| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 3,867,131 | 428,130,000 | 11.79% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,723,028 | 412,176,000 | 11.35% | ||
| 3 | Betterment LLC | 2,368,574 | 262,225,000 | 7.22% | ||
| 4 | UBS Group AG | 2,357,962 | 261,050,000 | 7.19% | ||
| 5 | WEALTHFRONT CORP | 2,240,559 | 248,052,000 | 6.83% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,970,681 | 218,175,000 | 6.01% | ||
| 7 | Creative Planning | 1,475,652 | 163,369,000 | 4.50% | ||
| 8 | MORGAN STANLEY | 1,248,830 | 138,258,000 | 3.81% | ||
| 9 | LPL Financial LLC | 745,162 | 82,415,000 | 2.27% | ||
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 633,854 | 70,173,000 | 1.93% | ||
| 11 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 506,121 | 56,033,000 | 1.54% | ||
| 12 | SEI INVESTMENTS CO | 444,981 | 49,264,000 | 1.36% | ||
| 13 | CAPRIN ASSET MANAGEMENT LLC /ADV | 442,446 | 48,983,000 | 1.35% | ||
| 14 | US BANCORP \DE\ | 408,825 | 45,261,000 | 1.25% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 383,513 | 42,459,000 | 1.17% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 379,025 | 41,962,000 | 1.16% | ||
| 17 | BRINKER CAPITAL INC | 346,620 | 38,374,000 | 1.06% | ||
| 18 | ROYAL BANK OF CANADA | 314,799 | 34,852,000 | 0.96% | ||
| 19 | MANNING & NAPIER ADVISORS LLC | 307,926 | 34,090,000 | 0.94% | PRN | |
| 20 | METROPOLITAN LIFE INSURANCE CO/NY | 302,388 | 33,477,000 | 0.92% | ||
| 21 | BB&T SECURITIES, LLC | 261,507 | 28,951,000 | 0.80% | ||
| 22 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 258,843 | 28,657,000 | 0.79% | ||
| 23 | PIERSHALE FINANCIAL GROUP, INC. | 253,402 | 28,054,000 | 0.77% | ||
| 24 | Veritable, L.P. | 246,818 | 27,325,000 | 0.75% | ||
| 25 | Pinnacle Advisory Group, Inc. | 246,533 | 27,293,000 | 0.75% | ||
| 26 | Horizon Investments, LLC | 231,434 | 25,622,000 | 0.71% | ||
| 27 | NISA INVESTMENT ADVISORS, LLC | 231,268 | 25,604,000 | 0.71% | ||
| 28 | Goldstein Munger & Associates | 220,912 | 24,457,000 | 0.67% | ||
| 29 | BlackRock Investment Management, LLC | 210,292 | 23,281,000 | 0.64% | ||
| 30 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 154,729 | 17,130,000 | 0.47% | ||
| 31 | AMERIPRISE FINANCIAL INC | 151,832 | 16,802,000 | 0.46% | ||
| 32 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 143,233 | 15,857,000 | 0.44% | ||
| 33 | Beaumont Financial Partners, LLC | 141,372 | 15,651,000 | 0.43% | ||
| 34 | Crestwood Advisors Group, LLC | 136,832 | 15,149,000 | 0.42% | ||
| 35 | Estate Counselors, LLC | 134,745 | 14,918,000 | 0.41% | ||
| 36 | Portfolio Solutions, LLC | 128,333 | 14,208,000 | 0.39% | ||
| 37 | FIFTH THIRD BANCORP | 123,849 | 13,711,000 | 0.38% | ||
| 38 | Salient Capital Advisors, LLC | 117,809 | 13,043,000 | 0.36% | ||
| 39 | WEALTHCARE CAPITAL MANAGEMENT LLC | 104,043 | 11,519,000 | 0.32% | ||
| 40 | Commonwealth Equity Services, Inc | 99,344 | 10,998,000 | 0.30% | ||
| 41 | First Allied Advisory Services, Inc. | 94,168 | 10,429,000 | 0.29% | ||
| 42 | STIFEL FINANCIAL CORP | 82,838 | 10,121,000 | 0.28% | ||
| 43 | Raymond James Financial Services Advisors, Inc. | 88,658 | 9,816,000 | 0.27% | ||
| 44 | BOYS ARNOLD & CO INC | 84,042 | 9,304,000 | 0.26% | ||
| 45 | Capital Investment Services of America, Inc. | 80,554 | 8,918,000 | 0.25% | ||
| 46 | Cypress Capital Group | 80,360 | 8,897,000 | 0.24% | ||
| 47 | REGIONS FINANCIAL CORP | 76,804 | 8,502,000 | 0.23% | ||
| 48 | GIERL AUGUSTINE INVESTMENT MANAGEMENT INC | 74,649 | 8,264,000 | 0.23% | ||
| 49 | Hudock, Inc. | 71,574 | 7,924,000 | 0.22% | ||
| 50 | PATTON ALBERTSON MILLER GROUP, LLC | 71,525 | 7,919,000 | 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.
