| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 346,191 | 28,298,000 | 21.41% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 260,803 | 21,318,000 | 16.13% | ||
| 3 | MORGAN STANLEY | 219,372 | 17,932,000 | 13.57% | ||
| 4 | SCOTIA CAPITAL INC. | 117,637 | 9,301,000 | 7.04% | ||
| 5 | ROYAL BANK OF CANADA | 100,606 | 8,226,000 | 6.22% | ||
| 6 | SG Americas Securities, LLC | 97,966 | 8,008,000 | 6.06% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 38,321 | 3,132,000 | 2.37% | ||
| 8 | Commonwealth Equity Services, Inc | 32,236 | 2,635,000 | 1.99% | ||
| 9 | Cetera Advisor Networks LLC | 28,471 | 2,324,000 | 1.76% | ||
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,876 | 2,279,000 | 1.72% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 22,328 | 1,825,000 | 1.38% | ||
| 12 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 21,090 | 1,724,000 | 1.30% | ||
| 13 | Rathbones Group PLC | 20,231 | 1,654,000 | 1.25% | ||
| 14 | LPL Financial LLC | 20,096 | 1,641,000 | 1.24% | ||
| 15 | Dorsey & Whitney Trust CO LLC | 18,975 | 1,551,000 | 1.17% | ||
| 16 | CAPE COD FIVE CENTS SAVINGS BANK | 18,510 | 1,513,000 | 1.14% | ||
| 17 | WELLS FARGO & COMPANY/MN | 18,324 | 1,498,000 | 1.13% | ||
| 18 | GFS Advisors, LLC | 14,500 | 1,185,000 | 0.90% | ||
| 19 | CITIGROUP INC | 12,702 | 1,038,000 | 0.79% | ||
| 20 | Janney Montgomery Scott LLC | 12,149 | 993,000 | 0.75% | ||
| 21 | BANK OF MONTREAL /CAN/ | 11,452 | 935,000 | 0.71% | ||
| 22 | SYNOVUS FINANCIAL CORP | 10,225 | 836,000 | 0.63% | ||
| 23 | LOEB PARTNERS CORP | 8,400 | 687,000 | 0.52% | ||
| 24 | KCM INVESTMENT ADVISORS LLC | 8,246 | 674,000 | 0.51% | ||
| 25 | MONTAG A & ASSOCIATES INC | 7,505 | 613,000 | 0.46% | ||
| 26 | GOFEN & GLOSSBERG LLC /IL/ | 7,378 | 603,000 | 0.46% | ||
| 27 | SUNTRUST BANKS INC | 7,338 | 600,000 | 0.45% | ||
| 28 | OPPENHEIMER & CO INC | 7,314 | 598,000 | 0.45% | ||
| 29 | Baystate Wealth Management LLC | 7,061 | 574,000 | 0.43% | ||
| 30 | ROCKEFELLER FINANCIAL SERVICES INC | 6,449 | 527,000 | 0.40% | ||
| 31 | M&T BANK CORP | 6,332 | 518,000 | 0.39% | ||
| 32 | CANADA LIFE ASSURANCE Co | 5,542 | 452,000 | 0.34% | ||
| 33 | OLD MISSION CAPITAL LLC | 4,808 | 393,000 | 0.30% | ||
| 34 | Thomasville National Bank | 4,798 | 392,000 | 0.30% | ||
| 35 | REGIONS FINANCIAL CORP | 4,653 | 380,000 | 0.29% | ||
| 36 | CITADEL ADVISORS LLC | 4,074 | 333,000 | 0.25% | ||
| 37 | BREMER TRUST NATIONAL ASSOCIATION | 4,000 | 327,000 | 0.25% | ||
| 38 | NTV ASSET MANAGEMENT LLC | 3,834 | 313,000 | 0.24% | ||
| 39 | BANK OF NOVA SCOTIA | 3,700 | 302,000 | 0.23% | ||
| 40 | GLENMEDE TRUST CO NA | 3,700 | 302,000 | 0.23% | ||
| 41 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,680 | 301,000 | 0.23% | ||
| 42 | Veritable, L.P. | 3,651 | 298,000 | 0.23% | ||
| 43 | Raymond James Financial Services Advisors, Inc. | 3,383 | 277,000 | 0.21% | ||
| 44 | FMR LLC | 3,352 | 275,000 | 0.21% | ||
| 45 | Bank of New York Mellon Corp | 3,019 | 247,000 | 0.19% | ||
| 46 | Allianz Asset Management GmbH | 3,000 | 246,000 | 0.19% | ||
| 47 | AMERIPRISE FINANCIAL INC | 2,804 | 229,000 | 0.17% | ||
| 48 | Cetera Advisors LLC | 2,685 | 219,000 | 0.17% | ||
| 49 | Creative Planning | 2,625 | 215,000 | 0.16% | ||
| 50 | WHITTIER TRUST CO OF NEVADA INC | 2,620 | 214,000 | 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.
