| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windhaven Investment Management, Inc. | 16,683,350 | 1,289,122,000 | 17.96% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 13,623,960 | 1,048,363,000 | 14.61% | ||
| 3 | MORGAN STANLEY | 5,605,289 | 431,326,000 | 6.01% | ||
| 4 | Bank of New York Mellon Corp | 4,549,223 | 350,063,000 | 4.88% | ||
| 5 | UBS AG | 3,417,076 | 262,944,000 | 3.66% | ||
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3,098,108 | 238,400,000 | 3.32% | ||
| 7 | Orion Porfolio Solutions, LLC | 1,995,091 | 153,522,000 | 2.14% | ||
| 8 | WELLS FARGO & COMPANY/MN | 1,674,798 | 128,876,000 | 1.80% | ||
| 9 | Homrich & Berg | 1,712,797 | 124,919,000 | 1.74% | ||
| 10 | LPL Financial LLC | 1,627,264 | 123,705,000 | 1.72% | ||
| 11 | J.P. Morgan Private Wealth Advisors LLC | 1,492,933 | 114,882,000 | 1.60% | ||
| 12 | WEALTHFRONT CORP | 1,408,367 | 108,374,000 | 1.51% | ||
| 13 | BANK OF MONTREAL /CAN/ | 1,276,759 | 98,246,000 | 1.37% | ||
| 14 | ROYAL BANK OF CANADA | 1,175,886 | 90,483,000 | 1.26% | ||
| 15 | GOLDMAN SACHS GROUP INC | 1,074,151 | 82,656,000 | 1.15% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 1,071,409 | 82,445,000 | 1.15% | ||
| 17 | VANGUARD GROUP INC | 1,028,212 | 79,121,000 | 1.10% | ||
| 18 | Commonwealth Equity Services, Inc | 983,474 | 75,678,000 | 1.05% | ||
| 19 | MDE Group | 787,517 | 60,599,000 | 0.84% | ||
| 20 | JPMORGAN CHASE & CO | 775,274 | 59,658,000 | 0.83% | ||
| 21 | HighTower Advisors, LLC | 771,566 | 59,372,000 | 0.83% | ||
| 22 | GLENMEDE TRUST CO NA | 717,264 | 55,193,000 | 0.77% | ||
| 23 | Capstone Financial Advisors, Inc. | 697,145 | 53,645,000 | 0.75% | ||
| 24 | Choate Investment Advisors | 686,223 | 52,804,860 | 0.74% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 570,894 | 43,930,000 | 0.61% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 531,630 | 40,909,000 | 0.57% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 525,582 | 40,444,000 | 0.56% | ||
| 28 | BROWN ADVISORY INC | 515,082 | 39,636,000 | 0.55% | ||
| 29 | FIFTH THIRD BANCORP | 514,222 | 39,569,000 | 0.55% | ||
| 30 | Paragon Capital Management Ltd | 505,280 | 38,881,262 | 0.54% | ||
| 31 | M&T BANK CORP | 493,649 | 37,987,000 | 0.53% | ||
| 32 | BLAIR WILLIAM & CO/IL | 485,054 | 37,324,000 | 0.52% | ||
| 33 | Cetera Advisor Networks LLC | 472,924 | 36,360,000 | 0.51% | ||
| 34 | Joel Isaacson & Co., LLC | 423,278 | 32,571,000 | 0.45% | ||
| 35 | Stearns Financial Services Group | 401,038 | 30,860,000 | 0.43% | ||
| 36 | PLANNING ALTERNATIVES LTD /ADV | 387,281 | 29,801,000 | 0.42% | ||
| 37 | Ballentine Partners, LLC | 377,019 | 29,012,000 | 0.40% | ||
| 38 | ProVise Management Group, LLC | 336,268 | 25,876,000 | 0.36% | ||
| 39 | CREDIT SUISSE AG/ | 330,759 | 25,452,000 | 0.35% | ||
| 40 | Cobble Hill Financial Services, INC | 330,000 | 25,394,000 | 0.35% | ||
| 41 | BB&T SECURITIES, LLC | 32,820 | 25,254,000 | 0.35% | ||
| 42 | HT Partners LLC | 324,212 | 24,673,000 | 0.34% | ||
| 43 | Sigma Investment Management Co | 302,410 | 23,271,000 | 0.32% | ||
| 44 | Crestwood Advisors Group, LLC | 297,676 | 22,906,000 | 0.32% | ||
| 45 | Cambridge Investment Research Advisors, Inc. | 294,037 | 22,626,000 | 0.32% | ||
| 46 | AMERIPRISE FINANCIAL INC | 293,236 | 22,549,000 | 0.31% | ||
| 47 | E&G Advisors, LP | 289,978 | 22,314,000 | 0.31% | ||
| 48 | JBF Capital, Inc. | 280,756 | 21,604,000 | 0.30% | ||
| 49 | JNBA Financial Advisors | 276,785 | 21,299,000 | 0.30% | ||
| 50 | Berkshire Money Management, Inc. | 276,767 | 21,297,000 | 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.
