| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 13,688,454 | 1,101,510,000 | 15.27% | ||
| 2 | Windhaven Investment Management, Inc. | 7,502,842 | 603,754,000 | 8.37% | ||
| 3 | MORGAN STANLEY | 5,968,161 | 480,258,000 | 6.66% | ||
| 4 | Bank of New York Mellon Corp | 4,286,527 | 344,937,000 | 4.78% | ||
| 5 | UBS Group AG | 3,930,490 | 316,287,000 | 4.38% | ||
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3,215,365 | 258,740,000 | 3.59% | ||
| 7 | VANGUARD GROUP INC | 1,993,687 | 160,431,000 | 2.22% | ||
| 8 | Orion Porfolio Solutions, LLC | 1,990,980 | 160,214,000 | 2.22% | ||
| 9 | WELLS FARGO & COMPANY/MN | 1,979,490 | 159,290,000 | 2.21% | ||
| 10 | LPL Financial LLC | 1,780,928 | 142,902,000 | 1.98% | ||
| 11 | Homrich & Berg | 1,724,315 | 138,756,000 | 1.92% | ||
| 12 | WEALTHFRONT CORP | 1,569,894 | 126,329,000 | 1.75% | ||
| 13 | Diversified Trust Co | 1,474,191 | 118,628,000 | 1.64% | ||
| 14 | J.P. Morgan Private Wealth Advisors LLC | 1,303,891 | 104,924,000 | 1.45% | ||
| 15 | ROYAL BANK OF CANADA | 1,291,551 | 103,932,000 | 1.44% | ||
| 16 | BANK OF MONTREAL /CAN/ | 1,171,262 | 94,251,000 | 1.31% | ||
| 17 | GOLDMAN SACHS GROUP INC | 1,102,801 | 88,742,000 | 1.23% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 1,015,840 | 81,745,000 | 1.13% | ||
| 19 | Commonwealth Equity Services, Inc | 960,163 | 77,264,000 | 1.07% | ||
| 20 | MDE Group | 782,863 | 62,997,000 | 0.87% | ||
| 21 | GLENMEDE TRUST CO NA | 766,448 | 61,675,000 | 0.85% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 739,528 | 59,508,000 | 0.82% | ||
| 23 | Capstone Financial Advisors, Inc. | 733,729 | 59,043,000 | 0.82% | ||
| 24 | JPMORGAN CHASE & CO | 691,238 | 55,624,000 | 0.77% | ||
| 25 | SYNOVUS FINANCIAL CORP | 611,094 | 49,174,000 | 0.68% | ||
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 593,221 | 47,737,000 | 0.66% | ||
| 27 | MANAGED ACCOUNT ADVISORS LLC | 578,751 | 46,572,000 | 0.65% | ||
| 28 | HighTower Advisors, LLC | 569,419 | 45,822,000 | 0.64% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 544,153 | 43,788,000 | 0.61% | ||
| 30 | M&T BANK CORP | 529,207 | 42,586,000 | 0.59% | ||
| 31 | BROWN ADVISORY INC | 524,439 | 42,202,000 | 0.59% | ||
| 32 | Paragon Capital Management Ltd | 509,716 | 41,016,851 | 0.57% | ||
| 33 | FIFTH THIRD BANCORP | 503,970 | 40,554,000 | 0.56% | ||
| 34 | ZIONS BANCORPORATION | 486,389 | 39,139,000 | 0.54% | ||
| 35 | PARK AVENUE SECURITIES LLC | 460,591 | 37,064,000 | 0.51% | ||
| 36 | Joel Isaacson & Co., LLC | 442,235 | 35,587,000 | 0.49% | ||
| 37 | PLANNING ALTERNATIVES LTD /ADV | 409,636 | 32,963,000 | 0.46% | ||
| 38 | JBF Capital, Inc. | 380,756 | 30,639,000 | 0.42% | ||
| 39 | Choate Investment Advisors | 379,550 | 30,542,389 | 0.42% | ||
| 40 | Stearns Financial Services Group | 379,014 | 30,499,000 | 0.42% | ||
| 41 | Ballentine Partners, LLC | 359,699 | 28,945,000 | 0.40% | ||
| 42 | AMERIPRISE FINANCIAL INC | 354,972 | 28,515,000 | 0.40% | ||
| 43 | ProVise Management Group, LLC | 345,255 | 27,783,000 | 0.39% | ||
| 44 | Cambridge Investment Research Advisors, Inc. | 334,001 | 26,877,000 | 0.37% | ||
| 45 | Berkshire Money Management, Inc. | 327,311 | 26,339,000 | 0.37% | ||
| 46 | TD Capital Management LLC | 317,211 | 25,526,000 | 0.35% | ||
| 47 | Stanford Investment Group, Inc. | 311,335 | 25,053,000 | 0.35% | ||
| 48 | JNBA Financial Advisors | 302,360 | 24,331,000 | 0.34% | ||
| 49 | Sigma Investment Management Co | 297,140 | 23,911,000 | 0.33% | ||
| 50 | AMERICAN INTERNATIONAL GROUP, INC. | 284,725 | 22,911,894 | 0.32% |
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.
