| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MANAGED ACCOUNT ADVISORS LLC | 14,992,950 | 1,604,995,000 | 13.81% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 13,609,267 | 1,456,871,000 | 12.53% | ||
| 3 | Edelman Financial Services, LLC | 10,421,775 | 1,115,651,000 | 9.60% | ||
| 4 | JONES FINANCIAL COMPANIES LLLP | 9,049,438 | 968,742,000 | 8.33% | ||
| 5 | MORGAN STANLEY | 6,282,488 | 672,540,000 | 5.78% | ||
| 6 | UBS Group AG | 5,493,069 | 588,033,000 | 5.06% | ||
| 7 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4,443,909 | 475,720,000 | 4.09% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 3,855,929 | 412,777,000 | 3.55% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 3,314,576 | 354,825,000 | 3.05% | ||
| 10 | FMR LLC | 3,030,406 | 324,405,000 | 2.79% | ||
| 11 | WELLS FARGO & COMPANY/MN | 1,907,338 | 204,180,000 | 1.76% | ||
| 12 | TIAA CREF TRUST CO FSB/MO | 1,594,086 | 170,647,000 | 1.47% | ||
| 13 | D.A. DAVIDSON & CO. | 1,498,842 | 160,375,000 | 1.38% | ||
| 14 | LPL Financial LLC | 1,187,668 | 127,732,000 | 1.10% | ||
| 15 | AEGON USA Investment Management, LLC | 1,125,126 | 122,796,000 | 1.06% | ||
| 16 | VANGUARD GROUP INC | 1,091,772 | 116,874,000 | 1.01% | ||
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 918,734 | 98,351,000 | 0.85% | ||
| 18 | GOLDMAN SACHS GROUP INC | 884,471 | 94,683,000 | 0.81% | ||
| 19 | INR ADVISORY SERVICES LLC | 847,867 | 90,764,000 | 0.78% | ||
| 20 | Commonwealth Equity Services, Inc | 832,856 | 89,157,000 | 0.77% | ||
| 21 | AXA S.A. | 725,212 | 77,634,000 | 0.67% | ||
| 22 | MADISON INVESTMENT HOLDINGS INC | 670,688 | 71,797,000 | 0.62% | ||
| 23 | ASSETMARK, INC | 598,997 | 64,123,000 | 0.55% | ||
| 24 | Bank of New York Mellon Corp | 581,201 | 62,218,000 | 0.54% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 559,103 | 59,852,000 | 0.51% | ||
| 26 | VISTA CAPITAL PARTNERS, INC. | 517,389 | 55,386,000 | 0.48% | SH | |
| 27 | BLAIR WILLIAM & CO/IL | 489,323 | 52,381,000 | 0.45% | ||
| 28 | Truepoint, Inc. | 474,877 | 50,836,000 | 0.44% | ||
| 29 | Arrow Investment Advisors, LLC | 453,752 | 48,574,000 | 0.42% | ||
| 30 | ROYAL BANK OF CANADA | 377,190 | 40,378,000 | 0.35% | ||
| 31 | Cable Hill Partners, LLC | 369,039 | 39,798,000 | 0.34% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 368,373 | 39,434,000 | 0.34% | ||
| 33 | SEI INVESTMENTS CO | 366,736 | 39,259,000 | 0.34% | ||
| 34 | GRIMES & Co WEALTH MANAGEMENT, LLC | 355,418 | 38,047,000 | 0.33% | ||
| 35 | SII INVESTMENTS INC/WI | 349,801 | 37,433,000 | 0.32% | ||
| 36 | MISSION WEALTH MANAGEMENT, LLC | 348,796 | 36,488,000 | 0.31% | ||
| 37 | EP Wealth Advisors, LLC | 338,966 | 36,286,315 | 0.31% | ||
| 38 | EVERGREEN CAPITAL MANAGEMENT LLC | 335,154 | 35,879,000 | 0.31% | ||
| 39 | Orion Porfolio Solutions, LLC | 334,415 | 35,799,000 | 0.31% | ||
| 40 | NATIXIS ADVISORS, LLC | 333,663 | 35,719,000 | 0.31% | ||
| 41 | Garde Capital, Inc. | 322,022 | 34,472,000 | 0.30% | ||
| 42 | IFC Holdings Incorporated/FL | 307,935 | 33,568,000 | 0.29% | ||
| 43 | HighTower Advisors, LLC | 308,235 | 32,996,000 | 0.28% | ||
| 44 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 305,888 | 32,746,000 | 0.28% | ||
| 45 | Stadion Money Management, LLC | 283,821 | 30,383,000 | 0.26% | ||
| 46 | FundX Investment Group, LLC | 280,324 | 30,009,000 | 0.26% | ||
| 47 | Stearns Financial Services Group | 279,632 | 29,935,000 | 0.26% | ||
| 48 | Waverly Advisors, LLC | 260,913 | 27,931,000 | 0.24% | ||
| 49 | FIFTH THIRD BANCORP | 259,593 | 27,789,000 | 0.24% | ||
| 50 | COLDSTREAM CAPITAL MANAGEMENT INC | 240,792 | 25,777,000 | 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.
