| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,884,273 | 250,442,000 | 11.65% | ||
| 2 | Invesco Ltd. | 2,596,457 | 225,450,000 | 10.49% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 1,957,121 | 169,937,000 | 7.90% | ||
| 4 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,192,660 | 103,559,000 | 4.82% | ||
| 5 | UBS Group AG | 790,996 | 68,682,000 | 3.19% | ||
| 6 | MORGAN STANLEY | 715,816 | 62,154,000 | 2.89% | ||
| 7 | Simply Money Advisors | 708,421 | 61,512,000 | 2.86% | ||
| 8 | LPL Financial LLC | 660,261 | 56,789,000 | 2.64% | ||
| 9 | Carroll Financial Associates, Inc. | 625,333 | 54,297,000 | 2.53% | ||
| 10 | Charles Schwab Investment Advisory, Inc. | 598,909 | 52,003,000 | 2.42% | ||
| 11 | WELLS FARGO & COMPANY/MN | 576,617 | 50,068,000 | 2.33% | ||
| 12 | Forvis Mazars Wealth Advisors, LLC | 569,594 | 49,458,000 | 2.30% | ||
| 13 | Callan Capital, LLC | 532,864 | 46,269,000 | 2.15% | ||
| 14 | GRIMES & Co WEALTH MANAGEMENT, LLC | 528,277 | 45,870,000 | 2.13% | ||
| 15 | AMERIPRISE FINANCIAL INC | 474,008 | 41,119,000 | 1.91% | ||
| 16 | Cetera Advisor Networks LLC | 451,258 | 39,185,000 | 1.82% | ||
| 17 | Kinsight, LLC | 389,743 | 33,841,000 | 1.57% | ||
| 18 | Arbor Investment Advisors, LLC | 372,942 | 32,383,000 | 1.51% | ||
| 19 | Baystate Wealth Management LLC | 345,575 | 30,006,000 | 1.40% | ||
| 20 | ROYAL BANK OF CANADA | 339,643 | 29,491,000 | 1.37% | ||
| 21 | Raymond James Financial Services Advisors, Inc. | 339,415 | 29,472,000 | 1.37% | ||
| 22 | Legacy Private Trust Co. | 339,369 | 29,468,000 | 1.37% | ||
| 23 | Commonwealth Equity Services, Inc | 322,514 | 28,004,000 | 1.30% | ||
| 24 | Spectrum Management Group, LLC | 314,495 | 27,308,000 | 1.27% | ||
| 25 | Choate Investment Advisors | 281,586 | 25,744,217 | 1.20% | ||
| 26 | Wharton Business Group, LLC | 253,465 | 22,008,000 | 1.02% | ||
| 27 | Geller Advisors LLC | 243,882 | 21,176,000 | 0.98% | ||
| 28 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 240,668 | 20,897,000 | 0.97% | ||
| 29 | Frontier Wealth Management LLC | 209,426 | 18,184,000 | 0.85% | ||
| 30 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 183,856 | 15,964,000 | 0.74% | ||
| 31 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 182,869 | 15,879,000 | 0.74% | ||
| 32 | Klingman & Associates, LLC | 175,286 | 15,220,000 | 0.71% | ||
| 33 | JFS WEALTH ADVISORS, LLC | 169,785 | 14,742,000 | 0.69% | ||
| 34 | DENVER INVESTMENT ADVISORS LLC | 168,397 | 14,622,000 | 0.68% | ||
| 35 | SIGMA INVESTMENT COUNSELORS INC | 152,249 | 13,220,000 | 0.61% | ||
| 36 | Tillar-Wenstrup Advisors, LLC | 149,560 | 12,986,000 | 0.60% | ||
| 37 | HSBC HOLDINGS PLC | 146,572 | 12,727,000 | 0.59% | ||
| 38 | RAYMOND JAMES TRUST N.A. | 125,262 | 10,876,000 | 0.51% | ||
| 39 | TEXAS CAPITAL BANCSHARES INC/TX | 121,889 | 10,584,000 | 0.49% | ||
| 40 | GLENMEDE TRUST CO NA | 120,381 | 10,451,000 | 0.49% | ||
| 41 | RAYMOND JAMES & ASSOCIATES | 117,768 | 10,226,000 | 0.48% | ||
| 42 | Ancora Advisors LLC | 116,770 | 10,139,000 | 0.47% | ||
| 43 | AMERICAN INTERNATIONAL GROUP, INC. | 96,610 | 8,389,000 | 0.39% | ||
| 44 | D.A. DAVIDSON & CO. | 94,705 | 8,222,000 | 0.38% | ||
| 45 | NOVARE CAPITAL MANAGEMENT LLC | 93,638 | 8,131,000 | 0.38% | ||
| 46 | J.P. Morgan Private Wealth Advisors LLC | 90,031 | 7,818,000 | 0.36% | ||
| 47 | REGENTATLANTIC CAPITAL LLC | 87,366 | 7,586,000 | 0.35% | ||
| 48 | SG Americas Securities, LLC | 87,016 | 7,556,000 | 0.35% | ||
| 49 | JANE STREET GROUP, LLC | 82,928 | 7,201,000 | 0.33% | ||
| 50 | FIRST HAWAIIAN BANK | 80,485 | 6,988,000 | 0.33% |
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.
