| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 6,721,267 | 725,560,000 | 14.92% | ||
| 2 | MORGAN STANLEY | 4,095,024 | 442,058,000 | 9.09% | ||
| 3 | ALPS ADVISORS INC | 337,790 | 364,644,000 | 7.50% | ||
| 4 | WELLS FARGO & COMPANY/MN | 3,115,377 | 336,305,000 | 6.92% | ||
| 5 | UBS Group AG | 2,594,472 | 280,073,000 | 5.76% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 1,595,560 | 172,242,000 | 3.54% | ||
| 7 | TIAA CREF TRUST CO FSB/MO | 1,298,565 | 140,180,000 | 2.88% | ||
| 8 | CITY NATIONAL BANK | 1,170,811 | 126,389,000 | 2.60% | ||
| 9 | Creative Planning | 1,157,946 | 125,001,000 | 2.57% | ||
| 10 | GOLDMAN SACHS GROUP INC | 1,002,891 | 108,262,000 | 2.23% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 786,120 | 84,862,000 | 1.75% | ||
| 12 | LPL Financial LLC | 724,686 | 81,135,000 | 1.67% | ||
| 13 | BANK OF MONTREAL /CAN/ | 698,788 | 75,434,000 | 1.55% | ||
| 14 | BESSEMER GROUP INC | 514,838 | 55,577,000 | 1.14% | ||
| 15 | CREDIT SUISSE AG/ | 435,459 | 47,008,000 | 0.97% | ||
| 16 | Karpus Management, Inc. | 426,506 | 46,041,000 | 0.95% | ||
| 17 | Commonwealth Equity Services, Inc | 412,281 | 44,506,000 | 0.92% | ||
| 18 | FIFTH THIRD BANCORP | 376,225 | 40,613,000 | 0.84% | ||
| 19 | VISTA CAPITAL PARTNERS, INC. | 357,834 | 38,628,000 | 0.79% | SH | |
| 20 | M&T BANK CORP | 356,600 | 38,495,000 | 0.79% | ||
| 21 | WEALTHFRONT CORP | 347,159 | 37,476,000 | 0.77% | ||
| 22 | BNP PARIBAS FINANCIAL MARKETS | 280,682 | 30,299,622 | 0.62% | ||
| 23 | ROYAL BANK OF CANADA | 266,113 | 28,727,000 | 0.59% | ||
| 24 | INR ADVISORY SERVICES LLC | 249,167 | 26,898,000 | 0.55% | ||
| 25 | PINNACLE ASSOCIATES LTD | 231,906 | 25,034,000 | 0.51% | ||
| 26 | PICTET ASSET MANAGEMENT LTD | 231,000 | 24,936,000 | 0.51% | ||
| 27 | Charles Schwab Investment Advisory, Inc. | 230,427 | 24,875,000 | 0.51% | ||
| 28 | Bank of New York Mellon Corp | 210,260 | 22,698,000 | 0.47% | ||
| 29 | CITIGROUP INC | 207,720 | 22,424,000 | 0.46% | ||
| 30 | VAN ECK ASSOCIATES CORP | 207,455 | 22,395,000 | 0.46% | ||
| 31 | BARCLAYS PLC | 203,944 | 21,837,000 | 0.45% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 198,159 | 21,391,000 | 0.44% | ||
| 33 | PEAPACK GLADSTONE FINANCIAL CORP | 195,581 | 21,112,969 | 0.43% | ||
| 34 | BADGLEY PHELPS & BELL INC | 190,097 | 20,521,000 | 0.42% | ||
| 35 | HERITAGE INVESTORS MANAGEMENT CORP | 181,025 | 19,542,000 | 0.40% | ||
| 36 | TCV Trust & Wealth Management, Inc. | 179,915 | 19,422,000 | 0.40% | ||
| 37 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 177,364 | 19,146,000 | 0.39% | ||
| 38 | AMERIPRISE FINANCIAL INC | 172,367 | 18,603,000 | 0.38% | ||
| 39 | Morningstar Investment Services LLC | 172,033 | 18,571,000 | 0.38% | ||
| 40 | Autus Asset Management, LLC | 165,401 | 17,855,000 | 0.37% | ||
| 41 | Private Advisor Group, LLC | 162,234 | 17,513,000 | 0.36% | ||
| 42 | Orion Porfolio Solutions, LLC | 162,147 | 17,504,000 | 0.36% | ||
| 43 | Efficient Advisors, LLC | 158,146 | 17,072,000 | 0.35% | ||
| 44 | BAIRD FINANCIAL GROUP, INC. | 157,035 | 16,952,000 | 0.35% | ||
| 45 | ALLIANCEBERNSTEIN L.P. | 153,636 | 16,585,000 | 0.34% | ||
| 46 | Annex Advisory Services, LLC | 141,235 | 15,246,000 | 0.31% | ||
| 47 | FMR LLC | 142,661 | 15,168,000 | 0.31% | ||
| 48 | BOK Financial Private Wealth, Inc. | 137,651 | 14,859,000 | 0.31% | ||
| 49 | JONES FINANCIAL COMPANIES LLLP | 135,078 | 14,581,000 | 0.30% | ||
| 50 | Raymond James Financial Services Advisors, Inc. | 133,534 | 14,415,000 | 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.
