| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 6,004,197 | 649,534,000 | 12.37% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 4,154,323 | 449,414,000 | 8.56% | ||
| 3 | UBS Group AG | 3,774,764 | 408,354,000 | 7.78% | ||
| 4 | Betterment LLC | 3,265,848 | 353,299,000 | 6.73% | ||
| 5 | WELLS FARGO & COMPANY/MN | 2,787,105 | 301,510,000 | 5.74% | ||
| 6 | WEALTHFRONT CORP | 2,503,524 | 270,831,000 | 5.16% | ||
| 7 | MORGAN STANLEY | 1,555,502 | 168,275,000 | 3.21% | ||
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,198,797 | 129,686,000 | 2.47% | ||
| 9 | Creative Planning | 1,046,536 | 113,214,000 | 2.16% | ||
| 10 | ASPIRIANT, LLC | 1,045,706 | 113,124,000 | 2.16% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 793,066 | 85,794,000 | 1.63% | ||
| 12 | RWA WEALTH PARTNERS, LLC | 788,442 | 85,294,000 | 1.62% | ||
| 13 | NISA INVESTMENT ADVISORS, LLC | 694,582 | 75,140,000 | 1.43% | ||
| 14 | US BANCORP \DE\ | 665,472 | 71,991,000 | 1.37% | ||
| 15 | SEI INVESTMENTS CO | 648,229 | 70,125,000 | 1.34% | ||
| 16 | Bank of New York Mellon Corp | 625,138 | 67,627,000 | 1.29% | ||
| 17 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 582,259 | 62,989,000 | 1.20% | ||
| 18 | AMERIPRISE FINANCIAL INC | 531,187 | 57,405,000 | 1.09% | ||
| 19 | Allen Investment Management, LLC | 522,798 | 56,556,000 | 1.08% | ||
| 20 | ENVESTNET ASSET MANAGEMENT INC | 464,166 | 50,218,000 | 0.96% | ||
| 21 | Nuveen Asset Management, LLC | 449,463 | 48,623,000 | 0.93% | ||
| 22 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 434,645 | 47,020,000 | 0.90% | ||
| 23 | ROYAL BANK OF CANADA | 431,749 | 46,706,000 | 0.89% | ||
| 24 | FMR LLC | 400,907 | 43,370,000 | 0.83% | ||
| 25 | NATIXIS ADVISORS, LLC | 379,853 | 41,092,000 | 0.78% | ||
| 26 | LAZARD ASSET MANAGEMENT LLC | 376,157 | 40,692,000 | 0.78% | PRN | |
| 27 | BRINKER CAPITAL INC | 336,966 | 36,453,000 | 0.69% | ||
| 28 | BlackRock Investment Management, LLC | 336,519 | 36,405,000 | 0.69% | ||
| 29 | Fisher Asset Management, LLC | 286,785 | 31,024,000 | 0.59% | ||
| 30 | CAPTRUST FINANCIAL ADVISORS | 279,490 | 30,235,000 | 0.58% | ||
| 31 | JPMORGAN CHASE & CO | 260,800 | 28,213,000 | 0.54% | ||
| 32 | CAPITAL ONE, NATIONAL ASSOCIATION | 258,107 | 27,922,000 | 0.53% | ||
| 33 | MANNING & NAPIER ADVISORS LLC | 239,184 | 25,874,000 | 0.49% | PRN | |
| 34 | CAPRIN ASSET MANAGEMENT LLC /ADV | 238,203 | 25,805,000 | 0.49% | ||
| 35 | Veritable, L.P. | 215,784 | 23,344,000 | 0.44% | ||
| 36 | GOLDMAN SACHS GROUP INC | 214,343 | 23,187,000 | 0.44% | ||
| 37 | BB&T SECURITIES, LLC | 185,259 | 20,887,000 | 0.40% | ||
| 38 | Commonwealth Equity Services, Inc | 185,721 | 20,091,000 | 0.38% | ||
| 39 | Simplicity Solutions, LLC | 179,390 | 19,406,000 | 0.37% | ||
| 40 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 175,890 | 19,028,000 | 0.36% | ||
| 41 | REGIONS FINANCIAL CORP | 166,914 | 18,057,000 | 0.34% | ||
| 42 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 163,489 | 17,686,000 | 0.34% | ||
| 43 | ASSETMARK, INC | 154,895 | 16,757,000 | 0.32% | ||
| 44 | SUNTRUST BANKS INC | 152,835 | 16,533,000 | 0.31% | ||
| 45 | Raymond James Financial Services Advisors, Inc. | 151,004 | 16,336,000 | 0.31% | ||
| 46 | Paracle Advisors, LLC | 150,385 | 16,268,000 | 0.31% | ||
| 47 | Sequoia Financial Advisors, LLC | 138,488 | 14,982,000 | 0.29% | ||
| 48 | BAILARD, INC. | 137,475 | 14,872,000 | 0.28% | ||
| 49 | Portfolio Solutions, LLC | 134,327 | 14,531,000 | 0.28% | ||
| 50 | Simply Money Advisors | 123,584 | 13,369,000 | 0.25% |
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.
