| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 15,754,667 | 1,225,082,000 | 17.33% | ||
| 2 | Windhaven Investment Management, Inc. | 6,114,441 | 475,459,000 | 6.73% | ||
| 3 | MORGAN STANLEY | 5,750,552 | 447,163,000 | 6.33% | ||
| 4 | UBS Group AG | 4,615,628 | 358,911,000 | 5.08% | ||
| 5 | Bank of New York Mellon Corp | 3,382,526 | 263,026,000 | 3.72% | ||
| 6 | LPL Financial LLC | 3,263,464 | 251,189,000 | 3.55% | ||
| 7 | WELLS FARGO & COMPANY/MN | 2,634,693 | 204,874,000 | 2.90% | ||
| 8 | VANGUARD GROUP INC | 2,559,307 | 199,012,000 | 2.82% | ||
| 9 | WEALTHFRONT CORP | 2,302,616 | 179,051,000 | 2.53% | ||
| 10 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,844,249 | 143,409,000 | 2.03% | ||
| 11 | Homrich & Berg | 1,788,834 | 139,103,000 | 1.97% | ||
| 12 | J.P. Morgan Private Wealth Advisors LLC | 1,550,092 | 120,536,000 | 1.71% | ||
| 13 | Diversified Trust Co | 1,447,096 | 112,526,000 | 1.59% | ||
| 14 | ROYAL BANK OF CANADA | 1,364,374 | 106,096,000 | 1.50% | ||
| 15 | HighTower Advisors, LLC | 1,251,100 | 97,318,000 | 1.38% | ||
| 16 | Orion Porfolio Solutions, LLC | 1,188,265 | 92,400,000 | 1.31% | ||
| 17 | Commonwealth Equity Services, Inc | 985,586 | 76,639,000 | 1.08% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 928,607 | 72,208,000 | 1.02% | ||
| 19 | BANK OF MONTREAL /CAN/ | 813,292 | 63,242,000 | 0.89% | ||
| 20 | GOLDMAN SACHS GROUP INC | 777,878 | 60,488,000 | 0.86% | ||
| 21 | GLENMEDE TRUST CO NA | 682,849 | 53,098,000 | 0.75% | ||
| 22 | SYNOVUS FINANCIAL CORP | 676,045 | 52,555,000 | 0.74% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 671,826 | 52,241,000 | 0.74% | ||
| 24 | JPMORGAN CHASE & CO | 643,105 | 50,007,000 | 0.71% | ||
| 25 | Capstone Financial Advisors, Inc. | 623,248 | 48,464,000 | 0.69% | ||
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 619,110 | 48,142,000 | 0.68% | ||
| 27 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 610,775 | 47,494,000 | 0.67% | ||
| 28 | FIFTH THIRD BANCORP | 574,121 | 44,644,000 | 0.63% | ||
| 29 | Choate Investment Advisors | 516,498 | 41,918,977 | 0.59% | ||
| 30 | BROWN ADVISORY INC | 532,986 | 41,445,000 | 0.59% | ||
| 31 | Paragon Capital Management Ltd | 516,353 | 40,152,000 | 0.57% | ||
| 32 | Raymond James Financial Services Advisors, Inc. | 504,409 | 39,223,000 | 0.55% | ||
| 33 | PARK AVENUE SECURITIES LLC | 492,452 | 38,293,000 | 0.54% | ||
| 34 | STOKES & HUBBELL CAPITAL MANAGEMENT, LLC | 485,441 | 37,748,000 | 0.53% | ||
| 35 | AMERIPRISE FINANCIAL INC | 471,447 | 36,633,000 | 0.52% | ||
| 36 | Joel Isaacson & Co., LLC | 454,820 | 35,367,000 | 0.50% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 442,565 | 34,414,000 | 0.49% | ||
| 38 | PLANNING ALTERNATIVES LTD /ADV | 432,190 | 33,607,000 | 0.48% | ||
| 39 | M&T BANK CORP | 430,515 | 33,476,000 | 0.47% | ||
| 40 | Stearns Financial Services Group | 400,898 | 31,174,000 | 0.44% | ||
| 41 | Stanford Investment Group, Inc. | 387,076 | 30,099,000 | 0.43% | ||
| 42 | JBF Capital, Inc. | 380,756 | 29,608,000 | 0.42% | ||
| 43 | ALLIANCEBERNSTEIN L.P. | 365,460 | 26,949,000 | 0.38% | ||
| 44 | ProVise Management Group, LLC | 336,073 | 26,133,000 | 0.37% | ||
| 45 | Cambridge Investment Research Advisors, Inc. | 326,287 | 25,372,000 | 0.36% | ||
| 46 | Retirement Planning Group, LLC | 324,572 | 25,239,000 | 0.36% | ||
| 47 | Ballentine Partners, LLC | 322,968 | 25,114,000 | 0.36% | ||
| 48 | Mizuho Bank, Ltd. | 310,000 | 24,106,000 | 0.34% | ||
| 49 | LINCOLN NATIONAL CORP | 308,904 | 23,919,000 | 0.34% | ||
| 50 | Sigma Investment Management Co | 307,003 | 23,873,000 | 0.34% |
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.
