| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 614,458 | 49,471,000 | 19.94% | ||
| 2 | JPMORGAN CHASE & CO | 278,539 | 22,425,000 | 9.04% | ||
| 3 | GOLDMAN SACHS GROUP INC | 244,512 | 19,686,000 | 7.93% | ||
| 4 | UBS Group AG | 239,271 | 19,264,000 | 7.76% | ||
| 5 | BRINKER CAPITAL INC | 160,493 | 12,921,000 | 5.21% | ||
| 6 | MORGAN STANLEY | 132,737 | 10,687,000 | 4.31% | ||
| 7 | SUNTRUST BANKS INC | 122,794 | 9,885,000 | 3.98% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 96,802 | 7,794,000 | 3.14% | ||
| 9 | WELLS FARGO & COMPANY/MN | 84,675 | 6,817,000 | 2.75% | ||
| 10 | Bank of New York Mellon Corp | 53,742 | 4,326,000 | 1.74% | ||
| 11 | US BANCORP \DE\ | 50,937 | 4,102,000 | 1.65% | ||
| 12 | TRILLIUM ASSET MANAGEMENT, LLC | 43,427 | 3,496,000 | 1.41% | ||
| 13 | SG Americas Securities, LLC | 39,902 | 3,213,000 | 1.29% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 36,077 | 2,905,000 | 1.17% | ||
| 15 | LPL Financial LLC | 35,002 | 2,793,000 | 1.13% | ||
| 16 | JANE STREET GROUP, LLC | 32,871 | 2,646,000 | 1.07% | ||
| 17 | Paracle Advisors, LLC | 31,275 | 2,518,000 | 1.01% | ||
| 18 | Patriot Wealth Management, Inc. | 30,817 | 2,481,000 | 1.00% | ||
| 19 | Gibson Capital, LLC | 30,826 | 2,478,000 | 1.00% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 30,021 | 2,416,000 | 0.97% | ||
| 21 | AMERIPRISE FINANCIAL INC | 28,070 | 2,260,000 | 0.91% | ||
| 22 | Commonwealth Equity Services, Inc | 26,157 | 2,106,000 | 0.85% | ||
| 23 | Efficient Advisors, LLC | 24,219 | 1,950,000 | 0.79% | ||
| 24 | C-J ADVISORY, INC. | 24,147 | 1,944,000 | 0.78% | ||
| 25 | Johnson Financial Group, Inc. | 23,986 | 1,932,000 | 0.78% | ||
| 26 | PNC FINANCIAL SERVICES GROUP, INC. | 23,982 | 1,930,000 | 0.78% | ||
| 27 | Mariner, LLC | 21,761 | 1,752,000 | 0.71% | ||
| 28 | BAHL & GAYNOR INC | 19,808 | 1,595,000 | 0.64% | ||
| 29 | Manchester Capital Management LLC | 18,210 | 1,466,000 | 0.59% | ||
| 30 | REGENTATLANTIC CAPITAL LLC | 18,180 | 1,464,000 | 0.59% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 16,333 | 1,315,000 | 0.53% | ||
| 32 | BRONFMAN E.L. ROTHSCHILD, L.P. | 16,123 | 1,298,000 | 0.52% | ||
| 33 | FundX Investment Group, LLC | 16,097 | 1,296,000 | 0.52% | ||
| 34 | SARGENT BICKHAM LAGUDIS LLC | 15,841 | 1,275,000 | 0.51% | ||
| 35 | ADVISOR GROUP, INC. | 15,799 | 1,272,000 | 0.51% | ||
| 36 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 14,894 | 1,175,000 | 0.47% | ||
| 37 | HighTower Advisors, LLC | 13,804 | 1,113,000 | 0.45% | ||
| 38 | Boston Standard Wealth Management, LLC | 13,775 | 1,109,000 | 0.45% | ||
| 39 | Frontier Wealth Management LLC | 13,492 | 1,086,000 | 0.44% | ||
| 40 | Creative Planning | 13,126 | 1,057,000 | 0.43% | ||
| 41 | BALASA DINVERNO & FOLTZ LLC | 13,054 | 1,051,000 | 0.42% | ||
| 42 | TRUIST FINANCIAL CORP | 12,907 | 1,039,000 | 0.42% | ||
| 43 | ROYAL BANK OF CANADA | 12,869 | 1,035,000 | 0.42% | ||
| 44 | BLAIR WILLIAM & CO/IL | 11,835 | 953,000 | 0.38% | ||
| 45 | PEOPLES BANK NATIONAL ASSOCIATION | 11,320 | 911,000 | 0.37% | ||
| 46 | PITCAIRN CO | 10,305 | 830,000 | 0.33% | ||
| 47 | Fiera Capital Corp | 9,146 | 736,000 | 0.30% | ||
| 48 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,950 | 721,000 | 0.29% | ||
| 49 | Bangor Savings Bank | 8,963 | 721,000 | 0.29% | ||
| 50 | FORBES J M & CO LLP | 8,752 | 705,000 | 0.28% |
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.
