| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 6,199,164 | 753,013,000 | 15.08% | ||
| 2 | MORGAN STANLEY | 3,936,196 | 478,130,000 | 9.58% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,171,428 | 385,234,000 | 7.72% | ||
| 4 | UBS Group AG | 2,340,474 | 284,297,000 | 5.70% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,562,343 | 189,777,000 | 3.80% | ||
| 6 | TIAA CREF TRUST CO FSB/MO | 1,266,501 | 153,841,000 | 3.08% | ||
| 7 | Creative Planning | 1,190,562 | 144,618,000 | 2.90% | ||
| 8 | CITY NATIONAL BANK | 1,130,796 | 137,358,000 | 2.75% | ||
| 9 | GOLDMAN SACHS GROUP INC | 943,327 | 114,586,000 | 2.30% | ||
| 10 | LPL Financial LLC | 877,824 | 106,280,000 | 2.13% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 785,035 | 95,358,000 | 1.91% | ||
| 12 | BANK OF MONTREAL /CAN/ | 711,606 | 86,439,000 | 1.73% | ||
| 13 | BESSEMER GROUP INC | 503,539 | 61,165,000 | 1.23% | ||
| 14 | Windham Capital Management, LLC | 459,077 | 55,764,000 | 1.12% | ||
| 15 | Commonwealth Equity Services, Inc | 400,331 | 48,628,000 | 0.97% | ||
| 16 | VISTA CAPITAL PARTNERS, INC. | 354,048 | 43,006,000 | 0.86% | SH | |
| 17 | FIFTH THIRD BANCORP | 352,237 | 42,786,000 | 0.86% | ||
| 18 | M&T BANK CORP | 350,045 | 42,520,000 | 0.85% | ||
| 19 | ALPS ADVISORS INC | 333,957 | 40,566,000 | 0.81% | ||
| 20 | JPMORGAN CHASE & CO | 328,184 | 39,865,000 | 0.80% | ||
| 21 | Karpus Management, Inc. | 306,344 | 37,212,000 | 0.75% | ||
| 22 | CREDIT SUISSE AG/ | 287,368 | 34,907,000 | 0.70% | ||
| 23 | ROYAL BANK OF CANADA | 287,205 | 34,887,000 | 0.70% | ||
| 24 | MOLLER WEALTH PARTNERS | 264,719 | 32,155,000 | 0.64% | ||
| 25 | INR ADVISORY SERVICES LLC | 255,774 | 31,069,000 | 0.62% | ||
| 26 | Pension Partners, LLC | 234,109 | 28,437,000 | 0.57% | ||
| 27 | Bank of New York Mellon Corp | 231,116 | 28,073,000 | 0.56% | ||
| 28 | PICTET ASSET MANAGEMENT LTD | 231,000 | 27,979,000 | 0.56% | ||
| 29 | PINNACLE ASSOCIATES LTD | 228,932 | 27,808,000 | 0.56% | ||
| 30 | Morningstar Investment Services LLC | 216,950 | 26,353,000 | 0.53% | ||
| 31 | ASSETMARK, INC | 215,825 | 26,209,000 | 0.53% | ||
| 32 | WEALTHFRONT CORP | 210,214 | 25,535,000 | 0.51% | ||
| 33 | BARCLAYS PLC | 204,126 | 24,701,000 | 0.49% | ||
| 34 | MANAGED ACCOUNT ADVISORS LLC | 203,163 | 24,678,000 | 0.49% | ||
| 35 | Private Advisor Group, LLC | 193,830 | 23,545,000 | 0.47% | ||
| 36 | VAN ECK ASSOCIATES CORP | 191,663 | 23,281,000 | 0.47% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 188,129 | 22,852,000 | 0.46% | ||
| 38 | CITIGROUP INC | 187,068 | 22,724,000 | 0.46% | ||
| 39 | BADGLEY PHELPS & BELL INC | 186,751 | 22,685,000 | 0.45% | ||
| 40 | HERITAGE INVESTORS MANAGEMENT CORP | 177,628 | 21,576,000 | 0.43% | ||
| 41 | TCV Trust & Wealth Management, Inc. | 177,202 | 21,525,000 | 0.43% | ||
| 42 | Orion Porfolio Solutions, LLC | 175,164 | 21,277,000 | 0.43% | ||
| 43 | PEAPACK GLADSTONE FINANCIAL CORP | 174,160 | 21,155,215 | 0.42% | ||
| 44 | ALLIANCEBERNSTEIN L.P. | 170,071 | 20,659,000 | 0.41% | ||
| 45 | Autus Asset Management, LLC | 169,684 | 20,612,000 | 0.41% | ||
| 46 | Efficient Advisors, LLC | 161,195 | 19,580,000 | 0.39% | ||
| 47 | BAIRD FINANCIAL GROUP, INC. | 144,335 | 17,532,000 | 0.35% | ||
| 48 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 135,745 | 16,489,000 | 0.33% | ||
| 49 | BOK Financial Private Wealth, Inc. | 131,312 | 15,951,000 | 0.32% | ||
| 50 | JONES FINANCIAL COMPANIES LLLP | 130,289 | 15,826,000 | 0.32% |
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.
