| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MANAGED ACCOUNT ADVISORS LLC | 7,264,799 | 615,183,000 | 20.29% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 5,758,348 | 487,617,000 | 16.08% | ||
| 3 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5,613,177 | 475,324,000 | 15.68% | ||
| 4 | WELLS FARGO & COMPANY/MN | 4,071,229 | 344,753,000 | 11.37% | ||
| 5 | AEGON USA Investment Management, LLC | 1,346,952 | 114,060,000 | 3.76% | ||
| 6 | Diana Davis Spencer Foundation | 1,240,000 | 105,003,000 | 3.46% | ||
| 7 | MORGAN STANLEY | 1,210,088 | 102,472,000 | 3.38% | ||
| 8 | UBS Group AG | 697,831 | 59,092,000 | 1.95% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 662,442 | 56,096,000 | 1.85% | ||
| 10 | FIFTH THIRD BANCORP | 548,401 | 46,439,000 | 1.53% | ||
| 11 | Willow Creek Wealth Management Inc. | 531,042 | 44,969,000 | 1.48% | ||
| 12 | JONES FINANCIAL COMPANIES LLLP | 493,454 | 41,785,000 | 1.38% | ||
| 13 | Beacon Capital Management, Inc. | 472,036 | 39,972,000 | 1.32% | ||
| 14 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 380,435 | 32,215,000 | 1.06% | ||
| 15 | Diversified Portfolios, Inc. | 231,491 | 19,603,000 | 0.65% | ||
| 16 | PALLADIEM, LLC | 199,865 | 16,925,000 | 0.56% | ||
| 17 | LPL Financial LLC | 181,286 | 15,351,000 | 0.51% | ||
| 18 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 165,711 | 14,032,000 | 0.46% | ||
| 19 | Cambridge Investment Research Advisors, Inc. | 165,193 | 13,989,000 | 0.46% | ||
| 20 | NATIONAL PLANNING CORP | 145,113 | 12,421,679 | 0.41% | ||
| 21 | STIFEL FINANCIAL CORP | 145,811 | 12,346,000 | 0.41% | ||
| 22 | ALLIANCEBERNSTEIN L.P. | 140,766 | 11,920,000 | 0.39% | ||
| 23 | SII INVESTMENTS INC/WI | 139,150 | 11,786,000 | 0.39% | ||
| 24 | IFC Holdings Incorporated/FL | 137,719 | 11,602,000 | 0.38% | ||
| 25 | COMERICA BANK | 135,326 | 11,460,000 | 0.38% | ||
| 26 | WELCH & FORBES LLC | 132,331 | 11,206,000 | 0.37% | ||
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 131,344 | 11,123,000 | 0.37% | ||
| 28 | Stadion Money Management, LLC | 111,365 | 9,430,000 | 0.31% | ||
| 29 | MONROE BANK & TRUST/MI | 110,596 | 9,365,000 | 0.31% | ||
| 30 | ROYAL BANK OF CANADA | 105,209 | 8,909,000 | 0.29% | ||
| 31 | Frontier Wealth Management LLC | 104,182 | 8,822,000 | 0.29% | ||
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 102,123 | 8,648,000 | 0.29% | ||
| 33 | NORTHSTAR INVESTMENT ADVISORS LLC | 97,375 | 8,246,000 | 0.27% | ||
| 34 | Pinnacle Summer Investments, Inc. | 94,074 | 8,212,000 | 0.27% | ||
| 35 | BANK OF MONTREAL /CAN/ | 94,370 | 7,992,000 | 0.26% | ||
| 36 | PEAPACK GLADSTONE FINANCIAL CORP | 80,308 | 6,800,482 | 0.22% | ||
| 37 | Gradient Investments LLC | 78,334 | 6,633,000 | 0.22% | ||
| 38 | SIGNET FINANCIAL MANAGEMENT, LLC | 75,823 | 6,421,000 | 0.21% | ||
| 39 | AMERIPRISE FINANCIAL INC | 75,387 | 6,403,000 | 0.21% | ||
| 40 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 72,852 | 6,236,000 | 0.21% | ||
| 41 | Quantitative Advantage, LLC | 69,455 | 5,881,000 | 0.19% | ||
| 42 | Capital Investment Advisors, LLC | 66,519 | 5,633,000 | 0.19% | ||
| 43 | Placemark Investments, Inc. | 64,962 | 5,500,000 | 0.18% | ||
| 44 | Jackson Wealth Management, LLC | 64,744 | 5,483,000 | 0.18% | ||
| 45 | PINKERTON WEALTH, LLC | 64,461 | 5,459,000 | 0.18% | ||
| 46 | S. R. Schill & Associates | 59,849 | 5,068,000 | 0.17% | ||
| 47 | Wind River Trust Co | 57,150 | 4,840,000 | 0.16% | ||
| 48 | Cranbrook Wealth Management, LLC | 54,339 | 4,601,000 | 0.15% | ||
| 49 | CITIGROUP INC | 53,920 | 4,566,000 | 0.15% | ||
| 50 | RELIANCE TRUST CO OF DELAWARE | 53,419 | 4,523,000 | 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.
