| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 5,103,769 | 595,405,000 | 13.65% | ||
| 2 | MORGAN STANLEY | 2,965,365 | 345,939,000 | 7.93% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,748,807 | 320,675,000 | 7.35% | ||
| 4 | UBS Group AG | 1,955,087 | 228,080,000 | 5.23% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,362,154 | 158,909,000 | 3.64% | ||
| 6 | Creative Planning | 1,274,924 | 148,733,000 | 3.41% | ||
| 7 | TIAA CREF TRUST CO FSB/MO | 1,205,301 | 140,610,000 | 3.22% | ||
| 8 | CITY NATIONAL BANK | 1,119,318 | 130,580,000 | 2.99% | ||
| 9 | ALPS ADVISORS INC | 971,293 | 111,007,000 | 2.55% | ||
| 10 | DEUTSCHE BANK AG\ | 925,194 | 107,932,000 | 2.47% | ||
| 11 | LPL Financial LLC | 836,753 | 97,616,000 | 2.24% | ||
| 12 | GOLDMAN SACHS GROUP INC | 753,838 | 87,943,000 | 2.02% | ||
| 13 | BANK OF MONTREAL /CAN/ | 725,156 | 84,597,000 | 1.94% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 619,350 | 72,253,000 | 1.66% | ||
| 15 | BESSEMER GROUP INC | 571,169 | 66,632,000 | 1.53% | ||
| 16 | AEGON USA Investment Management, LLC | 534,160 | 62,315,000 | 1.43% | ||
| 17 | QS Investors, LLC | 533,086 | 62,190,000 | 1.43% | ||
| 18 | ALLIANCEBERNSTEIN L.P. | 457,718 | 53,397,000 | 1.22% | ||
| 19 | BB&T SECURITIES, LLC | 40,406 | 47,137,000 | 1.08% | ||
| 20 | M&T BANK CORP | 358,328 | 41,802,000 | 0.96% | ||
| 21 | VISTA CAPITAL PARTNERS, INC. | 357,584 | 41,716,000 | 0.96% | SH | |
| 22 | Karpus Management, Inc. | 323,023 | 37,684,000 | 0.86% | ||
| 23 | INR ADVISORY SERVICES LLC | 285,946 | 33,358,000 | 0.76% | ||
| 24 | FIFTH THIRD BANCORP | 280,703 | 32,747,000 | 0.75% | ||
| 25 | MOLLER WEALTH PARTNERS | 252,635 | 29,472,000 | 0.68% | ||
| 26 | Commonwealth Equity Services, Inc | 221,181 | 25,803,000 | 0.59% | ||
| 27 | Bank of New York Mellon Corp | 216,788 | 25,291,000 | 0.58% | ||
| 28 | PINNACLE ASSOCIATES LTD | 215,945 | 25,192,000 | 0.58% | ||
| 29 | ROYAL BANK OF CANADA | 214,390 | 25,011,000 | 0.57% | ||
| 30 | Morningstar Investment Services LLC | 201,085 | 23,459,000 | 0.54% | ||
| 31 | HERITAGE INVESTORS MANAGEMENT CORP | 181,898 | 21,220,000 | 0.49% | ||
| 32 | BARCLAYS PLC | 182,262 | 21,145,000 | 0.48% | ||
| 33 | WEALTHFRONT CORP | 173,880 | 20,285,000 | 0.47% | ||
| 34 | Orion Porfolio Solutions, LLC | 169,764 | 19,804,000 | 0.45% | ||
| 35 | TCV Trust & Wealth Management, Inc. | 168,452 | 19,651,000 | 0.45% | ||
| 36 | PEAPACK GLADSTONE FINANCIAL CORP | 166,474 | 19,420,857 | 0.45% | ||
| 37 | Autus Asset Management, LLC | 164,252 | 19,162,000 | 0.44% | ||
| 38 | Efficient Advisors, LLC | 161,264 | 18,813,000 | 0.43% | ||
| 39 | Cambridge Investment Research Advisors, Inc. | 150,651 | 17,575,000 | 0.40% | ||
| 40 | Robert W. Baird & Co. Inc | 131,777 | 15,373,000 | 0.35% | ||
| 41 | JONES FINANCIAL COMPANIES LLLP | 127,617 | 14,887,000 | 0.34% | ||
| 42 | NATIONAL PLANNING CORP | 129,581 | 14,822,744 | 0.34% | ||
| 43 | BOK Financial Private Wealth, Inc. | 126,500 | 14,757,000 | 0.34% | ||
| 44 | Barrett Asset Management, LLC | 125,685 | 14,662,000 | 0.34% | ||
| 45 | MANAGED ACCOUNT ADVISORS LLC | 123,248 | 14,378,000 | 0.33% | ||
| 46 | AMERICAN NATIONAL BANK & TRUST | 123,208 | 14,374,000 | 0.33% | ||
| 47 | TD Capital Management LLC | 116,272 | 13,564,000 | 0.31% | ||
| 48 | TRUSTMARK BANK TRUST DEPARTMENT | 116,124 | 13,547,000 | 0.31% | ||
| 49 | WBH ADVISORY INC | 114,683 | 13,378,000 | 0.31% | ||
| 50 | CITIGROUP INC | 113,287 | 13,216,000 | 0.30% |
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.
