| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 3,896,919 | 435,092,000 | 10.95% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,739,730 | 417,540,000 | 10.51% | ||
| 3 | UBS Group AG | 2,870,007 | 320,436,000 | 8.06% | ||
| 4 | Betterment LLC | 2,751,705 | 307,228,000 | 7.73% | ||
| 5 | WEALTHFRONT CORP | 2,523,048 | 281,698,000 | 7.09% | ||
| 6 | WELLS FARGO & COMPANY/MN | 2,069,788 | 231,092,000 | 5.81% | ||
| 7 | MORGAN STANLEY | 1,621,549 | 181,046,000 | 4.56% | ||
| 8 | Creative Planning | 1,260,564 | 140,742,000 | 3.54% | ||
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 914,445 | 102,098,000 | 2.57% | ||
| 10 | LPL Financial LLC | 709,334 | 79,240,000 | 1.99% | ||
| 11 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 556,006 | 62,078,000 | 1.56% | ||
| 12 | SEI INVESTMENTS CO | 533,669 | 59,584,000 | 1.50% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 493,595 | 55,110,000 | 1.39% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 466,964 | 52,137,000 | 1.31% | ||
| 15 | US BANCORP \DE\ | 427,603 | 47,742,000 | 1.20% | ||
| 16 | CAPRIN ASSET MANAGEMENT LLC /ADV | 420,828 | 46,985,000 | 1.18% | ||
| 17 | BRINKER CAPITAL INC | 369,359 | 41,238,000 | 1.04% | ||
| 18 | ROYAL BANK OF CANADA | 303,203 | 33,852,000 | 0.85% | ||
| 19 | METROPOLITAN LIFE INSURANCE CO/NY | 302,388 | 33,762,000 | 0.85% | ||
| 20 | MANNING & NAPIER ADVISORS LLC | 294,611 | 32,893,000 | 0.83% | PRN | |
| 21 | Pinnacle Advisory Group, Inc. | 260,196 | 29,050,000 | 0.73% | ||
| 22 | Veritable, L.P. | 244,576 | 27,307,000 | 0.69% | ||
| 23 | AMERIPRISE FINANCIAL INC | 239,030 | 26,495,000 | 0.67% | ||
| 24 | NISA INVESTMENT ADVISORS, LLC | 231,268 | 25,821,000 | 0.65% | ||
| 25 | USCA RIA LLC | 2,801,786 | 25,094,000 | 0.63% | ||
| 26 | GFS Advisors, LLC | 2,801,786 | 25,094,000 | 0.63% | ||
| 27 | Goldstein Munger & Associates | 212,485 | 23,724,000 | 0.60% | ||
| 28 | BB&T SECURITIES, LLC | 198,871 | 22,203,000 | 0.56% | ||
| 29 | JPMORGAN CHASE & CO | 177,068 | 19,769,000 | 0.50% | ||
| 30 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 173,794 | 19,404,000 | 0.49% | ||
| 31 | HT Partners LLC | 165,684 | 18,445,000 | 0.46% | ||
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 155,932 | 17,410,000 | 0.44% | ||
| 33 | Crestwood Advisors Group, LLC | 154,059 | 17,201,000 | 0.43% | ||
| 34 | Raymond James Financial Services Advisors, Inc. | 142,972 | 15,963,000 | 0.40% | ||
| 35 | Spruce Investment Advisors LLC | 142,518 | 15,912,000 | 0.40% | ||
| 36 | Sigma Investment Management Co | 129,100 | 14,414,000 | 0.36% | ||
| 37 | FIFTH THIRD BANCORP | 125,300 | 13,990,000 | 0.35% | ||
| 38 | WEALTHCARE CAPITAL MANAGEMENT LLC | 123,846 | 13,827,000 | 0.35% | ||
| 39 | Salient Capital Advisors, LLC | 116,727 | 13,033,000 | 0.33% | ||
| 40 | Beaumont Financial Partners, LLC | 111,022 | 12,279,000 | 0.31% | ||
| 41 | REGIONS FINANCIAL CORP | 108,198 | 12,080,000 | 0.30% | ||
| 42 | Commonwealth Equity Services, Inc | 106,259 | 11,864,000 | 0.30% | ||
| 43 | Archford Capital Strategies, LLC | 10,611 | 11,808,514 | 0.30% | ||
| 44 | STIFEL FINANCIAL CORP | 100,826 | 11,257,000 | 0.28% | ||
| 45 | Pictet North America Advisors SA | 89,400 | 9,982,000 | 0.25% | ||
| 46 | BANQUE PICTET & CIE SA | 89,400 | 9,982,000 | 0.25% | ||
| 47 | Cypress Capital Group | 88,257 | 9,854,000 | 0.25% | ||
| 48 | GOLDMAN SACHS GROUP INC | 82,373 | 9,197,000 | 0.23% | ||
| 49 | BlackRock Investment Management, LLC | 81,218 | 9,068,000 | 0.23% | ||
| 50 | Capital Investment Services of America, Inc. | 80,704 | 9,011,000 | 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.
