| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4,684,372 | 548,634,000 | 14.32% | ||
| 2 | WELLS FARGO & COMPANY/MN | 2,613,439 | 306,086,000 | 7.99% | ||
| 3 | MORGAN STANLEY | 2,509,690 | 293,936,000 | 7.67% | ||
| 4 | UBS AG | 1,763,137 | 206,498,000 | 5.39% | ||
| 5 | Creative Planning | 1,366,834 | 160,084,000 | 4.18% | ||
| 6 | CITY NATIONAL BANK | 1,198,085 | 140,320,000 | 3.66% | ||
| 7 | TIAA CREF TRUST CO FSB/MO | 1,147,278 | 134,369,000 | 3.51% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 1,108,029 | 129,772,000 | 3.39% | ||
| 9 | LPL Financial LLC | 787,769 | 92,263,000 | 2.41% | ||
| 10 | GOLDMAN SACHS GROUP INC | 774,319 | 90,688,000 | 2.37% | ||
| 11 | BANK OF MONTREAL /CAN/ | 761,284 | 89,162,000 | 2.33% | ||
| 12 | AEGON USA Investment Management, LLC | 595,346 | 69,727,000 | 1.82% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 498,716 | 58,410,000 | 1.52% | ||
| 14 | Windham Capital Management, LLC | 463,668 | 54,305,000 | 1.42% | ||
| 15 | BB&T SECURITIES, LLC | 38,924 | 45,587,000 | 1.19% | ||
| 16 | ALPS ADVISORS INC | 386,027 | 45,211,000 | 1.18% | ||
| 17 | QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 371,920 | 43,560,000 | 1.14% | ||
| 18 | VISTA CAPITAL PARTNERS, INC. | 367,019 | 42,985,000 | 1.12% | SH | |
| 19 | Karpus Management, Inc. | 352,893 | 41,331,000 | 1.08% | ||
| 20 | BESSEMER GROUP INC | 334,605 | 39,189,000 | 1.02% | ||
| 21 | FIFTH THIRD BANCORP | 276,715 | 32,409,000 | 0.85% | ||
| 22 | INR ADVISORY SERVICES LLC | 263,949 | 30,914,000 | 0.81% | ||
| 23 | ALLIANCEBERNSTEIN L.P. | 218,092 | 25,543,000 | 0.67% | ||
| 24 | PINNACLE ASSOCIATES LTD | 214,876 | 25,166,000 | 0.66% | ||
| 25 | Commonwealth Equity Services, Inc | 197,246 | 23,101,000 | 0.60% | ||
| 26 | HERITAGE INVESTORS MANAGEMENT CORP | 184,855 | 21,650,000 | 0.57% | ||
| 27 | BARCLAYS PLC | 182,168 | 21,320,000 | 0.56% | ||
| 28 | Morningstar Investment Services LLC | 181,199 | 21,222,000 | 0.55% | ||
| 29 | Bank of New York Mellon Corp | 174,557 | 20,444,000 | 0.53% | ||
| 30 | Orion Porfolio Solutions, LLC | 170,473 | 19,965,000 | 0.52% | ||
| 31 | TCV Trust & Wealth Management, Inc. | 166,299 | 19,477,000 | 0.51% | ||
| 32 | Efficient Advisors, LLC | 161,191 | 18,879,000 | 0.49% | ||
| 33 | Autus Asset Management, LLC | 159,480 | 18,678,000 | 0.49% | ||
| 34 | PEAPACK GLADSTONE FINANCIAL CORP | 150,605 | 17,638,857 | 0.46% | ||
| 35 | CITIGROUP INC | 133,421 | 15,626,000 | 0.41% | ||
| 36 | ROYAL BANK OF CANADA | 127,078 | 14,884,000 | 0.39% | ||
| 37 | TD Capital Management LLC | 126,103 | 14,769,000 | 0.39% | ||
| 38 | BOK Financial Private Wealth, Inc. | 124,844 | 14,622,000 | 0.38% | ||
| 39 | Barrett Asset Management, LLC | 124,713 | 14,606,000 | 0.38% | ||
| 40 | MOLLER WEALTH PARTNERS | 123,996 | 14,522,000 | 0.38% | ||
| 41 | JANE STREET GROUP, LLC | 122,350 | 14,330,000 | 0.37% | ||
| 42 | Evercore Wealth Management, LLC | 120,422 | 14,105,000 | 0.37% | ||
| 43 | Cranberry Lake Advisors LLC | 120,000 | 14,054,000 | 0.37% | ||
| 44 | AMERICAN NATIONAL BANK & TRUST | 118,607 | 13,891,000 | 0.36% | ||
| 45 | WBH ADVISORY INC | 117,182 | 13,724,000 | 0.36% | ||
| 46 | NATIONAL PLANNING CORP | 116,175 | 13,606,000 | 0.36% | ||
| 47 | JPMORGAN CHASE & CO | 108,469 | 12,704,000 | 0.33% | ||
| 48 | Cambridge Investment Research Advisors, Inc. | 106,630 | 12,488,000 | 0.33% | ||
| 49 | Advisory Alpha, LLC | 105,045 | 12,303,000 | 0.32% | ||
| 50 | Merriman Wealth Management, LLC | 104,994 | 11,973,000 | 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.
