| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 7,107,348 | 786,358,000 | 15.53% | ||
| 2 | MORGAN STANLEY | 4,447,709 | 492,092,000 | 9.72% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,139,094 | 347,309,000 | 6.86% | ||
| 4 | UBS Group AG | 2,787,976 | 308,462,000 | 6.09% | ||
| 5 | ROYAL BANK OF CANADA | 1,673,628 | 185,170,000 | 3.66% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 1,648,167 | 182,352,000 | 3.60% | ||
| 7 | LPL Financial LLC | 1,433,962 | 156,218,000 | 3.08% | ||
| 8 | TIAA CREF TRUST CO FSB/MO | 1,360,515 | 150,527,000 | 2.97% | ||
| 9 | Creative Planning | 1,130,952 | 125,128,000 | 2.47% | ||
| 10 | GOLDMAN SACHS GROUP INC | 971,890 | 107,530,000 | 2.12% | ||
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 912,291 | 100,972,000 | 1.99% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 866,155 | 95,831,000 | 1.89% | ||
| 13 | BANK OF MONTREAL /CAN/ | 695,682 | 76,970,000 | 1.52% | ||
| 14 | Karpus Management, Inc. | 437,345 | 48,388,000 | 0.96% | ||
| 15 | Commonwealth Equity Services, Inc | 414,933 | 45,908,000 | 0.91% | ||
| 16 | FIFTH THIRD BANCORP | 381,797 | 42,242,000 | 0.83% | ||
| 17 | M&T BANK CORP | 373,801 | 41,357,000 | 0.82% | ||
| 18 | VISTA CAPITAL PARTNERS, INC. | 363,237 | 40,189,000 | 0.79% | SH | |
| 19 | CREDIT SUISSE AG/ | 350,296 | 38,757,000 | 0.77% | ||
| 20 | JONES FINANCIAL COMPANIES LLLP | 347,181 | 38,412,000 | 0.76% | ||
| 21 | ALPS ADVISORS INC | 344,726 | 38,154,000 | 0.75% | ||
| 22 | STIFEL FINANCIAL CORP | 247,475 | 35,619,000 | 0.70% | ||
| 23 | INR ADVISORY SERVICES LLC | 273,988 | 30,314,000 | 0.60% | ||
| 24 | Charles Schwab Investment Advisory, Inc. | 246,197 | 27,240,000 | 0.54% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 241,709 | 26,743,000 | 0.53% | ||
| 26 | PINNACLE ASSOCIATES LTD | 239,372 | 26,484,000 | 0.52% | ||
| 27 | BESSEMER GROUP INC | 239,000 | 26,442,000 | 0.52% | ||
| 28 | PICTET ASSET MANAGEMENT LTD | 231,000 | 25,567,000 | 0.50% | ||
| 29 | WEALTHFRONT CORP | 229,909 | 25,437,000 | 0.50% | ||
| 30 | Bank of New York Mellon Corp | 224,174 | 24,803,000 | 0.49% | ||
| 31 | CITIGROUP INC | 216,145 | 23,923,000 | 0.47% | ||
| 32 | GLENMEDE TRUST CO NA | 216,121 | 23,911,000 | 0.47% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 213,828 | 23,658,000 | 0.47% | ||
| 34 | PEAPACK GLADSTONE FINANCIAL CORP | 190,841 | 21,114,648 | 0.42% | ||
| 35 | QS Investors, LLC | 186,979 | 20,687,000 | 0.41% | ||
| 36 | COLDSTREAM CAPITAL MANAGEMENT INC | 186,893 | 20,678,000 | 0.41% | ||
| 37 | Stratos Wealth Partners, LTD. | 184,504 | 20,414,000 | 0.40% | ||
| 38 | HERITAGE INVESTORS MANAGEMENT CORP | 180,025 | 19,918,000 | 0.39% | ||
| 39 | TCV Trust & Wealth Management, Inc. | 178,826 | 19,786,000 | 0.39% | ||
| 40 | BAIRD FINANCIAL GROUP, INC. | 172,458 | 19,081,000 | 0.38% | ||
| 41 | Morningstar Investment Services LLC | 168,666 | 18,661,000 | 0.37% | ||
| 42 | Autus Asset Management, LLC | 165,467 | 18,307,000 | 0.36% | ||
| 43 | Private Advisor Group, LLC | 161,020 | 17,815,000 | 0.35% | ||
| 44 | Efficient Advisors, LLC | 159,432 | 17,640,000 | 0.35% | ||
| 45 | JPMORGAN CHASE & CO | 156,969 | 17,373,000 | 0.34% | ||
| 46 | Raymond James Financial Services Advisors, Inc. | 155,949 | 17,255,000 | 0.34% | ||
| 47 | Annex Advisory Services, LLC | 153,153 | 16,945,000 | 0.33% | ||
| 48 | BADGLEY PHELPS & BELL INC | 151,798 | 16,795,000 | 0.33% | ||
| 49 | AMERIPRISE FINANCIAL INC | 148,173 | 16,372,000 | 0.32% | ||
| 50 | BOK Financial Private Wealth, Inc. | 141,897 | 15,699,000 | 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.
