| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,698,198 | 315,900,000 | 18.99% | ||
| 2 | UBS Group AG | 2,442,071 | 208,602,000 | 12.54% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1,002,801 | 85,659,000 | 5.15% | ||
| 4 | MORGAN STANLEY | 876,584 | 74,878,000 | 4.50% | ||
| 5 | WEALTHFRONT CORP | 733,845 | 62,685,000 | 3.77% | ||
| 6 | Cambridge Investment Research Advisors, Inc. | 566,068 | 48,354,000 | 2.91% | ||
| 7 | Stratos Wealth Partners, LTD. | 510,101 | 43,573,000 | 2.62% | ||
| 8 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 472,253 | 40,340,000 | 2.43% | ||
| 9 | Fragasso Financial Advisors Inc | 468,434 | 40,013,000 | 2.41% | ||
| 10 | SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. | 399,235 | 34,103,000 | 2.05% | ||
| 11 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 396,028 | 33,826,000 | 2.03% | ||
| 12 | ASSETMARK, INC | 360,759 | 30,816,000 | 1.85% | ||
| 13 | BROWN ADVISORY INC | 349,850 | 29,884,000 | 1.80% | ||
| 14 | US BANCORP \DE\ | 329,142 | 28,116,000 | 1.69% | ||
| 15 | COLDSTREAM CAPITAL MANAGEMENT INC | 318,264 | 27,186,000 | 1.63% | ||
| 16 | Van Cleef Asset Management,Inc | 277,987 | 23,746,000 | 1.43% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 265,860 | 22,710,000 | 1.37% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 233,076 | 19,908,000 | 1.20% | ||
| 19 | SARGENT BICKHAM LAGUDIS LLC | 224,458 | 19,173,000 | 1.15% | ||
| 20 | FCG ADVISORS, LLC | 208,439 | 17,805,000 | 1.07% | ||
| 21 | LPL Financial LLC | 195,937 | 16,678,000 | 1.00% | ||
| 22 | ROYAL BANK OF CANADA | 191,297 | 16,340,000 | 0.98% | ||
| 23 | Janney Montgomery Scott LLC | 172,595 | 14,490,000 | 0.87% | ||
| 24 | CITADEL ADVISORS LLC | 165,104 | 14,103,000 | 0.85% | ||
| 25 | FIFTH THIRD BANCORP | 162,989 | 13,923,000 | 0.84% | ||
| 26 | Diversified Trust Co | 157,988 | 13,496,000 | 0.81% | ||
| 27 | FIRST HAWAIIAN BANK | 148,971 | 12,726,000 | 0.77% | ||
| 28 | RAYMOND JAMES TRUST N.A. | 133,999 | 11,446,000 | 0.69% | ||
| 29 | VICUS CAPITAL | 133,866 | 11,435,000 | 0.69% | ||
| 30 | AMERIPRISE FINANCIAL INC | 127,942 | 10,909,000 | 0.66% | ||
| 31 | New England Private Wealth Advisors LLC | 127,464 | 10,887,000 | 0.65% | ||
| 32 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 125,980 | 10,761,000 | 0.65% | ||
| 33 | Linscomb Wealth, Inc. | 124,486 | 10,634,000 | 0.64% | ||
| 34 | WELLS FARGO & COMPANY/MN | 120,785 | 10,317,000 | 0.62% | ||
| 35 | FC ADVISORY LLC | 117,338 | 10,023,000 | 0.60% | ||
| 36 | SOCIETE GENERALE | 109,032 | 9,314,000 | 0.56% | ||
| 37 | SG Americas Securities, LLC | 109,032 | 9,314,000 | 0.56% | ||
| 38 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 107,038 | 9,143,000 | 0.55% | ||
| 39 | ADVISOR GROUP, INC. | 94,742 | 8,088,000 | 0.49% | ||
| 40 | Ancora Advisors LLC | 94,233 | 8,049,000 | 0.48% | ||
| 41 | Bank of New York Mellon Corp | 90,006 | 7,689,000 | 0.46% | ||
| 42 | NATIXIS ADVISORS, LLC | 81,377 | 6,951,000 | 0.42% | ||
| 43 | WILSHIRE ASSOCIATES INC | 78,690 | 6,722,000 | 0.40% | ||
| 44 | TWIN CAPITAL MANAGEMENT INC | 78,690 | 6,722,000 | 0.40% | ||
| 45 | GOULD ASSET MANAGEMENT LLC /CA/ | 75,410 | 6,442,000 | 0.39% | ||
| 46 | Tower Research Capital LLC (TRC) | 72,572 | 6,199,000 | 0.37% | ||
| 47 | Boston Standard Wealth Management, LLC | 71,596 | 6,116,000 | 0.37% | ||
| 48 | Legacy Private Trust Co. | 68,390 | 5,842,000 | 0.35% | ||
| 49 | FIDUCIARY GROUP, LLC | 66,203 | 5,655,000 | 0.34% | ||
| 50 | HighTower Advisors, LLC | 57,715 | 4,925,000 | 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.
