| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,573,483 | 260,358,000 | 12.68% | ||
| 2 | Stadion Money Management, LLC | 2,551,416 | 258,127,000 | 12.58% | ||
| 3 | UBS Group AG | 1,460,881 | 147,797,000 | 7.20% | ||
| 4 | FMR LLC | 1,243,460 | 125,801,000 | 6.13% | ||
| 5 | Windhaven Investment Management, Inc. | 976,602 | 98,803,000 | 4.81% | ||
| 6 | Pinnacle Advisory Group, Inc. | 784,788 | 79,397,000 | 3.87% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 742,974 | 75,167,000 | 3.66% | ||
| 8 | WELLS FARGO & COMPANY/MN | 623,836 | 63,114,000 | 3.07% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 387,559 | 39,209,000 | 1.91% | ||
| 10 | TD Capital Management LLC | 378,187 | 38,261,000 | 1.86% | ||
| 11 | ROYAL BANK OF CANADA | 363,714 | 36,797,000 | 1.79% | ||
| 12 | HOWLAND CAPITAL MANAGEMENT LLC | 339,686 | 34,366,000 | 1.67% | ||
| 13 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 328,000 | 33,184,000 | 1.62% | ||
| 14 | COLONY GROUP LLC | 318,418 | 32,214,000 | 1.57% | ||
| 15 | Orion Porfolio Solutions, LLC | 289,181 | 29,256,000 | 1.43% | ||
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 271,777 | 27,449,000 | 1.34% | ||
| 17 | FIDUCIARY TRUST CO | 270,476 | 27,364,000 | 1.33% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 245,430 | 24,830,000 | 1.21% | ||
| 19 | LPL Financial LLC | 231,840 | 23,432,000 | 1.14% | ||
| 20 | CITIGROUP INC | 224,906 | 22,754,000 | 1.11% | ||
| 21 | Quantitative Advantage, LLC | 224,620 | 22,725,000 | 1.11% | ||
| 22 | Cornerstone Advisors, Inc. | 224,503 | 22,713,000 | 1.11% | ||
| 23 | BRINKER CAPITAL INC | 185,392 | 18,756,000 | 0.91% | ||
| 24 | Chevy Chase Trust Holdings, LLC | 173,404 | 17,543,000 | 0.85% | ||
| 25 | Main Management LLC | 156,748 | 15,858,000 | 0.77% | ||
| 26 | Steinberg Global Asset Management | 155,933 | 15,776,000 | 0.77% | ||
| 27 | Transamerica Financial Advisors, LLC | 154,820 | 15,664,000 | 0.76% | ||
| 28 | COMPASS FINANCIAL GROUP, INC. | 141,671 | 14,333,000 | 0.70% | ||
| 29 | JANE STREET GROUP, LLC | 140,992 | 14,264,000 | 0.69% | ||
| 30 | JOHNSON INVESTMENT COUNSEL INC | 137,777 | 13,938,000 | 0.68% | ||
| 31 | RAYMOND JAMES & ASSOCIATES | 135,900 | 13,756,000 | 0.67% | ||
| 32 | GOLDMAN SACHS GROUP INC | 134,649 | 13,622,000 | 0.66% | ||
| 33 | SEI INVESTMENTS CO | 120,460 | 12,187,000 | 0.59% | ||
| 34 | Verity Asset Management, Inc. | 113,241 | 11,457,000 | 0.56% | ||
| 35 | Richard Bernstein Advisors LLC | 108,947 | 11,022,000 | 0.54% | ||
| 36 | Composition Wealth, LLC | 105,752 | 10,695,000 | 0.52% | ||
| 37 | Peak Asset Management, LLC | 105,384 | 10,662,000 | 0.52% | ||
| 38 | Commonwealth Equity Services, Inc | 104,274 | 10,549,000 | 0.51% | ||
| 39 | MSI Financial Services Inc | 100,717 | 10,189,000 | 0.50% | ||
| 40 | STIFEL FINANCIAL CORP | 94,772 | 9,588,000 | 0.47% | ||
| 41 | REILLY FINANCIAL ADVISORS, LLC | 87,704 | 8,873,000 | 0.43% | ||
| 42 | BAIRD FINANCIAL GROUP, INC. | 85,275 | 8,627,000 | 0.42% | ||
| 43 | FIRST TRUST ADVISORS LP | 82,698 | 8,367,000 | 0.41% | ||
| 44 | HighTower Advisors, LLC | 78,224 | 7,912,000 | 0.39% | ||
| 45 | Salient Capital Advisors, LLC | 72,486 | 7,333,000 | 0.36% | ||
| 46 | Creative Planning | 71,090 | 7,192,000 | 0.35% | ||
| 47 | Lowe Wealth Advisors, LLC | 70,660 | 7,149,000 | 0.35% | ||
| 48 | Jacobus Wealth Management, Inc. | 69,370 | 7,018,000 | 0.34% | ||
| 49 | FRG FAMILY WEALTH ADVISORS LLC | 66,725 | 6,751,000 | 0.33% | ||
| 50 | EVERMAY WEALTH MANAGEMENT LLC | 63,963 | 6,471,000 | 0.32% |
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.
