| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,677,074 | 223,471,000 | 15.13% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,564,555 | 218,096,000 | 14.76% | ||
| 3 | GOLDMAN SACHS GROUP INC | 1,391,416 | 66,482,000 | 4.50% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,391,162 | 66,470,000 | 4.50% | ||
| 5 | UBS AG | 1,345,058 | 64,267,000 | 4.35% | ||
| 6 | Orion Porfolio Solutions, LLC | 1,328,671 | 63,484,000 | 4.30% | ||
| 7 | AMERIPRISE FINANCIAL INC | 1,274,140 | 60,808,000 | 4.12% | ||
| 8 | Accredited Investors Inc. | 1,174,787 | 56,132,000 | 3.80% | ||
| 9 | Wharton Business Group, LLC | 722,020 | 34,498,000 | 2.33% | ||
| 10 | M&T BANK CORP | 701,602 | 33,522,000 | 2.27% | ||
| 11 | GREENLEAF TRUST | 692,224 | 33,074,000 | 2.24% | ||
| 12 | FRANKLIN RESOURCES INC | 558,775 | 26,698,000 | 1.81% | ||
| 13 | ROYAL BANK OF CANADA | 541,686 | 25,881,000 | 1.75% | ||
| 14 | Forvis Mazars Wealth Advisors, LLC | 455,098 | 21,745,000 | 1.47% | ||
| 15 | Creative Planning | 401,511 | 19,184,000 | 1.30% | ||
| 16 | JPMORGAN CHASE & CO | 367,726 | 17,571,000 | 1.19% | ||
| 17 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 342,987 | 16,388,000 | 1.11% | ||
| 18 | BEACON FINANCIAL GROUP | 326,289 | 15,590,000 | 1.06% | ||
| 19 | Commonwealth Equity Services, Inc | 308,874 | 14,758,000 | 1.00% | ||
| 20 | LPL Financial LLC | 308,810 | 14,526,000 | 0.98% | ||
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 280,119 | 13,384,000 | 0.91% | ||
| 22 | Linscomb Wealth, Inc. | 255,854 | 12,225,000 | 0.83% | ||
| 23 | TOMPKINS FINANCIAL CORP | 255,589 | 12,208,000 | 0.83% | ||
| 24 | SIGMA INVESTMENT COUNSELORS INC | 236,581 | 11,304,000 | 0.77% | ||
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 227,936 | 10,891,000 | 0.74% | ||
| 26 | Cambridge Investment Research Advisors, Inc. | 226,091 | 10,803,000 | 0.73% | ||
| 27 | FOSTER & MOTLEY INC | 225,706 | 10,784,000 | 0.73% | ||
| 28 | BBVA USA Bancshares, Inc. | 216,743 | 10,356,000 | 0.70% | ||
| 29 | Smith & Howard Wealth Management, LLC | 210,765 | 10,070,000 | 0.68% | ||
| 30 | Cornerstone Capital, Inc. | 209,107 | 9,991,000 | 0.68% | ||
| 31 | Robert W. Baird & Co. Inc | 176,679 | 8,442,000 | 0.57% | SH | |
| 32 | RAYMOND JAMES & ASSOCIATES | 165,929 | 7,928,000 | 0.54% | ||
| 33 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 160,129 | 7,651,000 | 0.52% | ||
| 34 | ENVESTNET ASSET MANAGEMENT INC | 159,287 | 7,611,000 | 0.52% | ||
| 35 | Placemark Investments, Inc. | 153,376 | 7,330,000 | 0.50% | ||
| 36 | ASHFORD CAPITAL MANAGEMENT INC | 147,550 | 7,050,000 | 0.48% | ||
| 37 | HSBC HOLDINGS PLC | 147,145 | 7,031,000 | 0.48% | ||
| 38 | BOK Financial Private Wealth, Inc. | 142,838 | 6,825,000 | 0.46% | ||
| 39 | CUTLER INVESTMENT COUNSEL LLC | 139,191 | 6,651,000 | 0.45% | ||
| 40 | DEUTSCHE BANK AG\ | 123,675 | 5,906,000 | 0.40% | ||
| 41 | Raymond James Financial Services Advisors, Inc. | 121,412 | 5,801,000 | 0.39% | ||
| 42 | TRUST CO OF VERMONT | 103,483 | 4,945,000 | 0.33% | ||
| 43 | Highmount Capital, LLC | 103,380 | 4,939,000 | 0.33% | ||
| 44 | Janney Montgomery Scott LLC | 102,939 | 4,918,407 | 0.33% | ||
| 45 | First Allied Asset Management, Inc. | 102,455 | 4,901,000 | 0.33% | ||
| 46 | FINANCIAL COUNSELORS INC | 97,827 | 4,674,000 | 0.32% | ||
| 47 | Atria Investments, Inc | 95,322 | 4,554,000 | 0.31% | ||
| 48 | Janney Capital Management LLC | 87,718 | 4,191,000 | 0.28% | SH | |
| 49 | JANE STREET GROUP, LLC | 81,861 | 3,911,000 | 0.26% | ||
| 50 | Braver Wealth Management, LLC | 81,173 | 3,878,000 | 0.26% |
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.
