| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 16,496,601 | 1,631,513,000 | 18.47% | ||
| 2 | Edelman Financial Services, LLC | 12,264,944 | 1,213,003,000 | 13.73% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 8,562,769 | 846,858,000 | 9.58% | ||
| 4 | MORGAN STANLEY | 5,008,682 | 495,359,000 | 5.61% | ||
| 5 | MANAGED ACCOUNT ADVISORS LLC | 4,269,292 | 422,233,000 | 4.78% | ||
| 6 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4,060,140 | 401,548,000 | 4.54% | ||
| 7 | AEGON USA Investment Management, LLC | 3,861,834 | 381,935,000 | 4.32% | ||
| 8 | UBS AG | 3,357,360 | 332,043,000 | 3.76% | ||
| 9 | FMR LLC | 2,580,877 | 252,281,000 | 2.86% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 2,038,059 | 201,564,000 | 2.28% | ||
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 1,951,771 | 193,030,000 | 2.18% | ||
| 12 | WELLS FARGO & COMPANY/MN | 1,512,192 | 149,555,000 | 1.69% | ||
| 13 | TIAA CREF TRUST CO FSB/MO | 1,460,921 | 144,485,000 | 1.64% | ||
| 14 | D.A. DAVIDSON & CO. | 1,425,388 | 140,970,000 | 1.60% | ||
| 15 | VANGUARD GROUP INC | 1,058,394 | 104,675,000 | 1.18% | ||
| 16 | INR ADVISORY SERVICES LLC | 948,436 | 93,800,000 | 1.06% | ||
| 17 | LPL Financial LLC | 928,803 | 91,859,000 | 1.04% | ||
| 18 | GOLDMAN SACHS GROUP INC | 846,469 | 83,716,000 | 0.95% | ||
| 19 | Commonwealth Equity Services, Inc | 584,103 | 57,768,000 | 0.65% | ||
| 20 | VISTA CAPITAL PARTNERS, INC. | 573,864 | 56,755,000 | 0.64% | SH | |
| 21 | AXA S.A. | 542,792 | 53,682,000 | 0.61% | ||
| 22 | Bank of New York Mellon Corp | 531,647 | 52,579,000 | 0.60% | ||
| 23 | ASSETMARK, INC | 503,040 | 49,751,000 | 0.56% | ||
| 24 | Truepoint, Inc. | 454,159 | 44,916,000 | 0.51% | ||
| 25 | BLAIR WILLIAM & CO/IL | 396,103 | 39,174,000 | 0.44% | ||
| 26 | EVERGREEN CAPITAL MANAGEMENT LLC | 392,799 | 38,848,000 | 0.44% | ||
| 27 | Orion Porfolio Solutions, LLC | 377,862 | 37,371,000 | 0.42% | ||
| 28 | IndexIQ Advisors LLC | 364,978 | 36,096,000 | 0.41% | ||
| 29 | NATIONAL PLANNING CORP | 335,977 | 33,228,000 | 0.38% | ||
| 30 | Garde Capital, Inc. | 320,889 | 31,736,000 | 0.36% | ||
| 31 | KMS FINANCIAL SERVICES, INC | 319,988 | 31,647,000 | 0.36% | ||
| 32 | Atria Investments, Inc | 284,848 | 28,172,000 | 0.32% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 281,775 | 27,868,000 | 0.32% | ||
| 34 | Waverly Advisors, LLC | 265,021 | 26,211,000 | 0.30% | ||
| 35 | Stearns Financial Services Group | 257,918 | 25,508,000 | 0.29% | ||
| 36 | PLANNING ALTERNATIVES LTD /ADV | 253,464 | 25,068,000 | 0.28% | ||
| 37 | SII INVESTMENTS INC/WI | 242,589 | 23,988,000 | 0.27% | ||
| 38 | BANK OF MONTREAL /CAN/ | 239,425 | 23,680,000 | 0.27% | ||
| 39 | IFC Holdings Incorporated/FL | 223,782 | 22,104,000 | 0.25% | ||
| 40 | RAYMOND JAMES & ASSOCIATES | 221,615 | 21,918,000 | 0.25% | ||
| 41 | SAGE FINANCIAL GROUP INC | 213,246 | 21,090,000 | 0.24% | ||
| 42 | JPMORGAN CHASE & CO | 211,498 | 20,917,000 | 0.24% | ||
| 43 | Gradient Investments LLC | 200,519 | 19,831,000 | 0.22% | ||
| 44 | MCF Advisors LLC | 212,103 | 19,827,000 | 0.22% | ||
| 45 | HighTower Advisors, LLC | 197,572 | 19,540,000 | 0.22% | ||
| 46 | FIFTH THIRD BANCORP | 195,725 | 19,357,000 | 0.22% | ||
| 47 | Financial Planning & Information Services, Inc. | 193,638 | 19,151,000 | 0.22% | ||
| 48 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 182,084 | 18,008,000 | 0.20% | ||
| 49 | COLDSTREAM CAPITAL MANAGEMENT INC | 177,433 | 17,548,000 | 0.20% | ||
| 50 | Permanens Capital L.P. | 175,211 | 17,328,000 | 0.20% |
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.
