| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 6,045,540 | 436,125,000 | 9.88% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 3,598,933 | 259,627,000 | 5.88% | ||
| 3 | MORGAN STANLEY | 3,583,979 | 258,547,000 | 5.86% | ||
| 4 | SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. | 3,158,152 | 227,829,000 | 5.16% | ||
| 5 | WELLS FARGO & COMPANY/MN | 3,091,839 | 223,045,000 | 5.05% | ||
| 6 | National Mutual Insurance Federation of Agricultural Cooperatives | 2,268,000 | 163,614,000 | 3.71% | ||
| 7 | UBS Group AG | 1,956,755 | 141,160,000 | 3.20% | ||
| 8 | LPL Financial LLC | 1,399,777 | 100,009,000 | 2.27% | ||
| 9 | Allworth Financial LP | 1,286,836 | 92,832,000 | 2.10% | ||
| 10 | VANGUARD GROUP INC | 1,203,001 | 86,785,000 | 1.97% | ||
| 11 | SUNTRUST BANKS INC | 1,105,665 | 79,760,000 | 1.81% | ||
| 12 | GOLDMAN SACHS GROUP INC | 992,183 | 71,576,000 | 1.62% | ||
| 13 | STUART CHAUSSEE & ASSOCIATES, INC. | 963,283 | 69,491,000 | 1.57% | ||
| 14 | Veritable, L.P. | 914,877 | 65,999,000 | 1.50% | ||
| 15 | Commonwealth Equity Services, Inc | 911,251 | 65,738,000 | 1.49% | ||
| 16 | AMERIPRISE FINANCIAL INC | 821,422 | 59,175,000 | 1.34% | ||
| 17 | Permanens Capital L.P. | 675,604 | 48,738,000 | 1.10% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 659,151 | 47,551,000 | 1.08% | ||
| 19 | Mizuho Bank, Ltd. | 630,000 | 45,448,000 | 1.03% | ||
| 20 | Creative Planning | 620,184 | 44,740,000 | 1.01% | ||
| 21 | Janney Montgomery Scott LLC | 603,866 | 43,563,000 | 0.99% | ||
| 22 | BANK OF MONTREAL /CAN/ | 559,967 | 40,396,000 | 0.92% | ||
| 23 | Opus Capital Group, LLC | 531,395 | 38,335,000 | 0.87% | ||
| 24 | RAYMOND JAMES & ASSOCIATES | 498,858 | 35,988,000 | 0.82% | ||
| 25 | Northside Capital Management, LLC | 488,562 | 35,245,000 | 0.80% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 433,378 | 31,264,000 | 0.71% | ||
| 27 | STIFEL FINANCIAL CORP | 412,388 | 29,755,000 | 0.67% | ||
| 28 | Joel Isaacson & Co., LLC | 407,960 | 29,430,000 | 0.67% | ||
| 29 | INSPIRION WEALTH ADVISORS, LLC | 403,659 | 29,120,000 | 0.66% | ||
| 30 | ROYAL BANK OF CANADA | 383,608 | 27,673,000 | 0.63% | ||
| 31 | BLAIR WILLIAM & CO/IL | 376,244 | 27,142,000 | 0.62% | ||
| 32 | ETRADE Capital Management LLC | 369,355 | 26,645,000 | 0.60% | ||
| 33 | Spruce Investment Advisors LLC | 345,850 | 24,950,000 | 0.57% | ||
| 34 | MSI Financial Services Inc | 342,226 | 24,688,000 | 0.56% | ||
| 35 | PNC FINANCIAL SERVICES GROUP, INC. | 330,143 | 23,816,000 | 0.54% | ||
| 36 | Bouchey Financial Group Ltd | 327,384 | 23,618,000 | 0.54% | ||
| 37 | Wharton Business Group, LLC | 323,901 | 23,366,000 | 0.53% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 319,013 | 23,014,000 | 0.52% | ||
| 39 | Focused Wealth Management, Inc | 312,761 | 22,563,000 | 0.51% | ||
| 40 | Ironsides Asset Advisors, LLC | 294,608 | 21,253,000 | 0.48% | ||
| 41 | Cranberry Lake Advisors LLC | 285,200 | 20,574,000 | 0.47% | ||
| 42 | PINNACLE ASSOCIATES LTD | 283,146 | 20,426,000 | 0.46% | ||
| 43 | BROWN ADVISORY INC | 274,862 | 19,828,000 | 0.45% | ||
| 44 | SIGMA INVESTMENT COUNSELORS INC | 271,862 | 19,612,000 | 0.44% | ||
| 45 | JPMORGAN CHASE & CO | 269,816 | 19,464,000 | 0.44% | ||
| 46 | Smithfield Trust Co | 255,528 | 18,432,000 | 0.42% | ||
| 47 | PINKERTON WEALTH, LLC | 254,931 | 18,391,000 | 0.42% | ||
| 48 | OPUS INVESTMENT MANAGEMENT INC | 253,200 | 18,266,000 | 0.41% | ||
| 49 | Sabal Trust CO | 249,943 | 18,030,000 | 0.41% | ||
| 50 | REGIONS FINANCIAL CORP | 230,628 | 16,638,000 | 0.38% |
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.
