| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 30,046,821 | 2,390,825,000 | 22.29% | ||
| 2 | WELLS FARGO & COMPANY/MN | 13,815,421 | 1,099,293,000 | 10.25% | ||
| 3 | TIAA CREF TRUST CO FSB/MO | 11,506,372 | 915,562,000 | 8.54% | ||
| 4 | JONES FINANCIAL COMPANIES LLLP | 9,882,318 | 786,336,000 | 7.33% | ||
| 5 | MORGAN STANLEY | 7,428,865 | 591,115,000 | 5.51% | ||
| 6 | Beacon Capital Management, Inc. | 5,835,152 | 464,309,000 | 4.33% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 5,531,509 | 440,142,000 | 4.10% | ||
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4,199,289 | 334,138,000 | 3.11% | ||
| 9 | UBS Group AG | 2,602,832 | 207,107,000 | 1.93% | ||
| 10 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 2,495,672 | 198,580,000 | 1.85% | ||
| 11 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 2,226,868 | 177,214,000 | 1.65% | ||
| 12 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,474,663 | 117,339,000 | 1.09% | ||
| 13 | IndexIQ Advisors LLC | 1,234,041 | 98,193,000 | 0.92% | ||
| 14 | LPL Financial LLC | 1,139,424 | 90,687,000 | 0.85% | ||
| 15 | STIFEL FINANCIAL CORP | 1,055,115 | 84,845,000 | 0.79% | ||
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,052,703 | 83,763,000 | 0.78% | ||
| 17 | ASSETMARK, INC | 908,805 | 72,314,000 | 0.67% | ||
| 18 | Personal Capital Advisors Corp | 895,904 | 71,287,000 | 0.66% | ||
| 19 | SUNTRUST BANKS INC | 862,665 | 68,639,000 | 0.64% | ||
| 20 | Stadion Money Management, LLC | 804,063 | 63,979,000 | 0.60% | ||
| 21 | IFC Holdings Incorporated/FL | 725,618 | 57,762,000 | 0.54% | ||
| 22 | ROYAL BANK OF CANADA | 717,793 | 57,115,000 | 0.53% | ||
| 23 | Windham Capital Management, LLC | 693,126 | 55,152,000 | 0.51% | ||
| 24 | ALPS ADVISORS INC | 678,304 | 53,973,000 | 0.50% | ||
| 25 | Cambridge Investment Research Advisors, Inc. | 677,212 | 53,886,000 | 0.50% | ||
| 26 | DOMANI WEALTH, LLC | 604,961 | 48,137,000 | 0.45% | ||
| 27 | EQUINOX INSTITUTIONAL ASSET MANAGEMENT, LP | 597,725 | 47,561,000 | 0.44% | ||
| 28 | CITIGROUP INC | 588,276 | 46,809,000 | 0.44% | ||
| 29 | Efficient Advisors, LLC | 557,331 | 44,347,000 | 0.41% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 467,350 | 37,188,000 | 0.35% | ||
| 31 | AMERIPRISE FINANCIAL INC | 459,732 | 36,144,000 | 0.34% | ||
| 32 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 451,895 | 35,957,000 | 0.34% | ||
| 33 | Truepoint, Inc. | 443,961 | 35,326,000 | 0.33% | ||
| 34 | Willow Creek Wealth Management Inc. | 437,106 | 34,781,000 | 0.32% | ||
| 35 | Retirement Planning Group, LLC | 419,518 | 33,381,000 | 0.31% | ||
| 36 | LEAVELL INVESTMENT MANAGEMENT, INC. | 407,134 | 32,396,000 | 0.30% | ||
| 37 | Carlson Capital Management | 397,523 | 31,631,000 | 0.29% | ||
| 38 | RAYMOND JAMES & ASSOCIATES | 384,906 | 30,627,000 | 0.29% | ||
| 39 | RAND WEALTH, LLC | 384,278 | 30,577,000 | 0.29% | ||
| 40 | Private Ocean, LLC | 384,314 | 30,357,000 | 0.28% | ||
| 41 | SII INVESTMENTS INC/WI | 367,939 | 29,264,000 | 0.27% | ||
| 42 | Orion Porfolio Solutions, LLC | 339,378 | 27,004,000 | 0.25% | ||
| 43 | Arrow Investment Advisors, LLC | 335,264 | 26,677,000 | 0.25% | ||
| 44 | NATIXIS ADVISORS, LLC | 332,598 | 26,465,000 | 0.25% | ||
| 45 | ZIONS BANCORPORATION | 327,609 | 26,068,000 | 0.24% | ||
| 46 | ETRADE Capital Management LLC | 325,839 | 25,927,000 | 0.24% | ||
| 47 | PNC FINANCIAL SERVICES GROUP, INC. | 316,508 | 25,185,000 | 0.23% | ||
| 48 | Commonwealth Equity Services, Inc | 310,803 | 24,731,000 | 0.23% | ||
| 49 | GOLDMAN SACHS GROUP INC | 303,509 | 24,150,000 | 0.23% | ||
| 50 | JPMORGAN CHASE & CO | 301,540 | 23,994,000 | 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.
