| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 49,175,033 | 1,379,851,000 | 27.89% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 28,278,035 | 793,483,000 | 16.04% | ||
| 3 | PHH INVESTMENTS, LTD. | 644,234 | 331,371,000 | 6.70% | ||
| 4 | MORGAN STANLEY | 7,348,890 | 206,210,000 | 4.17% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 5,882,186 | 165,052,000 | 3.34% | ||
| 6 | UBS Group AG | 5,297,027 | 148,634,000 | 3.00% | ||
| 7 | BANK OF MONTREAL /CAN/ | 5,401,274 | 145,834,000 | 2.95% | ||
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,802,692 | 134,764,000 | 2.72% | ||
| 9 | AMERIPRISE FINANCIAL INC | 4,779,486 | 134,164,000 | 2.71% | ||
| 10 | COMERICA BANK | 4,150,866 | 119,213,000 | 2.41% | ||
| 11 | ROYAL BANK OF CANADA | 4,018,848 | 112,769,000 | 2.28% | ||
| 12 | JPMORGAN CHASE & CO | 3,131,726 | 87,875,000 | 1.78% | ||
| 13 | WELLS FARGO & COMPANY/MN | 2,896,791 | 81,284,000 | 1.64% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 2,396,164 | 67,236,000 | 1.36% | ||
| 15 | MISSION WEALTH MANAGEMENT, LLC | 2,292,190 | 64,319,000 | 1.30% | ||
| 16 | BOK Financial Private Wealth, Inc. | 2,273,709 | 63,800,000 | 1.29% | ||
| 17 | Lenox Wealth Advisors, LLC | 1,914,608 | 53,724,000 | 1.09% | ||
| 18 | Orion Porfolio Solutions, LLC | 1,773,836 | 49,774,000 | 1.01% | ||
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,389,811 | 38,998,000 | 0.79% | ||
| 20 | US BANCORP \DE\ | 1,333,292 | 37,412,000 | 0.76% | ||
| 21 | WESCAP MANAGEMENT GROUP, INC. | 1,329,123 | 37,295,000 | 0.75% | ||
| 22 | Financial Advisory Group | 1,295,893 | 36,363,000 | 0.73% | ||
| 23 | BLANKINSHIP & FOSTER, LLC | 1,208,807 | 33,919,000 | 0.69% | ||
| 24 | LPL Financial LLC | 1,030,498 | 29,390,000 | 0.59% | ||
| 25 | Buckingham Capital Management, Inc. | 945,265 | 26,524,000 | 0.54% | ||
| 26 | CKW FINANCIAL GROUP | 943,490 | 26,474,000 | 0.54% | ||
| 27 | MOSAIC FAMILY WEALTH, LLC | 878,933 | 24,663,000 | 0.50% | ||
| 28 | Mirae Asset Global Investments Co., Ltd. | 841,700 | 23,618,000 | 0.48% | ||
| 29 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 741,488 | 20,806,000 | 0.42% | ||
| 30 | Goelzer Investment Management, Inc. | 723,742 | 20,308,000 | 0.41% | ||
| 31 | Gradient Investments LLC | 637,188 | 17,880,000 | 0.36% | ||
| 32 | PEAK FINANCIAL MANAGEMENT, INC. | 607,901 | 17,058,000 | 0.34% | ||
| 33 | Commonwealth Equity Services, Inc | 607,211 | 17,038,000 | 0.34% | ||
| 34 | COLONY GROUP LLC | 590,967 | 16,583,000 | 0.34% | ||
| 35 | Carroll Financial Associates, Inc. | 588,607 | 16,516,000 | 0.33% | ||
| 36 | CENTRAL TRUST Co | 582,567 | 16,347,000 | 0.33% | ||
| 37 | CITIGROUP INC | 564,279 | 15,833,000 | 0.32% | ||
| 38 | ARTEMIS WEALTH ADVISORS, LLC | 559,500 | 15,700,000 | 0.32% | ||
| 39 | OLD MISSION CAPITAL, LLC | 462,051 | 12,965,000 | 0.26% | ||
| 40 | JANE STREET GROUP, LLC | 433,735 | 12,171,000 | 0.25% | ||
| 41 | First Allied Advisory Services, Inc. | 431,007 | 12,094,000 | 0.24% | ||
| 42 | RAYMOND JAMES & ASSOCIATES | 427,256 | 11,989,000 | 0.24% | ||
| 43 | BANK OF HAWAII | 384,867 | 10,799,000 | 0.22% | ||
| 44 | MAI Capital Management | 351,820 | 9,872,000 | 0.20% | ||
| 45 | CFO4Life, L.P. | 318,736 | 8,944,000 | 0.18% | ||
| 46 | Cetera Advisor Networks LLC | 310,716 | 8,723,000 | 0.18% | ||
| 47 | CORNERSTONE FINANCIAL PARTNERS, LLC | 293,487 | 8,237,000 | 0.17% | ||
| 48 | Stonehearth Capital Management, LLC | 276,142 | 7,749,000 | 0.16% | ||
| 49 | ROBLE, BELKO & COMPANY, INC | 267,280 | 7,500,000 | 0.15% | ||
| 50 | Horizon Investments, LLC | 266,110 | 7,467,000 | 0.15% |
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.
