| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edelman Financial Services, LLC | 12,245,549 | 1,278,313,000 | 12.78% | ||
| 2 | MANAGED ACCOUNT ADVISORS LLC | 9,227,700 | 963,280,000 | 9.63% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 8,946,377 | 933,913,000 | 9.33% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 8,580,492 | 895,716,000 | 8.95% | ||
| 5 | MORGAN STANLEY | 5,697,526 | 594,765,000 | 5.94% | ||
| 6 | UBS Group AG | 4,382,687 | 457,509,000 | 4.57% | ||
| 7 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4,374,931 | 456,699,000 | 4.56% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 3,000,198 | 313,190,000 | 3.13% | ||
| 9 | AEGON USA Investment Management, LLC | 2,922,198 | 305,048,000 | 3.05% | ||
| 10 | FMR LLC | 2,838,485 | 296,309,000 | 2.96% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 2,453,948 | 256,168,000 | 2.56% | ||
| 12 | WELLS FARGO & COMPANY/MN | 1,892,894 | 197,600,000 | 1.98% | ||
| 13 | TIAA CREF TRUST CO FSB/MO | 1,505,511 | 157,161,000 | 1.57% | ||
| 14 | D.A. DAVIDSON & CO. | 1,481,405 | 154,643,000 | 1.55% | ||
| 15 | VANGUARD GROUP INC | 1,065,893 | 111,269,000 | 1.11% | ||
| 16 | LPL Financial LLC | 980,689 | 102,374,000 | 1.02% | ||
| 17 | INR ADVISORY SERVICES LLC | 975,641 | 101,847,000 | 1.02% | ||
| 18 | GOLDMAN SACHS GROUP INC | 799,957 | 83,508,000 | 0.83% | ||
| 19 | MADISON INVESTMENT HOLDINGS INC | 792,247 | 82,703,000 | 0.83% | ||
| 20 | AXA S.A. | 699,442 | 73,015,000 | 0.73% | ||
| 21 | Commonwealth Equity Services, Inc | 653,581 | 68,227,000 | 0.68% | ||
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 613,984 | 64,094,000 | 0.64% | ||
| 23 | VISTA CAPITAL PARTNERS, INC. | 546,504 | 57,050,000 | 0.57% | SH | |
| 24 | ASSETMARK, INC | 525,494 | 54,856,000 | 0.55% | ||
| 25 | Arrow Investment Advisors, LLC | 523,167 | 54,613,000 | 0.55% | ||
| 26 | Bank of New York Mellon Corp | 522,551 | 54,549,000 | 0.55% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 510,558 | 53,299,000 | 0.53% | ||
| 28 | Truepoint, Inc. | 459,506 | 47,968,000 | 0.48% | ||
| 29 | BLAIR WILLIAM & CO/IL | 441,860 | 46,126,000 | 0.46% | ||
| 30 | EVERGREEN CAPITAL MANAGEMENT LLC | 395,824 | 39,452,000 | 0.39% | ||
| 31 | NATIONAL PLANNING CORP | 379,680 | 39,004,529 | 0.39% | ||
| 32 | Cable Hill Partners, LLC | 360,716 | 37,655,000 | 0.38% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 354,354 | 36,991,000 | 0.37% | ||
| 34 | Permanens Capital L.P. | 349,170 | 36,450,000 | 0.36% | ||
| 35 | Orion Porfolio Solutions, LLC | 343,241 | 35,831,000 | 0.36% | ||
| 36 | ROYAL BANK OF CANADA | 335,599 | 35,033,000 | 0.35% | ||
| 37 | Garde Capital, Inc. | 314,999 | 32,883,000 | 0.33% | ||
| 38 | SII INVESTMENTS INC/WI | 286,593 | 29,903,000 | 0.30% | ||
| 39 | FundX Investment Group, LLC | 286,187 | 29,875,000 | 0.30% | ||
| 40 | Waverly Advisors, LLC | 278,997 | 29,125,000 | 0.29% | ||
| 41 | Stearns Financial Services Group | 275,555 | 28,765,000 | 0.29% | ||
| 42 | EP Wealth Advisors, LLC | 269,907 | 28,176,000 | 0.28% | ||
| 43 | Atria Investments, Inc | 266,077 | 27,776,000 | 0.28% | ||
| 44 | HighTower Advisors, LLC | 264,414 | 27,602,000 | 0.28% | ||
| 45 | IFC Holdings Incorporated/FL | 255,165 | 26,984,000 | 0.27% | ||
| 46 | RAYMOND JAMES & ASSOCIATES | 249,849 | 26,082,000 | 0.26% | ||
| 47 | PLANNING ALTERNATIVES LTD /ADV | 246,831 | 25,767,000 | 0.26% | ||
| 48 | Stratos Wealth Partners, LTD. | 239,652 | 25,017,585 | 0.25% | ||
| 49 | BANK OF MONTREAL /CAN/ | 239,070 | 24,957,000 | 0.25% | ||
| 50 | Gradient Investments LLC | 238,336 | 24,880,000 | 0.25% |
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.
