| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 6,721,854 | 777,583,000 | 13.54% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 4,354,787 | 503,762,000 | 8.77% | ||
| 3 | MORGAN STANLEY | 3,452,981 | 399,441,000 | 6.96% | ||
| 4 | WELLS FARGO & COMPANY/MN | 3,421,990 | 395,855,000 | 6.89% | ||
| 5 | UBS Group AG | 2,694,591 | 311,710,000 | 5.43% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 1,698,699 | 196,506,000 | 3.42% | ||
| 7 | TIAA CREF TRUST CO FSB/MO | 1,359,412 | 157,257,000 | 2.74% | ||
| 8 | Creative Planning | 1,072,197 | 124,032,000 | 2.16% | ||
| 9 | GOLDMAN SACHS GROUP INC | 1,053,509 | 121,870,000 | 2.12% | ||
| 10 | ROYAL BANK OF CANADA | 1,020,716 | 118,077,000 | 2.06% | ||
| 11 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 918,061 | 106,201,000 | 1.85% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 915,276 | 105,879,000 | 1.84% | ||
| 13 | QS Investors, LLC | 737,686 | 85,336,000 | 1.49% | ||
| 14 | FMR LLC | 684,596 | 79,194,000 | 1.38% | ||
| 15 | SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. | 645,816 | 74,708,000 | 1.30% | ||
| 16 | BESSEMER GROUP INC | 520,948 | 60,263,000 | 1.05% | ||
| 17 | M&T BANK CORP | 519,034 | 60,042,000 | 1.05% | ||
| 18 | Karpus Management, Inc. | 465,228 | 53,818,000 | 0.94% | ||
| 19 | AMERIPRISE FINANCIAL INC | 462,750 | 53,638,000 | 0.93% | ||
| 20 | Commonwealth Equity Services, Inc | 451,527 | 52,233,000 | 0.91% | ||
| 21 | FIFTH THIRD BANCORP | 369,137 | 42,702,000 | 0.74% | ||
| 22 | VISTA CAPITAL PARTNERS, INC. | 368,367 | 42,613,000 | 0.74% | SH | |
| 23 | WEALTHFRONT CORP | 351,369 | 40,646,000 | 0.71% | ||
| 24 | ALLIANCEBERNSTEIN L.P. | 327,885 | 37,930,000 | 0.66% | ||
| 25 | Charles Schwab Investment Advisory, Inc. | 321,058 | 37,140,000 | 0.65% | ||
| 26 | PICTET ASSET MANAGEMENT LTD | 289,500 | 33,466,000 | 0.58% | ||
| 27 | BNP PARIBAS FINANCIAL MARKETS | 287,297 | 33,234,518 | 0.58% | ||
| 28 | ALPS ADVISORS INC | 276,849 | 32,026,000 | 0.56% | ||
| 29 | INR ADVISORY SERVICES LLC | 273,467 | 31,635,000 | 0.55% | SH | |
| 30 | GLENMEDE TRUST CO NA | 258,121 | 29,858,000 | 0.52% | ||
| 31 | PINNACLE ASSOCIATES LTD | 250,746 | 29,006,000 | 0.51% | ||
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 244,614 | 28,298,000 | 0.49% | ||
| 33 | STIFEL FINANCIAL CORP | 237,701 | 27,498,000 | 0.48% | ||
| 34 | BADGLEY PHELPS & BELL INC | 214,569 | 24,821,000 | 0.43% | ||
| 35 | PROVIDA PENSION FUND ADMINISTRATOR | 210,532 | 24,354,000 | 0.42% | ||
| 36 | CITIGROUP INC | 207,140 | 23,962,000 | 0.42% | ||
| 37 | PEAPACK GLADSTONE FINANCIAL CORP | 199,152 | 23,037,903 | 0.40% | ||
| 38 | SII INVESTMENTS INC/WI | 197,593 | 22,891,000 | 0.40% | ||
| 39 | Efficient Advisors, LLC | 194,731 | 22,527,000 | 0.39% | ||
| 40 | HERITAGE INVESTORS MANAGEMENT CORP | 190,355 | 22,020,000 | 0.38% | ||
| 41 | TCV Trust & Wealth Management, Inc. | 189,330 | 21,902,000 | 0.38% | ||
| 42 | NATIXIS ADVISORS, LLC | 187,976 | 21,745,000 | 0.38% | ||
| 43 | Cambridge Investment Research Advisors, Inc. | 181,492 | 20,995,000 | 0.37% | ||
| 44 | Autus Asset Management, LLC | 173,669 | 20,090,000 | 0.35% | ||
| 45 | Bank of New York Mellon Corp | 172,546 | 19,960,000 | 0.35% | ||
| 46 | Raymond James Financial Services Advisors, Inc. | 168,937 | 19,542,000 | 0.34% | ||
| 47 | JPMORGAN CHASE & CO | 158,962 | 18,389,000 | 0.32% | ||
| 48 | Annex Advisory Services, LLC | 153,639 | 17,773,000 | 0.31% | ||
| 49 | Twele Capital Management, Inc. | 150,807 | 17,445,000 | 0.30% | ||
| 50 | MSI Financial Services Inc | 147,079 | 17,015,000 | 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.
