| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 3,658,337 | 400,770,000 | 12.95% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,886,551 | 316,222,000 | 10.22% | ||
| 3 | WEALTHFRONT CORP | 2,202,440 | 241,277,000 | 7.80% | ||
| 4 | Betterment LLC | 2,002,133 | 219,334,000 | 7.09% | ||
| 5 | UBS Group AG | 1,899,159 | 208,053,000 | 6.72% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,886,647 | 206,681,000 | 6.68% | ||
| 7 | Creative Planning | 1,619,848 | 177,454,000 | 5.73% | ||
| 8 | MORGAN STANLEY | 1,162,983 | 127,405,000 | 4.12% | ||
| 9 | Ally Financial Inc. | 900,000 | 98,595,000 | 3.19% | ||
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 657,251 | 72,002,000 | 2.33% | ||
| 11 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 442,227 | 48,446,000 | 1.57% | ||
| 12 | LPL Financial LLC | 375,157 | 41,076,000 | 1.33% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 362,662 | 39,730,000 | 1.28% | ||
| 14 | US BANCORP \DE\ | 358,985 | 39,327,000 | 1.27% | ||
| 15 | SEI INVESTMENTS CO | 341,313 | 37,391,000 | 1.21% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 330,261 | 36,180,000 | 1.17% | ||
| 17 | MANNING & NAPIER ADVISORS LLC | 315,848 | 34,601,000 | 1.12% | PRN | |
| 18 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 296,696 | 32,503,000 | 1.05% | ||
| 19 | METROPOLITAN LIFE INSURANCE CO/NY | 293,260 | 32,127,000 | 1.04% | ||
| 20 | Veritable, L.P. | 252,228 | 27,632,000 | 0.89% | ||
| 21 | BB&T SECURITIES, LLC | 248,187 | 27,188,000 | 0.88% | ||
| 22 | NISA INVESTMENT ADVISORS, LLC | 231,308 | 25,340,000 | 0.82% | ||
| 23 | Goldstein Munger & Associates | 219,201 | 24,014,000 | 0.78% | ||
| 24 | Atria Investments, Inc | 2,539 | 23,178,000 | 0.75% | ||
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 144,103 | 15,786,000 | 0.51% | ||
| 26 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 131,064 | 14,358,000 | 0.46% | ||
| 27 | Estate Counselors, LLC | 122,395 | 13,392,000 | 0.43% | ||
| 28 | FIFTH THIRD BANCORP | 120,904 | 13,245,000 | 0.43% | ||
| 29 | AMERIPRISE FINANCIAL INC | 119,865 | 13,109,000 | 0.42% | ||
| 30 | WEALTHCARE CAPITAL MANAGEMENT LLC | 114,085 | 12,498,000 | 0.40% | ||
| 31 | Beaumont Financial Partners, LLC | 107,227 | 11,603,000 | 0.37% | ||
| 32 | Salient Capital Advisors, LLC | 104,043 | 11,398,000 | 0.37% | ||
| 33 | ROYAL BANK OF CANADA | 102,353 | 11,213,000 | 0.36% | ||
| 34 | Commonwealth Equity Services, Inc | 78,170 | 8,564,000 | 0.28% | ||
| 35 | Cypress Capital Group | 78,090 | 8,555,000 | 0.28% | ||
| 36 | REGIONS FINANCIAL CORP | 71,606 | 7,844,000 | 0.25% | ||
| 37 | Hudock, Inc. | 71,287 | 7,809,000 | 0.25% | ||
| 38 | PATTON ALBERTSON MILLER GROUP, LLC | 71,095 | 7,787,000 | 0.25% | ||
| 39 | First Allied Advisory Services, Inc. | 69,363 | 7,608,000 | 0.25% | ||
| 40 | Transamerica Financial Advisors, LLC | 67,904 | 7,439,000 | 0.24% | ||
| 41 | 3D ASSET MANAGEMENT, INC | 67,574 | 7,403,000 | 0.24% | ||
| 42 | STIFEL FINANCIAL CORP | 66,769 | 7,316,000 | 0.24% | ||
| 43 | Simply Money Advisors | 63,778 | 6,987,000 | 0.23% | ||
| 44 | BANK OF MONTREAL /CAN/ | 62,810 | 6,881,000 | 0.22% | ||
| 45 | Sigma Investment Management Co | 60,994 | 6,682,000 | 0.22% | ||
| 46 | BlackRock Investment Management, LLC | 60,080 | 6,582,000 | 0.21% | ||
| 47 | Bank of New York Mellon Corp | 58,222 | 6,378,000 | 0.21% | ||
| 48 | Legacy Private Trust Co. | 55,391 | 6,068,000 | 0.20% | ||
| 49 | Orion Porfolio Solutions, LLC | 55,368 | 6,066,000 | 0.20% | ||
| 50 | MCF Advisors LLC | 52,798 | 5,784,000 | 0.19% |
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.
