| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 3,165,001 | 288,997,000 | 12.91% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,026,684 | 276,366,000 | 12.35% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 1,939,127 | 177,061,000 | 7.91% | ||
| 4 | MORGAN STANLEY | 977,777 | 89,281,000 | 3.99% | ||
| 5 | Spectrum Management Group, LLC | 925,817 | 84,536,000 | 3.78% | ||
| 6 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 843,400 | 77,011,000 | 3.44% | ||
| 7 | Simply Money Advisors | 685,267 | 62,572,000 | 2.80% | ||
| 8 | UBS Group AG | 642,329 | 58,651,000 | 2.62% | ||
| 9 | WELLS FARGO & COMPANY/MN | 560,569 | 51,185,000 | 2.29% | ||
| 10 | Forvis Mazars Wealth Advisors, LLC | 521,394 | 47,608,000 | 2.13% | ||
| 11 | Callan Capital, LLC | 508,355 | 46,418,000 | 2.07% | ||
| 12 | Geller Advisors LLC | 497,539 | 45,430,000 | 2.03% | ||
| 13 | ROYAL BANK OF CANADA | 435,705 | 39,784,000 | 1.78% | ||
| 14 | Kinsight, LLC | 394,095 | 35,985,000 | 1.61% | ||
| 15 | Choate Investment Advisors | 391,346 | 35,698,230 | 1.59% | ||
| 16 | Cetera Advisor Networks LLC | 361,476 | 33,018,000 | 1.47% | ||
| 17 | Arbor Investment Advisors, LLC | 354,038 | 32,327,000 | 1.44% | ||
| 18 | BB&T SECURITIES, LLC | 31,799 | 29,035,000 | 1.30% | ||
| 19 | Raymond James Financial Services Advisors, Inc. | 312,461 | 28,531,000 | 1.27% | ||
| 20 | Wharton Business Group, LLC | 312,155 | 28,503,000 | 1.27% | ||
| 21 | Commonwealth Equity Services, Inc | 299,347 | 27,333,000 | 1.22% | ||
| 22 | Carroll Financial Associates, Inc. | 267,012 | 24,381,000 | 1.09% | ||
| 23 | OPPENHEIMER & CO INC | 261,110 | 23,842,000 | 1.07% | ||
| 24 | Legacy Private Trust Co. | 255,992 | 23,375,000 | 1.04% | ||
| 25 | Baystate Wealth Management LLC | 249,688 | 22,799,000 | 1.02% | ||
| 26 | TEXAS CAPITAL BANCSHARES INC/TX | 248,074 | 22,652,000 | 1.01% | ||
| 27 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 240,668 | 21,975,000 | 0.98% | ||
| 28 | Frontier Wealth Management LLC | 232,613 | 21,240,000 | 0.95% | ||
| 29 | LPL Financial LLC | 221,146 | 20,128,000 | 0.90% | ||
| 30 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 185,024 | 16,895,000 | 0.75% | ||
| 31 | Wealthquest Corp | 180,938 | 16,521,000 | 0.74% | ||
| 32 | Bank of New York Mellon Corp | 176,231 | 16,091,000 | 0.72% | ||
| 33 | AMERIPRISE FINANCIAL INC | 174,323 | 15,912,000 | 0.71% | ||
| 34 | SIGMA INVESTMENT COUNSELORS INC | 169,253 | 15,454,000 | 0.69% | ||
| 35 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 169,035 | 15,435,000 | 0.69% | ||
| 36 | DENVER INVESTMENT ADVISORS LLC | 168,397 | 15,376,000 | 0.69% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 165,488 | 15,111,000 | 0.68% | ||
| 38 | HSBC HOLDINGS PLC | 165,398 | 15,102,000 | 0.67% | ||
| 39 | JFS WEALTH ADVISORS, LLC | 164,534 | 15,024,000 | 0.67% | ||
| 40 | Klingman & Associates, LLC | 150,862 | 13,775,000 | 0.62% | ||
| 41 | Tillar-Wenstrup Advisors, LLC | 148,535 | 13,563,000 | 0.61% | ||
| 42 | SHEETS SMITH WEALTH MANAGEMENT | 145,246 | 13,262,000 | 0.59% | ||
| 43 | Ancora Advisors LLC | 0 | 10,815,000 | 0.48% | ||
| 44 | AMERICAN INTERNATIONAL GROUP, INC. | 114,545 | 10,459,021 | 0.47% | ||
| 45 | GLENMEDE TRUST CO NA | 110,118 | 10,054,000 | 0.45% | ||
| 46 | NOVARE CAPITAL MANAGEMENT LLC | 98,156 | 8,963,000 | 0.40% | ||
| 47 | J.P. Morgan Private Wealth Advisors LLC | 83,219 | 7,599,000 | 0.34% | ||
| 48 | FIRST HAWAIIAN BANK | 80,183 | 7,321,000 | 0.33% | ||
| 49 | JNBA Financial Advisors | 77,580 | 7,084,000 | 0.32% | ||
| 50 | REGENTATLANTIC CAPITAL LLC | 77,379 | 7,065,000 | 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.
