| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 23,812,616 | 2,654,631,000 | 19.88% | ||
| 2 | Edelman Financial Services, LLC | 11,763,827 | 1,311,431,000 | 9.82% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 8,926,103 | 995,082,000 | 7.45% | ||
| 4 | UBS Group AG | 7,948,848 | 886,138,000 | 6.64% | ||
| 5 | MORGAN STANLEY | 6,921,957 | 771,660,000 | 5.78% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 5,656,731 | 630,609,000 | 4.72% | ||
| 7 | FMR LLC | 4,756,390 | 530,242,000 | 3.97% | ||
| 8 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4,469,906 | 498,305,000 | 3.73% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 3,365,103 | 375,142,000 | 2.81% | ||
| 10 | WELLS FARGO & COMPANY/MN | 2,393,681 | 266,847,000 | 2.00% | ||
| 11 | TIAA CREF TRUST CO FSB/MO | 1,942,584 | 216,560,000 | 1.62% | ||
| 12 | D.A. DAVIDSON & CO. | 1,936,147 | 215,841,000 | 1.62% | ||
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,713,640 | 191,037,000 | 1.43% | ||
| 14 | ASSETMARK, INC | 1,012,628 | 112,888,000 | 0.85% | ||
| 15 | AMERIPRISE FINANCIAL INC | 1,000,542 | 111,450,000 | 0.83% | ||
| 16 | VANGUARD GROUP INC | 993,949 | 110,805,000 | 0.83% | ||
| 17 | GOLDMAN SACHS GROUP INC | 967,619 | 107,870,000 | 0.81% | ||
| 18 | INR ADVISORY SERVICES LLC | 947,693 | 105,649,000 | 0.79% | ||
| 19 | Commonwealth Equity Services, Inc | 929,690 | 103,642,000 | 0.78% | ||
| 20 | MADISON INVESTMENT HOLDINGS INC | 917,334 | 102,264,000 | 0.77% | ||
| 21 | SEI INVESTMENTS CO | 756,454 | 84,329,000 | 0.63% | ||
| 22 | AXA S.A. | 660,112 | 73,589,000 | 0.55% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 631,010 | 70,369,000 | 0.53% | ||
| 24 | BLAIR WILLIAM & CO/IL | 586,743 | 65,410,000 | 0.49% | ||
| 25 | Truepoint, Inc. | 530,874 | 62,171,000 | 0.47% | ||
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 536,071 | 59,762,000 | 0.45% | ||
| 27 | SII INVESTMENTS INC/WI | 526,529 | 58,699,000 | 0.44% | ||
| 28 | LVW Advisors, LLC | 517,560 | 57,696,000 | 0.43% | ||
| 29 | Permanens Capital L.P. | 493,697 | 55,037,000 | 0.41% | ||
| 30 | VISTA CAPITAL PARTNERS, INC. | 486,724 | 54,260,000 | 0.41% | SH | |
| 31 | Bank of New York Mellon Corp | 483,995 | 53,957,000 | 0.40% | ||
| 32 | Stadion Money Management, LLC | 463,900 | 51,716,000 | 0.39% | ||
| 33 | IFC Holdings Incorporated/FL | 445,854 | 49,702,000 | 0.37% | ||
| 34 | RAYMOND JAMES & ASSOCIATES | 417,817 | 46,578,000 | 0.35% | ||
| 35 | ROYAL BANK OF CANADA | 410,837 | 45,800,000 | 0.34% | ||
| 36 | COLDSTREAM CAPITAL MANAGEMENT INC | 410,631 | 45,777,000 | 0.34% | ||
| 37 | ZEKE CAPITAL ADVISORS, LLC | 396,929 | 44,250,000 | 0.33% | ||
| 38 | Destination Wealth Management | 390,129 | 43,492,000 | 0.33% | ||
| 39 | HighTower Advisors, LLC | 389,620 | 43,444,000 | 0.33% | ||
| 40 | Cable Hill Partners, LLC | 388,322 | 43,290,000 | 0.32% | ||
| 41 | Garde Capital, Inc. | 383,032 | 42,700,000 | 0.32% | ||
| 42 | GRIMES & Co WEALTH MANAGEMENT, LLC | 381,250 | 42,502,000 | 0.32% | ||
| 43 | Raymond James Financial Services Advisors, Inc. | 381,126 | 42,488,000 | 0.32% | ||
| 44 | EP Wealth Advisors, LLC | 442,065 | 41,979,000 | 0.31% | ||
| 45 | BANK OF HAWAII | 370,154 | 41,265,000 | 0.31% | ||
| 46 | CORRIGAN FINANCIAL, INC. | 336,916 | 37,559,443 | 0.28% | ||
| 47 | THRIVENT FINANCIAL FOR LUTHERANS | 287,341 | 32,298,000 | 0.24% | ||
| 48 | INVESTMENT CENTERS OF AMERICA INC | 275,500 | 30,713,000 | 0.23% | ||
| 49 | Waverly Advisors, LLC | 263,740 | 29,402,000 | 0.22% | ||
| 50 | MISSION WEALTH MANAGEMENT, LLC | 261,037 | 29,100,000 | 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.
