| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 24,553,512 | 1,984,660,000 | 18.31% | ||
| 2 | TIAA CREF TRUST CO FSB/MO | 12,765,595 | 1,031,843,000 | 9.52% | ||
| 3 | WELLS FARGO & COMPANY/MN | 12,443,758 | 1,005,829,000 | 9.28% | ||
| 4 | JONES FINANCIAL COMPANIES LLLP | 9,032,023 | 730,059,000 | 6.74% | ||
| 5 | MORGAN STANLEY | 8,698,312 | 703,085,000 | 6.49% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 7,107,084 | 574,466,000 | 5.30% | ||
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4,378,806 | 353,939,000 | 3.27% | ||
| 8 | IndexIQ Advisors LLC | 3,277,035 | 264,883,000 | 2.44% | ||
| 9 | UBS Group AG | 3,126,655 | 252,728,000 | 2.33% | ||
| 10 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 2,495,672 | 201,725,000 | 1.86% | ||
| 11 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 2,363,139 | 190,942,000 | 1.76% | ||
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,057,439 | 166,302,000 | 1.53% | ||
| 13 | JPMORGAN CHASE & CO | 1,520,810 | 122,927,000 | 1.13% | ||
| 14 | Personal Capital Advisors Corp | 1,408,048 | 113,812,000 | 1.05% | ||
| 15 | Beacon Capital Management, Inc. | 1,372,205 | 110,915,000 | 1.02% | ||
| 16 | STIFEL FINANCIAL CORP | 1,299,729 | 105,060,000 | 0.97% | ||
| 17 | SUNTRUST BANKS INC | 1,021,036 | 82,529,000 | 0.76% | ||
| 18 | Cambridge Investment Research Advisors, Inc. | 986,757 | 79,760,000 | 0.74% | ||
| 19 | ROYAL BANK OF CANADA | 936,572 | 75,703,000 | 0.70% | ||
| 20 | Stadion Money Management, LLC | 823,057 | 66,528,000 | 0.61% | ||
| 21 | IFC Holdings Incorporated/FL | 819,543 | 66,260,000 | 0.61% | ||
| 22 | LPL Financial LLC | 784,053 | 63,187,000 | 0.58% | ||
| 23 | Commonwealth Equity Services, Inc | 771,504 | 62,361,000 | 0.58% | ||
| 24 | DOMANI WEALTH, LLC | 758,802 | 61,334,000 | 0.57% | ||
| 25 | Efficient Advisors, LLC | 749,210 | 60,559,000 | 0.56% | ||
| 26 | AMERIPRISE FINANCIAL INC | 671,331 | 54,192,000 | 0.50% | ||
| 27 | ZIONS BANCORPORATION | 669,479 | 54,027,000 | 0.50% | ||
| 28 | GOLDMAN SACHS GROUP INC | 649,553 | 52,503,000 | 0.48% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 608,148 | 49,154,000 | 0.45% | ||
| 30 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 581,168 | 46,976,000 | 0.43% | ||
| 31 | Truepoint, Inc. | 548,689 | 44,351,000 | 0.41% | ||
| 32 | ALPS ADVISORS INC | 513,610 | 41,515,000 | 0.38% | ||
| 33 | Willow Creek Wealth Management Inc. | 481,821 | 38,946,000 | 0.36% | ||
| 34 | AGILIS PARTNERS LLC | 479,650 | 38,770,000 | 0.36% | ||
| 35 | Retirement Planning Group, LLC | 454,746 | 36,757,000 | 0.34% | ||
| 36 | SII INVESTMENTS INC/WI | 417,104 | 33,730,000 | 0.31% | ||
| 37 | ADVISOR GROUP, INC. | 415,558 | 33,591,000 | 0.31% | ||
| 38 | ETRADE Capital Management LLC | 406,649 | 32,869,000 | 0.30% | ||
| 39 | Janney Montgomery Scott LLC | 402,388 | 32,525,000 | 0.30% | ||
| 40 | RAND WEALTH, LLC | 394,188 | 31,862,000 | 0.29% | ||
| 41 | Private Ocean, LLC | 391,053 | 31,499,000 | 0.29% | ||
| 42 | Carlson Capital Management | 370,439 | 29,943,000 | 0.28% | ||
| 43 | RAYMOND JAMES & ASSOCIATES | 368,409 | 29,779,000 | 0.27% | ||
| 44 | Raymond James Financial Services Advisors, Inc. | 349,171 | 28,224,000 | 0.26% | ||
| 45 | Annex Advisory Services, LLC | 344,697 | 27,862,000 | 0.26% | ||
| 46 | PNC FINANCIAL SERVICES GROUP, INC. | 343,681 | 27,780,000 | 0.26% | ||
| 47 | NATIXIS ADVISORS, LLC | 335,112 | 27,087,000 | 0.25% | ||
| 48 | PEAPACK GLADSTONE FINANCIAL CORP | 330,341 | 26,701,463 | 0.25% | ||
| 49 | CUTLER INVESTMENT COUNSEL LLC | 329,223 | 26,611,000 | 0.25% | ||
| 50 | AT Bancorp | 326,117 | 26,360,000 | 0.24% |
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.