| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,806,111 | 315,145,000 | 20.26% | ||
| 2 | UBS Group AG | 2,118,744 | 175,432,000 | 11.28% | ||
| 3 | MORGAN STANLEY | 859,303 | 71,151,000 | 4.57% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 788,066 | 65,252,000 | 4.19% | ||
| 5 | WEALTHFRONT CORP | 624,985 | 51,749,000 | 3.33% | ||
| 6 | Cambridge Investment Research Advisors, Inc. | 507,792 | 42,045,000 | 2.70% | ||
| 7 | Stratos Wealth Partners, LTD. | 505,327 | 41,841,000 | 2.69% | ||
| 8 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 483,714 | 40,052,000 | 2.57% | ||
| 9 | Fragasso Financial Advisors Inc | 459,697 | 38,063,000 | 2.45% | ||
| 10 | FIRST HAWAIIAN BANK | 420,355 | 34,804,000 | 2.24% | ||
| 11 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 406,908 | 33,685,000 | 2.17% | ||
| 12 | LPL Financial LLC | 400,803 | 32,742,000 | 2.10% | ||
| 13 | BANK OF MONTREAL /CAN/ | 379,861 | 31,452,000 | 2.02% | ||
| 14 | COLDSTREAM CAPITAL MANAGEMENT INC | 343,452 | 28,438,000 | 1.83% | ||
| 15 | US BANCORP \DE\ | 338,853 | 28,057,000 | 1.80% | ||
| 16 | BROWN ADVISORY INC | 337,230 | 27,923,000 | 1.79% | ||
| 17 | ASSETMARK, INC | 309,979 | 25,666,000 | 1.65% | ||
| 18 | Van Cleef Asset Management,Inc | 271,200 | 22,455,000 | 1.44% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 260,251 | 21,549,000 | 1.39% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 216,079 | 17,891,000 | 1.15% | ||
| 21 | SARGENT BICKHAM LAGUDIS LLC | 207,032 | 17,142,000 | 1.10% | ||
| 22 | FCG ADVISORS, LLC | 195,464 | 16,184,000 | 1.04% | ||
| 23 | TWIN CAPITAL MANAGEMENT INC | 165,700 | 13,720,000 | 0.88% | ||
| 24 | WILSHIRE ASSOCIATES INC | 165,700 | 13,715,000 | 0.88% | ||
| 25 | Diversified Trust Co | 149,395 | 12,370,000 | 0.80% | ||
| 26 | New England Private Wealth Advisors LLC | 146,942 | 12,165,000 | 0.78% | ||
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 138,616 | 11,477,000 | 0.74% | ||
| 28 | RAYMOND JAMES TRUST N.A. | 135,071 | 11,184,000 | 0.72% | ||
| 29 | FIFTH THIRD BANCORP | 134,480 | 11,135,000 | 0.72% | ||
| 30 | Raymond James Financial Services Advisors, Inc. | 133,948 | 11,091,000 | 0.71% | ||
| 31 | VICUS CAPITAL | 133,590 | 11,061,000 | 0.71% | ||
| 32 | Linscomb Wealth, Inc. | 125,153 | 10,363,000 | 0.67% | ||
| 33 | AMERIPRISE FINANCIAL INC | 120,829 | 10,003,000 | 0.64% | ||
| 34 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 113,618 | 9,369,000 | 0.60% | ||
| 35 | FC ADVISORY LLC | 110,995 | 9,190,000 | 0.59% | ||
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 106,864 | 8,847,000 | 0.57% | ||
| 37 | WELLS FARGO & COMPANY/MN | 104,445 | 8,648,000 | 0.56% | ||
| 38 | Bank of New York Mellon Corp | 96,694 | 8,007,000 | 0.51% | ||
| 39 | Ancora Advisors LLC | 94,433 | 7,819,000 | 0.50% | ||
| 40 | ROYAL BANK OF CANADA | 91,361 | 7,565,000 | 0.49% | ||
| 41 | NATIXIS ADVISORS, LLC | 90,322 | 7,479,000 | 0.48% | ||
| 42 | GOULD ASSET MANAGEMENT LLC /CA/ | 69,855 | 5,784,000 | 0.37% | ||
| 43 | HighTower Advisors, LLC | 67,679 | 5,607,000 | 0.36% | ||
| 44 | FIDUCIARY GROUP, LLC | 64,246 | 5,320,000 | 0.34% | ||
| 45 | Legacy Private Trust Co. | 59,320 | 4,912,000 | 0.32% | ||
| 46 | Boston Standard Wealth Management, LLC | 58,055 | 4,787,000 | 0.31% | ||
| 47 | PNC FINANCIAL SERVICES GROUP, INC. | 57,593 | 4,769,000 | 0.31% | ||
| 48 | Commonwealth Equity Services, Inc | 56,452 | 4,674,000 | 0.30% | ||
| 49 | BUCKINGHAM STRATEGIC WEALTH, LLC | 55,545 | 4,599,000 | 0.30% | ||
| 50 | TD Capital Management LLC | 52,917 | 4,382,000 | 0.28% |
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.
