| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 32,216,575 | 612,115,000 | 17.40% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 18,326,180 | 348,197,000 | 9.90% | ||
| 3 | WELLS FARGO & COMPANY/MN | 12,112,543 | 230,139,000 | 6.54% | ||
| 4 | ROYAL BANK OF CANADA | 11,297,594 | 214,655,000 | 6.10% | ||
| 5 | UBS AG | 9,313,336 | 176,953,000 | 5.03% | ||
| 6 | GOLDMAN SACHS GROUP INC | 9,227,015 | 175,313,000 | 4.98% | ||
| 7 | AVIANCE CAPITAL MANAGEMENT, LLC | 6,092,700 | 115,761,000 | 3.29% | ||
| 8 | THOMASPARTNERS, INC. | 5,283,726 | 100,391,000 | 2.85% | ||
| 9 | MDE Group | 3,984,114 | 75,698,000 | 2.15% | ||
| 10 | LPL Financial LLC | 3,911,244 | 74,314,000 | 2.11% | ||
| 11 | MANAGED ACCOUNT ADVISORS LLC | 3,343,443 | 63,525,000 | 1.81% | ||
| 12 | HUNTINGTON NATIONAL BANK | 2,747,571 | 52,203,000 | 1.48% | PRN | |
| 13 | BB&T SECURITIES, LLC | 233,304 | 44,327,000 | 1.26% | ||
| 14 | COMMERCE BANK | 2,286,317 | 43,440,000 | 1.24% | ||
| 15 | Brouwer & Janachowski, LLC | 2,141,793 | 40,694,000 | 1.16% | ||
| 16 | Robert W. Baird & Co. Inc | 2,044,206 | 38,840,000 | 1.10% | ||
| 17 | GUGGENHEIM CAPITAL LLC | 1,985,741 | 37,729,000 | 1.07% | ||
| 18 | COMERICA BANK | 1,925,069 | 36,576,000 | 1.04% | ||
| 19 | Cerity Partners OCIO LLC | 1,843,121 | 35,019,000 | 1.00% | ||
| 20 | JPMORGAN CHASE & CO | 1,784,349 | 33,903,000 | 0.96% | ||
| 21 | CITIGROUP INC | 1,676,163 | 31,847,000 | 0.91% | ||
| 22 | TIAA CREF TRUST CO FSB/MO | 1,674,540 | 31,816,000 | 0.90% | ||
| 23 | RAYMOND JAMES & ASSOCIATES | 1,633,429 | 31,035,000 | 0.88% | ||
| 24 | AMERIPRISE FINANCIAL INC | 1,458,138 | 27,735,000 | 0.79% | ||
| 25 | FMR LLC | 1,333,800 | 25,342,000 | 0.72% | ||
| 26 | CREDIT SUISSE AG/ | 1,174,159 | 22,309,000 | 0.63% | ||
| 27 | Callan Capital, LLC | 1,127,258 | 21,418,000 | 0.61% | ||
| 28 | NORTHERN TRUST CORP | 1,075,420 | 20,433,000 | 0.58% | ||
| 29 | SUNTRUST BANKS INC | 890,346 | 16,915,000 | 0.48% | ||
| 30 | FRONTIER INVESTMENT MGMT CO | 837,125 | 15,905,000 | 0.45% | ||
| 31 | HighTower Advisors, LLC | 826,557 | 15,705,000 | 0.45% | ||
| 32 | Windsor Capital Management, LLC | 814,184 | 15,470,000 | 0.44% | ||
| 33 | Commonwealth Equity Services, Inc | 805,735 | 15,309,000 | 0.44% | ||
| 34 | Pictet North America Advisors SA | 755,521 | 14,355,000 | 0.41% | ||
| 35 | FOSTER DYKEMA CABOT & CO INC/MA | 749,602 | 14,242,000 | 0.40% | ||
| 36 | RAND WEALTH, LLC | 728,936 | 13,850,000 | 0.39% | ||
| 37 | Wharton Business Group, LLC | 697,187 | 13,247,000 | 0.38% | ||
| 38 | STIFEL FINANCIAL CORP | 689,907 | 13,109,000 | 0.37% | ||
| 39 | LILLEY & CO | 679,988 | 12,920,000 | 0.37% | ||
| 40 | PRINCIPAL FINANCIAL GROUP INC | 639,036 | 12,142,000 | 0.35% | ||
| 41 | DEUTSCHE BANK AG\ | 611,860 | 11,624,000 | 0.33% | ||
| 42 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 579,801 | 11,016,000 | 0.31% | ||
| 43 | PINNACLE ASSOCIATES LTD | 535,067 | 10,166,000 | 0.29% | ||
| 44 | INVESTORS TRUST INC | 523,598 | 9,948,000 | 0.28% | ||
| 45 | COBIZ WEALTH, LLC | 521,145 | 9,902,000 | 0.28% | ||
| 46 | ParenteBeard Wealth Management, LLC | 511,468 | 9,718,000 | 0.28% | ||
| 47 | ENVESTNET ASSET MANAGEMENT INC | 504,501 | 9,586,000 | 0.27% | ||
| 48 | HANCOCK WHITNEY CORP | 497,472 | 9,452,000 | 0.27% | ||
| 49 | Creative Planning | 484,497 | 9,205,000 | 0.26% | ||
| 50 | TRUSTMARK BANK TRUST DEPARTMENT | 479,328 | 9,107,000 | 0.26% |
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.
