| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 13,493,926 | 1,060,353,000 | 15.12% | ||
| 2 | Windhaven Investment Management, Inc. | 7,318,727 | 575,106,000 | 8.20% | ||
| 3 | MORGAN STANLEY | 5,705,034 | 448,303,000 | 6.39% | ||
| 4 | Bank of New York Mellon Corp | 4,234,623 | 332,756,000 | 4.74% | ||
| 5 | UBS Group AG | 3,851,566 | 302,656,000 | 4.31% | ||
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3,304,333 | 259,654,000 | 3.70% | ||
| 7 | VANGUARD GROUP INC | 2,245,607 | 176,460,000 | 2.52% | ||
| 8 | WELLS FARGO & COMPANY/MN | 1,914,463 | 150,459,000 | 2.14% | ||
| 9 | WEALTHFRONT CORP | 1,845,170 | 144,993,000 | 2.07% | ||
| 10 | LPL Financial LLC | 1,818,161 | 143,798,000 | 2.05% | ||
| 11 | Homrich & Berg | 1,783,022 | 140,110,000 | 2.00% | ||
| 12 | Orion Porfolio Solutions, LLC | 1,744,394 | 137,075,000 | 1.95% | ||
| 13 | Diversified Trust Co | 1,488,721 | 116,984,000 | 1.67% | ||
| 14 | ROYAL BANK OF CANADA | 1,322,251 | 103,903,000 | 1.48% | ||
| 15 | J.P. Morgan Private Wealth Advisors LLC | 1,306,848 | 102,691,000 | 1.46% | ||
| 16 | GOLDMAN SACHS GROUP INC | 1,293,998 | 101,682,000 | 1.45% | ||
| 17 | Commonwealth Equity Services, Inc | 1,017,570 | 79,961,000 | 1.14% | ||
| 18 | BANK OF MONTREAL /CAN/ | 1,010,971 | 79,441,000 | 1.13% | ||
| 19 | ENVESTNET ASSET MANAGEMENT INC | 1,007,776 | 79,191,000 | 1.13% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 761,348 | 59,827,000 | 0.85% | ||
| 21 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 756,061 | 59,411,000 | 0.85% | ||
| 22 | MANAGED ACCOUNT ADVISORS LLC | 744,641 | 58,514,000 | 0.83% | ||
| 23 | Capstone Financial Advisors, Inc. | 737,801 | 57,976,000 | 0.83% | ||
| 24 | GLENMEDE TRUST CO NA | 716,272 | 56,284,000 | 0.80% | ||
| 25 | JPMORGAN CHASE & CO | 713,634 | 56,077,000 | 0.80% | ||
| 26 | SYNOVUS FINANCIAL CORP | 645,445 | 50,683,000 | 0.72% | ||
| 27 | HighTower Advisors, LLC | 621,521 | 48,839,000 | 0.70% | ||
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 605,791 | 47,603,000 | 0.68% | ||
| 29 | BROWN ADVISORY INC | 519,064 | 40,788,000 | 0.58% | ||
| 30 | Paragon Capital Management Ltd | 511,272 | 40,176,000 | 0.57% | ||
| 31 | M&T BANK CORP | 503,658 | 39,577,000 | 0.56% | ||
| 32 | FIFTH THIRD BANCORP | 496,740 | 39,034,000 | 0.56% | ||
| 33 | PARK AVENUE SECURITIES LLC | 475,007 | 37,692,000 | 0.54% | ||
| 34 | Joel Isaacson & Co., LLC | 444,515 | 34,930,000 | 0.50% | ||
| 35 | ZIONS BANCORPORATION | 424,702 | 33,373,000 | 0.48% | ||
| 36 | PLANNING ALTERNATIVES LTD /ADV | 413,600 | 32,501,000 | 0.46% | ||
| 37 | Stearns Financial Services Group | 382,118 | 30,027,000 | 0.43% | ||
| 38 | JBF Capital, Inc. | 380,756 | 29,920,000 | 0.43% | ||
| 39 | TD Capital Management LLC | 372,655 | 29,283,000 | 0.42% | ||
| 40 | AMERIPRISE FINANCIAL INC | 364,846 | 28,666,000 | 0.41% | ||
| 41 | Ballentine Partners, LLC | 346,730 | 27,246,000 | 0.39% | ||
| 42 | Stanford Investment Group, Inc. | 345,449 | 27,145,000 | 0.39% | ||
| 43 | ProVise Management Group, LLC | 337,156 | 26,494,000 | 0.38% | ||
| 44 | Berkshire Money Management, Inc. | 329,260 | 25,873,000 | 0.37% | ||
| 45 | Choate Investment Advisors | 326,774 | 25,677,901 | 0.37% | ||
| 46 | Cambridge Investment Research Advisors, Inc. | 321,854 | 25,291,000 | 0.36% | ||
| 47 | JNBA Financial Advisors | 312,476 | 24,554,000 | 0.35% | ||
| 48 | Mizuho Bank, Ltd. | 310,000 | 24,360,000 | 0.35% | ||
| 49 | Sigma Investment Management Co | 303,878 | 23,879,000 | 0.34% | ||
| 50 | RAYMOND JAMES & ASSOCIATES | 287,318 | 22,578,000 | 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.
