| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 7,954,216 | 314,907,000 | 9.63% | ||
| 2 | Atria Investments, Inc | 10,286 | 259,817,000 | 7.94% | ||
| 3 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5,578,085 | 220,836,000 | 6.75% | ||
| 4 | WELLS FARGO & COMPANY/MN | 4,995,009 | 197,753,000 | 6.04% | ||
| 5 | AMERIPRISE FINANCIAL INC | 4,879,202 | 193,135,000 | 5.90% | ||
| 6 | MORGAN STANLEY | 3,821,381 | 151,287,000 | 4.62% | ||
| 7 | STATE STREET CORP | 3,669,695 | 145,284,000 | 4.44% | ||
| 8 | Choate Investment Advisors | 3,594,605 | 142,310,412 | 4.35% | ||
| 9 | UBS Group AG | 2,119,835 | 83,924,000 | 2.57% | ||
| 10 | LPL Financial LLC | 2,004,036 | 81,584,000 | 2.49% | ||
| 11 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,740,800 | 68,918,000 | 2.11% | ||
| 12 | Carroll Financial Associates, Inc. | 1,550,091 | 64,158,000 | 1.96% | ||
| 13 | FMR LLC | 1,563,297 | 61,891,000 | 1.89% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 1,457,584 | 57,706,000 | 1.76% | ||
| 15 | ARS Wealth Advisors, LLC | 1,321,780 | 52,329,000 | 1.60% | ||
| 16 | Astor Investment Management LLC | 1,307,594 | 51,768,000 | 1.58% | ||
| 17 | SEI INVESTMENTS CO | 1,173,866 | 46,473,000 | 1.42% | ||
| 18 | BlackRock Group LTD | 1,129,649 | 44,723,000 | 1.37% | ||
| 19 | FAS Wealth Partners, Inc. | 1,069,035 | 42,323,000 | 1.29% | ||
| 20 | Cetera Advisor Networks LLC | 1,041,257 | 41,301,000 | 1.26% | ||
| 21 | QS Investors, LLC | 885,129 | 35,042,000 | 1.07% | ||
| 22 | JPMORGAN CHASE & CO | 828,383 | 32,796,000 | 1.00% | ||
| 23 | AVIANCE CAPITAL MANAGEMENT, LLC | 781,256 | 30,930,000 | 0.95% | ||
| 24 | NOTTINGHAM ADVISORS, INC. | 759,794 | 30,080,000 | 0.92% | ||
| 25 | Allianz Asset Management GmbH | 732,402 | 28,996,000 | 0.89% | ||
| 26 | Mariner, LLC | 710,964 | 28,147,000 | 0.86% | ||
| 27 | ALLSTATE CORP | 710,000 | 28,109,000 | 0.86% | ||
| 28 | Composition Wealth, LLC | 692,553 | 27,418,000 | 0.84% | ||
| 29 | ROYAL BANK OF CANADA | 680,549 | 26,943,000 | 0.82% | ||
| 30 | Cetera Advisors LLC | 643,665 | 25,474,000 | 0.78% | ||
| 31 | NIPPON LIFE INSURANCE CO | 626,772 | 24,814,000 | 0.76% | ||
| 32 | Commonwealth Equity Services, Inc | 624,931 | 24,741,000 | 0.76% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 615,055 | 24,350,000 | 0.74% | ||
| 34 | TD Capital Management LLC | 612,915 | 24,265,000 | 0.74% | ||
| 35 | US BANCORP \DE\ | 606,460 | 24,010,000 | 0.73% | ||
| 36 | Orion Porfolio Solutions, LLC | 606,201 | 23,999,000 | 0.73% | ||
| 37 | Wharton Business Group, LLC | 540,400 | 21,394,000 | 0.65% | ||
| 38 | Legacy Private Trust Co. | 484,573 | 19,184,000 | 0.59% | ||
| 39 | Cambridge Investment Research Advisors, Inc. | 480,026 | 19,004,000 | 0.58% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 466,743 | 18,478,000 | 0.56% | ||
| 41 | WELLINGTON MANAGEMENT GROUP LLP | 460,360 | 18,226,000 | 0.56% | ||
| 42 | Lowe Wealth Advisors, LLC | 440,339 | 17,433,000 | 0.53% | ||
| 43 | TOMPKINS FINANCIAL CORP | 437,474 | 17,319,000 | 0.53% | ||
| 44 | AMERICAN INTERNATIONAL GROUP, INC. | 375,743 | 14,875,000 | 0.45% | ||
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 373,319 | 14,780,000 | 0.45% | ||
| 46 | Clark Capital Management Group, Inc. | 356,027 | 14,095,000 | 0.43% | ||
| 47 | Stonehearth Capital Management, LLC | 355,940 | 14,092,000 | 0.43% | ||
| 48 | Evensky & Katz LLC | 345,168 | 13,665,000 | 0.42% | ||
| 49 | Estate Counselors, LLC | 330,350 | 13,062,000 | 0.40% | ||
| 50 | First Financial Bank - Trust Division | 327,861 | 12,980,000 | 0.40% |
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.
