| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 27,388,094 | 3,965,796,000 | 23.81% | ||
| 2 | WELLS FARGO & COMPANY/MN | 12,373,179 | 1,791,634,000 | 10.76% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 7,771,823 | 1,125,359,000 | 6.76% | ||
| 4 | Edelman Financial Services, LLC | 4,774,366 | 691,328,000 | 4.15% | ||
| 5 | Good Harbor Financial, LLC | 3,869,764 | 560,341,000 | 3.36% | ||
| 6 | MORGAN STANLEY | 3,714,000 | 537,789,000 | 3.23% | ||
| 7 | Bank of New York Mellon Corp | 2,842,405 | 411,582,000 | 2.47% | ||
| 8 | KEYBANK NATIONAL ASSOCIATION/OH | 2,776,493 | 402,036,000 | 2.41% | ||
| 9 | Valmark Advisers, Inc. | 2,466,128 | 357,095,000 | 2.14% | ||
| 10 | UBS Group AG | 1,830,126 | 265,002,000 | 1.59% | ||
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 1,822,867 | 263,952,000 | 1.58% | ||
| 12 | BlackRock Institutional Trust Company, N.A. | 1,720,262 | 249,094,000 | 1.50% | ||
| 13 | DEUTSCHE BANK AG\ | 1,360,599 | 197,011,000 | 1.18% | ||
| 14 | LPL Financial LLC | 1,233,053 | 178,553,000 | 1.07% | ||
| 15 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,184,797 | 171,559,000 | 1.03% | ||
| 16 | REGIONS FINANCIAL CORP | 1,103,671 | 159,812,000 | 0.96% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 1,044,382 | 151,227,000 | 0.91% | ||
| 18 | ROYAL BANK OF CANADA | 1,034,441 | 149,786,000 | 0.90% | ||
| 19 | GOLDMAN SACHS GROUP INC | 966,628 | 139,967,000 | 0.84% | ||
| 20 | MADISON INVESTMENT HOLDINGS INC | 919,384 | 133,127,000 | 0.80% | ||
| 21 | ALESCO ADVISORS LLC | 877,609 | 127,078,000 | 0.76% | ||
| 22 | NORTHERN TRUST CORP | 822,154 | 119,048,000 | 0.71% | ||
| 23 | BlackRock Fund Advisors | 814,882 | 117,995,000 | 0.71% | ||
| 24 | FIFTH THIRD BANCORP | 719,691 | 104,211,000 | 0.63% | ||
| 25 | SENTRY INVESTMENT MANAGEMENT LLC | 707,000 | 102,374,000 | 0.61% | ||
| 26 | COMERICA BANK | 682,572 | 98,838,000 | 0.59% | ||
| 27 | Veritable, L.P. | 620,278 | 89,816,000 | 0.54% | ||
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 611,729 | 88,578,000 | 0.53% | ||
| 29 | CITIGROUP INC | 596,794 | 86,416,000 | 0.52% | ||
| 30 | M&T BANK CORP | 530,537 | 76,822,000 | 0.46% | ||
| 31 | Creative Planning | 520,487 | 75,367,000 | 0.45% | ||
| 32 | Acropolis Investment Management, LLC | 467,819 | 67,740,205 | 0.41% | ||
| 33 | BANK OF MONTREAL /CAN/ | 456,093 | 66,043,000 | 0.40% | ||
| 34 | Linscomb Wealth, Inc. | 447,771 | 64,837,000 | 0.39% | ||
| 35 | BOKF, NA | 439,037 | 63,572,000 | 0.38% | ||
| 36 | EASTERN BANK | 418,029 | 60,530,000 | 0.36% | ||
| 37 | Aft, Forsyth & Sober, LLC | 384,835 | 55,724,000 | 0.33% | ||
| 38 | Efficient Market Advisors, LLC | 346,402 | 50,159,000 | 0.30% | ||
| 39 | Haverford Trust Co | 339,715 | 49,191,000 | 0.30% | ||
| 40 | GW HENSSLER & ASSOCIATES LTD | 328,527 | 47,571,000 | 0.29% | ||
| 41 | CKW FINANCIAL GROUP | 309,008 | 44,744,000 | 0.27% | ||
| 42 | Alaska Permanent Capital Management, LLC | 305,815 | 44,282,000 | 0.27% | ||
| 43 | HSBC HOLDINGS PLC | 290,214 | 42,291,000 | 0.25% | ||
| 44 | DT Investment Partners, LLC | 280,475 | 40,613,000 | 0.24% | ||
| 45 | Placemark Investments, Inc. | 277,198 | 40,132,000 | 0.24% | ||
| 46 | CITY NATIONAL BANK | 277,013 | 40,111,000 | 0.24% | ||
| 47 | Wilmington Savings Fund Society, FSB | 276,135 | 39,985,000 | 0.24% | ||
| 48 | HUNTINGTON NATIONAL BANK | 273,759 | 39,640,000 | 0.24% | PRN | |
| 49 | PRINCIPAL FINANCIAL GROUP INC | 271,125 | 39,259,000 | 0.24% | ||
| 50 | Modera Wealth Management, LLC | 268,352 | 38,857,000 | 0.23% |
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.
