| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windhaven Investment Management, Inc. | 13,634,974 | 1,106,614,000 | 14.92% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 7,558,656 | 613,459,000 | 8.27% | ||
| 3 | MORGAN STANLEY | 6,047,542 | 490,818,000 | 6.62% | ||
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5,935,333 | 481,712,000 | 6.49% | ||
| 5 | UBS Group AG | 3,989,581 | 323,794,000 | 4.36% | ||
| 6 | Bank of New York Mellon Corp | 3,851,158 | 312,559,000 | 4.21% | ||
| 7 | WELLS FARGO & COMPANY/MN | 2,176,028 | 176,606,000 | 2.38% | ||
| 8 | Orion Porfolio Solutions, LLC | 2,024,873 | 164,339,000 | 2.22% | ||
| 9 | LPL Financial LLC | 1,710,241 | 138,803,000 | 1.87% | ||
| 10 | Homrich & Berg | 1,656,216 | 134,419,000 | 1.81% | ||
| 11 | Diversified Trust Co | 1,472,719 | 119,525,000 | 1.61% | ||
| 12 | VANGUARD GROUP INC | 1,453,678 | 117,981,000 | 1.59% | ||
| 13 | J.P. Morgan Private Wealth Advisors LLC | 1,330,560 | 107,989,000 | 1.46% | ||
| 14 | ROYAL BANK OF CANADA | 1,268,628 | 102,962,000 | 1.39% | ||
| 15 | WEALTHFRONT CORP | 1,266,922 | 102,823,000 | 1.39% | ||
| 16 | BANK OF MONTREAL /CAN/ | 1,182,639 | 95,983,000 | 1.29% | ||
| 17 | GOLDMAN SACHS GROUP INC | 1,080,056 | 87,657,000 | 1.18% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 1,062,080 | 86,198,000 | 1.16% | ||
| 19 | Commonwealth Equity Services, Inc | 940,219 | 76,308,000 | 1.03% | ||
| 20 | IRON Financial LLC | 87,021 | 70,626,000 | 0.95% | ||
| 21 | MDE Group | 791,663 | 64,251,000 | 0.87% | ||
| 22 | GLENMEDE TRUST CO NA | 773,320 | 62,762,000 | 0.85% | ||
| 23 | JPMORGAN CHASE & CO | 771,000 | 62,574,000 | 0.84% | ||
| 24 | Capstone Financial Advisors, Inc. | 712,571 | 57,832,000 | 0.78% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 678,573 | 55,074,000 | 0.74% | ||
| 26 | HighTower Advisors, LLC | 606,739 | 49,247,000 | 0.66% | ||
| 27 | SYNOVUS FINANCIAL CORP | 587,362 | 47,668,000 | 0.64% | ||
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 571,809 | 46,409,000 | 0.63% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 540,130 | 43,837,000 | 0.59% | ||
| 30 | BROWN ADVISORY INC | 521,957 | 42,362,000 | 0.57% | ||
| 31 | Choate Investment Advisors | 516,498 | 41,918,977 | 0.57% | ||
| 32 | FIFTH THIRD BANCORP | 504,076 | 40,911,000 | 0.55% | ||
| 33 | M&T BANK CORP | 501,048 | 40,666,000 | 0.55% | ||
| 34 | Paragon Capital Management Ltd | 499,500 | 40,539,393 | 0.55% | ||
| 35 | BLAIR WILLIAM & CO/IL | 483,549 | 39,244,000 | 0.53% | ||
| 36 | PARK AVENUE SECURITIES LLC | 459,966 | 37,330,000 | 0.50% | ||
| 37 | Joel Isaacson & Co., LLC | 434,979 | 35,303,000 | 0.48% | ||
| 38 | Stearns Financial Services Group | 410,883 | 33,347,000 | 0.45% | ||
| 39 | PLANNING ALTERNATIVES LTD /ADV | 402,678 | 32,681,000 | 0.44% | ||
| 40 | MANAGED ACCOUNT ADVISORS LLC | 388,811 | 31,556,000 | 0.43% | ||
| 41 | Ballentine Partners, LLC | 364,040 | 29,545,000 | 0.40% | ||
| 42 | ProVise Management Group, LLC | 348,655 | 28,297,000 | 0.38% | ||
| 43 | BB&T SECURITIES, LLC | 34,152 | 27,718,000 | 0.37% | ||
| 44 | AMERIPRISE FINANCIAL INC | 329,802 | 26,765,000 | 0.36% | ||
| 45 | HT Partners LLC | 324,162 | 26,309,000 | 0.35% | ||
| 46 | Cambridge Investment Research Advisors, Inc. | 318,047 | 25,813,000 | 0.35% | ||
| 47 | Sigma Investment Management Co | 305,496 | 24,794,000 | 0.33% | ||
| 48 | Crestwood Advisors Group, LLC | 296,665 | 24,077,000 | 0.32% | ||
| 49 | JNBA Financial Advisors | 290,606 | 23,586,000 | 0.32% | ||
| 50 | E&G Advisors, LP | 281,195 | 22,822,000 | 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.
