| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 43,546,848 | 552,608,000 | 14.31% | ||
| 2 | GOLDMAN SACHS GROUP INC | 38,117,690 | 483,713,000 | 12.53% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 26,509,740 | 336,409,000 | 8.71% | ||
| 4 | WELLS FARGO & COMPANY/MN | 25,845,575 | 327,981,000 | 8.49% | ||
| 5 | UBS Group AG | 18,187,714 | 230,802,000 | 5.98% | ||
| 6 | THOMASPARTNERS, INC. | 17,908,409 | 227,258,000 | 5.89% | ||
| 7 | ROYAL BANK OF CANADA | 12,928,110 | 164,058,000 | 4.25% | ||
| 8 | TIAA CREF TRUST CO FSB/MO | 8,756,258 | 111,117,000 | 2.88% | ||
| 9 | APPALOOSA LP | 4,764,435 | 60,461,000 | 1.57% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 3,778,246 | 47,946,000 | 1.24% | ||
| 11 | Baystate Wealth Management LLC | 2,947,769 | 37,407,000 | 0.97% | ||
| 12 | PECONIC PARTNERS LLC | 2,862,570 | 36,326,000 | 0.94% | ||
| 13 | QS Investors, LLC | 2,762,187 | 35,052,000 | 0.91% | ||
| 14 | LPL Financial LLC | 2,666,126 | 33,300,000 | 0.86% | ||
| 15 | AMERIPRISE FINANCIAL INC | 2,416,375 | 30,712,000 | 0.80% | ||
| 16 | Invesco Ltd. | 2,336,382 | 29,649,000 | 0.77% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 1,808,419 | 22,949,000 | 0.59% | ||
| 18 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1,789,192 | 22,705,000 | 0.59% | ||
| 19 | GUGGENHEIM CAPITAL LLC | 1,702,332 | 21,603,000 | 0.56% | ||
| 20 | STEEL GROVE CAPITAL ADVISORS, LLC | 1,583,576 | 20,096,000 | 0.52% | ||
| 21 | COMMERCE BANK | 1,468,418 | 18,634,000 | 0.48% | ||
| 22 | CRESTONE ASSET MANAGEMENT LLC | 1,462,384 | 18,558,000 | 0.48% | ||
| 23 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 1,457,340 | 18,494,000 | 0.48% | ||
| 24 | Efficient Market Advisors, LLC | 1,402,659 | 17,800,000 | 0.46% | ||
| 25 | STIFEL FINANCIAL CORP | 1,380,352 | 17,499,000 | 0.45% | ||
| 26 | Janney Montgomery Scott LLC | 1,310,755 | 16,633,000 | 0.43% | ||
| 27 | CITIGROUP INC | 1,270,773 | 16,126,000 | 0.42% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,240,319 | 15,711,000 | 0.41% | ||
| 29 | Magnetar Financial LLC | 1,229,130 | 15,598,000 | 0.40% | ||
| 30 | NOTTINGHAM ADVISORS, INC. | 1,120,767 | 14,223,000 | 0.37% | ||
| 31 | HUNTINGTON NATIONAL BANK | 1,102,376 | 13,989,000 | 0.36% | PRN | |
| 32 | Verger Capital Management LLC | 1,095,274 | 13,899,000 | 0.36% | ||
| 33 | MARIANAS FUND MANAGEMENT LLC | 1,080,300 | 13,709,000 | 0.36% | ||
| 34 | RAND WEALTH, LLC | 1,052,190 | 13,352,000 | 0.35% | ||
| 35 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 1,031,165 | 13,085,000 | 0.34% | ||
| 36 | ATWOOD & PALMER INC | 987,452 | 12,531,000 | 0.32% | ||
| 37 | HighTower Advisors, LLC | 979,692 | 12,438,000 | 0.32% | ||
| 38 | COMERICA BANK | 952,296 | 11,885,000 | 0.31% | ||
| 39 | ENVESTNET ASSET MANAGEMENT INC | 919,615 | 11,670,000 | 0.30% | ||
| 40 | COLDSTREAM CAPITAL MANAGEMENT INC | 909,982 | 11,548,000 | 0.30% | ||
| 41 | Creative Planning | 892,251 | 11,323,000 | 0.29% | ||
| 42 | JPMORGAN CHASE & CO | 866,404 | 10,995,000 | 0.28% | ||
| 43 | MILLENNIUM MANAGEMENT LLC | 844,842 | 10,721,000 | 0.28% | ||
| 44 | Sandhill Capital Partners LLC | 819,673 | 10,402,000 | 0.27% | ||
| 45 | SALEM INVESTMENT COUNSELORS INC | 81,620 | 10,358,000 | 0.27% | ||
| 46 | Orion Porfolio Solutions, LLC | 815,259 | 10,346,000 | 0.27% | ||
| 47 | SANDLER CAPITAL MANAGEMENT | 787,820 | 9,997,000 | 0.26% | ||
| 48 | Neuberger Berman Group LLC | 757,019 | 9,607,000 | 0.25% | ||
| 49 | Graham Capital Management, L.P. | 756,928 | 9,605,000 | 0.25% | ||
| 50 | IFP ADVISORS, INC | 752,802 | 9,553,000 | 0.25% |
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.
