| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 3,612,757 | 390,937,000 | 13.19% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,551,235 | 276,068,000 | 9.31% | ||
| 3 | WEALTHFRONT CORP | 2,110,579 | 228,386,000 | 7.70% | ||
| 4 | Creative Planning | 1,817,335 | 196,654,000 | 6.63% | ||
| 5 | Betterment LLC | 1,793,068 | 194,028,000 | 6.54% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,768,111 | 191,327,000 | 6.45% | ||
| 7 | UBS Group AG | 1,645,579 | 178,068,000 | 6.01% | ||
| 8 | MORGAN STANLEY | 1,246,211 | 134,853,000 | 4.55% | ||
| 9 | Ally Financial Inc. | 900,000 | 97,389,000 | 3.28% | ||
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 611,496 | 66,170,000 | 2.23% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 348,676 | 37,730,000 | 1.27% | ||
| 12 | US BANCORP \DE\ | 342,115 | 37,020,000 | 1.25% | ||
| 13 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 323,082 | 34,961,000 | 1.18% | ||
| 14 | MANNING & NAPIER ADVISORS LLC | 319,130 | 34,533,000 | 1.16% | PRN | |
| 15 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 298,662 | 32,318,000 | 1.09% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 295,009 | 31,923,000 | 1.08% | ||
| 17 | METROPOLITAN LIFE INSURANCE CO/NY | 284,057 | 30,738,000 | 1.04% | ||
| 18 | JPMORGAN CHASE & CO | 281,172 | 30,426,000 | 1.03% | ||
| 19 | SEI INVESTMENTS CO | 277,194 | 29,996,000 | 1.01% | ||
| 20 | Veritable, L.P. | 266,083 | 28,793,000 | 0.97% | ||
| 21 | LPL Financial LLC | 241,550 | 26,165,000 | 0.88% | ||
| 22 | NISA INVESTMENT ADVISORS, LLC | 231,308 | 25,030,000 | 0.84% | ||
| 23 | Goldstein Munger & Associates | 226,432 | 24,502,000 | 0.83% | ||
| 24 | BB&T SECURITIES, LLC | 225,503 | 24,401,000 | 0.82% | ||
| 25 | Pinnacle Advisory Group, Inc. | 195,732 | 21,180,000 | 0.71% | ||
| 26 | BlackRock Investment Management, LLC | 156,672 | 16,953,000 | 0.57% | ||
| 27 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 155,853 | 16,865,000 | 0.57% | ||
| 28 | ROYAL BANK OF CANADA | 134,193 | 14,521,000 | 0.49% | ||
| 29 | Estate Counselors, LLC | 126,955 | 13,737,000 | 0.46% | ||
| 30 | FIFTH THIRD BANCORP | 124,221 | 13,442,000 | 0.45% | ||
| 31 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 113,703 | 12,304,000 | 0.41% | ||
| 32 | AMERIPRISE FINANCIAL INC | 108,782 | 11,768,000 | 0.40% | ||
| 33 | Beaumont Financial Partners, LLC | 107,227 | 11,603,000 | 0.39% | ||
| 34 | WEALTHCARE CAPITAL MANAGEMENT LLC | 104,661 | 11,325,000 | 0.38% | ||
| 35 | Salient Capital Advisors, LLC | 92,381 | 9,997,000 | 0.34% | ||
| 36 | CITIGROUP INC | 91,486 | 9,900,000 | 0.33% | ||
| 37 | First Allied Advisory Services, Inc. | 86,046 | 9,314,000 | 0.31% | ||
| 38 | Cypress Capital Group | 75,715 | 8,193,000 | 0.28% | ||
| 39 | Hudock, Inc. | 75,156 | 8,132,000 | 0.27% | ||
| 40 | PATTON ALBERTSON MILLER GROUP, LLC | 73,990 | 8,006,000 | 0.27% | ||
| 41 | Commonwealth Equity Services, Inc | 70,665 | 7,647,000 | 0.26% | ||
| 42 | REGIONS FINANCIAL CORP | 67,999 | 7,358,000 | 0.25% | ||
| 43 | Orion Porfolio Solutions, LLC | 66,109 | 7,154,000 | 0.24% | ||
| 44 | KEYBANK NATIONAL ASSOCIATION/OH | 65,545 | 7,093,000 | 0.24% | ||
| 45 | 3D ASSET MANAGEMENT, INC | 64,176 | 6,944,000 | 0.23% | ||
| 46 | STIFEL FINANCIAL CORP | 63,580 | 6,880,000 | 0.23% | ||
| 47 | MANAGED ACCOUNT ADVISORS LLC | 62,955 | 6,812,000 | 0.23% | ||
| 48 | Simply Money Advisors | 62,433 | 6,756,000 | 0.23% | ||
| 49 | BANK OF MONTREAL /CAN/ | 61,729 | 6,681,000 | 0.23% | ||
| 50 | Sigma Investment Management Co | 60,994 | 6,600,000 | 0.22% |
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.
