| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 14,676,107 | 1,371,922,000 | 17.23% | ||
| 2 | Edelman Financial Services, LLC | 11,895,105 | 1,111,954,000 | 13.96% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 8,232,636 | 769,587,000 | 9.66% | ||
| 4 | MORGAN STANLEY | 4,921,413 | 460,054,000 | 5.78% | ||
| 5 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4,284,400 | 400,506,000 | 5.03% | ||
| 6 | UBS AG | 3,150,692 | 294,527,000 | 3.70% | ||
| 7 | MANAGED ACCOUNT ADVISORS LLC | 2,820,190 | 263,631,000 | 3.31% | ||
| 8 | FMR LLC | 2,449,788 | 229,006,000 | 2.88% | ||
| 9 | AEGON USA Investment Management, LLC | 2,147,902 | 200,786,000 | 2.52% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 2,026,240 | 189,412,000 | 2.38% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 1,766,144 | 165,099,000 | 2.07% | ||
| 12 | TIAA CREF TRUST CO FSB/MO | 1,460,912 | 136,567,000 | 1.71% | ||
| 13 | D.A. DAVIDSON & CO. | 1,438,018 | 134,425,000 | 1.69% | ||
| 14 | WELLS FARGO & COMPANY/MN | 1,413,518 | 132,136,000 | 1.66% | ||
| 15 | VANGUARD GROUP INC | 1,057,611 | 98,865,000 | 1.24% | ||
| 16 | LPL Financial LLC | 980,454 | 91,653,000 | 1.15% | ||
| 17 | GOLDMAN SACHS GROUP INC | 960,409 | 89,779,000 | 1.13% | ||
| 18 | KMS FINANCIAL SERVICES, INC | 936,212 | 87,517,000 | 1.10% | ||
| 19 | INR ADVISORY SERVICES LLC | 901,596 | 84,281,000 | 1.06% | ||
| 20 | Arrow Investment Advisors, LLC | 763,600 | 71,382,000 | 0.90% | ||
| 21 | Dorsey Wright & Associates | 763,600 | 71,382,000 | 0.90% | ||
| 22 | VISTA CAPITAL PARTNERS, INC. | 569,777 | 53,263,000 | 0.67% | SH | |
| 23 | AXA S.A. | 561,692 | 52,507,000 | 0.66% | ||
| 24 | Commonwealth Equity Services, Inc | 547,829 | 51,211,000 | 0.64% | ||
| 25 | Bank of New York Mellon Corp | 546,521 | 51,089,000 | 0.64% | ||
| 26 | EVERGREEN CAPITAL MANAGEMENT LLC | 519,995 | 48,609,000 | 0.61% | ||
| 27 | ASSETMARK, INC | 512,614 | 47,919,000 | 0.60% | ||
| 28 | Truepoint, Inc. | 444,480 | 41,550,000 | 0.52% | ||
| 29 | BLAIR WILLIAM & CO/IL | 391,059 | 36,556,000 | 0.46% | ||
| 30 | Quantitative Advantage, LLC | 381,810 | 35,692,000 | 0.45% | ||
| 31 | Orion Porfolio Solutions, LLC | 354,320 | 33,122,000 | 0.42% | ||
| 32 | NATIONAL PLANNING CORP | 322,317 | 30,565,000 | 0.38% | ||
| 33 | Permanens Capital L.P. | 292,674 | 27,359,000 | 0.34% | ||
| 34 | Atria Investments, Inc | 277,631 | 25,953,000 | 0.33% | ||
| 35 | Cambridge Investment Research Advisors, Inc. | 258,790 | 24,192,000 | 0.30% | ||
| 36 | PLANNING ALTERNATIVES LTD /ADV | 256,654 | 23,992,000 | 0.30% | ||
| 37 | Waverly Advisors, LLC | 255,599 | 23,893,000 | 0.30% | ||
| 38 | Stearns Financial Services Group | 253,660 | 23,712,000 | 0.30% | ||
| 39 | BANK OF MONTREAL /CAN/ | 246,155 | 23,011,000 | 0.29% | ||
| 40 | RAYMOND JAMES & ASSOCIATES | 224,615 | 20,997,000 | 0.26% | ||
| 41 | FIFTH THIRD BANCORP | 222,500 | 20,799,000 | 0.26% | ||
| 42 | SAGE FINANCIAL GROUP INC | 215,445 | 20,140,000 | 0.25% | ||
| 43 | JPMORGAN CHASE & CO | 211,221 | 19,745,000 | 0.25% | ||
| 44 | MCF Advisors LLC | 206,296 | 19,285,000 | 0.24% | ||
| 45 | IFC Holdings Incorporated/FL | 203,732 | 18,893,000 | 0.24% | ||
| 46 | COLDSTREAM CAPITAL MANAGEMENT INC | 192,485 | 17,993,000 | 0.23% | ||
| 47 | Financial Planning & Information Services, Inc. | 189,900 | 17,752,000 | 0.22% | ||
| 48 | PACIFIC FINANCIAL GROUP INC | 187,310 | 17,510,000 | 0.22% | ||
| 49 | CITIGROUP INC | 180,972 | 16,917,000 | 0.21% | ||
| 50 | HighTower Advisors, LLC | 180,364 | 16,861,000 | 0.21% |
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.
