| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,843,478 | 234,841,000 | 18.63% | ||
| 2 | MORGAN STANLEY | 1,194,060 | 152,112,000 | 12.07% | ||
| 3 | VANGUARD GROUP INC | 568,800 | 72,459,000 | 5.75% | ||
| 4 | UBS AG | 563,575 | 71,794,000 | 5.70% | ||
| 5 | BALASA DINVERNO & FOLTZ LLC | 551,571 | 70,265,000 | 5.57% | ||
| 6 | WELLS FARGO & COMPANY/MN | 442,096 | 56,319,000 | 4.47% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 400,603 | 51,032,000 | 4.05% | ||
| 8 | IndexIQ Advisors LLC | 273,119 | 34,793,000 | 2.76% | ||
| 9 | LPL Financial LLC | 253,641 | 32,311,000 | 2.56% | ||
| 10 | MANAGED ACCOUNT ADVISORS LLC | 249,774 | 31,819,000 | 2.52% | ||
| 11 | Cerity Partners OCIO LLC | 193,299 | 24,624,000 | 1.95% | ||
| 12 | TIAA CREF TRUST CO FSB/MO | 193,193 | 24,611,000 | 1.95% | ||
| 13 | ASSETMARK, INC | 166,843 | 21,254,000 | 1.69% | ||
| 14 | Bank of New York Mellon Corp | 161,576 | 20,583,000 | 1.63% | ||
| 15 | CULLEN/FROST BANKERS, INC. | 153,219 | 19,518,000 | 1.55% | ||
| 16 | QUEST INVESTMENT MANAGEMENT LLC | 81,028 | 10,322,000 | 0.82% | ||
| 17 | HighTower Advisors, LLC | 70,055 | 8,924,000 | 0.71% | ||
| 18 | Texas Yale Capital Corp. | 66,782 | 8,507,000 | 0.67% | ||
| 19 | Commonwealth Equity Services, Inc | 63,447 | 8,083,000 | 0.64% | ||
| 20 | LMCG INVESTMENTS, LLC | 62,657 | 7,982,000 | 0.63% | ||
| 21 | HL FINANCIAL SERVICES LLC | 62,462 | 7,957,000 | 0.63% | ||
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 60,595 | 7,719,000 | 0.61% | ||
| 23 | PEAPACK GLADSTONE FINANCIAL CORP | 59,257 | 7,548,749 | 0.60% | ||
| 24 | GOLDMAN SACHS GROUP INC | 59,004 | 7,517,000 | 0.60% | ||
| 25 | CREDIT SUISSE AG/ | 57,302 | 7,300,000 | 0.58% | ||
| 26 | Ifrah Financial Services, Inc. | 56,781 | 7,233,000 | 0.57% | ||
| 27 | CONCORD ASSET MANAGEMENT LLC | 56,665 | 7,188,000 | 0.57% | ||
| 28 | BB&T SECURITIES, LLC | 5,387 | 6,862,000 | 0.54% | ||
| 29 | ENVESTNET ASSET MANAGEMENT INC | 52,290 | 6,661,000 | 0.53% | ||
| 30 | RAYMOND JAMES & ASSOCIATES | 51,395 | 6,547,000 | 0.52% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 51,157 | 6,517,000 | 0.52% | ||
| 32 | Asset Management Group, Inc. | 47,554 | 6,058,000 | 0.48% | ||
| 33 | CITY NATIONAL BANK | 46,576 | 5,933,000 | 0.47% | ||
| 34 | SVA Wealth Management, LLC | 45,219 | 5,760,000 | 0.46% | ||
| 35 | Raymond James Financial Services Advisors, Inc. | 43,356 | 5,523,000 | 0.44% | ||
| 36 | LINCOLN NATIONAL CORP | 41,721 | 5,315,000 | 0.42% | ||
| 37 | Garde Capital, Inc. | 40,908 | 5,211,000 | 0.41% | ||
| 38 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 38,241 | 4,872,000 | 0.39% | ||
| 39 | JONES FINANCIAL COMPANIES LLLP | 37,561 | 4,785,000 | 0.38% | ||
| 40 | Cetera Advisor Networks LLC | 37,586 | 4,784,000 | 0.38% | ||
| 41 | Private Advisor Group, LLC | 36,829 | 4,692,000 | 0.37% | ||
| 42 | MSI Financial Services Inc | 36,511 | 4,651,000 | 0.37% | ||
| 43 | Curbstone Financial Management Corp | 35,300 | 4,497,000 | 0.36% | ||
| 44 | FIFTH THIRD BANCORP | 34,246 | 4,363,000 | 0.35% | ||
| 45 | SPC Financial, Inc. | 31,615 | 4,027,000 | 0.32% | ||
| 46 | MCMILLION CAPITAL MANAGEMENT INC | 31,573 | 4,022,000 | 0.32% | ||
| 47 | Cranbrook Wealth Management, LLC | 31,293 | 3,986,000 | 0.32% | ||
| 48 | Bragg Financial Advisors, Inc | 31,163 | 3,970,000 | 0.31% | ||
| 49 | TRUIST FINANCIAL CORP | 30,591 | 3,897,000 | 0.31% | ||
| 50 | HIGH POINT BANK & TRUST CO | 30,240 | 3,852,000 | 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.
