| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 31,309,511 | 3,140,031,000 | 27.09% | ||
| 2 | Edelman Financial Services, LLC | 10,396,308 | 1,042,646,000 | 8.99% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 9,044,215 | 907,045,000 | 7.82% | ||
| 4 | MORGAN STANLEY | 6,286,677 | 630,491,000 | 5.44% | ||
| 5 | UBS Group AG | 6,035,813 | 605,332,000 | 5.22% | ||
| 6 | FMR LLC | 4,958,408 | 497,279,000 | 4.29% | ||
| 7 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4,523,714 | 453,683,000 | 3.91% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 3,926,346 | 393,773,000 | 3.40% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 3,356,200 | 336,593,000 | 2.90% | ||
| 10 | WELLS FARGO & COMPANY/MN | 2,032,170 | 203,806,000 | 1.76% | ||
| 11 | TIAA CREF TRUST CO FSB/MO | 1,621,696 | 162,640,000 | 1.40% | ||
| 12 | D.A. DAVIDSON & CO. | 1,572,544 | 157,709,000 | 1.36% | ||
| 13 | LPL Financial LLC | 1,075,340 | 111,636,000 | 0.96% | ||
| 14 | VANGUARD GROUP INC | 1,111,773 | 111,499,000 | 0.96% | ||
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,027,928 | 103,091,000 | 0.89% | ||
| 16 | Atria Investments, Inc | 9,037 | 90,104,000 | 0.78% | ||
| 17 | GOLDMAN SACHS GROUP INC | 891,533 | 89,412,000 | 0.77% | ||
| 18 | INR ADVISORY SERVICES LLC | 855,366 | 85,785,000 | 0.74% | ||
| 19 | Commonwealth Equity Services, Inc | 847,362 | 84,982,000 | 0.73% | ||
| 20 | MADISON INVESTMENT HOLDINGS INC | 817,605 | 81,998,000 | 0.71% | ||
| 21 | AXA S.A. | 788,212 | 79,050,000 | 0.68% | ||
| 22 | ASSETMARK, INC | 650,417 | 65,230,000 | 0.56% | ||
| 23 | Bank of New York Mellon Corp | 598,837 | 60,057,000 | 0.52% | ||
| 24 | BLAIR WILLIAM & CO/IL | 548,168 | 54,975,000 | 0.47% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 533,048 | 53,461,000 | 0.46% | ||
| 26 | VISTA CAPITAL PARTNERS, INC. | 516,333 | 51,783,000 | 0.45% | SH | |
| 27 | NATIXIS ADVISORS, LLC | 515,538 | 51,704,000 | 0.45% | ||
| 28 | Truepoint, Inc. | 476,137 | 47,752,000 | 0.41% | ||
| 29 | Permanens Capital L.P. | 432,959 | 43,421,000 | 0.37% | ||
| 30 | Arrow Investment Advisors, LLC | 429,891 | 43,114,000 | 0.37% | ||
| 31 | ROYAL BANK OF CANADA | 427,798 | 42,904,000 | 0.37% | ||
| 32 | SEI INVESTMENTS CO | 403,058 | 40,422,000 | 0.35% | ||
| 33 | Cable Hill Partners, LLC | 372,090 | 37,474,000 | 0.32% | ||
| 34 | EP Wealth Advisors, LLC | 370,207 | 37,128,000 | 0.32% | ||
| 35 | GRIMES & Co WEALTH MANAGEMENT, LLC | 367,176 | 36,824,000 | 0.32% | ||
| 36 | Cambridge Investment Research Advisors, Inc. | 363,539 | 36,459,000 | 0.31% | ||
| 37 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 356,827 | 35,786,000 | 0.31% | ||
| 38 | HighTower Advisors, LLC | 352,614 | 35,366,000 | 0.31% | ||
| 39 | SII INVESTMENTS INC/WI | 342,001 | 34,314,000 | 0.30% | ||
| 40 | Stadion Money Management, LLC | 335,624 | 33,660,000 | 0.29% | ||
| 41 | Garde Capital, Inc. | 331,508 | 33,247,000 | 0.29% | ||
| 42 | CITY NATIONAL BANK | 322,268 | 32,320,000 | 0.28% | ||
| 43 | MISSION WEALTH MANAGEMENT, LLC | 312,560 | 31,347,000 | 0.27% | ||
| 44 | EVERGREEN CAPITAL MANAGEMENT LLC | 310,974 | 31,188,000 | 0.27% | ||
| 45 | IFC Holdings Incorporated/FL | 283,938 | 28,818,000 | 0.25% | ||
| 46 | RAYMOND JAMES & ASSOCIATES | 287,284 | 28,812,000 | 0.25% | ||
| 47 | FundX Investment Group, LLC | 285,354 | 28,618,000 | 0.25% | ||
| 48 | Stearns Financial Services Group | 266,106 | 26,688,000 | 0.23% | ||
| 49 | Waverly Advisors, LLC | 262,294 | 26,305,000 | 0.23% | ||
| 50 | CREDIT SUISSE AG/ | 261,467 | 26,223,000 | 0.23% |
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.
