| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 5,427,211 | 387,829,000 | 9.72% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 3,501,058 | 250,186,000 | 6.27% | ||
| 3 | MORGAN STANLEY | 3,415,239 | 244,054,000 | 6.11% | ||
| 4 | SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. | 3,148,998 | 225,027,000 | 5.64% | ||
| 5 | WELLS FARGO & COMPANY/MN | 3,096,151 | 221,251,000 | 5.54% | ||
| 6 | UBS Group AG | 1,752,956 | 125,266,000 | 3.14% | ||
| 7 | LPL Financial LLC | 1,388,566 | 99,241,000 | 2.49% | ||
| 8 | VANGUARD GROUP INC | 1,302,200 | 93,055,000 | 2.33% | ||
| 9 | Allworth Financial LP | 1,221,211 | 87,268,000 | 2.19% | ||
| 10 | SUNTRUST BANKS INC | 988,038 | 70,603,000 | 1.77% | ||
| 11 | STUART CHAUSSEE & ASSOCIATES, INC. | 962,882 | 68,836,000 | 1.72% | ||
| 12 | Veritable, L.P. | 918,116 | 65,609,000 | 1.64% | ||
| 13 | GOLDMAN SACHS GROUP INC | 878,491 | 62,777,000 | 1.57% | ||
| 14 | Janney Montgomery Scott LLC | 902,933 | 62,698,000 | 1.57% | ||
| 15 | Commonwealth Equity Services, Inc | 861,778 | 61,583,000 | 1.54% | ||
| 16 | Creative Planning | 635,059 | 45,382,000 | 1.14% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 621,779 | 44,432,000 | 1.11% | ||
| 18 | AMERIPRISE FINANCIAL INC | 620,925 | 44,313,000 | 1.11% | ||
| 19 | BANK OF MONTREAL /CAN/ | 521,688 | 37,280,000 | 0.93% | ||
| 20 | Opus Capital Group, LLC | 508,203 | 36,316,000 | 0.91% | ||
| 21 | MSI Financial Services Inc | 456,041 | 32,589,000 | 0.82% | ||
| 22 | Permanens Capital L.P. | 437,191 | 31,242,000 | 0.78% | ||
| 23 | INSPIRION WEALTH ADVISORS, LLC | 429,672 | 30,704,000 | 0.77% | ||
| 24 | STIFEL FINANCIAL CORP | 418,910 | 29,937,000 | 0.75% | ||
| 25 | Spruce Investment Advisors LLC | 407,995 | 29,155,000 | 0.73% | ||
| 26 | Joel Isaacson & Co., LLC | 394,559 | 28,195,000 | 0.71% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 388,746 | 27,780,000 | 0.70% | ||
| 28 | BLAIR WILLIAM & CO/IL | 360,568 | 25,766,000 | 0.65% | ||
| 29 | PNC FINANCIAL SERVICES GROUP, INC. | 360,283 | 25,746,000 | 0.64% | ||
| 30 | ETRADE Capital Management LLC | 353,348 | 25,250,000 | 0.63% | ||
| 31 | Wharton Business Group, LLC | 331,546 | 23,692,000 | 0.59% | SH | |
| 32 | ROYAL BANK OF CANADA | 328,434 | 23,470,000 | 0.59% | ||
| 33 | Raymond James Financial Services Advisors, Inc. | 321,548 | 22,977,000 | 0.58% | ||
| 34 | Ironsides Asset Advisors, LLC | 316,749 | 22,635,000 | 0.57% | ||
| 35 | Focused Wealth Management, Inc | 310,462 | 22,186,000 | 0.56% | ||
| 36 | Bouchey Financial Group Ltd | 308,018 | 22,011,000 | 0.55% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 293,020 | 20,939,000 | 0.52% | ||
| 38 | Northside Capital Management, LLC | 285,733 | 20,418,000 | 0.51% | ||
| 39 | Cranberry Lake Advisors LLC | 285,200 | 20,380,000 | 0.51% | ||
| 40 | AVIANCE CAPITAL MANAGEMENT, LLC | 275,749 | 19,705,000 | 0.49% | ||
| 41 | PINNACLE ASSOCIATES LTD | 274,988 | 19,651,000 | 0.49% | ||
| 42 | Sand Hill Global Advisors, LLC | 267,805 | 19,138,000 | 0.48% | ||
| 43 | SIGMA INVESTMENT COUNSELORS INC | 258,757 | 18,491,000 | 0.46% | ||
| 44 | OPUS INVESTMENT MANAGEMENT INC | 253,200 | 18,094,000 | 0.45% | ||
| 45 | Sabal Trust CO | 250,876 | 17,928,000 | 0.45% | ||
| 46 | PINKERTON WEALTH, LLC | 250,033 | 17,867,000 | 0.45% | ||
| 47 | Smithfield Trust Co | 245,962 | 17,574,000 | 0.44% | ||
| 48 | JPMORGAN CHASE & CO | 239,879 | 17,141,000 | 0.43% | ||
| 49 | REGIONS FINANCIAL CORP | 223,858 | 15,997,000 | 0.40% | ||
| 50 | Baker Ellis Asset Management LLC | 218,787 | 15,635,000 | 0.39% |
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.
