| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 5,895,917 | 722,604,000 | 15.06% | ||
| 2 | MORGAN STANLEY | 3,646,821 | 446,955,000 | 9.31% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,965,769 | 363,485,000 | 7.57% | ||
| 4 | UBS Group AG | 2,199,219 | 269,536,000 | 5.62% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,481,440 | 181,566,000 | 3.78% | ||
| 6 | Creative Planning | 1,246,908 | 152,821,000 | 3.18% | ||
| 7 | TIAA CREF TRUST CO FSB/MO | 1,237,751 | 151,699,000 | 3.16% | ||
| 8 | CITY NATIONAL BANK | 1,127,126 | 138,141,000 | 2.88% | ||
| 9 | GOLDMAN SACHS GROUP INC | 860,172 | 105,422,000 | 2.20% | ||
| 10 | LPL Financial LLC | 851,041 | 103,793,000 | 2.16% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 709,850 | 86,999,000 | 1.81% | ||
| 12 | BANK OF MONTREAL /CAN/ | 709,189 | 86,919,000 | 1.81% | ||
| 13 | QS Investors, LLC | 616,800 | 75,596,000 | 1.58% | ||
| 14 | AEGON USA Investment Management, LLC | 607,924 | 74,507,000 | 1.55% | ||
| 15 | BESSEMER GROUP INC | 502,804 | 61,623,000 | 1.28% | ||
| 16 | BB&T SECURITIES, LLC | 43,969 | 53,888,000 | 1.12% | ||
| 17 | Commonwealth Equity Services, Inc | 387,246 | 47,461,000 | 0.99% | ||
| 18 | M&T BANK CORP | 361,169 | 44,265,000 | 0.92% | ||
| 19 | VISTA CAPITAL PARTNERS, INC. | 360,123 | 44,137,000 | 0.92% | SH | |
| 20 | FIFTH THIRD BANCORP | 348,415 | 42,702,000 | 0.89% | ||
| 21 | ALPS ADVISORS INC | 334,469 | 40,993,000 | 0.85% | ||
| 22 | Karpus Management, Inc. | 319,113 | 39,110,000 | 0.81% | ||
| 23 | INR ADVISORY SERVICES LLC | 302,615 | 37,088,000 | 0.77% | ||
| 24 | MOLLER WEALTH PARTNERS | 253,952 | 31,124,000 | 0.65% | ||
| 25 | ROYAL BANK OF CANADA | 233,577 | 28,626,000 | 0.60% | ||
| 26 | PINNACLE ASSOCIATES LTD | 233,215 | 28,583,000 | 0.60% | ||
| 27 | Bank of New York Mellon Corp | 219,205 | 26,866,000 | 0.56% | ||
| 28 | Morningstar Investment Services LLC | 217,788 | 26,692,000 | 0.56% | ||
| 29 | ALLIANCEBERNSTEIN L.P. | 213,705 | 26,192,000 | 0.55% | ||
| 30 | BARCLAYS PLC | 200,796 | 24,499,000 | 0.51% | ||
| 31 | WEALTHFRONT CORP | 195,902 | 24,010,000 | 0.50% | ||
| 32 | BADGLEY PHELPS & BELL INC | 186,616 | 22,872,000 | 0.48% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 183,994 | 22,550,000 | 0.47% | ||
| 34 | CREDIT SUISSE AG/ | 183,242 | 22,458,000 | 0.47% | ||
| 35 | HERITAGE INVESTORS MANAGEMENT CORP | 178,402 | 21,865,000 | 0.46% | ||
| 36 | Orion Porfolio Solutions, LLC | 176,141 | 21,588,000 | 0.45% | ||
| 37 | TCV Trust & Wealth Management, Inc. | 173,460 | 21,259,000 | 0.44% | ||
| 38 | PEAPACK GLADSTONE FINANCIAL CORP | 172,216 | 21,106,793 | 0.44% | ||
| 39 | Autus Asset Management, LLC | 168,365 | 20,635,000 | 0.43% | ||
| 40 | Private Advisor Group, LLC | 167,530 | 20,532,000 | 0.43% | ||
| 41 | Efficient Advisors, LLC | 163,601 | 20,051,000 | 0.42% | ||
| 42 | MANAGED ACCOUNT ADVISORS LLC | 148,250 | 18,170,000 | 0.38% | ||
| 43 | CITIGROUP INC | 142,454 | 17,460,000 | 0.36% | ||
| 44 | Robert W. Baird & Co. Inc | 131,913 | 16,167,000 | 0.34% | ||
| 45 | JONES FINANCIAL COMPANIES LLLP | 126,500 | 15,504,000 | 0.32% | ||
| 46 | CULLEN/FROST BANKERS, INC. | 126,458 | 15,498,000 | 0.32% | ||
| 47 | AMERICAN NATIONAL BANK & TRUST | 126,391 | 15,490,000 | 0.32% | ||
| 48 | BOK Financial Private Wealth, Inc. | 126,338 | 15,484,000 | 0.32% | ||
| 49 | Barrett Asset Management, LLC | 122,717 | 15,040,000 | 0.31% | ||
| 50 | JPMORGAN CHASE & CO | 121,868 | 14,937,000 | 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.
