| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 19,548,290 | 1,553,111,000 | 13.76% | ||
| 2 | WELLS FARGO & COMPANY/MN | 13,895,744 | 1,104,017,000 | 9.78% | ||
| 3 | TIAA CREF TRUST CO FSB/MO | 13,785,577 | 1,095,264,000 | 9.70% | ||
| 4 | JONES FINANCIAL COMPANIES LLLP | 9,123,372 | 724,852,000 | 6.42% | ||
| 5 | MORGAN STANLEY | 8,554,088 | 679,622,000 | 6.02% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 7,778,571 | 618,006,000 | 5.48% | ||
| 7 | Catalyst Capital Advisors LLC | 4,623,500 | 367,337,000 | 3.25% | ||
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4,541,699 | 360,838,000 | 3.20% | ||
| 9 | IndexIQ Advisors LLC | 4,261,351 | 338,565,000 | 3.00% | ||
| 10 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 3,564,501 | 283,200,000 | 2.51% | ||
| 11 | UBS Group AG | 2,700,948 | 214,590,000 | 1.90% | ||
| 12 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 2,495,672 | 198,281,000 | 1.76% | ||
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,391,672 | 190,036,000 | 1.68% | ||
| 14 | Beacon Capital Management, Inc. | 2,343,137 | 186,162,000 | 1.65% | ||
| 15 | Personal Capital Advisors Corp | 1,632,656 | 129,715,000 | 1.15% | ||
| 16 | ROYAL BANK OF CANADA | 1,445,353 | 114,834,000 | 1.02% | ||
| 17 | STIFEL FINANCIAL CORP | 1,337,011 | 106,242,000 | 0.94% | ||
| 18 | SUNTRUST BANKS INC | 1,163,081 | 92,404,000 | 0.82% | ||
| 19 | Cambridge Investment Research Advisors, Inc. | 1,108,332 | 88,057,000 | 0.78% | ||
| 20 | Commonwealth Equity Services, Inc | 891,834 | 70,856,000 | 0.63% | ||
| 21 | IFC Holdings Incorporated/FL | 843,807 | 67,052,000 | 0.59% | ||
| 22 | LPL Financial LLC | 840,909 | 66,819,000 | 0.59% | ||
| 23 | AMERIPRISE FINANCIAL INC | 805,508 | 63,984,000 | 0.57% | ||
| 24 | Efficient Advisors, LLC | 792,342 | 62,952,000 | 0.56% | ||
| 25 | JPMORGAN CHASE & CO | 784,561 | 62,334,000 | 0.55% | ||
| 26 | Stadion Money Management, LLC | 774,990 | 61,573,000 | 0.55% | ||
| 27 | Truepoint, Inc. | 665,828 | 53,047,000 | 0.47% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 639,091 | 50,795,000 | 0.45% | ||
| 29 | DOMANI WEALTH, LLC | 559,081 | 44,419,000 | 0.39% | ||
| 30 | ZIONS BANCORPORATION | 548,269 | 43,560,000 | 0.39% | ||
| 31 | Willow Creek Wealth Management Inc. | 530,509 | 42,149,000 | 0.37% | ||
| 32 | AT Bancorp | 529,146 | 42,041,000 | 0.37% | ||
| 33 | GOLDMAN SACHS GROUP INC | 501,490 | 39,843,000 | 0.35% | ||
| 34 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 436,862 | 34,709,000 | 0.31% | ||
| 35 | ADVISOR GROUP, INC. | 434,869 | 34,553,000 | 0.31% | ||
| 36 | PNC FINANCIAL SERVICES GROUP, INC. | 433,916 | 34,474,000 | 0.31% | ||
| 37 | ETRADE Capital Management LLC | 415,297 | 32,995,000 | 0.29% | ||
| 38 | SII INVESTMENTS INC/WI | 414,923 | 32,955,000 | 0.29% | ||
| 39 | Bank of New York Mellon Corp | 408,592 | 32,463,000 | 0.29% | ||
| 40 | Janney Montgomery Scott LLC | 404,973 | 32,175,000 | 0.29% | ||
| 41 | RAYMOND JAMES & ASSOCIATES | 404,854 | 32,166,000 | 0.29% | ||
| 42 | Private Ocean, LLC | 402,462 | 31,943,000 | 0.28% | ||
| 43 | RAND WEALTH, LLC | 394,625 | 31,353,000 | 0.28% | ||
| 44 | Retirement Planning Group, LLC | 388,777 | 30,888,000 | 0.27% | ||
| 45 | Carlson Capital Management | 351,641 | 27,938,000 | 0.25% | ||
| 46 | Annex Advisory Services, LLC | 351,629 | 27,937,000 | 0.25% | ||
| 47 | NATIXIS ADVISORS, LLC | 349,170 | 27,742,000 | 0.25% | ||
| 48 | CUTLER INVESTMENT COUNSEL LLC | 344,603 | 27,379,000 | 0.24% | ||
| 49 | D.A. DAVIDSON & CO. | 311,070 | 24,714,000 | 0.22% | ||
| 50 | Morningstar Investment Services LLC | 310,993 | 24,709,000 | 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.
