| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 1,877,837 | 58,990,000 | 12.84% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,597,462 | 50,303,000 | 10.95% | ||
| 3 | BANK OF MONTREAL /CAN/ | 1,360,541 | 42,517,000 | 9.26% | ||
| 4 | Stadion Money Management, LLC | 1,089,186 | 34,298,000 | 7.47% | ||
| 5 | SUNTRUST BANKS INC | 1,078,920 | 33,974,000 | 7.40% | ||
| 6 | TIAA CREF TRUST CO FSB/MO | 863,731 | 27,199,000 | 5.92% | ||
| 7 | STATE STREET CORP | 628,014 | 19,772,000 | 4.30% | ||
| 8 | Sequoia Financial Advisors, LLC | 419,494 | 13,210,000 | 2.88% | ||
| 9 | HENGEHOLD CAPITAL MANAGEMENT LLC | 348,022 | 10,959,000 | 2.39% | ||
| 10 | PITCAIRN CO | 339,448 | 10,689,000 | 2.33% | ||
| 11 | Freestone Capital Holdings, LLC | 328,115 | 10,332,000 | 2.25% | ||
| 12 | WELLS FARGO & COMPANY/MN | 291,886 | 9,191,000 | 2.00% | ||
| 13 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 288,351 | 9,080,000 | 1.98% | ||
| 14 | WHITTIER TRUST CO | 262,226 | 8,255,000 | 1.80% | ||
| 15 | Forvis Mazars Wealth Advisors, LLC | 253,957 | 7,997,000 | 1.74% | ||
| 16 | UBS Group AG | 230,087 | 7,245,000 | 1.58% | ||
| 17 | Horizon Investments, LLC | 200,465 | 6,313,000 | 1.37% | ||
| 18 | Lenox Wealth Advisors, LLC | 188,786 | 5,945,000 | 1.29% | ||
| 19 | STRID GROUP, LLC | 180,296 | 5,678,000 | 1.24% | ||
| 20 | SARGENT BICKHAM LAGUDIS LLC | 156,045 | 4,914,000 | 1.07% | ||
| 21 | Capital Investment Advisors, LLC | 145,809 | 4,592,000 | 1.00% | ||
| 22 | Courage Miller Partners, LLC | 117,687 | 3,706,000 | 0.81% | ||
| 23 | DOMANI WEALTH, LLC | 117,198 | 3,691,000 | 0.80% | ||
| 24 | Gratus Capital, LLC | 116,088 | 3,656,000 | 0.80% | ||
| 25 | CITIZENS FINANCIAL GROUP INC/DE | 107,482 | 3,385,000 | 0.74% | ||
| 26 | Orion Porfolio Solutions, LLC | 104,819 | 3,301,000 | 0.72% | ||
| 27 | BALASA DINVERNO & FOLTZ LLC | 104,658 | 3,296,000 | 0.72% | ||
| 28 | ABBREA CAPITAL, LLC | 96,011 | 3,023,000 | 0.66% | ||
| 29 | WealthTrust Fairport, LLC | 92,660 | 2,918,000 | 0.64% | ||
| 30 | NORTHWEST INVESTMENT COUNSELORS, LLC | 90,205 | 2,841,000 | 0.62% | ||
| 31 | ADVISOR GROUP, INC. | 77,406 | 2,437,000 | 0.53% | ||
| 32 | KRILOGY FINANCIAL LLC | 74,553 | 2,348,000 | 0.51% | ||
| 33 | HighTower Advisors, LLC | 73,775 | 2,321,000 | 0.51% | ||
| 34 | GREENWOOD CAPITAL ASSOCIATES LLC | 71,555 | 2,253,000 | 0.49% | ||
| 35 | Cetera Advisors LLC | 69,365 | 2,186,000 | 0.48% | ||
| 36 | Live Your Vision, LLC | 68,124 | 2,145,000 | 0.47% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 63,989 | 2,015,000 | 0.44% | ||
| 38 | Bank of New York Mellon Corp | 62,274 | 1,960,000 | 0.43% | ||
| 39 | FDx Advisors, Inc. | 59,012 | 1,858,000 | 0.40% | ||
| 40 | TIEMANN INVESTMENT ADVISORS, LLC | 58,605 | 1,845,000 | 0.40% | ||
| 41 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 56,761 | 1,787,000 | 0.39% | ||
| 42 | FOUNDERS FINANCIAL SECURITIES LLC | 52,436 | 1,651,000 | 0.36% | ||
| 43 | KLINGENSTEIN FIELDS & CO LP | 41,161 | 1,296,000 | 0.28% | ||
| 44 | MORGAN STANLEY | 39,103 | 1,231,000 | 0.27% | ||
| 45 | NISA INVESTMENT ADVISORS, LLC | 36,220 | 1,141,000 | 0.25% | ||
| 46 | VOYA FINANCIAL ADVISORS, INC. | 36,056 | 1,134,000 | 0.25% | ||
| 47 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 35,752 | 1,126,000 | 0.25% | ||
| 48 | FINANCIAL COUNSELORS INC | 34,944 | 1,100,000 | 0.24% | ||
| 49 | Commonwealth Equity Services, Inc | 34,323 | 1,081,000 | 0.24% | ||
| 50 | FINANCIAL CONSULATE, INC | 33,887 | 1,067,000 | 0.23% |
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.
