| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 3,404,572 | 163,462,000 | 18.66% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,830,467 | 135,806,000 | 15.50% | ||
| 3 | UBS AG | 841,904 | 40,394,000 | 4.61% | ||
| 4 | Choate Investment Advisors | 669,565 | 32,125,755 | 3.67% | ||
| 5 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 656,215 | 31,485,000 | 3.59% | ||
| 6 | MORGAN STANLEY | 618,654 | 29,683,000 | 3.39% | ||
| 7 | PALLADIUM PARTNERS LLC | 550,059 | 26,392,000 | 3.01% | ||
| 8 | BOKF, NA | 526,636 | 25,268,000 | 2.88% | ||
| 9 | GREENLEAF TRUST | 523,009 | 25,094,000 | 2.86% | ||
| 10 | WELLS FARGO & COMPANY/MN | 466,233 | 22,370,000 | 2.55% | ||
| 11 | Crestwood Advisors Group, LLC | 460,809 | 22,110,000 | 2.52% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 366,813 | 17,600,000 | 2.01% | ||
| 13 | JOHNSON INVESTMENT COUNSEL INC | 343,799 | 16,495,000 | 1.88% | ||
| 14 | TOMPKINS FINANCIAL CORP | 324,230 | 15,552,000 | 1.78% | ||
| 15 | 3D ASSET MANAGEMENT, INC | 285,370 | 13,692,000 | 1.56% | ||
| 16 | Parsec Financial Management, Inc. | 264,043 | 12,669,000 | 1.45% | ||
| 17 | Parkwood LLC | 251,960 | 12,089,000 | 1.38% | ||
| 18 | Efficient Advisors, LLC | 243,812 | 11,698,000 | 1.34% | ||
| 19 | COMMUNITY TRUST & INVESTMENT CO | 243,753 | 11,695,000 | 1.33% | ||
| 20 | FIFTH THIRD BANCORP | 192,585 | 9,240,000 | 1.05% | ||
| 21 | Ancora Advisors LLC | 175,526 | 8,422,000 | 0.96% | ||
| 22 | LVM CAPITAL MANAGEMENT LTD/MI | 173,378 | 8,319,000 | 0.95% | ||
| 23 | Commonwealth Equity Services, Inc | 172,719 | 8,287,000 | 0.95% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 158,814 | 7,620,000 | 0.87% | ||
| 25 | KINGS POINT CAPITAL MANAGEMENT | 155,430 | 7,458,000 | 0.85% | ||
| 26 | Covington Capital Management | 153,080 | 7,420,000 | 0.85% | ||
| 27 | WHITTIER TRUST CO | 150,267 | 7,209,000 | 0.82% | ||
| 28 | Stratford Consulting, LLC | 132,749 | 6,369,000 | 0.73% | ||
| 29 | America First Investment Advisors, LLC | 115,156 | 5,525,000 | 0.63% | ||
| 30 | White Pine Investment CO | 113,977 | 5,469,000 | 0.62% | ||
| 31 | BB&T SECURITIES, LLC | 9,433 | 4,525,000 | 0.52% | ||
| 32 | EXCELSIA, INC. | 90,264 | 4,331,000 | 0.49% | ||
| 33 | OLD DOMINION CAPITAL MANAGEMENT INC | 86,048 | 4,129,000 | 0.47% | ||
| 34 | AMERIPRISE FINANCIAL INC | 84,280 | 4,041,000 | 0.46% | ||
| 35 | LPL Financial LLC | 82,086 | 3,938,000 | 0.45% | ||
| 36 | GOLDMAN SACHS GROUP INC | 81,946 | 3,932,000 | 0.45% | ||
| 37 | JFS WEALTH ADVISORS, LLC | 79,844 | 3,831,000 | 0.44% | ||
| 38 | CITIGROUP INC | 78,992 | 3,794,000 | 0.43% | ||
| 39 | Fusion Investment Group, LLC | 77,767 | 3,731,000 | 0.43% | ||
| 40 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 72,830 | 3,494,000 | 0.40% | ||
| 41 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 71,374 | 3,425,000 | 0.39% | ||
| 42 | ASSETMARK, INC | 70,885 | 3,401,000 | 0.39% | ||
| 43 | Cetera Advisor Networks LLC | 69,031 | 3,315,000 | 0.38% | ||
| 44 | Fund Evaluation Group, LLC | 67,426 | 3,235,000 | 0.37% | ||
| 45 | BANK OF MONTREAL /CAN/ | 63,915 | 3,066,000 | 0.35% | ||
| 46 | VSR Financial Services, Inc. | 59,220 | 2,841,000 | 0.32% | ||
| 47 | Hanson & Doremus Investment Management | 58,118 | 2,789,000 | 0.32% | ||
| 48 | ROYAL BANK OF CANADA | 58,081 | 2,787,000 | 0.32% | ||
| 49 | Laidlaw Group, LLC | 57,403 | 2,754,000 | 0.31% | ||
| 50 | Westover Capital Advisors, LLC | 55,869 | 2,681,000 | 0.31% |
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.
