| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 15,079,977 | 1,111,999,000 | 17.23% | ||
| 2 | Windhaven Investment Management, Inc. | 6,758,125 | 498,344,000 | 7.72% | ||
| 3 | MORGAN STANLEY | 5,592,033 | 412,358,000 | 6.39% | ||
| 4 | Bank of New York Mellon Corp | 4,108,556 | 302,965,000 | 4.69% | ||
| 5 | UBS Group AG | 3,280,677 | 241,917,000 | 3.75% | ||
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2,519,166 | 185,764,000 | 2.88% | ||
| 7 | VANGUARD GROUP INC | 2,305,367 | 169,998,000 | 2.63% | ||
| 8 | WEALTHFRONT CORP | 2,226,941 | 164,215,000 | 2.54% | ||
| 9 | WELLS FARGO & COMPANY/MN | 2,151,155 | 158,626,000 | 2.46% | ||
| 10 | Homrich & Berg | 1,779,533 | 131,223,000 | 2.03% | ||
| 11 | LPL Financial LLC | 1,683,551 | 128,118,000 | 1.99% | ||
| 12 | Diversified Trust Co | 1,500,813 | 110,670,000 | 1.71% | ||
| 13 | ROYAL BANK OF CANADA | 1,317,037 | 97,119,000 | 1.51% | ||
| 14 | Orion Porfolio Solutions, LLC | 1,305,853 | 96,294,000 | 1.49% | ||
| 15 | GOLDMAN SACHS GROUP INC | 1,095,456 | 80,779,000 | 1.25% | ||
| 16 | J.P. Morgan Private Wealth Advisors LLC | 1,018,895 | 75,134,000 | 1.16% | ||
| 17 | HighTower Advisors, LLC | 1,013,403 | 74,726,000 | 1.16% | ||
| 18 | Commonwealth Equity Services, Inc | 1,003,225 | 73,978,000 | 1.15% | ||
| 19 | ENVESTNET ASSET MANAGEMENT INC | 926,069 | 68,288,000 | 1.06% | ||
| 20 | BANK OF MONTREAL /CAN/ | 826,135 | 60,919,000 | 0.94% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 737,283 | 54,368,000 | 0.84% | ||
| 22 | GLENMEDE TRUST CO NA | 686,033 | 50,588,000 | 0.78% | ||
| 23 | SYNOVUS FINANCIAL CORP | 676,438 | 49,876,000 | 0.77% | ||
| 24 | JPMORGAN CHASE & CO | 653,531 | 48,192,000 | 0.75% | ||
| 25 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 644,187 | 47,502,000 | 0.74% | ||
| 26 | Capstone Financial Advisors, Inc. | 635,469 | 46,859,000 | 0.73% | ||
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 623,771 | 45,997,000 | 0.71% | ||
| 28 | FIFTH THIRD BANCORP | 555,591 | 40,969,000 | 0.63% | ||
| 29 | BROWN ADVISORY INC | 528,818 | 38,995,000 | 0.60% | ||
| 30 | Paragon Capital Management Ltd | 516,844 | 38,112,000 | 0.59% | ||
| 31 | M&T BANK CORP | 495,772 | 36,557,000 | 0.57% | ||
| 32 | PARK AVENUE SECURITIES LLC | 481,091 | 35,476,000 | 0.55% | ||
| 33 | STOKES & HUBBELL CAPITAL MANAGEMENT, LLC | 450,162 | 33,195,000 | 0.51% | ||
| 34 | Joel Isaacson & Co., LLC | 446,612 | 32,933,000 | 0.51% | ||
| 35 | PLANNING ALTERNATIVES LTD /ADV | 424,076 | 31,271,000 | 0.48% | ||
| 36 | ZIONS BANCORPORATION | 376,652 | 28,955,000 | 0.45% | ||
| 37 | Stearns Financial Services Group | 385,838 | 28,452,000 | 0.44% | ||
| 38 | JBF Capital, Inc. | 380,756 | 28,077,000 | 0.44% | ||
| 39 | Stanford Investment Group, Inc. | 375,778 | 27,710,000 | 0.43% | ||
| 40 | AMERIPRISE FINANCIAL INC | 368,713 | 27,181,000 | 0.42% | ||
| 41 | ALLIANCEBERNSTEIN L.P. | 365,673 | 26,965,000 | 0.42% | ||
| 42 | Raymond James Financial Services Advisors, Inc. | 340,534 | 25,111,000 | 0.39% | ||
| 43 | ProVise Management Group, LLC | 335,481 | 24,739,000 | 0.38% | ||
| 44 | Ballentine Partners, LLC | 333,589 | 24,599,000 | 0.38% | ||
| 45 | Mizuho Bank, Ltd. | 310,000 | 22,859,000 | 0.35% | ||
| 46 | Cambridge Investment Research Advisors, Inc. | 304,686 | 22,468,000 | 0.35% | ||
| 47 | Berkshire Money Management, Inc. | 276,627 | 22,451,000 | 0.35% | ||
| 48 | Sigma Investment Management Co | 302,725 | 22,323,000 | 0.35% | ||
| 49 | LINCOLN NATIONAL CORP | 291,185 | 21,490,000 | 0.33% | ||
| 50 | RAYMOND JAMES & ASSOCIATES | 282,552 | 20,835,000 | 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.
