| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 14,850,529 | 1,125,225,000 | 20.51% | ||
| 2 | MORGAN STANLEY | 3,801,557 | 288,045,000 | 5.25% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 3,743,739 | 283,663,000 | 5.17% | ||
| 4 | WELLS FARGO & COMPANY/MN | 3,111,170 | 235,733,000 | 4.30% | ||
| 5 | SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. | 2,411,148 | 182,693,000 | 3.33% | ||
| 6 | National Mutual Insurance Federation of Agricultural Cooperatives | 2,268,000 | 171,846,000 | 3.13% | ||
| 7 | UBS Group AG | 2,213,521 | 167,718,000 | 3.06% | ||
| 8 | LPL Financial LLC | 1,499,161 | 114,184,000 | 2.08% | ||
| 9 | Allworth Financial LP | 1,350,549 | 102,331,000 | 1.87% | ||
| 10 | VANGUARD GROUP INC | 1,198,626 | 90,820,000 | 1.66% | ||
| 11 | AMERIPRISE FINANCIAL INC | 1,091,081 | 82,621,000 | 1.51% | ||
| 12 | SUNTRUST BANKS INC | 1,050,605 | 79,603,000 | 1.45% | ||
| 13 | Commonwealth Equity Services, Inc | 972,334 | 73,674,000 | 1.34% | ||
| 14 | Veritable, L.P. | 892,206 | 67,602,000 | 1.23% | ||
| 15 | STUART CHAUSSEE & ASSOCIATES, INC. | 858,886 | 65,078,000 | 1.19% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 748,406 | 56,704,000 | 1.03% | ||
| 17 | GOLDMAN SACHS GROUP INC | 746,928 | 56,595,000 | 1.03% | ||
| 18 | EDGE ADVISORS, LLC | 702,774 | 53,249,000 | 0.97% | ||
| 19 | Creative Planning | 629,382 | 47,688,000 | 0.87% | ||
| 20 | Janney Montgomery Scott LLC | 608,675 | 46,119,000 | 0.84% | ||
| 21 | BANK OF MONTREAL /CAN/ | 596,842 | 44,304,000 | 0.81% | ||
| 22 | Opus Capital Group, LLC | 535,225 | 40,554,000 | 0.74% | ||
| 23 | RAYMOND JAMES & ASSOCIATES | 513,736 | 38,926,000 | 0.71% | ||
| 24 | BLAIR WILLIAM & CO/IL | 513,603 | 38,916,000 | 0.71% | ||
| 25 | Permanens Capital L.P. | 481,730 | 36,501,000 | 0.67% | ||
| 26 | ROYAL BANK OF CANADA | 469,833 | 35,600,000 | 0.65% | ||
| 27 | Raymond James Financial Services Advisors, Inc. | 459,257 | 34,798,000 | 0.63% | ||
| 28 | Northside Capital Management, LLC | 458,498 | 34,740,000 | 0.63% | ||
| 29 | STIFEL FINANCIAL CORP | 426,486 | 32,336,000 | 0.59% | ||
| 30 | Joel Isaacson & Co., LLC | 414,432 | 31,401,000 | 0.57% | ||
| 31 | INSPIRION WEALTH ADVISORS, LLC | 410,506 | 31,104,000 | 0.57% | ||
| 32 | ETRADE Capital Management LLC | 378,108 | 28,649,000 | 0.52% | ||
| 33 | Ironsides Asset Advisors, LLC | 356,665 | 27,024,000 | 0.49% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 356,429 | 27,007,000 | 0.49% | ||
| 35 | Spruce Investment Advisors LLC | 332,408 | 25,187,000 | 0.46% | ||
| 36 | Bouchey Financial Group Ltd | 328,974 | 24,926,000 | 0.45% | ||
| 37 | PNC FINANCIAL SERVICES GROUP, INC. | 325,319 | 24,649,000 | 0.45% | ||
| 38 | DAIDO LIFE INSURANCE CO | 322,723 | 24,453,000 | 0.45% | ||
| 39 | Focused Wealth Management, Inc | 320,742 | 24,303,000 | 0.44% | ||
| 40 | Cranberry Lake Advisors LLC | 290,000 | 21,973,000 | 0.40% | ||
| 41 | PINNACLE ASSOCIATES LTD | 282,992 | 21,442,000 | 0.39% | ||
| 42 | MSI Financial Services Inc | 277,784 | 21,048,000 | 0.38% | ||
| 43 | JPMORGAN CHASE & CO | 269,095 | 20,390,000 | 0.37% | ||
| 44 | SIGMA INVESTMENT COUNSELORS INC | 268,764 | 20,364,000 | 0.37% | ||
| 45 | Smithfield Trust Co | 267,515 | 20,269,000 | 0.37% | ||
| 46 | PINKERTON WEALTH, LLC | 258,317 | 19,573,000 | 0.36% | ||
| 47 | REGIONS FINANCIAL CORP | 257,775 | 19,532,000 | 0.36% | ||
| 48 | Sabal Trust CO | 250,295 | 18,966,000 | 0.35% | ||
| 49 | MASSEY QUICK SIMON & CO., LLC | 249,912 | 18,936,000 | 0.35% | ||
| 50 | ENVESTNET ASSET MANAGEMENT INC | 243,863 | 18,477,000 | 0.34% |
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.
