| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,648,980 | 165,953,000 | 13.29% | ||
| 2 | MORGAN STANLEY | 1,030,382 | 103,699,000 | 8.31% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 656,561 | 66,076,000 | 5.29% | ||
| 4 | WELLS FARGO & COMPANY/MN | 618,281 | 62,223,000 | 4.98% | ||
| 5 | UBS AG | 615,414 | 61,935,000 | 4.96% | ||
| 6 | Lourd Capital, LLC | 529,748 | 53,314,000 | 4.27% | ||
| 7 | Efficient Advisors, LLC | 342,138 | 34,433,000 | 2.76% | ||
| 8 | LPL Financial LLC | 320,796 | 32,285,000 | 2.59% | ||
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 271,493 | 27,323,000 | 2.19% | ||
| 10 | TIAA CREF TRUST CO FSB/MO | 246,639 | 24,822,000 | 1.99% | ||
| 11 | Arrow Investment Advisors, LLC | 221,457 | 22,287,000 | 1.79% | ||
| 12 | Dorsey Wright & Associates | 221,457 | 22,287,000 | 1.79% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 220,821 | 22,223,000 | 1.78% | ||
| 14 | Bank of New York Mellon Corp | 207,666 | 20,899,000 | 1.67% | ||
| 15 | Commonwealth Equity Services, Inc | 201,330 | 20,262,000 | 1.62% | ||
| 16 | GOLDMAN SACHS GROUP INC | 179,158 | 18,030,000 | 1.44% | ||
| 17 | ASSETMARK, INC | 178,234 | 17,937,000 | 1.44% | ||
| 18 | CONCORD ASSET MANAGEMENT LLC | 156,125 | 15,712,000 | 1.26% | ||
| 19 | MANAGED ACCOUNT ADVISORS LLC | 140,828 | 14,173,000 | 1.14% | ||
| 20 | Modera Wealth Management, LLC | 133,976 | 13,483,000 | 1.08% | ||
| 21 | JONES FINANCIAL COMPANIES LLLP | 121,123 | 12,190,000 | 0.98% | ||
| 22 | TD Capital Management LLC | 117,348 | 11,810,000 | 0.95% | ||
| 23 | Texas Yale Capital Corp. | 108,967 | 10,966,000 | 0.88% | ||
| 24 | Financial Planning & Information Services, Inc. | 107,243 | 10,793,000 | 0.86% | ||
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 106,000 | 10,668,000 | 0.85% | Call | |
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 104,117 | 10,478,000 | 0.84% | ||
| 27 | BANK OF MONTREAL /CAN/ | 96,407 | 9,702,000 | 0.78% | ||
| 28 | Zhang Financial LLC | 95,228 | 9,583,000 | 0.77% | ||
| 29 | Summit Equities Inc | 93,389 | 9,399,000 | 0.75% | ||
| 30 | ARS Wealth Advisors, LLC | 86,842 | 8,740,000 | 0.70% | ||
| 31 | Carlson Capital Management | 86,606 | 8,716,000 | 0.70% | ||
| 32 | QUEST INVESTMENT MANAGEMENT LLC | 86,445 | 8,700,000 | 0.70% | ||
| 33 | FIFTH THIRD BANCORP | 85,199 | 8,574,000 | 0.69% | ||
| 34 | OPPENHEIMER & CO INC | 84,040 | 8,458,000 | 0.68% | ||
| 35 | J.P. Morgan Private Wealth Advisors LLC | 83,019 | 8,355,000 | 0.67% | ||
| 36 | Ifrah Financial Services, Inc. | 79,530 | 8,004,000 | 0.64% | ||
| 37 | LINCOLN NATIONAL CORP | 78,641 | 7,914,000 | 0.63% | ||
| 38 | HighTower Advisors, LLC | 78,343 | 7,885,000 | 0.63% | ||
| 39 | PEAPACK GLADSTONE FINANCIAL CORP | 67,587 | 6,801,956 | 0.54% | ||
| 40 | Blue Edge Capital, LLC | 66,697 | 6,712,386 | 0.54% | ||
| 41 | Cambridge Investment Research Advisors, Inc. | 65,925 | 6,635,000 | 0.53% | ||
| 42 | TWIN CAPITAL MANAGEMENT INC | 63,787 | 6,420,000 | 0.51% | ||
| 43 | RAYMOND JAMES & ASSOCIATES | 59,986 | 6,037,000 | 0.48% | ||
| 44 | Wharton Business Group, LLC | 58,350 | 5,872,000 | 0.47% | ||
| 45 | KMS FINANCIAL SERVICES, INC | 57,084 | 5,745,000 | 0.46% | ||
| 46 | BUCKINGHAM STRATEGIC WEALTH, LLC | 56,467 | 5,683,000 | 0.46% | ||
| 47 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 50,777 | 5,042,000 | 0.40% | ||
| 48 | FINANCIAL COUNSELORS INC | 46,631 | 4,693,000 | 0.38% | ||
| 49 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 45,591 | 4,588,000 | 0.37% | ||
| 50 | Savant Capital, LLC | 41,523 | 4,179,000 | 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.
