| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 6,730,388 | 750,371,000 | 14.68% | ||
| 2 | MORGAN STANLEY | 3,634,063 | 405,162,000 | 7.92% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,089,171 | 344,412,000 | 6.74% | ||
| 4 | UBS Group AG | 2,762,547 | 307,996,000 | 6.02% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,677,392 | 187,013,000 | 3.66% | ||
| 6 | TIAA CREF TRUST CO FSB/MO | 1,357,213 | 151,315,000 | 2.96% | ||
| 7 | LPL Financial LLC | 1,339,101 | 146,807,000 | 2.87% | ||
| 8 | Creative Planning | 1,138,997 | 126,986,000 | 2.48% | ||
| 9 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 1,089,913 | 121,514,000 | 2.38% | ||
| 10 | GOLDMAN SACHS GROUP INC | 1,035,107 | 115,404,000 | 2.26% | ||
| 11 | ROYAL BANK OF CANADA | 1,016,364 | 113,315,000 | 2.22% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 893,610 | 99,629,000 | 1.95% | ||
| 13 | FMR LLC | 703,609 | 78,466,000 | 1.53% | ||
| 14 | BANK OF MONTREAL /CAN/ | 674,118 | 75,156,000 | 1.47% | ||
| 15 | BESSEMER GROUP INC | 532,156 | 59,331,000 | 1.16% | ||
| 16 | Karpus Management, Inc. | 464,003 | 51,732,000 | 1.01% | ||
| 17 | M&T BANK CORP | 454,347 | 50,655,000 | 0.99% | ||
| 18 | Commonwealth Equity Services, Inc | 435,910 | 48,600,000 | 0.95% | ||
| 19 | QS Investors, LLC | 414,318 | 46,192,000 | 0.90% | ||
| 20 | FIFTH THIRD BANCORP | 375,163 | 41,827,000 | 0.82% | ||
| 21 | VISTA CAPITAL PARTNERS, INC. | 366,577 | 40,870,000 | 0.80% | SH | |
| 22 | JONES FINANCIAL COMPANIES LLLP | 340,487 | 37,961,000 | 0.74% | ||
| 23 | Charles Schwab Investment Advisory, Inc. | 334,059 | 37,244,000 | 0.73% | ||
| 24 | Raymond James Financial Services Advisors, Inc. | 318,042 | 35,460,000 | 0.69% | ||
| 25 | ALPS ADVISORS INC | 307,685 | 35,141,000 | 0.69% | ||
| 26 | ALLIANCEBERNSTEIN L.P. | 304,584 | 33,958,000 | 0.66% | ||
| 27 | INR ADVISORY SERVICES LLC | 291,976 | 32,552,000 | 0.64% | ||
| 28 | BNP PARIBAS FINANCIAL MARKETS | 289,685 | 32,296,980 | 0.63% | ||
| 29 | WEALTHFRONT CORP | 288,100 | 32,120,000 | 0.63% | ||
| 30 | AMERIPRISE FINANCIAL INC | 271,494 | 30,357,000 | 0.59% | ||
| 31 | PICTET ASSET MANAGEMENT LTD | 269,500 | 27,788,000 | 0.54% | ||
| 32 | PINNACLE ASSOCIATES LTD | 243,890 | 27,191,000 | 0.53% | ||
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 239,548 | 26,707,000 | 0.52% | ||
| 34 | GLENMEDE TRUST CO NA | 223,826 | 24,953,000 | 0.49% | ||
| 35 | STIFEL FINANCIAL CORP | 216,021 | 24,085,000 | 0.47% | ||
| 36 | Cambridge Investment Research Advisors, Inc. | 214,709 | 23,938,000 | 0.47% | ||
| 37 | PROVIDA PENSION FUND ADMINISTRATOR | 210,532 | 23,886,961 | 0.47% | ||
| 38 | CITIGROUP INC | 206,354 | 23,013,000 | 0.45% | ||
| 39 | BADGLEY PHELPS & BELL INC | 202,331 | 22,558,000 | 0.44% | ||
| 40 | PEAPACK GLADSTONE FINANCIAL CORP | 194,142 | 21,644,891 | 0.42% | ||
| 41 | TCV Trust & Wealth Management, Inc. | 185,776 | 20,712,000 | 0.41% | ||
| 42 | HERITAGE INVESTORS MANAGEMENT CORP | 185,304 | 20,660,000 | 0.40% | ||
| 43 | COLDSTREAM CAPITAL MANAGEMENT INC | 178,818 | 19,936,000 | 0.39% | ||
| 44 | JPMORGAN CHASE & CO | 177,238 | 19,765,000 | 0.39% | ||
| 45 | Bank of New York Mellon Corp | 169,720 | 18,922,000 | 0.37% | ||
| 46 | Autus Asset Management, LLC | 169,520 | 18,900,000 | 0.37% | ||
| 47 | Efficient Advisors, LLC | 164,076 | 18,293,000 | 0.36% | ||
| 48 | Morningstar Investment Services LLC | 158,444 | 17,665,000 | 0.35% | ||
| 49 | Annex Advisory Services, LLC | 151,422 | 16,882,000 | 0.33% | ||
| 50 | Twele Capital Management, Inc. | 150,822 | 16,815,000 | 0.33% |
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.
