| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP | 4,140,606 | 167,612,000 | 10.06% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,719,724 | 150,574,000 | 9.04% | ||
| 3 | AMERIPRISE FINANCIAL INC | 3,140,955 | 127,070,000 | 7.63% | ||
| 4 | Choate Investment Advisors | 2,599,714 | 105,236,421 | 6.32% | ||
| 5 | MORGAN STANLEY | 2,414,720 | 97,748,000 | 5.87% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,761,582 | 71,309,000 | 4.28% | ||
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,631,565 | 66,046,000 | 3.96% | ||
| 8 | FMR LLC | 1,397,354 | 56,564,000 | 3.40% | ||
| 9 | ARS Wealth Advisors, LLC | 1,238,244 | 50,124,000 | 3.01% | ||
| 10 | BlackRock Group LTD | 1,207,989 | 48,899,000 | 2.94% | ||
| 11 | LPL Financial LLC | 860,643 | 34,839,000 | 2.09% | ||
| 12 | Cetera Advisor Networks LLC | 779,707 | 31,479,000 | 1.89% | ||
| 13 | ALLSTATE CORP | 710,000 | 28,741,000 | 1.73% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 709,588 | 28,724,000 | 1.72% | ||
| 15 | UBS Group AG | 707,378 | 28,635,000 | 1.72% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 670,602 | 27,146,000 | 1.63% | ||
| 17 | NIPPON LIFE INSURANCE CO | 626,772 | 25,372,000 | 1.52% | ||
| 18 | ROYAL BANK OF CANADA | 578,208 | 23,406,000 | 1.40% | ||
| 19 | SEI INVESTMENTS CO | 556,612 | 22,532,000 | 1.35% | ||
| 20 | Wharton Business Group, LLC | 540,400 | 21,875,000 | 1.31% | ||
| 21 | NOTTINGHAM ADVISORS, INC. | 500,043 | 20,154,000 | 1.21% | ||
| 22 | Legacy Private Trust Co. | 478,193 | 19,357,000 | 1.16% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 478,057 | 19,356,000 | 1.16% | ||
| 24 | Lowe Wealth Advisors, LLC | 436,759 | 17,680,000 | 1.06% | ||
| 25 | Select Asset Management & Trust | 433,240 | 17,537,000 | 1.05% | ||
| 26 | Steinberg Global Asset Management | 431,188 | 17,455,000 | 1.05% | ||
| 27 | Carroll Financial Associates, Inc. | 405,775 | 16,629,000 | 1.00% | ||
| 28 | Clark Capital Management Group, Inc. | 388,567 | 15,729,000 | 0.94% | ||
| 29 | JPMORGAN CHASE & CO | 385,476 | 15,604,000 | 0.94% | ||
| 30 | Atria Investments, Inc | 358,899 | 14,528,000 | 0.87% | ||
| 31 | SIGNATUREFD, LLC | 357,136 | 14,457,000 | 0.87% | ||
| 32 | Evensky & Katz LLC | 334,830 | 13,553,000 | 0.81% | ||
| 33 | Stonehearth Capital Management, LLC | 333,408 | 13,496,000 | 0.81% | ||
| 34 | Mariner, LLC | 326,740 | 13,226,000 | 0.79% | ||
| 35 | Cambridge Investment Research Advisors, Inc. | 286,566 | 11,600,000 | 0.70% | ||
| 36 | Baker Avenue Asset Management, LP | 274,200 | 11,100,000 | 0.67% | ||
| 37 | Community Bank, N.A. | 223,570 | 9,048,000 | 0.54% | ||
| 38 | Astor Investment Management LLC | 221,481 | 8,966,000 | 0.54% | ||
| 39 | Forvis Mazars Wealth Advisors, LLC | 214,936 | 8,701,000 | 0.52% | ||
| 40 | Allianz Asset Management GmbH | 214,462 | 8,681,000 | 0.52% | ||
| 41 | Capital Advisors, Ltd. LLC | 202,325 | 8,190,000 | 0.49% | ||
| 42 | RAYMOND JAMES & ASSOCIATES | 197,937 | 8,012,000 | 0.48% | ||
| 43 | TOMPKINS FINANCIAL CORP | 163,386 | 6,611,000 | 0.40% | ||
| 44 | FRANKLIN RESOURCES INC | 163,145 | 6,604,000 | 0.40% | ||
| 45 | Regal Investment Advisors LLC | 156,739 | 6,345,000 | 0.38% | ||
| 46 | ICC CAPITAL MANAGEMENT INC/ | 150,000 | 6,072,000 | 0.36% | ||
| 47 | 3D ASSET MANAGEMENT, INC | 145,700 | 5,898,000 | 0.35% | ||
| 48 | Drexel Morgan & Co. | 138,641 | 5,612,000 | 0.34% | ||
| 49 | GOLDMAN SACHS GROUP INC | 136,952 | 5,544,000 | 0.33% | ||
| 50 | WELLINGTON MANAGEMENT GROUP LLP | 129,476 | 5,241,000 | 0.31% |
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.
