| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,878,792 | 247,587,000 | 15.09% | ||
| 2 | MORGAN STANLEY | 1,327,191 | 174,898,000 | 10.66% | ||
| 3 | MANAGED ACCOUNT ADVISORS LLC | 831,937 | 109,633,000 | 6.68% | ||
| 4 | UBS Group AG | 639,427 | 84,264,000 | 5.14% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 626,888 | 82,610,000 | 5.03% | ||
| 6 | BALASA DINVERNO & FOLTZ LLC | 578,450 | 76,228,000 | 4.65% | ||
| 7 | VANGUARD GROUP INC | 575,979 | 75,902,000 | 4.63% | ||
| 8 | WELLS FARGO & COMPANY/MN | 443,010 | 58,379,000 | 3.56% | ||
| 9 | IndexIQ Advisors LLC | 334,892 | 44,132,000 | 2.69% | ||
| 10 | LPL Financial LLC | 328,349 | 43,821,000 | 2.67% | ||
| 11 | Stratos Wealth Partners, LTD. | 268,457 | 35,373,000 | 2.16% | ||
| 12 | TIAA CREF TRUST CO FSB/MO | 226,884 | 29,899,000 | 1.82% | ||
| 13 | ASSETMARK, INC | 223,442 | 29,445,000 | 1.79% | ||
| 14 | Bank of New York Mellon Corp | 180,372 | 23,770,000 | 1.45% | ||
| 15 | CULLEN/FROST BANKERS, INC. | 158,167 | 20,843,000 | 1.27% | ||
| 16 | Cerity Partners OCIO LLC | 153,148 | 20,194,000 | 1.23% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 148,199 | 19,530,000 | 1.19% | ||
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 132,724 | 17,363,000 | 1.06% | ||
| 19 | Summit Financial Strategies, Inc. | 109,317 | 14,406,000 | 0.88% | ||
| 20 | Commonwealth Equity Services, Inc | 97,570 | 12,858,000 | 0.78% | ||
| 21 | MSI Financial Services Inc | 95,308 | 12,560,000 | 0.77% | ||
| 22 | FORTE CAPITAL LLC /ADV | 89,746 | 12,064,000 | 0.74% | ||
| 23 | QUEST INVESTMENT MANAGEMENT LLC | 80,807 | 10,649,000 | 0.65% | ||
| 24 | HighTower Advisors, LLC | 80,450 | 10,602,000 | 0.65% | ||
| 25 | Texas Yale Capital Corp. | 77,146 | 10,166,000 | 0.62% | ||
| 26 | LMCG INVESTMENTS, LLC | 65,981 | 8,695,000 | 0.53% | ||
| 27 | AMERIPRISE FINANCIAL INC | 63,568 | 8,377,000 | 0.51% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 63,174 | 8,325,000 | 0.51% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 58,760 | 7,743,000 | 0.47% | ||
| 30 | LODESTAR INVESTMENT COUNSEL LLC/IL | 57,398 | 7,564,000 | 0.46% | ||
| 31 | PEAPACK GLADSTONE FINANCIAL CORP | 56,764 | 7,480,360 | 0.46% | ||
| 32 | RAYMOND JAMES & ASSOCIATES | 56,595 | 7,458,000 | 0.45% | ||
| 33 | MCMILLION CAPITAL MANAGEMENT INC | 56,482 | 7,443,000 | 0.45% | ||
| 34 | Ifrah Financial Services, Inc. | 53,879 | 7,100,000 | 0.43% | ||
| 35 | Asset Management Group, Inc. | 50,331 | 6,633,000 | 0.40% | ||
| 36 | STIFEL FINANCIAL CORP | 49,835 | 6,569,000 | 0.40% | ||
| 37 | LINCOLN NATIONAL CORP | 47,106 | 6,208,000 | 0.38% | ||
| 38 | SPC Financial, Inc. | 45,805 | 6,036,000 | 0.37% | ||
| 39 | SVA Wealth Management, LLC | 44,882 | 5,915,000 | 0.36% | ||
| 40 | SEI INVESTMENTS CO | 44,482 | 5,861,000 | 0.36% | ||
| 41 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 43,578 | 5,743,000 | 0.35% | ||
| 42 | Stonehearth Capital Management, LLC | 42,204 | 5,561,000 | 0.34% | ||
| 43 | Cetera Advisor Networks LLC | 41,848 | 5,517,000 | 0.34% | ||
| 44 | J.P. Morgan Private Wealth Advisors LLC | 41,482 | 5,467,000 | 0.33% | ||
| 45 | Garde Capital, Inc. | 40,794 | 5,376,000 | 0.33% | ||
| 46 | CITY NATIONAL BANK | 40,786 | 5,375,000 | 0.33% | ||
| 47 | JPMORGAN CHASE & CO | 40,297 | 5,311,000 | 0.32% | ||
| 48 | GOLDMAN SACHS GROUP INC | 39,879 | 5,255,000 | 0.32% | ||
| 49 | MassMutual Private Wealth & Trust, FSB | 39,139 | 5,157,737 | 0.31% | ||
| 50 | JONES FINANCIAL COMPANIES LLLP | 38,681 | 5,097,000 | 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.
