| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 5,535,515 | 223,192,000 | 9.06% | ||
| 2 | AMERIPRISE FINANCIAL INC | 4,323,548 | 174,383,000 | 7.08% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,985,434 | 160,692,000 | 6.53% | ||
| 4 | STATE STREET CORP | 3,585,394 | 144,563,000 | 5.87% | ||
| 5 | Choate Investment Advisors | 3,555,451 | 143,365,908 | 5.82% | ||
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3,221,433 | 129,888,000 | 5.27% | ||
| 7 | MORGAN STANLEY | 3,027,094 | 122,052,000 | 4.96% | ||
| 8 | Charles Schwab Investment Advisory, Inc. | 2,079,853 | 83,860,000 | 3.41% | ||
| 9 | LPL Financial LLC | 1,561,500 | 63,803,000 | 2.59% | ||
| 10 | UBS Group AG | 1,459,180 | 58,834,000 | 2.39% | ||
| 11 | Carroll Financial Associates, Inc. | 1,415,012 | 57,053,000 | 2.32% | ||
| 12 | FMR LLC | 1,395,702 | 56,275,000 | 2.29% | ||
| 13 | ARS Wealth Advisors, LLC | 1,360,227 | 54,844,000 | 2.23% | ||
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 1,156,994 | 46,650,000 | 1.89% | ||
| 15 | BlackRock Group LTD | 1,129,649 | 45,547,000 | 1.85% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 1,006,275 | 40,573,000 | 1.65% | ||
| 17 | Cetera Advisor Networks LLC | 981,237 | 40,525,000 | 1.65% | ||
| 18 | SEI INVESTMENTS CO | 983,360 | 39,649,000 | 1.61% | ||
| 19 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 888,900 | 35,840,000 | 1.46% | ||
| 20 | Astor Investment Management LLC | 788,798 | 31,804,000 | 1.29% | ||
| 21 | NOTTINGHAM ADVISORS, INC. | 764,493 | 30,829,000 | 1.25% | ||
| 22 | Commonwealth Equity Services, Inc | 719,235 | 29,000,000 | 1.18% | ||
| 23 | ALLSTATE CORP | 710,000 | 28,627,000 | 1.16% | ||
| 24 | JPMORGAN CHASE & CO | 675,949 | 27,254,000 | 1.11% | ||
| 25 | ROYAL BANK OF CANADA | 654,507 | 26,389,000 | 1.07% | ||
| 26 | NIPPON LIFE INSURANCE CO | 626,772 | 25,271,000 | 1.03% | ||
| 27 | Mariner, LLC | 612,204 | 24,684,000 | 1.00% | ||
| 28 | Cetera Advisors LLC | 599,582 | 24,171,000 | 0.98% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 553,505 | 22,317,000 | 0.91% | ||
| 30 | Wharton Business Group, LLC | 540,400 | 21,789,000 | 0.88% | ||
| 31 | Legacy Private Trust Co. | 462,024 | 18,629,000 | 0.76% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 450,673 | 18,171,000 | 0.74% | ||
| 33 | Lowe Wealth Advisors, LLC | 443,203 | 17,870,000 | 0.73% | ||
| 34 | TOMPKINS FINANCIAL CORP | 442,651 | 17,843,000 | 0.72% | ||
| 35 | SWISS LIFE ASSET MANAGEMENT LTD | 424,500 | 17,115,840 | 0.70% | ||
| 36 | Steinberg Global Asset Management | 423,832 | 17,089,000 | 0.69% | ||
| 37 | Atria Investments, Inc | 363,546 | 14,658,000 | 0.60% | ||
| 38 | Stonehearth Capital Management, LLC | 352,805 | 14,225,000 | 0.58% | ||
| 39 | Evensky & Katz LLC | 345,499 | 13,930,000 | 0.57% | ||
| 40 | US BANCORP \DE\ | 343,650 | 13,856,000 | 0.56% | ||
| 41 | AVIANCE CAPITAL MANAGEMENT, LLC | 342,905 | 13,826,000 | 0.56% | ||
| 42 | COLONY GROUP LLC | 327,084 | 13,188,000 | 0.54% | ||
| 43 | MANAGED ACCOUNT ADVISORS LLC | 310,962 | 12,538,000 | 0.51% | ||
| 44 | SIGNATUREFD, LLC | 279,278 | 11,260,000 | 0.46% | ||
| 45 | AMERICAN INTERNATIONAL GROUP, INC. | 276,892 | 11,164,293 | 0.45% | ||
| 46 | Forvis Mazars Wealth Advisors, LLC | 266,918 | 10,762,000 | 0.44% | ||
| 47 | Community Bank, N.A. | 249,815 | 10,070,000 | 0.41% | ||
| 48 | Capital Advisors, Ltd. LLC | 224,992 | 9,072,000 | 0.37% | ||
| 49 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 189,767 | 7,651,000 | 0.31% | ||
| 50 | Regal Investment Advisors LLC | 181,046 | 7,299,000 | 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.
