| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windhaven Investment Management, Inc. | 17,385,956 | 1,354,366,000 | 18.41% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 14,688,785 | 1,144,991,000 | 15.57% | ||
| 3 | MORGAN STANLEY | 5,482,011 | 427,324,000 | 5.81% | ||
| 4 | Bank of New York Mellon Corp | 5,007,444 | 390,330,000 | 5.31% | ||
| 5 | UBS AG | 3,311,406 | 258,124,000 | 3.51% | ||
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2,957,387 | 230,529,000 | 3.13% | ||
| 7 | Orion Porfolio Solutions, LLC | 2,001,562 | 156,022,000 | 2.12% | ||
| 8 | LPL Financial LLC | 1,678,359 | 130,828,000 | 1.78% | ||
| 9 | Homrich & Berg | 1,584,268 | 123,494,000 | 1.68% | ||
| 10 | Diversified Trust Co | 1,552,880 | 121,047,000 | 1.65% | ||
| 11 | WELLS FARGO & COMPANY/MN | 1,511,352 | 117,810,000 | 1.60% | ||
| 12 | BANK OF MONTREAL /CAN/ | 1,290,346 | 100,583,000 | 1.37% | ||
| 13 | WEALTHFRONT CORP | 1,155,527 | 91,021,000 | 1.24% | ||
| 14 | GOLDMAN SACHS GROUP INC | 1,080,833 | 84,251,000 | 1.15% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 1,040,234 | 81,086,000 | 1.10% | ||
| 16 | ROYAL BANK OF CANADA | 1,029,664 | 80,262,000 | 1.09% | ||
| 17 | Commonwealth Equity Services, Inc | 929,469 | 72,452,000 | 0.99% | ||
| 18 | VANGUARD GROUP INC | 922,765 | 71,930,000 | 0.98% | ||
| 19 | J.P. Morgan Private Wealth Advisors LLC | 861,144 | 67,127,000 | 0.91% | ||
| 20 | MDE Group | 779,443 | 60,758,000 | 0.83% | ||
| 21 | HighTower Advisors, LLC | 773,560 | 60,304,000 | 0.82% | ||
| 22 | JPMORGAN CHASE & CO | 768,679 | 59,919,000 | 0.81% | ||
| 23 | Choate Investment Advisors | 760,628 | 59,290,921 | 0.81% | ||
| 24 | GLENMEDE TRUST CO NA | 717,078 | 55,895,000 | 0.76% | ||
| 25 | Capstone Financial Advisors, Inc. | 707,346 | 55,138,000 | 0.75% | ||
| 26 | FIFTH THIRD BANCORP | 520,794 | 40,596,000 | 0.55% | ||
| 27 | BROWN ADVISORY INC | 516,447 | 40,257,000 | 0.55% | ||
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 515,307 | 40,168,000 | 0.55% | ||
| 29 | Paragon Capital Management Ltd | 512,816 | 39,973,969 | 0.54% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 511,553 | 39,876,000 | 0.54% | ||
| 31 | Raymond James Financial Services Advisors, Inc. | 507,588 | 39,566,000 | 0.54% | ||
| 32 | Cetera Advisor Networks LLC | 496,558 | 38,709,000 | 0.53% | ||
| 33 | BLAIR WILLIAM & CO/IL | 476,857 | 37,170,000 | 0.51% | ||
| 34 | Joel Isaacson & Co., LLC | 406,187 | 31,662,000 | 0.43% | ||
| 35 | Ballentine Partners, LLC | 397,161 | 30,959,000 | 0.42% | ||
| 36 | Stearns Financial Services Group | 396,496 | 30,907,000 | 0.42% | ||
| 37 | PLANNING ALTERNATIVES LTD /ADV | 385,668 | 30,063,000 | 0.41% | ||
| 38 | HT Partners LLC | 374,554 | 29,368,779 | 0.40% | ||
| 39 | Cobble Hill Financial Services, INC | 369,000 | 28,764,000 | 0.39% | ||
| 40 | BB&T SECURITIES, LLC | 33,554 | 26,155,000 | 0.36% | ||
| 41 | ProVise Management Group, LLC | 332,895 | 25,950,000 | 0.35% | ||
| 42 | Crestwood Advisors Group, LLC | 305,124 | 23,784,000 | 0.32% | ||
| 43 | Sigma Investment Management Co | 304,090 | 23,704,000 | 0.32% | ||
| 44 | E&G Advisors, LP | 293,068 | 22,845,000 | 0.31% | ||
| 45 | JBF Capital, Inc. | 280,756 | 21,885,000 | 0.30% | ||
| 46 | JNBA Financial Advisors | 275,561 | 21,480,000 | 0.29% | ||
| 47 | Cambridge Investment Research Advisors, Inc. | 271,531 | 21,166,000 | 0.29% | ||
| 48 | BRR OpCo, LLC | 265,600 | 20,704,000 | 0.28% | ||
| 49 | AMERIPRISE FINANCIAL INC | 262,060 | 20,553,000 | 0.28% | ||
| 50 | CAPTRUST FINANCIAL ADVISORS | 249,521 | 19,450,000 | 0.26% |
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.
