| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 1,572,112 | 48,451,000 | 14.69% | ||
| 2 | STATE STREET CORP | 1,056,591 | 32,564,000 | 9.87% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,019,605 | 31,415,000 | 9.52% | ||
| 4 | SUNTRUST BANKS INC | 1,013,356 | 31,220,000 | 9.46% | ||
| 5 | Cambridge Investment Research Advisors, Inc. | 525,095 | 16,178,000 | 4.90% | ||
| 6 | TIAA CREF TRUST CO FSB/MO | 435,618 | 13,421,000 | 4.07% | ||
| 7 | HENGEHOLD CAPITAL MANAGEMENT LLC | 423,373 | 13,044,000 | 3.95% | ||
| 8 | BANK OF MONTREAL /CAN/ | 377,707 | 11,637,000 | 3.53% | ||
| 9 | PITCAIRN CO | 375,022 | 11,554,000 | 3.50% | ||
| 10 | UBS Group AG | 288,015 | 8,873,000 | 2.69% | ||
| 11 | Live Your Vision, LLC | 268,680 | 8,278,000 | 2.51% | ||
| 12 | Forvis Mazars Wealth Advisors, LLC | 231,485 | 7,132,000 | 2.16% | ||
| 13 | WHITTIER TRUST CO | 225,228 | 6,937,000 | 2.10% | ||
| 14 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 223,326 | 6,881,000 | 2.09% | ||
| 15 | Horizon Investments, LLC | 212,936 | 6,561,000 | 1.99% | ||
| 16 | Lenox Wealth Advisors, LLC | 193,523 | 5,962,000 | 1.81% | ||
| 17 | SARGENT BICKHAM LAGUDIS LLC | 168,298 | 5,185,000 | 1.57% | ||
| 18 | Capital Investment Advisors, LLC | 153,786 | 4,738,000 | 1.44% | ||
| 19 | Gratus Capital, LLC | 140,493 | 4,329,000 | 1.31% | ||
| 20 | FDx Advisors, Inc. | 115,656 | 3,563,000 | 1.08% | ||
| 21 | CITIZENS FINANCIAL GROUP INC/DE | 108,936 | 3,356,000 | 1.02% | ||
| 22 | Courage Miller Partners, LLC | 104,586 | 3,222,000 | 0.98% | ||
| 23 | VOYA FINANCIAL ADVISORS, INC. | 103,031 | 3,192,000 | 0.97% | ||
| 24 | NORTHWEST INVESTMENT COUNSELORS, LLC | 92,690 | 2,856,000 | 0.87% | ||
| 25 | LPL Financial LLC | 90,090 | 2,689,000 | 0.82% | ||
| 26 | AMERICAN INTERNATIONAL GROUP, INC. | 76,879 | 2,369,000 | 0.72% | ||
| 27 | Orion Porfolio Solutions, LLC | 76,228 | 2,349,000 | 0.71% | ||
| 28 | BALASA DINVERNO & FOLTZ LLC | 63,218 | 1,948,000 | 0.59% | ||
| 29 | Bank of New York Mellon Corp | 62,545 | 1,927,000 | 0.58% | ||
| 30 | KRILOGY FINANCIAL LLC | 58,477 | 1,802,000 | 0.55% | ||
| 31 | WELLS FARGO & COMPANY/MN | 58,283 | 1,796,000 | 0.54% | ||
| 32 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 56,301 | 1,735,000 | 0.53% | ||
| 33 | HighTower Advisors, LLC | 54,493 | 1,680,000 | 0.51% | ||
| 34 | TIEMANN INVESTMENT ADVISORS, LLC | 41,875 | 1,290,000 | 0.39% | ||
| 35 | FOUNDERS FINANCIAL SECURITIES LLC | 40,705 | 1,254,000 | 0.38% | ||
| 36 | KLINGENSTEIN FIELDS & CO LP | 40,504 | 1,248,000 | 0.38% | ||
| 37 | NISA INVESTMENT ADVISORS, LLC | 36,220 | 1,116,000 | 0.34% | ||
| 38 | FINANCIAL COUNSELORS INC | 33,561 | 1,034,000 | 0.31% | ||
| 39 | Cetera Advisors LLC | 31,807 | 980,000 | 0.30% | ||
| 40 | DOMANI WEALTH, LLC | 29,429 | 907,000 | 0.27% | ||
| 41 | MORGAN STANLEY | 29,021 | 894,000 | 0.27% | ||
| 42 | Commonwealth Equity Services, Inc | 27,378 | 844,000 | 0.26% | ||
| 43 | GREENWOOD CAPITAL ASSOCIATES LLC | 27,320 | 842,000 | 0.26% | ||
| 44 | CORRIGAN FINANCIAL, INC. | 24,405 | 751,928 | 0.23% | ||
| 45 | FINANCIAL CONSULATE, INC | 21,772 | 671,000 | 0.20% | ||
| 46 | VECTOR WEALTH MANAGEMENT, LLC | 18,970 | 584,000 | 0.18% | ||
| 47 | CAMBRIDGE TRUST CO | 15,986 | 493,000 | 0.15% | ||
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,683 | 483,000 | 0.15% | ||
| 49 | Spectrum Asset Management, Inc. (NB/CA) | 15,083 | 465,000 | 0.14% | ||
| 50 | BAILARD, INC. | 15,027 | 463,000 | 0.14% |
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.
