| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 18,402,465 | 1,544,519,000 | 19.00% | ||
| 2 | Windhaven Investment Management, Inc. | 10,367,423 | 870,138,000 | 10.70% | ||
| 3 | MORGAN STANLEY | 6,370,465 | 534,673,000 | 6.58% | ||
| 4 | UBS Group AG | 4,312,980 | 361,988,000 | 4.45% | ||
| 5 | VANGUARD GROUP INC | 3,346,125 | 280,840,000 | 3.45% | ||
| 6 | WELLS FARGO & COMPANY/MN | 2,703,927 | 226,940,000 | 2.79% | ||
| 7 | WEALTHFRONT CORP | 2,699,086 | 226,534,000 | 2.79% | ||
| 8 | Bank of New York Mellon Corp | 2,691,906 | 225,932,000 | 2.78% | ||
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2,188,362 | 183,670,000 | 2.26% | ||
| 10 | Homrich & Berg | 1,883,817 | 158,109,000 | 1.94% | ||
| 11 | LPL Financial LLC | 1,758,319 | 146,048,000 | 1.80% | ||
| 12 | ROYAL BANK OF CANADA | 1,471,144 | 123,472,000 | 1.52% | ||
| 13 | J.P. Morgan Private Wealth Advisors LLC | 1,166,379 | 97,894,000 | 1.20% | ||
| 14 | Orion Porfolio Solutions, LLC | 1,155,055 | 96,944,000 | 1.19% | ||
| 15 | Commonwealth Equity Services, Inc | 1,128,348 | 94,702,000 | 1.16% | ||
| 16 | Diversified Trust Co | 1,088,172 | 91,330,000 | 1.12% | ||
| 17 | SYNOVUS FINANCIAL CORP | 938,706 | 78,779,000 | 0.97% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 856,138 | 71,856,000 | 0.88% | ||
| 19 | BANK OF MONTREAL /CAN/ | 797,649 | 66,946,000 | 0.82% | ||
| 20 | JPMORGAN CHASE & CO | 750,607 | 62,999,000 | 0.77% | ||
| 21 | HighTower Advisors, LLC | 716,925 | 60,162,000 | 0.74% | ||
| 22 | BROWN ADVISORY INC | 676,148 | 56,749,000 | 0.70% | ||
| 23 | GOLDMAN SACHS GROUP INC | 668,389 | 56,098,000 | 0.69% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 648,306 | 54,411,000 | 0.67% | ||
| 25 | GLENMEDE TRUST CO NA | 642,448 | 53,919,000 | 0.66% | ||
| 26 | Capstone Financial Advisors, Inc. | 603,655 | 50,665,000 | 0.62% | ||
| 27 | STOKES & HUBBELL CAPITAL MANAGEMENT, LLC | 597,264 | 50,128,000 | 0.62% | ||
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 578,236 | 48,531,000 | 0.60% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 573,179 | 48,106,000 | 0.59% | ||
| 30 | FIFTH THIRD BANCORP | 531,613 | 44,618,000 | 0.55% | ||
| 31 | Paragon Capital Management Ltd | 530,514 | 44,526,000 | 0.55% | ||
| 32 | AMERIPRISE FINANCIAL INC | 519,287 | 43,551,000 | 0.54% | ||
| 33 | Joel Isaacson & Co., LLC | 463,501 | 38,902,000 | 0.48% | ||
| 34 | Stanford Investment Group, Inc. | 454,295 | 38,129,000 | 0.47% | ||
| 35 | PLANNING ALTERNATIVES LTD /ADV | 448,057 | 37,605,000 | 0.46% | ||
| 36 | RAYMOND JAMES & ASSOCIATES | 422,458 | 35,457,000 | 0.44% | ||
| 37 | FRONTIER INVESTMENT MGMT CO | 41,694 | 34,429,000 | 0.42% | ||
| 38 | Stearns Financial Services Group | 401,900 | 33,732,000 | 0.41% | ||
| 39 | Cambridge Investment Research Advisors, Inc. | 399,550 | 33,534,000 | 0.41% | ||
| 40 | LINCOLN NATIONAL CORP | 382,868 | 32,135,000 | 0.40% | ||
| 41 | JBF Capital, Inc. | 380,756 | 31,957,000 | 0.39% | ||
| 42 | ZIONS BANCORPORATION | 383,882 | 31,919,000 | 0.39% | ||
| 43 | Retirement Planning Group, LLC | 350,874 | 29,449,000 | 0.36% | ||
| 44 | ProVise Management Group, LLC | 321,427 | 26,978,000 | 0.33% | ||
| 45 | BRR OpCo, LLC | 316,244 | 26,542,000 | 0.33% | ||
| 46 | M&T BANK CORP | 308,390 | 25,884,000 | 0.32% | ||
| 47 | Ballentine Partners, LLC | 305,237 | 25,619,000 | 0.32% | ||
| 48 | MSI Financial Services Inc | 299,901 | 25,170,000 | 0.31% | ||
| 49 | ALLIANCEBERNSTEIN L.P. | 278,677 | 23,389,000 | 0.29% | ||
| 50 | Cetera Advisor Networks LLC | 277,058 | 23,253,000 | 0.29% |
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.
