| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 12,814,674 | 964,048,000 | 15.32% | ||
| 2 | Windhaven Investment Management, Inc. | 10,192,940 | 760,903,000 | 12.09% | ||
| 3 | MORGAN STANLEY | 5,482,830 | 412,471,000 | 6.55% | ||
| 4 | Bank of New York Mellon Corp | 5,384,008 | 405,038,000 | 6.43% | ||
| 5 | UBS AG | 3,263,865 | 245,541,000 | 3.90% | ||
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2,836,284 | 213,373,000 | 3.39% | ||
| 7 | Orion Porfolio Solutions, LLC | 1,984,971 | 149,329,000 | 2.37% | ||
| 8 | LPL Financial LLC | 1,804,577 | 135,758,000 | 2.16% | ||
| 9 | BANK OF MONTREAL /CAN/ | 1,614,413 | 121,453,000 | 1.93% | ||
| 10 | Homrich & Berg | 1,552,786 | 116,816,000 | 1.86% | ||
| 11 | WELLS FARGO & COMPANY/MN | 1,443,431 | 108,589,000 | 1.73% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 1,094,738 | 82,357,000 | 1.31% | ||
| 13 | GOLDMAN SACHS GROUP INC | 1,009,226 | 75,924,000 | 1.21% | ||
| 14 | ROYAL BANK OF CANADA | 963,646 | 72,495,000 | 1.15% | ||
| 15 | J.P. Morgan Private Wealth Advisors LLC | 907,114 | 68,242,000 | 1.08% | ||
| 16 | MDE Group | 876,259 | 65,921,000 | 1.05% | ||
| 17 | Commonwealth Equity Services, Inc | 855,769 | 64,380,000 | 1.02% | ||
| 18 | WEALTHFRONT CORP | 840,201 | 63,435,000 | 1.01% | ||
| 19 | VANGUARD GROUP INC | 792,821 | 59,644,000 | 0.95% | ||
| 20 | Choate Investment Advisors | 748,490 | 56,308,902 | 0.89% | ||
| 21 | Capstone Financial Advisors, Inc. | 746,960 | 56,194,000 | 0.89% | ||
| 22 | JPMORGAN CHASE & CO | 745,856 | 56,110,000 | 0.89% | ||
| 23 | HighTower Advisors, LLC | 740,156 | 55,689,000 | 0.88% | ||
| 24 | GLENMEDE TRUST CO NA | 711,859 | 53,552,000 | 0.85% | ||
| 25 | KMS FINANCIAL SERVICES, INC | 635,092 | 47,778,000 | 0.76% | ||
| 26 | FIFTH THIRD BANCORP | 600,366 | 45,166,000 | 0.72% | ||
| 27 | Cetera Advisor Networks LLC | 546,042 | 41,099,000 | 0.65% | ||
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 526,716 | 39,625,000 | 0.63% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 519,871 | 39,110,000 | 0.62% | ||
| 30 | Paragon Capital Management Ltd | 509,574 | 38,335,221 | 0.61% | ||
| 31 | BROWN ADVISORY INC | 508,613 | 38,263,000 | 0.61% | ||
| 32 | Raymond James Financial Services Advisors, Inc. | 499,479 | 37,576,000 | 0.60% | ||
| 33 | Ballentine Partners, LLC | 474,225 | 35,676,000 | 0.57% | ||
| 34 | Cobble Hill Financial Services, INC | 411,500 | 30,957,000 | 0.49% | ||
| 35 | BLAIR WILLIAM & CO/IL | 399,690 | 30,068,000 | 0.48% | ||
| 36 | Stearns Financial Services Group | 399,340 | 30,042,000 | 0.48% | ||
| 37 | Joel Isaacson & Co., LLC | 398,664 | 29,992,000 | 0.48% | ||
| 38 | BANK OF NOVA SCOTIA | 383,651 | 28,862,000 | 0.46% | ||
| 39 | PLANNING ALTERNATIVES LTD /ADV | 370,954 | 27,907,000 | 0.44% | ||
| 40 | BB&T SECURITIES, LLC | 33,250 | 25,013,000 | 0.40% | ||
| 41 | ProVise Management Group, LLC | 329,495 | 24,788,000 | 0.39% | ||
| 42 | Sigma Investment Management Co | 301,278 | 22,666,000 | 0.36% | ||
| 43 | Crestwood Advisors Group, LLC | 298,579 | 22,462,000 | 0.36% | ||
| 44 | AMERIPRISE FINANCIAL INC | 283,128 | 21,286,000 | 0.34% | ||
| 45 | JBF Capital, Inc. | 280,756 | 21,121,000 | 0.34% | ||
| 46 | JNBA Financial Advisors | 276,598 | 20,808,000 | 0.33% | ||
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 272,462 | 20,497,000 | 0.33% | ||
| 48 | E&G Advisors, LP | 266,847 | 20,075,000 | 0.32% | ||
| 49 | Cambridge Investment Research Advisors, Inc. | 264,898 | 19,928,000 | 0.32% | ||
| 50 | BRR OpCo, LLC | 260,585 | 19,604,000 | 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.
