| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 6,758,009 | 218,418,000 | 25.17% | ||
| 2 | Richard Bernstein Advisors LLC | 2,872,146 | 92,828,000 | 10.70% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,774,811 | 89,682,000 | 10.33% | ||
| 4 | UBS Group AG | 2,598,868 | 83,995,000 | 9.68% | ||
| 5 | AVIANCE CAPITAL MANAGEMENT, LLC | 2,089,707 | 67,539,000 | 7.78% | ||
| 6 | MORGAN STANLEY | 1,961,240 | 63,387,000 | 7.30% | ||
| 7 | SEI INVESTMENTS CO | 1,021,005 | 32,999,000 | 3.80% | ||
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 766,983 | 24,789,000 | 2.86% | ||
| 9 | GUGGENHEIM CAPITAL LLC | 434,703 | 14,050,000 | 1.62% | ||
| 10 | GOLDMAN SACHS GROUP INC | 403,273 | 13,034,000 | 1.50% | ||
| 11 | BLACKROCK ADVISORS LLC | 350,000 | 11,312,000 | 1.30% | ||
| 12 | STIFEL FINANCIAL CORP | 296,698 | 9,590,000 | 1.11% | ||
| 13 | ROYAL BANK OF CANADA | 287,840 | 9,304,000 | 1.07% | ||
| 14 | TRUSTMARK BANK TRUST DEPARTMENT | 223,975 | 7,239,000 | 0.83% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 181,143 | 5,855,000 | 0.67% | ||
| 16 | BB&T SECURITIES, LLC | 179,666 | 5,806,000 | 0.67% | ||
| 17 | ADVISOR GROUP, INC. | 177,200 | 5,725,000 | 0.66% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 171,730 | 5,550,000 | 0.64% | ||
| 19 | LPL Financial LLC | 155,330 | 5,017,000 | 0.58% | ||
| 20 | Creative Planning | 135,003 | 4,363,000 | 0.50% | ||
| 21 | CREDIT SUISSE AG/ | 126,252 | 4,080,000 | 0.47% | ||
| 22 | OPPENHEIMER & CO INC | 116,133 | 3,753,000 | 0.43% | ||
| 23 | VSR Financial Services, Inc. | 103,338 | 3,340,000 | 0.38% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 94,823 | 3,056,000 | 0.35% | ||
| 25 | RAYMOND JAMES & ASSOCIATES | 92,096 | 2,977,000 | 0.34% | ||
| 26 | SNOWDEN CAPITAL ADVISORS LLC | 90,719 | 2,932,024 | 0.34% | ||
| 27 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 89,268 | 2,883,000 | 0.33% | ||
| 28 | Private Advisor Group, LLC | 89,153 | 2,880,000 | 0.33% | ||
| 29 | MSI Financial Services Inc | 81,278 | 2,627,000 | 0.30% | ||
| 30 | Commonwealth Equity Services, Inc | 79,608 | 2,573,000 | 0.30% | ||
| 31 | Price Capital Management, Inc. | 70,000 | 2,262,000 | 0.26% | ||
| 32 | REGIONS FINANCIAL CORP | 69,621 | 2,250,000 | 0.26% | ||
| 33 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 69,423 | 2,244,000 | 0.26% | ||
| 34 | Bernicke Wealth Management, Ltd. | 67,800 | 2,191,000 | 0.25% | ||
| 35 | Hillsdale Investment Management Inc. | 67,050 | 2,167,000 | 0.25% | ||
| 36 | Cambridge Investment Research Advisors, Inc. | 66,504 | 2,149,000 | 0.25% | ||
| 37 | PINNACLE ASSOCIATES LTD | 62,339 | 2,015,000 | 0.23% | ||
| 38 | First Allied Advisory Services, Inc. | 61,609 | 1,991,000 | 0.23% | ||
| 39 | Cerity Partners OCIO LLC | 61,412 | 1,985,000 | 0.23% | ||
| 40 | COMERICA BANK | 61,337 | 1,978,000 | 0.23% | ||
| 41 | NewSquare Capital LLC | 60,515 | 1,956,000 | 0.23% | ||
| 42 | NEWGATE CAPITAL MANAGEMENT LLC | 58,284 | 1,872,000 | 0.22% | ||
| 43 | Investors Capital Advisory Services | 56,162 | 1,815,000 | 0.21% | ||
| 44 | Atria Investments, Inc | 54,229 | 1,752,000 | 0.20% | ||
| 45 | Chesley Taft & Associates LLC | 53,497 | 1,729,000 | 0.20% | ||
| 46 | MACQUARIE GROUP LTD | 52,800 | 1,706,000 | 0.20% | ||
| 47 | Bank of New York Mellon Corp | 52,452 | 1,695,000 | 0.20% | ||
| 48 | FIRST TRUST ADVISORS LP | 49,926 | 1,614,000 | 0.19% | ||
| 49 | TELEMUS CAPITAL, LLC | 43,436 | 1,404,000 | 0.16% | ||
| 50 | MATHER GROUP, LLC. | 43,056 | 1,392,000 | 0.16% |
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.
