| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 442,358 | 34,216,000 | 15.92% | ||
| 2 | JPMORGAN CHASE & CO | 253,042 | 19,573,000 | 9.11% | ||
| 3 | GOLDMAN SACHS GROUP INC | 242,076 | 18,725,000 | 8.71% | ||
| 4 | UBS Group AG | 233,947 | 18,096,000 | 8.42% | ||
| 5 | BRINKER CAPITAL INC | 164,937 | 12,758,000 | 5.94% | ||
| 6 | SUNTRUST BANKS INC | 140,110 | 10,836,000 | 5.04% | ||
| 7 | MORGAN STANLEY | 120,487 | 9,319,000 | 4.34% | ||
| 8 | WELLS FARGO & COMPANY/MN | 100,073 | 7,741,000 | 3.60% | ||
| 9 | J.P. Morgan Private Wealth Advisors LLC | 83,979 | 6,496,000 | 3.02% | ||
| 10 | US BANCORP \DE\ | 55,575 | 4,299,000 | 2.00% | ||
| 11 | TRILLIUM ASSET MANAGEMENT, LLC | 45,399 | 3,512,000 | 1.63% | ||
| 12 | Bank of New York Mellon Corp | 39,764 | 3,076,000 | 1.43% | ||
| 13 | Paracle Advisors, LLC | 37,208 | 2,878,000 | 1.34% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 36,582 | 2,830,000 | 1.32% | ||
| 15 | BAHL & GAYNOR INC | 35,366 | 2,736,000 | 1.27% | ||
| 16 | LPL Financial LLC | 34,383 | 2,664,000 | 1.24% | ||
| 17 | Gibson Capital, LLC | 34,149 | 2,639,000 | 1.23% | ||
| 18 | Commonwealth Equity Services, Inc | 27,650 | 2,139,000 | 1.00% | ||
| 19 | SARGENT BICKHAM LAGUDIS LLC | 24,866 | 1,923,000 | 0.89% | ||
| 20 | Johnson Financial Group, Inc. | 24,412 | 1,889,000 | 0.88% | ||
| 21 | Efficient Advisors, LLC | 24,294 | 1,879,000 | 0.87% | ||
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 24,157 | 1,869,000 | 0.87% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 24,086 | 1,863,000 | 0.87% | ||
| 24 | REGENTATLANTIC CAPITAL LLC | 18,230 | 1,410,000 | 0.66% | ||
| 25 | Manchester Capital Management LLC | 18,210 | 1,409,000 | 0.66% | ||
| 26 | ADVISOR GROUP, INC. | 17,297 | 1,336,000 | 0.62% | ||
| 27 | AMERIPRISE FINANCIAL INC | 16,573 | 1,282,000 | 0.60% | ||
| 28 | BRONFMAN E.L. ROTHSCHILD, L.P. | 16,123 | 1,247,000 | 0.58% | ||
| 29 | FundX Investment Group, LLC | 16,097 | 1,245,000 | 0.58% | ||
| 30 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 14,732 | 1,140,000 | 0.53% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 14,354 | 1,110,000 | 0.52% | ||
| 32 | TRUIST FINANCIAL CORP | 14,077 | 1,089,000 | 0.51% | ||
| 33 | HighTower Advisors, LLC | 13,603 | 1,052,000 | 0.49% | ||
| 34 | Boston Standard Wealth Management, LLC | 13,330 | 1,031,000 | 0.48% | ||
| 35 | Frontier Wealth Management LLC | 13,244 | 1,024,000 | 0.48% | ||
| 36 | ROYAL BANK OF CANADA | 13,012 | 1,006,000 | 0.47% | ||
| 37 | Mariner, LLC | 12,920 | 999,000 | 0.46% | ||
| 38 | BALASA DINVERNO & FOLTZ LLC | 12,899 | 998,000 | 0.46% | ||
| 39 | BLAIR WILLIAM & CO/IL | 11,835 | 915,000 | 0.43% | ||
| 40 | PEOPLES BANK NATIONAL ASSOCIATION | 11,365 | 879,000 | 0.41% | ||
| 41 | PITCAIRN CO | 10,660 | 825,000 | 0.38% | ||
| 42 | Creative Planning | 9,676 | 748,000 | 0.35% | ||
| 43 | Fiera Capital Corp | 9,146 | 707,000 | 0.33% | ||
| 44 | Bangor Savings Bank | 8,963 | 693,000 | 0.32% | ||
| 45 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,876 | 683,000 | 0.32% | ||
| 46 | FORBES J M & CO LLP | 8,762 | 677,000 | 0.32% | ||
| 47 | Baker Avenue Asset Management, LP | 8,620 | 667,000 | 0.31% | ||
| 48 | BAILARD, INC. | 8,550 | 661,000 | 0.31% | ||
| 49 | Destination Wealth Management | 8,511 | 658,000 | 0.31% | ||
| 50 | Patriot Wealth Management, Inc. | 8,437 | 653,000 | 0.30% |
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.
