| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 2,109,480 | 64,972,000 | 15.51% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,738,132 | 53,535,000 | 12.78% | ||
| 3 | STATE STREET CORP | 1,288,678 | 39,692,000 | 9.47% | ||
| 4 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,151,748 | 35,474,000 | 8.47% | ||
| 5 | SUNTRUST BANKS INC | 906,998 | 27,934,000 | 6.67% | ||
| 6 | Gratus Capital, LLC | 571,231 | 17,594,000 | 4.20% | ||
| 7 | Cambridge Investment Research Advisors, Inc. | 498,924 | 15,367,000 | 3.67% | ||
| 8 | PITCAIRN CO | 439,414 | 13,534,000 | 3.23% | ||
| 9 | TIAA CREF TRUST CO FSB/MO | 437,889 | 13,487,000 | 3.22% | ||
| 10 | HENGEHOLD CAPITAL MANAGEMENT LLC | 415,710 | 12,804,000 | 3.06% | ||
| 11 | BANK OF MONTREAL /CAN/ | 383,226 | 11,803,000 | 2.82% | ||
| 12 | Live Your Vision, LLC | 261,902 | 8,067,000 | 1.93% | ||
| 13 | WHITTIER TRUST CO | 240,251 | 7,398,000 | 1.77% | ||
| 14 | UBS Group AG | 238,753 | 7,353,000 | 1.75% | ||
| 15 | Homrich & Berg | 226,084 | 6,963,000 | 1.66% | ||
| 16 | Horizon Investments, LLC | 183,731 | 5,659,000 | 1.35% | ||
| 17 | WELLS FARGO & COMPANY/MN | 171,402 | 5,279,000 | 1.26% | ||
| 18 | Lenox Wealth Advisors, LLC | 160,386 | 4,940,000 | 1.18% | ||
| 19 | Capital Investment Advisors, LLC | 146,543 | 4,514,000 | 1.08% | ||
| 20 | Forvis Mazars Wealth Advisors, LLC | 145,406 | 4,479,000 | 1.07% | ||
| 21 | LPL Financial LLC | 134,267 | 4,060,000 | 0.97% | ||
| 22 | CITIZENS FINANCIAL GROUP INC/DE | 99,520 | 3,512,000 | 0.84% | ||
| 23 | Orion Porfolio Solutions, LLC | 104,478 | 3,218,000 | 0.77% | ||
| 24 | NORTHWEST INVESTMENT COUNSELORS, LLC | 92,515 | 2,849,000 | 0.68% | ||
| 25 | Courage Miller Partners, LLC | 90,982 | 2,802,000 | 0.67% | ||
| 26 | FDx Advisors, Inc. | 88,493 | 2,726,000 | 0.65% | ||
| 27 | VOYA FINANCIAL ADVISORS, INC. | 87,337 | 2,718,000 | 0.65% | ||
| 28 | HighTower Advisors, LLC | 75,684 | 2,334,000 | 0.56% | ||
| 29 | AMERICAN INTERNATIONAL GROUP, INC. | 74,580 | 2,297,000 | 0.55% | ||
| 30 | BALASA DINVERNO & FOLTZ LLC | 73,894 | 2,276,000 | 0.54% | ||
| 31 | KRILOGY FINANCIAL LLC | 66,285 | 2,042,000 | 0.49% | ||
| 32 | HBK Sorce Advisory LLC | 59,108 | 1,821,000 | 0.43% | ||
| 33 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 53,433 | 1,646,000 | 0.39% | ||
| 34 | KLINGENSTEIN FIELDS & CO LP | 49,103 | 1,512,000 | 0.36% | ||
| 35 | Burt Wealth Advisors | 41,564 | 1,280,000 | 0.31% | ||
| 36 | TIEMANN INVESTMENT ADVISORS, LLC | 40,943 | 1,261,000 | 0.30% | ||
| 37 | FOUNDERS FINANCIAL SECURITIES LLC | 40,491 | 1,247,000 | 0.30% | ||
| 38 | Bank of New York Mellon Corp | 37,622 | 1,159,000 | 0.28% | ||
| 39 | NISA INVESTMENT ADVISORS, LLC | 36,220 | 1,116,000 | 0.27% | ||
| 40 | VECTOR WEALTH MANAGEMENT, LLC | 34,320 | 1,057,000 | 0.25% | ||
| 41 | FINANCIAL COUNSELORS INC | 33,561 | 1,034,000 | 0.25% | ||
| 42 | MORGAN STANLEY | 29,333 | 903,000 | 0.22% | ||
| 43 | Commonwealth Equity Services, Inc | 27,911 | 860,000 | 0.21% | ||
| 44 | CORRIGAN FINANCIAL, INC. | 24,405 | 751,684 | 0.18% | ||
| 45 | OLD MISSION CAPITAL LLC | 23,305 | 718,000 | 0.17% | ||
| 46 | DOMANI WEALTH, LLC | 23,010 | 709,000 | 0.17% | ||
| 47 | BOSTON ADVISORS LLC | 22,980 | 708,000 | 0.17% | ||
| 48 | FINANCIAL CONSULATE, INC | 21,945 | 676,000 | 0.16% | ||
| 49 | WealthTrust Fairport, LLC | 21,150 | 651,000 | 0.16% | ||
| 50 | Cetera Advisors LLC | 20,294 | 625,000 | 0.15% |
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.
