| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 15,060,523 | 1,501,083,000 | 15.97% | ||
| 2 | Edelman Financial Services, LLC | 12,576,954 | 1,253,545,000 | 13.34% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 8,826,526 | 879,740,000 | 9.36% | ||
| 4 | MANAGED ACCOUNT ADVISORS LLC | 6,436,314 | 641,507,000 | 6.82% | ||
| 5 | MORGAN STANLEY | 5,279,135 | 526,171,000 | 5.60% | ||
| 6 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4,205,486 | 419,161,000 | 4.46% | ||
| 7 | AEGON USA Investment Management, LLC | 3,829,163 | 381,653,000 | 4.06% | ||
| 8 | UBS AG | 3,643,986 | 363,196,000 | 3.86% | ||
| 9 | FMR LLC | 2,566,689 | 258,722,000 | 2.75% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 2,110,210 | 210,325,000 | 2.24% | ||
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 1,817,209 | 181,121,000 | 1.93% | ||
| 12 | WELLS FARGO & COMPANY/MN | 1,581,515 | 157,630,000 | 1.68% | ||
| 13 | TIAA CREF TRUST CO FSB/MO | 1,472,262 | 146,740,000 | 1.56% | ||
| 14 | D.A. DAVIDSON & CO. | 1,448,622 | 144,383,000 | 1.54% | ||
| 15 | VANGUARD GROUP INC | 1,061,298 | 105,780,000 | 1.13% | ||
| 16 | INR ADVISORY SERVICES LLC | 938,159 | 93,506,000 | 0.99% | ||
| 17 | LPL Financial LLC | 898,045 | 88,233,000 | 0.94% | ||
| 18 | GOLDMAN SACHS GROUP INC | 871,200 | 86,833,000 | 0.92% | ||
| 19 | AXA S.A. | 650,492 | 64,835,000 | 0.69% | ||
| 20 | Commonwealth Equity Services, Inc | 618,885 | 61,684,000 | 0.66% | ||
| 21 | VISTA CAPITAL PARTNERS, INC. | 552,753 | 55,093,000 | 0.59% | SH | |
| 22 | Dorsey Wright & Associates | 540,850 | 53,906,000 | 0.57% | ||
| 23 | Arrow Investment Advisors, LLC | 540,850 | 53,906,000 | 0.57% | ||
| 24 | Bank of New York Mellon Corp | 531,904 | 53,015,000 | 0.56% | ||
| 25 | ASSETMARK, INC | 524,081 | 52,235,000 | 0.56% | ||
| 26 | Truepoint, Inc. | 458,707 | 45,719,000 | 0.49% | ||
| 27 | BLAIR WILLIAM & CO/IL | 412,298 | 41,093,000 | 0.44% | ||
| 28 | EVERGREEN CAPITAL MANAGEMENT LLC | 396,084 | 39,478,000 | 0.42% | ||
| 29 | MADISON INVESTMENT HOLDINGS INC | 389,238 | 38,795,000 | 0.41% | ||
| 30 | Orion Porfolio Solutions, LLC | 376,719 | 37,548,000 | 0.40% | ||
| 31 | NATIONAL PLANNING CORP | 358,025 | 35,584,000 | 0.38% | ||
| 32 | KMS FINANCIAL SERVICES, INC | 333,266 | 33,217,000 | 0.35% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 318,055 | 31,701,000 | 0.34% | ||
| 34 | IndexIQ Advisors LLC | 316,918 | 31,587,000 | 0.34% | ||
| 35 | Garde Capital, Inc. | 315,894 | 31,485,000 | 0.33% | ||
| 36 | ROYAL BANK OF CANADA | 311,946 | 31,092,000 | 0.33% | ||
| 37 | Atria Investments, Inc | 286,954 | 28,601,000 | 0.30% | ||
| 38 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 279,912 | 27,899,000 | 0.30% | ||
| 39 | Waverly Advisors, LLC | 272,860 | 27,196,000 | 0.29% | ||
| 40 | Stearns Financial Services Group | 264,489 | 26,362,000 | 0.28% | ||
| 41 | SII INVESTMENTS INC/WI | 253,979 | 25,300,000 | 0.27% | ||
| 42 | PLANNING ALTERNATIVES LTD /ADV | 252,718 | 25,188,000 | 0.27% | ||
| 43 | IFC Holdings Incorporated/FL | 244,453 | 24,334,000 | 0.26% | ||
| 44 | BANK OF MONTREAL /CAN/ | 238,836 | 23,804,000 | 0.25% | ||
| 45 | EP Wealth Advisors, LLC | 237,588 | 23,680,000 | 0.25% | ||
| 46 | RAYMOND JAMES & ASSOCIATES | 226,870 | 22,612,000 | 0.24% | ||
| 47 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 223,257 | 22,252,000 | 0.24% | ||
| 48 | Gradient Investments LLC | 220,159 | 21,943,000 | 0.23% | ||
| 49 | HighTower Advisors, LLC | 214,894 | 21,418,000 | 0.23% | ||
| 50 | SAGE FINANCIAL GROUP INC | 210,863 | 21,017,000 | 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.
