| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4,234,605 | 477,451,000 | 10.10% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 4,001,198 | 451,136,000 | 9.54% | ||
| 3 | Betterment LLC | 3,903,433 | 440,112,000 | 9.31% | ||
| 4 | UBS Group AG | 3,528,256 | 397,811,000 | 8.41% | ||
| 5 | WEALTHFRONT CORP | 3,385,670 | 381,734,000 | 8.07% | ||
| 6 | WELLS FARGO & COMPANY/MN | 2,455,693 | 276,879,000 | 5.85% | ||
| 7 | MORGAN STANLEY | 1,484,003 | 167,321,000 | 3.54% | ||
| 8 | Creative Planning | 1,319,582 | 148,783,000 | 3.15% | ||
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,066,173 | 120,211,000 | 2.54% | ||
| 10 | SEI INVESTMENTS CO | 865,572 | 97,593,000 | 2.06% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 682,557 | 76,958,000 | 1.63% | ||
| 12 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 623,895 | 70,344,000 | 1.49% | ||
| 13 | NISA INVESTMENT ADVISORS, LLC | 587,423 | 66,232,000 | 1.40% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 535,271 | 60,352,000 | 1.28% | ||
| 15 | AMERIPRISE FINANCIAL INC | 516,953 | 58,340,000 | 1.23% | ||
| 16 | US BANCORP \DE\ | 477,183 | 53,803,000 | 1.14% | ||
| 17 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 425,992 | 48,031,000 | 1.02% | ||
| 18 | LAZARD ASSET MANAGEMENT LLC | 371,920 | 41,933,000 | 0.89% | PRN | |
| 19 | LPL Financial LLC | 371,243 | 41,676,000 | 0.88% | ||
| 20 | BRINKER CAPITAL INC | 350,623 | 39,533,000 | 0.84% | ||
| 21 | ROYAL BANK OF CANADA | 283,890 | 32,008,000 | 0.68% | ||
| 22 | ASSETMARK, INC | 272,570 | 30,732,000 | 0.65% | ||
| 23 | JPMORGAN CHASE & CO | 268,014 | 30,219,000 | 0.64% | ||
| 24 | MANNING & NAPIER ADVISORS LLC | 262,301 | 29,574,000 | 0.63% | PRN | |
| 25 | Simply Money Advisors | 260,784 | 29,403,000 | 0.62% | ||
| 26 | Veritable, L.P. | 245,921 | 27,728,000 | 0.59% | ||
| 27 | CAPRIN ASSET MANAGEMENT LLC /ADV | 218,760 | 24,665,000 | 0.52% | ||
| 28 | FMR LLC | 218,186 | 24,601,000 | 0.52% | ||
| 29 | BlackRock Investment Management, LLC | 187,406 | 21,130,000 | 0.45% | ||
| 30 | Commonwealth Equity Services, Inc | 186,000 | 20,971,000 | 0.44% | ||
| 31 | BB&T SECURITIES, LLC | 185,259 | 20,887,000 | 0.44% | ||
| 32 | Fisher Asset Management, LLC | 182,599 | 20,588,000 | 0.44% | ||
| 33 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 177,004 | 19,957,000 | 0.42% | ||
| 34 | Legacy Private Trust Co. | 170,758 | 19,253,000 | 0.41% | ||
| 35 | Beaumont Financial Partners, LLC | 157,191 | 17,723,000 | 0.37% | ||
| 36 | FIFTH THIRD BANCORP | 151,423 | 17,073,000 | 0.36% | ||
| 37 | BLACKROCK ADVISORS LLC | 150,000 | 16,913,000 | 0.36% | ||
| 38 | Spruce Investment Advisors LLC | 149,194 | 16,822,000 | 0.36% | ||
| 39 | REGIONS FINANCIAL CORP | 133,047 | 15,001,000 | 0.32% | ||
| 40 | Sigma Investment Management Co | 127,452 | 14,370,000 | 0.30% | ||
| 41 | WEALTHCARE CAPITAL MANAGEMENT LLC | 120,592 | 13,597,000 | 0.29% | ||
| 42 | M&T BANK CORP | 110,627 | 12,473,000 | 0.26% | ||
| 43 | Goldstein Munger & Associates | 110,619 | 12,472,000 | 0.26% | ||
| 44 | Sequoia Financial Advisors, LLC | 107,011 | 12,065,000 | 0.26% | ||
| 45 | GOLDMAN SACHS GROUP INC | 106,558 | 12,015,000 | 0.25% | ||
| 46 | Regis Management CO LLC | 106,491 | 12,007,000 | 0.25% | ||
| 47 | STIFEL FINANCIAL CORP | 102,373 | 11,534,000 | 0.24% | ||
| 48 | Raymond James Financial Services Advisors, Inc. | 101,143 | 11,404,000 | 0.24% | ||
| 49 | Cypress Capital Group | 98,500 | 11,106,000 | 0.23% | ||
| 50 | Salient Capital Advisors, LLC | 96,331 | 10,861,000 | 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.
