| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 3,513,143 | 318,571,000 | 13.85% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,170,847 | 287,532,000 | 12.50% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 2,018,978 | 183,081,000 | 7.96% | ||
| 4 | MORGAN STANLEY | 987,718 | 89,566,000 | 3.89% | ||
| 5 | Spectrum Management Group, LLC | 894,740 | 81,135,000 | 3.53% | ||
| 6 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 843,400 | 76,480,000 | 3.32% | ||
| 7 | UBS Group AG | 804,869 | 72,986,000 | 3.17% | ||
| 8 | Simply Money Advisors | 691,433 | 62,699,000 | 2.73% | ||
| 9 | WELLS FARGO & COMPANY/MN | 581,643 | 52,743,000 | 2.29% | ||
| 10 | Forvis Mazars Wealth Advisors, LLC | 524,213 | 47,536,000 | 2.07% | ||
| 11 | Callan Capital, LLC | 522,912 | 47,418,000 | 2.06% | ||
| 12 | GRIMES & Co WEALTH MANAGEMENT, LLC | 519,708 | 47,127,000 | 2.05% | ||
| 13 | Geller Advisors LLC | 508,749 | 46,133,000 | 2.01% | ||
| 14 | Carroll Financial Associates, Inc. | 448,251 | 40,647,000 | 1.77% | ||
| 15 | Choate Investment Advisors | 399,565 | 36,232,554 | 1.57% | ||
| 16 | LPL Financial LLC | 395,685 | 35,912,000 | 1.56% | ||
| 17 | Kinsight, LLC | 371,447 | 33,683,000 | 1.46% | ||
| 18 | Cetera Advisor Networks LLC | 361,476 | 33,018,000 | 1.44% | ||
| 19 | Arbor Investment Advisors, LLC | 357,917 | 32,456,000 | 1.41% | ||
| 20 | Wharton Business Group, LLC | 311,945 | 28,287,000 | 1.23% | ||
| 21 | Commonwealth Equity Services, Inc | 304,075 | 27,574,000 | 1.20% | ||
| 22 | ROYAL BANK OF CANADA | 294,980 | 26,749,000 | 1.16% | ||
| 23 | Baystate Wealth Management LLC | 278,335 | 25,239,000 | 1.10% | ||
| 24 | AMERIPRISE FINANCIAL INC | 266,010 | 24,169,000 | 1.05% | ||
| 25 | Legacy Private Trust Co. | 264,284 | 23,966,000 | 1.04% | ||
| 26 | TEXAS CAPITAL BANCSHARES INC/TX | 249,537 | 22,628,000 | 0.98% | ||
| 27 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 240,668 | 21,824,000 | 0.95% | ||
| 28 | Frontier Wealth Management LLC | 225,946 | 20,489,000 | 0.89% | ||
| 29 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 185,079 | 16,783,000 | 0.73% | ||
| 30 | Bank of New York Mellon Corp | 183,399 | 16,630,000 | 0.72% | ||
| 31 | Wealthquest Corp | 182,244 | 16,525,000 | 0.72% | ||
| 32 | HSBC HOLDINGS PLC | 174,593 | 15,832,000 | 0.69% | ||
| 33 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 169,871 | 15,404,000 | 0.67% | ||
| 34 | DENVER INVESTMENT ADVISORS LLC | 168,397 | 15,270,000 | 0.66% | ||
| 35 | RAYMOND JAMES & ASSOCIATES | 165,406 | 14,999,000 | 0.65% | ||
| 36 | JFS WEALTH ADVISORS, LLC | 165,311 | 14,990,000 | 0.65% | ||
| 37 | Klingman & Associates, LLC | 164,346 | 14,903,000 | 0.65% | ||
| 38 | SIGMA INVESTMENT COUNSELORS INC | 157,260 | 14,260,000 | 0.62% | ||
| 39 | Tillar-Wenstrup Advisors, LLC | 150,544 | 13,651,000 | 0.59% | ||
| 40 | AMERICAN INTERNATIONAL GROUP, INC. | 135,556 | 12,292,275 | 0.53% | ||
| 41 | GLENMEDE TRUST CO NA | 119,808 | 10,863,000 | 0.47% | ||
| 42 | SHEETS SMITH WEALTH MANAGEMENT | 118,371 | 10,734,000 | 0.47% | ||
| 43 | Ancora Advisors LLC | 118,332 | 10,730,000 | 0.47% | ||
| 44 | NOVARE CAPITAL MANAGEMENT LLC | 98,593 | 8,940,000 | 0.39% | ||
| 45 | HL FINANCIAL SERVICES LLC | 84,251 | 7,640,000 | 0.33% | ||
| 46 | J.P. Morgan Private Wealth Advisors LLC | 83,928 | 7,611,000 | 0.33% | ||
| 47 | FIRST HAWAIIAN BANK | 81,378 | 7,380,000 | 0.32% | ||
| 48 | JNBA Financial Advisors | 80,783 | 7,325,000 | 0.32% | ||
| 49 | D.A. DAVIDSON & CO. | 77,945 | 7,067,000 | 0.31% | ||
| 50 | MADISON INVESTMENT HOLDINGS INC | 76,241 | 6,914,000 | 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.
