| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 3,629,255 | 167,744,000 | 17.30% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,896,015 | 133,854,000 | 13.80% | ||
| 3 | BROWN ADVISORY INC | 997,152 | 46,089,000 | 4.75% | ||
| 4 | OLD DOMINION CAPITAL MANAGEMENT INC | 86,609 | 40,031,000 | 4.13% | ||
| 5 | UBS AG | 815,374 | 37,687,000 | 3.89% | ||
| 6 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 671,939 | 31,057,000 | 3.20% | ||
| 7 | Choate Investment Advisors | 638,698 | 29,520,399 | 3.04% | ||
| 8 | PALLADIUM PARTNERS LLC | 559,993 | 25,883,000 | 2.67% | ||
| 9 | MORGAN STANLEY | 531,209 | 24,553,000 | 2.53% | ||
| 10 | BOKF, NA | 515,864 | 23,843,000 | 2.46% | ||
| 11 | GREENLEAF TRUST | 511,791 | 23,655,000 | 2.44% | ||
| 12 | Valmark Advisers, Inc. | 476,294 | 22,014,000 | 2.27% | ||
| 13 | WELLS FARGO & COMPANY/MN | 451,361 | 20,861,000 | 2.15% | ||
| 14 | JOYN Advisors, Inc. | 425,031 | 19,645,000 | 2.03% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 366,253 | 16,928,000 | 1.75% | ||
| 16 | TOMPKINS FINANCIAL CORP | 317,819 | 14,689,000 | 1.51% | ||
| 17 | Parsec Financial Management, Inc. | 279,634 | 12,925,000 | 1.33% | ||
| 18 | COMMUNITY TRUST & INVESTMENT CO | 262,143 | 12,117,000 | 1.25% | ||
| 19 | Parkwood LLC | 255,101 | 11,791,000 | 1.22% | ||
| 20 | Efficient Advisors, LLC | 250,200 | 11,564,000 | 1.19% | ||
| 21 | FIFTH THIRD BANCORP | 216,530 | 10,008,000 | 1.03% | ||
| 22 | JOHNSON INVESTMENT COUNSEL INC | 201,259 | 9,302,000 | 0.96% | ||
| 23 | JANE STREET GROUP, LLC | 183,397 | 8,477,000 | 0.87% | ||
| 24 | Commonwealth Equity Services, Inc | 179,465 | 8,295,000 | 0.86% | ||
| 25 | LVM CAPITAL MANAGEMENT LTD/MI | 176,068 | 8,138,000 | 0.84% | ||
| 26 | Covington Capital Management | 173,798 | 8,033,000 | 0.83% | ||
| 27 | LPL Financial LLC | 170,328 | 7,777,000 | 0.80% | ||
| 28 | Ancora Advisors LLC | 168,061 | 7,768,000 | 0.80% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 164,102 | 7,585,000 | 0.78% | ||
| 30 | KINGS POINT CAPITAL MANAGEMENT | 155,941 | 7,208,000 | 0.74% | ||
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 155,051 | 7,167,000 | 0.74% | ||
| 32 | WHITTIER TRUST CO | 153,822 | 7,110,000 | 0.73% | ||
| 33 | 3D ASSET MANAGEMENT, INC | 139,445 | 6,445,000 | 0.66% | ||
| 34 | Stratford Consulting, LLC | 138,883 | 6,419,000 | 0.66% | ||
| 35 | Virtu KCG Holdings LLC | 126,232 | 5,834,000 | 0.60% | ||
| 36 | America First Investment Advisors, LLC | 118,041 | 5,456,000 | 0.56% | ||
| 37 | White Pine Investment CO | 114,667 | 5,300,000 | 0.55% | ||
| 38 | GOLDMAN SACHS GROUP INC | 96,634 | 4,466,000 | 0.46% | ||
| 39 | BB&T SECURITIES, LLC | 9,633 | 4,452,000 | 0.46% | ||
| 40 | AMERIPRISE FINANCIAL INC | 89,012 | 4,018,000 | 0.41% | ||
| 41 | EXCELSIA, INC. | 83,371 | 3,853,000 | 0.40% | ||
| 42 | JFS WEALTH ADVISORS, LLC | 78,760 | 3,640,000 | 0.38% | ||
| 43 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 78,681 | 3,637,000 | 0.38% | ||
| 44 | CITIGROUP INC | 77,194 | 3,568,000 | 0.37% | ||
| 45 | Fusion Investment Group, LLC | 73,866 | 3,414,000 | 0.35% | ||
| 46 | Cetera Advisor Networks LLC | 69,118 | 3,196,000 | 0.33% | ||
| 47 | Fund Evaluation Group, LLC | 65,281 | 3,017,000 | 0.31% | ||
| 48 | Hanson & Doremus Investment Management | 62,440 | 2,886,000 | 0.30% | ||
| 49 | BANK OF MONTREAL /CAN/ | 61,697 | 2,851,000 | 0.29% | ||
| 50 | Laidlaw Group, LLC | 60,138 | 2,780,000 | 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.
