| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 17,623,581 | 1,466,987,000 | 18.95% | ||
| 2 | Windhaven Investment Management, Inc. | 8,630,778 | 718,426,000 | 9.28% | ||
| 3 | MORGAN STANLEY | 6,181,385 | 514,538,000 | 6.65% | ||
| 4 | UBS Group AG | 4,337,896 | 361,086,000 | 4.67% | ||
| 5 | VANGUARD GROUP INC | 3,217,117 | 267,793,000 | 3.46% | ||
| 6 | Bank of New York Mellon Corp | 2,770,213 | 230,593,000 | 2.98% | ||
| 7 | WELLS FARGO & COMPANY/MN | 2,572,870 | 214,166,000 | 2.77% | ||
| 8 | WEALTHFRONT CORP | 2,414,349 | 200,970,000 | 2.60% | ||
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2,037,634 | 169,613,000 | 2.19% | ||
| 10 | Homrich & Berg | 1,838,175 | 153,010,000 | 1.98% | ||
| 11 | LPL Financial LLC | 1,710,012 | 142,495,000 | 1.84% | ||
| 12 | ROYAL BANK OF CANADA | 1,448,130 | 120,542,000 | 1.56% | ||
| 13 | Diversified Trust Co | 1,389,659 | 115,675,000 | 1.49% | ||
| 14 | J.P. Morgan Private Wealth Advisors LLC | 1,304,999 | 108,628,000 | 1.40% | ||
| 15 | Orion Porfolio Solutions, LLC | 1,177,528 | 98,018,000 | 1.27% | ||
| 16 | Commonwealth Equity Services, Inc | 1,114,861 | 92,801,000 | 1.20% | ||
| 17 | SYNOVUS FINANCIAL CORP | 1,004,885 | 83,620,000 | 1.08% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 875,645 | 72,889,000 | 0.94% | ||
| 19 | BANK OF MONTREAL /CAN/ | 811,043 | 67,511,000 | 0.87% | ||
| 20 | HighTower Advisors, LLC | 704,395 | 58,617,000 | 0.76% | ||
| 21 | GOLDMAN SACHS GROUP INC | 682,750 | 56,832,000 | 0.73% | ||
| 22 | JPMORGAN CHASE & CO | 675,585 | 56,242,000 | 0.73% | ||
| 23 | GLENMEDE TRUST CO NA | 653,108 | 54,364,000 | 0.70% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 643,192 | 53,538,000 | 0.69% | ||
| 25 | Capstone Financial Advisors, Inc. | 608,405 | 50,644,000 | 0.65% | ||
| 26 | STOKES & HUBBELL CAPITAL MANAGEMENT, LLC | 594,190 | 49,460,000 | 0.64% | ||
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 567,570 | 47,244,000 | 0.61% | ||
| 28 | BROWN ADVISORY INC | 544,280 | 45,306,000 | 0.59% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 527,722 | 43,927,000 | 0.57% | ||
| 30 | Paragon Capital Management Ltd | 519,858 | 43,273,000 | 0.56% | ||
| 31 | FIFTH THIRD BANCORP | 519,328 | 43,229,000 | 0.56% | ||
| 32 | PARK AVENUE SECURITIES LLC | 463,714 | 38,623,000 | 0.50% | ||
| 33 | AMERIPRISE FINANCIAL INC | 459,575 | 38,256,000 | 0.49% | ||
| 34 | PLANNING ALTERNATIVES LTD /ADV | 457,233 | 38,060,000 | 0.49% | ||
| 35 | Joel Isaacson & Co., LLC | 454,190 | 37,807,000 | 0.49% | ||
| 36 | Stanford Investment Group, Inc. | 442,740 | 36,854,000 | 0.48% | ||
| 37 | Stearns Financial Services Group | 396,822 | 33,031,000 | 0.43% | ||
| 38 | RAYMOND JAMES & ASSOCIATES | 387,382 | 32,247,000 | 0.42% | ||
| 39 | JBF Capital, Inc. | 380,756 | 31,694,000 | 0.41% | ||
| 40 | ZIONS BANCORPORATION | 376,019 | 31,632,000 | 0.41% | ||
| 41 | Cambridge Investment Research Advisors, Inc. | 368,167 | 30,646,000 | 0.40% | ||
| 42 | LINCOLN NATIONAL CORP | 353,235 | 29,406,000 | 0.38% | ||
| 43 | JNBA Financial Advisors | 349,604 | 29,101,000 | 0.38% | ||
| 44 | Retirement Planning Group, LLC | 347,462 | 28,923,000 | 0.37% | ||
| 45 | ProVise Management Group, LLC | 327,409 | 27,253,000 | 0.35% | ||
| 46 | M&T BANK CORP | 322,452 | 26,841,000 | 0.35% | ||
| 47 | BRR OpCo, LLC | 317,761 | 26,450,000 | 0.34% | ||
| 48 | Ballentine Partners, LLC | 305,507 | 25,430,000 | 0.33% | ||
| 49 | MSI Financial Services Inc | 300,686 | 25,029,000 | 0.32% | ||
| 50 | ALLIANCEBERNSTEIN L.P. | 260,900 | 21,717,000 | 0.28% |
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.
