| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,030,093 | 127,749,000 | 12.77% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,939,135 | 123,914,000 | 12.39% | ||
| 3 | AMERIPRISE FINANCIAL INC | 1,614,157 | 67,953,000 | 6.79% | ||
| 4 | Orion Porfolio Solutions, LLC | 1,250,485 | 52,721,000 | 5.27% | ||
| 5 | GOLDMAN SACHS GROUP INC | 1,087,251 | 45,838,000 | 4.58% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,005,151 | 42,377,000 | 4.24% | ||
| 7 | ROYAL BANK OF CANADA | 898,620 | 37,885,000 | 3.79% | ||
| 8 | UBS Group AG | 884,061 | 37,272,000 | 3.73% | ||
| 9 | Accredited Investors Inc. | 839,284 | 35,385,000 | 3.54% | ||
| 10 | JANE STREET GROUP, LLC | 782,843 | 33,005,000 | 3.30% | ||
| 11 | GREENLEAF TRUST | 503,063 | 21,209,000 | 2.12% | ||
| 12 | Creative Planning | 413,057 | 17,414,000 | 1.74% | ||
| 13 | LPL Financial LLC | 379,448 | 15,998,000 | 1.60% | ||
| 14 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 342,987 | 14,460,000 | 1.45% | ||
| 15 | M&T BANK CORP | 339,200 | 14,301,000 | 1.43% | ||
| 16 | JPMORGAN CHASE & CO | 315,718 | 13,310,000 | 1.33% | ||
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 308,333 | 12,999,000 | 1.30% | ||
| 18 | FLOW TRADERS U.S. LLC | 300,058 | 12,650,000 | 1.26% | ||
| 19 | Wharton Business Group, LLC | 295,632 | 12,464,000 | 1.25% | ||
| 20 | Commonwealth Equity Services, Inc | 288,793 | 12,175,000 | 1.22% | ||
| 21 | BEACON FINANCIAL GROUP | 269,227 | 11,442,000 | 1.14% | ||
| 22 | TOMPKINS FINANCIAL CORP | 245,303 | 10,339,000 | 1.03% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 222,848 | 9,395,000 | 0.94% | ||
| 24 | Cornerstone Capital, Inc. | 211,687 | 8,925,000 | 0.89% | ||
| 25 | Linscomb Wealth, Inc. | 210,802 | 8,887,000 | 0.89% | ||
| 26 | BBVA USA Bancshares, Inc. | 187,358 | 7,899,000 | 0.79% | ||
| 27 | CUTLER INVESTMENT COUNSEL LLC | 175,629 | 7,405,000 | 0.74% | ||
| 28 | Placemark Investments, Inc. | 164,301 | 6,927,000 | 0.69% | ||
| 29 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 159,013 | 6,704,000 | 0.67% | ||
| 30 | HSBC HOLDINGS PLC | 135,677 | 5,720,000 | 0.57% | ||
| 31 | SIGMA INVESTMENT COUNSELORS INC | 125,586 | 5,295,000 | 0.53% | ||
| 32 | EisnerAmper Wealth Management Corporate Benefits, LLC | 120,873 | 5,096,000 | 0.51% | ||
| 33 | BOK Financial Private Wealth, Inc. | 115,480 | 4,869,000 | 0.49% | ||
| 34 | OLD MISSION CAPITAL LLC | 114,363 | 4,822,000 | 0.48% | ||
| 35 | Forvis Mazars Wealth Advisors, LLC | 109,413 | 4,613,000 | 0.46% | ||
| 36 | FINANCIAL COUNSELORS INC | 103,300 | 4,355,000 | 0.44% | ||
| 37 | DEUTSCHE BANK AG\ | 95,512 | 4,024,000 | 0.40% | ||
| 38 | FRANKLIN RESOURCES INC | 95,369 | 4,021,000 | 0.40% | ||
| 39 | Highmount Capital, LLC | 92,138 | 3,885,000 | 0.39% | ||
| 40 | Evanson Asset Management, LLC | 88,751 | 3,742,000 | 0.37% | ||
| 41 | Janney Capital Management LLC | 88,211 | 3,719,000 | 0.37% | SH | |
| 42 | TRUST CO OF VERMONT | 86,109 | 3,631,000 | 0.36% | ||
| 43 | ENVESTNET ASSET MANAGEMENT INC | 85,279 | 3,595,000 | 0.36% | ||
| 44 | KWMG, LLC | 80,981 | 3,485,000 | 0.35% | ||
| 45 | Janney Montgomery Scott LLC | 80,577 | 3,397,131 | 0.34% | ||
| 46 | RAYMOND JAMES & ASSOCIATES | 69,070 | 2,912,000 | 0.29% | ||
| 47 | ASSETMARK, INC | 59,635 | 2,514,000 | 0.25% | ||
| 48 | Smith & Howard Wealth Management, LLC | 59,504 | 2,509,000 | 0.25% | ||
| 49 | Parkside Advisors LLC | 56,927 | 2,400,000 | 0.24% | ||
| 50 | Mariner, LLC | 56,223 | 2,370,000 | 0.24% |
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.
