| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4,539,766 | 502,236,000 | 13.73% | ||
| 2 | MORGAN STANLEY | 2,556,697 | 282,848,000 | 7.73% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,499,407 | 276,509,000 | 7.56% | ||
| 4 | UBS AG | 1,752,849 | 193,918,000 | 5.30% | ||
| 5 | Creative Planning | 1,330,112 | 147,150,000 | 4.02% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 1,202,958 | 133,083,000 | 3.64% | ||
| 7 | TIAA CREF TRUST CO FSB/MO | 1,171,785 | 129,634,000 | 3.54% | ||
| 8 | CITY NATIONAL BANK | 974,849 | 107,848,000 | 2.95% | ||
| 9 | LPL Financial LLC | 799,711 | 87,250,000 | 2.38% | ||
| 10 | GOLDMAN SACHS GROUP INC | 763,235 | 84,437,000 | 2.31% | ||
| 11 | BANK OF MONTREAL /CAN/ | 738,620 | 81,715,000 | 2.23% | ||
| 12 | AEGON USA Investment Management, LLC | 511,086 | 56,541,000 | 1.55% | ||
| 13 | Windham Capital Management, LLC | 474,132 | 52,453,000 | 1.43% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 473,553 | 52,389,000 | 1.43% | ||
| 15 | QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 461,584 | 51,066,000 | 1.40% | ||
| 16 | BB&T SECURITIES, LLC | 39,991 | 44,241,000 | 1.21% | ||
| 17 | VISTA CAPITAL PARTNERS, INC. | 356,079 | 39,393,000 | 1.08% | SH | |
| 18 | M&T BANK CORP | 353,690 | 39,129,000 | 1.07% | ||
| 19 | ALPS ADVISORS INC | 351,667 | 38,905,000 | 1.06% | ||
| 20 | BESSEMER GROUP INC | 334,605 | 37,017,000 | 1.01% | ||
| 21 | ALLIANCEBERNSTEIN L.P. | 325,558 | 36,016,000 | 0.98% | ||
| 22 | Karpus Management, Inc. | 310,052 | 34,301,000 | 0.94% | ||
| 23 | BARCLAYS PLC | 287,098 | 31,592,000 | 0.86% | ||
| 24 | FIFTH THIRD BANCORP | 275,330 | 30,460,000 | 0.83% | ||
| 25 | INR ADVISORY SERVICES LLC | 265,113 | 29,329,000 | 0.80% | ||
| 26 | MOLLER WEALTH PARTNERS | 241,574 | 26,725,000 | 0.73% | ||
| 27 | PINNACLE ASSOCIATES LTD | 214,346 | 23,713,000 | 0.65% | ||
| 28 | Commonwealth Equity Services, Inc | 203,895 | 22,557,000 | 0.62% | ||
| 29 | Morningstar Investment Services LLC | 192,682 | 21,316,000 | 0.58% | ||
| 30 | HERITAGE INVESTORS MANAGEMENT CORP | 182,836 | 20,227,000 | 0.55% | ||
| 31 | Orion Porfolio Solutions, LLC | 170,895 | 18,907,000 | 0.52% | ||
| 32 | Bank of New York Mellon Corp | 170,476 | 18,860,000 | 0.52% | ||
| 33 | TCV Trust & Wealth Management, Inc. | 165,551 | 18,315,000 | 0.50% | ||
| 34 | Efficient Advisors, LLC | 161,090 | 17,821,000 | 0.49% | ||
| 35 | Autus Asset Management, LLC | 160,767 | 17,786,000 | 0.49% | ||
| 36 | PEAPACK GLADSTONE FINANCIAL CORP | 155,125 | 17,161,478 | 0.47% | ||
| 37 | BOK Financial Private Wealth, Inc. | 127,001 | 14,050,000 | 0.38% | ||
| 38 | Barrett Asset Management, LLC | 126,175 | 13,959,000 | 0.38% | ||
| 39 | NATIONAL PLANNING CORP | 121,516 | 13,435,000 | 0.37% | ||
| 40 | WBH ADVISORY INC | 117,502 | 12,999,000 | 0.36% | ||
| 41 | AMERICAN NATIONAL BANK & TRUST | 117,227 | 12,969,000 | 0.35% | ||
| 42 | TD Capital Management LLC | 116,568 | 12,896,000 | 0.35% | ||
| 43 | CITIGROUP INC | 116,400 | 12,877,000 | 0.35% | ||
| 44 | Advisory Alpha, LLC | 112,464 | 12,523,000 | 0.34% | ||
| 45 | Robert W. Baird & Co. Inc | 111,440 | 12,329,000 | 0.34% | SH | |
| 46 | Private Advisor Group, LLC | 110,271 | 12,199,000 | 0.33% | ||
| 47 | JPMORGAN CHASE & CO | 110,012 | 12,171,000 | 0.33% | ||
| 48 | Cambridge Investment Research Advisors, Inc. | 109,313 | 12,093,000 | 0.33% | ||
| 49 | ROYAL BANK OF CANADA | 107,683 | 11,912,000 | 0.33% | ||
| 50 | Evercore Wealth Management, LLC | 107,587 | 11,902,000 | 0.33% |
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.
