22 | JPMORGAN CHASE & CO | 356,334 | 23,786,000 | 0.70% | ||
| 23 | RAYMOND JAMES & ASSOCIATES | 351,299 | 23,449,000 | 0.69% | ||
| 24 | Joel Isaacson & Co., LLC | 350,854 | 23,420,000 | 0.69% | ||
| 25 | CREDIT SUISSE AG/ | 347,921 | 23,224,000 | 0.69% | ||
| 26 | Wharton Business Group, LLC | 327,911 | 21,888,000 | 0.65% | ||
| 27 | ETRADE Capital Management LLC | 317,468 | 21,191,000 | 0.63% | ||
| 28 | PINKERTON WEALTH, LLC | 314,772 | 21,011,000 | 0.62% | ||
| 29 | STIFEL FINANCIAL CORP | 273,853 | 18,282,000 | 0.54% | ||
| 30 | Cranberry Lake Advisors LLC | 273,700 | 18,269,000 | 0.54% | ||
| 31 | Ironsides Asset Advisors, LLC | 261,254 | 17,439,000 | 0.52% | ||
| 32 | AVIANCE CAPITAL MANAGEMENT, LLC | 260,856 | 17,412,000 | 0.52% | ||
| 33 | Focused Wealth Management, Inc | 258,226 | 17,237,000 | 0.51% | ||
| 34 | Sabal Trust CO | 258,022 | 17,223,000 | 0.51% | ||
| 35 | Cambridge Investment Research Advisors, Inc. | 245,493 | 16,387,000 | 0.49% | ||
| 36 | AMERIPRISE FINANCIAL INC | 241,610 | 16,063,000 | 0.48% | ||
| 37 | Smithfield Trust Co | 237,663 | 15,864,000 | 0.47% | ||
| 38 | PINNACLE ASSOCIATES LTD | 235,170 | 15,698,000 | 0.47% | ||
| 39 | SIGMA INVESTMENT COUNSELORS INC | 227,846 | 15,209,000 | 0.45% | ||
| 40 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 222,829 | 14,874,000 | 0.44% | ||
| 41 | EisnerAmper Wealth Management Corporate Benefits, LLC | 215,242 | 14,368,000 | 0.43% | ||
| 42 | Baker Ellis Asset Management LLC | 208,842 | 13,940,000 | 0.41% | ||
| 43 | MSI Financial Services Inc | 203,820 | 13,605,000 | 0.40% | ||
| 44 | WHITTIER TRUST CO | 202,700 | 13,530,000 | 0.40% | ||
| 45 | PNC FINANCIAL SERVICES GROUP, INC. | 188,683 | 12,594,000 | 0.37% | ||
| 46 | CORNERSTONE ADVISORY, LLC | 183,520 | 12,250,000 | 0.36% | ||
| 47 | REGIONS FINANCIAL CORP | 181,264 | 12,099,000 | 0.36% | ||
| 48 | Ledyard National Bank | 171,143 | 11,424,000 | 0.34% | ||
| 49 | BEACON FINANCIAL GROUP | 168,189 | 11,337,000 | 0.34% | ||
| 50 | OLD NATIONAL BANCORP /IN/ | 164,956 | 11,011,000 | 0.33% |
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.
