| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 9,742,436 | 773,257,000 | 11.17% | ||
| 2 | WELLS FARGO & COMPANY/MN | 9,459,357 | 750,789,000 | 10.85% | ||
| 3 | MORGAN STANLEY | 8,366,224 | 664,027,000 | 9.59% | ||
| 4 | AMERIPRISE FINANCIAL INC | 5,125,580 | 407,229,000 | 5.88% | ||
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4,615,431 | 366,327,000 | 5.29% | ||
| 6 | UBS Group AG | 3,098,160 | 245,901,000 | 3.55% | ||
| 7 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 2,962,824 | 235,159,000 | 3.40% | ||
| 8 | RiverFront Investment Group, LLC | 2,398,888 | 190,399,000 | 2.75% | ||
| 9 | ROYAL BANK OF CANADA | 1,621,869 | 128,728,000 | 1.86% | ||
| 10 | BlackRock Finance, Inc. | 1,458,499 | 115,761,000 | 1.67% | ||
| 11 | THRIVENT FINANCIAL FOR LUTHERANS | 1,325,176 | 105,180,000 | 1.52% | ||
| 12 | FRANKLIN RESOURCES INC | 1,257,706 | 99,824,000 | 1.44% | ||
| 13 | Gradient Investments LLC | 1,131,610 | 89,816,000 | 1.30% | ||
| 14 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,042,406 | 82,736,000 | 1.20% | ||
| 15 | PacWest Financial Management Inc | 96,315 | 76,445,000 | 1.10% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 802,022 | 63,657,000 | 0.92% | ||
| 17 | LPL Financial LLC | 757,713 | 60,064,000 | 0.87% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 742,588 | 58,942,000 | 0.85% | ||
| 19 | BAIRD FINANCIAL GROUP, INC. | 696,414 | 55,274,000 | 0.80% | ||
| 20 | Allianz Asset Management GmbH | 669,312 | 53,123,000 | 0.77% | ||
| 21 | MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 650,570 | 51,635,000 | 0.75% | ||
| 22 | BANK OF MONTREAL /CAN/ | 629,041 | 49,958,000 | 0.72% | ||
| 23 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 616,039 | 48,895,000 | 0.71% | ||
| 24 | MADISON INVESTMENT HOLDINGS INC | 534,376 | 42,413,000 | 0.61% | ||
| 25 | GENTRUST, LLC | 518,454 | 41,150,000 | 0.59% | ||
| 26 | BLUESKY WEALTH ADVISORS, LLC | 454,738 | 36,093,000 | 0.52% | ||
| 27 | Buckingham Capital Management, Inc. | 433,337 | 34,394,000 | 0.50% | ||
| 28 | Bank of New York Mellon Corp | 421,746 | 33,474,000 | 0.48% | ||
| 29 | Commonwealth Equity Services, Inc | 414,444 | 32,894,000 | 0.48% | ||
| 30 | Smithfield Trust Co | 411,087 | 32,628,000 | 0.47% | ||
| 31 | Windham Capital Management, LLC | 377,470 | 29,960,000 | 0.43% | ||
| 32 | Capital Investment Services of America, Inc. | 368,103 | 29,216,000 | 0.42% | ||
| 33 | Capital Analysts, LLC | 361,622 | 28,702,000 | 0.41% | ||
| 34 | JENTNER CORP | 359,336 | 28,520,000 | 0.41% | ||
| 35 | Sandy Spring Bank | 355,436 | 28,483,000 | 0.41% | ||
| 36 | Janney Montgomery Scott LLC | 355,319 | 28,202,000 | 0.41% | ||
| 37 | KEYBANK NATIONAL ASSOCIATION/OH | 350,911 | 27,852,000 | 0.40% | ||
| 38 | FDx Advisors, Inc. | 350,035 | 27,782,000 | 0.40% | ||
| 39 | CHATHAM CAPITAL GROUP, INC. | 333,981 | 26,508,000 | 0.38% | ||
| 40 | LINCOLN NATIONAL CORP | 332,176 | 26,365,000 | 0.38% | ||
| 41 | Financial Planning & Information Services, Inc. | 331,746 | 26,331,000 | 0.38% | ||
| 42 | GOLDMAN SACHS GROUP INC | 324,317 | 25,741,000 | 0.37% | ||
| 43 | Cable Hill Partners, LLC | 315,653 | 25,053,000 | 0.36% | ||
| 44 | Busey Bank | 311,198 | 24,700,000 | 0.36% | ||
| 45 | Bartlett & Co. LLC | 302,132 | 23,980,000 | 0.35% | ||
| 46 | SIGMA INVESTMENT COUNSELORS INC | 294,215 | 23,352,000 | 0.34% | ||
| 47 | TRUSTMARK BANK TRUST DEPARTMENT | 290,230 | 23,035,000 | 0.33% | ||
| 48 | KAYS FINANCIAL ADVISORY CORP /ADV | 285,491 | 22,659,000 | 0.33% | ||
| 49 | Psagot Value Holdings Ltd. | 284,862 | 22,609,000 | 0.33% | ||
| 50 | MATHER GROUP, LLC. | 284,140 | 22,552,000 | 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.
