| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 34,063,129 | 3,623,977,000 | 27.46% | ||
| 2 | Edelman Financial Services, LLC | 10,609,897 | 1,128,787,000 | 8.55% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 8,775,813 | 933,659,000 | 7.07% | ||
| 4 | UBS Group AG | 6,812,815 | 724,815,000 | 5.49% | ||
| 5 | MORGAN STANLEY | 6,369,131 | 677,610,000 | 5.13% | ||
| 6 | FMR LLC | 4,947,597 | 526,375,000 | 3.99% | ||
| 7 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4,628,029 | 492,376,000 | 3.73% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 4,357,838 | 463,630,000 | 3.51% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 3,205,635 | 341,048,000 | 2.58% | ||
| 10 | LPL Financial LLC | 2,911,680 | 304,550,000 | 2.31% | ||
| 11 | WELLS FARGO & COMPANY/MN | 2,616,622 | 278,382,000 | 2.11% | ||
| 12 | TIAA CREF TRUST CO FSB/MO | 1,651,467 | 175,699,000 | 1.33% | ||
| 13 | D.A. DAVIDSON & CO. | 1,616,732 | 172,003,000 | 1.30% | ||
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,123,336 | 119,512,000 | 0.91% | ||
| 15 | VANGUARD GROUP INC | 1,118,474 | 118,994,000 | 0.90% | ||
| 16 | GOLDMAN SACHS GROUP INC | 935,555 | 99,534,000 | 0.75% | ||
| 17 | Commonwealth Equity Services, Inc | 909,835 | 96,797,000 | 0.73% | ||
| 18 | INR ADVISORY SERVICES LLC | 892,883 | 94,994,000 | 0.72% | ||
| 19 | MADISON INVESTMENT HOLDINGS INC | 820,703 | 87,315,000 | 0.66% | ||
| 20 | AXA S.A. | 816,712 | 86,890,000 | 0.66% | ||
| 21 | ROYAL BANK OF CANADA | 765,155 | 81,406,000 | 0.62% | ||
| 22 | ASSETMARK, INC | 659,185 | 70,131,000 | 0.53% | ||
| 23 | Permanens Capital L.P. | 591,441 | 62,923,000 | 0.48% | ||
| 24 | BLAIR WILLIAM & CO/IL | 584,221 | 62,155,000 | 0.47% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 569,417 | 60,574,000 | 0.46% | ||
| 26 | VISTA CAPITAL PARTNERS, INC. | 506,657 | 53,903,000 | 0.41% | SH | |
| 27 | Truepoint, Inc. | 484,948 | 51,594,000 | 0.39% | ||
| 28 | NATIXIS ADVISORS, LLC | 437,441 | 46,539,000 | 0.35% | ||
| 29 | Arrow Investment Advisors, LLC | 418,801 | 44,556,000 | 0.34% | ||
| 30 | Stadion Money Management, LLC | 392,210 | 41,727,000 | 0.32% | ||
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 392,171 | 41,723,000 | 0.32% | ||
| 32 | HighTower Advisors, LLC | 382,198 | 40,661,000 | 0.31% | ||
| 33 | EP Wealth Advisors, LLC | 377,116 | 40,121,000 | 0.30% | ||
| 34 | GRIMES & Co WEALTH MANAGEMENT, LLC | 372,414 | 39,621,000 | 0.30% | ||
| 35 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 367,584 | 39,107,000 | 0.30% | ||
| 36 | Cable Hill Partners, LLC | 366,717 | 39,015,000 | 0.30% | ||
| 37 | LVW Advisors, LLC | 353,625 | 37,623,000 | 0.29% | ||
| 38 | Garde Capital, Inc. | 341,297 | 36,311,000 | 0.28% | ||
| 39 | CORRIGAN FINANCIAL, INC. | 333,726 | 35,505,131 | 0.27% | ||
| 40 | SEI INVESTMENTS CO | 314,711 | 33,482,000 | 0.25% | ||
| 41 | IFC Holdings Incorporated/FL | 313,868 | 33,386,000 | 0.25% | ||
| 42 | RAYMOND JAMES & ASSOCIATES | 300,952 | 32,018,000 | 0.24% | ||
| 43 | EVERGREEN CAPITAL MANAGEMENT LLC | 299,822 | 31,898,000 | 0.24% | ||
| 44 | SII INVESTMENTS INC/WI | 291,125 | 30,975,000 | 0.23% | ||
| 45 | MISSION WEALTH MANAGEMENT, LLC | 288,125 | 30,654,000 | 0.23% | ||
| 46 | FundX Investment Group, LLC | 286,901 | 30,523,000 | 0.23% | ||
| 47 | J.P. Morgan Private Wealth Advisors LLC | 286,178 | 30,446,000 | 0.23% | ||
| 48 | COLDSTREAM CAPITAL MANAGEMENT INC | 285,654 | 30,391,000 | 0.23% | ||
| 49 | Quantitative Advantage, LLC | 284,640 | 30,283,000 | 0.23% | ||
| 50 | CREDIT SUISSE AG/ | 274,290 | 29,181,000 | 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.
