| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4,188,656 | 477,189,000 | 10.74% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 4,018,210 | 457,771,000 | 10.30% | ||
| 3 | Betterment LLC | 3,245,196 | 369,693,000 | 8.32% | ||
| 4 | UBS Group AG | 3,140,544 | 357,783,000 | 8.05% | ||
| 5 | WEALTHFRONT CORP | 2,900,719 | 330,462,000 | 7.44% | ||
| 6 | WELLS FARGO & COMPANY/MN | 2,368,922 | 269,877,000 | 6.07% | ||
| 7 | MORGAN STANLEY | 1,444,018 | 164,508,000 | 3.70% | ||
| 8 | Creative Planning | 1,249,534 | 142,352,000 | 3.20% | ||
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 998,883 | 113,797,000 | 2.56% | ||
| 10 | SEI INVESTMENTS CO | 663,868 | 75,630,000 | 1.70% | ||
| 11 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 603,347 | 68,736,000 | 1.55% | ||
| 12 | NISA INVESTMENT ADVISORS, LLC | 587,493 | 66,930,000 | 1.51% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 539,977 | 61,516,000 | 1.38% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 534,788 | 60,925,000 | 1.37% | ||
| 15 | JANE STREET GROUP, LLC | 503,582 | 57,370,000 | 1.29% | ||
| 16 | US BANCORP \DE\ | 436,223 | 49,697,000 | 1.12% | ||
| 17 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 414,520 | 47,224,000 | 1.06% | ||
| 18 | CAPRIN ASSET MANAGEMENT LLC /ADV | 396,275 | 45,145,000 | 1.02% | ||
| 19 | LAZARD ASSET MANAGEMENT LLC | 370,948 | 42,265,000 | 0.95% | PRN | |
| 20 | LPL Financial LLC | 369,103 | 42,107,000 | 0.95% | ||
| 21 | BRINKER CAPITAL INC | 368,693 | 42,003,000 | 0.95% | ||
| 22 | AMERIPRISE FINANCIAL INC | 355,923 | 40,395,000 | 0.91% | ||
| 23 | MANNING & NAPIER ADVISORS LLC | 271,176 | 30,893,000 | 0.70% | PRN | |
| 24 | ROYAL BANK OF CANADA | 265,455 | 30,240,000 | 0.68% | ||
| 25 | Veritable, L.P. | 245,921 | 28,016,000 | 0.63% | ||
| 26 | Simply Money Advisors | 244,371 | 27,840,000 | 0.63% | ||
| 27 | BB&T SECURITIES, LLC | 210,956 | 24,032,000 | 0.54% | ||
| 28 | JPMORGAN CHASE & CO | 203,785 | 23,219,000 | 0.52% | ||
| 29 | Pinnacle Advisory Group, Inc. | 190,223 | 21,671,000 | 0.49% | ||
| 30 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 177,018 | 20,180,000 | 0.45% | ||
| 31 | Spruce Investment Advisors LLC | 175,589 | 20,004,000 | 0.45% | ||
| 32 | HT Partners LLC | 165,992 | 18,910,000 | 0.43% | ||
| 33 | Beaumont Financial Partners, LLC | 157,343 | 17,925,000 | 0.40% | ||
| 34 | Legacy Private Trust Co. | 132,709 | 15,119,000 | 0.34% | ||
| 35 | REGIONS FINANCIAL CORP | 130,868 | 14,909,000 | 0.34% | ||
| 36 | FIFTH THIRD BANCORP | 130,044 | 14,815,000 | 0.33% | ||
| 37 | Sigma Investment Management Co | 127,452 | 14,520,000 | 0.33% | ||
| 38 | BlackRock Investment Management, LLC | 124,979 | 14,238,000 | 0.32% | ||
| 39 | STIFEL FINANCIAL CORP | 124,670 | 14,204,000 | 0.32% | ||
| 40 | WEALTHCARE CAPITAL MANAGEMENT LLC | 120,262 | 13,701,000 | 0.31% | ||
| 41 | Commonwealth Equity Services, Inc | 114,127 | 13,002,000 | 0.29% | ||
| 42 | Goldstein Munger & Associates | 111,440 | 12,696,000 | 0.29% | ||
| 43 | GOLDMAN SACHS GROUP INC | 96,433 | 10,986,000 | 0.25% | ||
| 44 | Cypress Capital Group | 94,640 | 10,781,000 | 0.24% | ||
| 45 | Salient Capital Advisors, LLC | 93,338 | 10,633,000 | 0.24% | ||
| 46 | BANQUE PICTET & CIE SA | 89,400 | 10,186,000 | 0.23% | ||
| 47 | Pictet North America Advisors SA | 89,400 | 10,186,000 | 0.23% | ||
| 48 | Squarepoint Ops LLC | 84,888 | 9,671,000 | 0.22% | ||
| 49 | Raymond James Financial Services Advisors, Inc. | 84,695 | 9,649,000 | 0.22% | ||
| 50 | Capital Investment Services of America, Inc. | 80,704 | 9,194,000 | 0.21% |
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.
