| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 17,781,915 | 1,444,780,000 | 18.75% | ||
| 2 | Windhaven Investment Management, Inc. | 9,338,643 | 758,765,000 | 9.85% | ||
| 3 | MORGAN STANLEY | 5,909,531 | 480,150,000 | 6.23% | ||
| 4 | UBS Group AG | 4,068,362 | 330,554,000 | 4.29% | ||
| 5 | LPL Financial LLC | 3,332,721 | 269,484,000 | 3.50% | ||
| 6 | VANGUARD GROUP INC | 3,022,803 | 245,603,000 | 3.19% | ||
| 7 | Bank of New York Mellon Corp | 2,895,986 | 235,299,000 | 3.05% | ||
| 8 | WELLS FARGO & COMPANY/MN | 2,256,149 | 183,312,000 | 2.38% | ||
| 9 | WEALTHFRONT CORP | 2,226,192 | 180,878,000 | 2.35% | ||
| 10 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,907,983 | 155,596,000 | 2.02% | ||
| 11 | Homrich & Berg | 1,831,904 | 148,842,000 | 1.93% | ||
| 12 | J.P. Morgan Private Wealth Advisors LLC | 1,590,576 | 129,235,000 | 1.68% | ||
| 13 | ROYAL BANK OF CANADA | 1,406,779 | 114,302,000 | 1.48% | ||
| 14 | Diversified Trust Co | 1,396,025 | 113,427,000 | 1.47% | ||
| 15 | Orion Porfolio Solutions, LLC | 1,172,158 | 95,238,000 | 1.24% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 1,066,232 | 86,631,000 | 1.12% | ||
| 17 | Commonwealth Equity Services, Inc | 1,064,820 | 86,517,000 | 1.12% | ||
| 18 | SYNOVUS FINANCIAL CORP | 1,013,876 | 82,366,000 | 1.07% | ||
| 19 | ENVESTNET ASSET MANAGEMENT INC | 915,274 | 74,366,000 | 0.97% | ||
| 20 | BANK OF MONTREAL /CAN/ | 880,339 | 71,529,000 | 0.93% | ||
| 21 | GOLDMAN SACHS GROUP INC | 746,454 | 60,649,000 | 0.79% | ||
| 22 | HighTower Advisors, LLC | 682,458 | 55,457,000 | 0.72% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 672,724 | 54,644,000 | 0.71% | ||
| 24 | JPMORGAN CHASE & CO | 663,981 | 53,948,000 | 0.70% | ||
| 25 | GLENMEDE TRUST CO NA | 645,558 | 52,450,000 | 0.68% | ||
| 26 | Capstone Financial Advisors, Inc. | 628,546 | 51,069,000 | 0.66% | ||
| 27 | STOKES & HUBBELL CAPITAL MANAGEMENT, LLC | 588,204 | 47,792,000 | 0.62% | ||
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 557,637 | 45,309,000 | 0.59% | ||
| 29 | BROWN ADVISORY INC | 532,225 | 43,244,000 | 0.56% | ||
| 30 | FIFTH THIRD BANCORP | 532,141 | 43,236,000 | 0.56% | ||
| 31 | Paragon Capital Management Ltd | 520,450 | 42,287,000 | 0.55% | ||
| 32 | Joel Isaacson & Co., LLC | 465,670 | 37,836,000 | 0.49% | ||
| 33 | AMERIPRISE FINANCIAL INC | 462,843 | 37,624,000 | 0.49% | ||
| 34 | PARK AVENUE SECURITIES LLC | 458,666 | 37,560,000 | 0.49% | ||
| 35 | PLANNING ALTERNATIVES LTD /ADV | 451,843 | 36,712,000 | 0.48% | ||
| 36 | Stanford Investment Group, Inc. | 420,490 | 34,165,000 | 0.44% | ||
| 37 | Stearns Financial Services Group | 391,721 | 31,827,000 | 0.41% | ||
| 38 | JBF Capital, Inc. | 380,756 | 30,936,000 | 0.40% | ||
| 39 | ZIONS BANCORPORATION | 374,859 | 30,492,000 | 0.40% | ||
| 40 | RAYMOND JAMES & ASSOCIATES | 368,536 | 29,944,000 | 0.39% | ||
| 41 | Retirement Planning Group, LLC | 341,548 | 27,751,000 | 0.36% | ||
| 42 | JNBA Financial Advisors | 335,783 | 27,282,000 | 0.35% | ||
| 43 | M&T BANK CORP | 333,830 | 27,125,000 | 0.35% | ||
| 44 | ProVise Management Group, LLC | 331,162 | 26,907,000 | 0.35% | ||
| 45 | LINCOLN NATIONAL CORP | 326,690 | 26,544,000 | 0.34% | ||
| 46 | Cambridge Investment Research Advisors, Inc. | 322,387 | 26,194,000 | 0.34% | ||
| 47 | BRR OpCo, LLC | 312,063 | 25,355,000 | 0.33% | ||
| 48 | Ballentine Partners, LLC | 311,664 | 25,323,000 | 0.33% | ||
| 49 | Mizuho Bank, Ltd. | 310,000 | 25,188,000 | 0.33% | ||
| 50 | ALLIANCEBERNSTEIN L.P. | 260,655 | 21,178,000 | 0.27% |
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.
