| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 99,709,140 | 2,491,730,000 | 32.55% | ||
| 2 | GOLDMAN SACHS GROUP INC | 69,435,094 | 1,735,183,000 | 22.67% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 41,241,563 | 1,030,627,000 | 13.46% | ||
| 4 | MORGAN STANLEY | 8,896,757 | 222,330,000 | 2.90% | ||
| 5 | COMERICA BANK | 6,802,548 | 177,886,000 | 2.32% | ||
| 6 | BANK OF MONTREAL /CAN/ | 6,332,070 | 158,238,000 | 2.07% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 5,860,815 | 146,462,000 | 1.91% | ||
| 8 | AMERIPRISE FINANCIAL INC | 5,717,066 | 143,333,000 | 1.87% | ||
| 9 | UBS Group AG | 5,403,567 | 135,035,000 | 1.76% | ||
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,190,698 | 104,767,000 | 1.37% | ||
| 11 | ROYAL BANK OF CANADA | 3,365,390 | 84,100,000 | 1.10% | ||
| 12 | WELLS FARGO & COMPANY/MN | 3,159,769 | 78,963,000 | 1.03% | ||
| 13 | CITIGROUP INC | 2,970,890 | 74,242,000 | 0.97% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 2,819,703 | 70,465,000 | 0.92% | ||
| 15 | Lenox Wealth Advisors, LLC | 2,801,892 | 70,020,000 | 0.91% | ||
| 16 | MISSION WEALTH MANAGEMENT, LLC | 2,364,544 | 59,090,000 | 0.77% | ||
| 17 | US BANCORP \DE\ | 1,915,424 | 47,866,000 | 0.63% | ||
| 18 | BOK Financial Private Wealth, Inc. | 1,885,420 | 47,117,000 | 0.62% | ||
| 19 | WESCAP MANAGEMENT GROUP, INC. | 1,819,396 | 45,467,000 | 0.59% | ||
| 20 | JANE STREET GROUP, LLC | 1,706,783 | 42,653,000 | 0.56% | ||
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,688,394 | 42,193,000 | 0.55% | ||
| 22 | Financial Advisory Group | 1,349,191 | 33,716,000 | 0.44% | ||
| 23 | Orion Porfolio Solutions, LLC | 1,287,207 | 32,167,000 | 0.42% | ||
| 24 | LPL Financial LLC | 1,185,281 | 29,016,000 | 0.38% | ||
| 25 | Commonwealth Equity Services, Inc | 928,181 | 23,195,000 | 0.30% | ||
| 26 | Buckingham Capital Management, Inc. | 926,478 | 23,153,000 | 0.30% | ||
| 27 | Janney Montgomery Scott LLC | 864,992 | 23,151,000 | 0.30% | ||
| 28 | CKW FINANCIAL GROUP | 918,372 | 22,950,000 | 0.30% | ||
| 29 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 761,139 | 19,021,000 | 0.25% | ||
| 30 | Cerity Partners OCIO LLC | 761,935 | 18,780,000 | 0.25% | ||
| 31 | Goelzer Investment Management, Inc. | 715,423 | 17,878,000 | 0.23% | ||
| 32 | MOSAIC FAMILY WEALTH, LLC | 712,958 | 17,817,000 | 0.23% | ||
| 33 | PEAK FINANCIAL MANAGEMENT, INC. | 637,589 | 15,933,000 | 0.21% | ||
| 34 | MassMutual Private Wealth & Trust, FSB | 622,021 | 15,544,305 | 0.20% | ||
| 35 | First Allied Advisory Services, Inc. | 620,017 | 15,476,000 | 0.20% | ||
| 36 | Gradient Investments LLC | 618,994 | 15,469,000 | 0.20% | ||
| 37 | CENTRAL TRUST Co | 618,475 | 15,456,000 | 0.20% | ||
| 38 | RAYMOND JAMES & ASSOCIATES | 515,797 | 12,890,000 | 0.17% | ||
| 39 | COLONY GROUP LLC | 463,949 | 11,594,000 | 0.15% | ||
| 40 | COMERICA SECURITIES INC | 424,575 | 10,610,000 | 0.14% | ||
| 41 | BANK OF HAWAII | 394,906 | 9,869,000 | 0.13% | ||
| 42 | HighTower Advisors, LLC | 391,805 | 9,793,000 | 0.13% | ||
| 43 | Carroll Financial Associates, Inc. | 356,686 | 8,913,000 | 0.12% | ||
| 44 | Stonehearth Capital Management, LLC | 342,656 | 8,563,000 | 0.11% | ||
| 45 | CFO4Life, L.P. | 328,788 | 8,216,000 | 0.11% | ||
| 46 | MAI Capital Management | 327,983 | 8,196,000 | 0.11% | ||
| 47 | RiverFront Investment Group, LLC | 298,695 | 7,464,000 | 0.10% | ||
| 48 | SARGENT BICKHAM LAGUDIS LLC | 286,243 | 7,153,000 | 0.09% | ||
| 49 | M&T BANK CORP | 286,177 | 7,151,000 | 0.09% | ||
| 50 | ROBLE, BELKO & COMPANY, INC | 269,945 | 6,746,000 | 0.09% |
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.
