| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,763,979 | 275,155,000 | 11.41% | ||
| 2 | Invesco Ltd. | 2,412,945 | 240,208,000 | 9.96% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 1,884,304 | 187,583,000 | 7.78% | ||
| 4 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,421,430 | 141,503,000 | 5.87% | ||
| 5 | Charles Schwab Investment Advisory, Inc. | 1,063,209 | 105,843,000 | 4.39% | ||
| 6 | Carroll Financial Associates, Inc. | 1,026,401 | 102,178,000 | 4.24% | ||
| 7 | AMERIPRISE FINANCIAL INC | 700,358 | 69,780,000 | 2.89% | ||
| 8 | LPL Financial LLC | 649,193 | 65,134,000 | 2.70% | ||
| 9 | Choate Investment Advisors | 632,388 | 62,954,226 | 2.61% | ||
| 10 | MORGAN STANLEY | 584,267 | 58,164,000 | 2.41% | ||
| 11 | Callan Capital, LLC | 567,001 | 56,445,000 | 2.34% | ||
| 12 | Cetera Advisor Networks LLC | 560,770 | 55,881,000 | 2.32% | ||
| 13 | GRIMES & Co WEALTH MANAGEMENT, LLC | 498,432 | 49,619,000 | 2.06% | ||
| 14 | UBS Group AG | 497,920 | 49,568,000 | 2.05% | ||
| 15 | Kinsight, LLC | 443,245 | 44,125,000 | 1.83% | ||
| 16 | Baystate Wealth Management LLC | 414,680 | 41,953,000 | 1.74% | ||
| 17 | Simply Money Advisors | 395,716 | 39,394,000 | 1.63% | ||
| 18 | Commonwealth Equity Services, Inc | 389,126 | 38,738,000 | 1.61% | ||
| 19 | Arbor Investment Advisors, LLC | 360,095 | 35,847,000 | 1.49% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 340,048 | 33,852,000 | 1.40% | ||
| 21 | Legacy Private Trust Co. | 330,085 | 32,860,000 | 1.36% | ||
| 22 | ROYAL BANK OF CANADA | 302,624 | 30,125,000 | 1.25% | ||
| 23 | Forvis Mazars Wealth Advisors, LLC | 287,414 | 28,612,000 | 1.19% | ||
| 24 | WELLS FARGO & COMPANY/MN | 211,863 | 21,091,000 | 0.87% | ||
| 25 | Geller Advisors LLC | 205,041 | 20,412,000 | 0.85% | ||
| 26 | RELATIVE VALUE PARTNERS GROUP, LLC | 202,621 | 20,171,000 | 0.84% | ||
| 27 | Frontier Wealth Management LLC | 201,960 | 20,105,000 | 0.83% | ||
| 28 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 198,236 | 19,734,000 | 0.82% | ||
| 29 | Klingman & Associates, LLC | 194,935 | 19,406,000 | 0.80% | ||
| 30 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 170,668 | 16,990,000 | 0.70% | ||
| 31 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 163,121 | 16,239,000 | 0.67% | ||
| 32 | SIGMA INVESTMENT COUNSELORS INC | 154,969 | 15,427,000 | 0.64% | ||
| 33 | Ancora Advisors LLC | 138,254 | 13,763,000 | 0.57% | ||
| 34 | D.A. DAVIDSON & CO. | 133,909 | 13,330,000 | 0.55% | ||
| 35 | JFS WEALTH ADVISORS, LLC | 124,708 | 12,415,000 | 0.51% | ||
| 36 | NOVARE CAPITAL MANAGEMENT LLC | 115,597 | 11,508,000 | 0.48% | ||
| 37 | DENVER INVESTMENT ADVISORS LLC | 114,840 | 11,432,000 | 0.47% | ||
| 38 | GLENMEDE TRUST CO NA | 111,779 | 11,127,000 | 0.46% | ||
| 39 | SYNOVUS FINANCIAL CORP | 111,452 | 11,101,000 | 0.46% | ||
| 40 | HL FINANCIAL SERVICES LLC | 110,210 | 10,971,000 | 0.45% | ||
| 41 | HSBC HOLDINGS PLC | 102,500 | 10,204,000 | 0.42% | ||
| 42 | J.P. Morgan Private Wealth Advisors LLC | 90,056 | 8,966,000 | 0.37% | ||
| 43 | ADVISOR GROUP, INC. | 86,930 | 8,655,000 | 0.36% | ||
| 44 | MADISON INVESTMENT HOLDINGS INC | 79,706 | 7,935,000 | 0.33% | ||
| 45 | RAYMOND JAMES & ASSOCIATES | 79,458 | 7,910,000 | 0.33% | ||
| 46 | Wharton Business Group, LLC | 77,740 | 7,739,000 | 0.32% | SH | |
| 47 | Tillar-Wenstrup Advisors, LLC | 77,087 | 7,674,000 | 0.32% | ||
| 48 | HighTower Advisors, LLC | 76,813 | 7,647,000 | 0.32% | ||
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 75,561 | 7,522,000 | 0.31% | ||
| 50 | FIRST HAWAIIAN BANK | 75,190 | 7,485,000 | 0.31% |
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.
