| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 17,948,741 | 1,528,874,000 | 19.13% | ||
| 2 | MORGAN STANLEY | 6,574,897 | 560,049,000 | 7.01% | ||
| 3 | Windhaven Investment Management, Inc. | 5,181,955 | 441,399,000 | 5.52% | ||
| 4 | UBS Group AG | 4,779,802 | 407,144,000 | 5.09% | ||
| 5 | VANGUARD GROUP INC | 3,515,925 | 299,486,000 | 3.75% | ||
| 6 | WEALTHFRONT CORP | 3,110,616 | 264,962,000 | 3.31% | ||
| 7 | WELLS FARGO & COMPANY/MN | 3,045,819 | 259,443,000 | 3.25% | ||
| 8 | Bank of New York Mellon Corp | 2,664,974 | 227,003,000 | 2.84% | ||
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2,039,106 | 173,691,000 | 2.17% | ||
| 10 | Homrich & Berg | 1,918,872 | 163,449,000 | 2.04% | ||
| 11 | LPL Financial LLC | 1,834,621 | 156,804,000 | 1.96% | ||
| 12 | J.P. Morgan Private Wealth Advisors LLC | 1,721,127 | 146,606,000 | 1.83% | ||
| 13 | ROYAL BANK OF CANADA | 1,538,583 | 131,056,000 | 1.64% | ||
| 14 | Commonwealth Equity Services, Inc | 1,198,173 | 102,060,000 | 1.28% | ||
| 15 | Diversified Trust Co | 1,104,772 | 94,105,000 | 1.18% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 866,332 | 73,797,000 | 0.92% | ||
| 17 | Orion Porfolio Solutions, LLC | 841,719 | 71,697,000 | 0.90% | ||
| 18 | JPMORGAN CHASE & CO | 822,508 | 70,061,000 | 0.88% | ||
| 19 | SYNOVUS FINANCIAL CORP | 795,533 | 67,759,000 | 0.85% | ||
| 20 | BANK OF MONTREAL /CAN/ | 793,196 | 67,232,000 | 0.84% | ||
| 21 | HighTower Advisors, LLC | 743,857 | 63,378,000 | 0.79% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 699,748 | 59,591,000 | 0.75% | ||
| 23 | GOLDMAN SACHS GROUP INC | 694,916 | 59,193,000 | 0.74% | ||
| 24 | BROWN ADVISORY INC | 680,261 | 57,944,000 | 0.72% | ||
| 25 | GLENMEDE TRUST CO NA | 636,209 | 54,191,000 | 0.68% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 617,354 | 52,586,000 | 0.66% | ||
| 27 | Capstone Financial Advisors, Inc. | 610,365 | 51,991,000 | 0.65% | ||
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 607,854 | 51,776,000 | 0.65% | ||
| 29 | STOKES & HUBBELL CAPITAL MANAGEMENT, LLC | 600,423 | 51,144,000 | 0.64% | ||
| 30 | AMERIPRISE FINANCIAL INC | 513,693 | 43,850,000 | 0.55% | ||
| 31 | FIFTH THIRD BANCORP | 514,416 | 43,818,000 | 0.55% | ||
| 32 | Joel Isaacson & Co., LLC | 470,736 | 40,097,000 | 0.50% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 455,277 | 38,782,000 | 0.49% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 453,317 | 38,614,000 | 0.48% | ||
| 35 | PLANNING ALTERNATIVES LTD /ADV | 449,875 | 38,320,000 | 0.48% | ||
| 36 | Stanford Investment Group, Inc. | 440,441 | 37,517,000 | 0.47% | ||
| 37 | BLAIR WILLIAM & CO/IL | 420,454 | 35,814,000 | 0.45% | ||
| 38 | Stearns Financial Services Group | 405,746 | 34,561,000 | 0.43% | ||
| 39 | LINCOLN NATIONAL CORP | 401,667 | 34,214,000 | 0.43% | ||
| 40 | JBF Capital, Inc. | 380,756 | 32,433,000 | 0.41% | ||
| 41 | ZIONS BANCORPORATION | 359,010 | 30,581,000 | 0.38% | ||
| 42 | Retirement Planning Group, LLC | 345,086 | 29,394,000 | 0.37% | ||
| 43 | JNBA Financial Advisors | 328,433 | 27,976,000 | 0.35% | ||
| 44 | MSI Financial Services Inc | 311,858 | 26,564,000 | 0.33% | ||
| 45 | BRR OpCo, LLC | 311,527 | 26,536,000 | 0.33% | ||
| 46 | ProVise Management Group, LLC | 307,375 | 26,183,000 | 0.33% | ||
| 47 | Ballentine Partners, LLC | 304,505 | 25,938,000 | 0.32% | ||
| 48 | Creative Planning | 303,488 | 25,851,000 | 0.32% | ||
| 49 | Mariner, LLC | 299,557 | 25,516,000 | 0.32% | ||
| 50 | M&T BANK CORP | 296,803 | 25,282,000 | 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.
