| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 20,116,828 | 2,447,413,000 | 16.67% | ||
| 2 | Edelman Financial Services, LLC | 12,037,115 | 1,464,435,000 | 9.97% | ||
| 3 | UBS Group AG | 9,322,216 | 1,134,141,000 | 7.72% | ||
| 4 | JONES FINANCIAL COMPANIES LLLP | 9,009,796 | 1,096,132,000 | 7.46% | ||
| 5 | MORGAN STANLEY | 7,429,374 | 903,856,000 | 6.16% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 5,969,476 | 726,248,000 | 4.95% | ||
| 7 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4,637,952 | 564,253,000 | 3.84% | ||
| 8 | FMR LLC | 4,628,330 | 563,268,000 | 3.84% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 3,447,621 | 419,437,000 | 2.86% | ||
| 10 | WELLS FARGO & COMPANY/MN | 2,435,512 | 296,305,000 | 2.02% | ||
| 11 | TIAA CREF TRUST CO FSB/MO | 1,985,556 | 241,563,000 | 1.65% | ||
| 12 | D.A. DAVIDSON & CO. | 1,886,803 | 229,548,000 | 1.56% | ||
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,784,807 | 217,140,000 | 1.48% | ||
| 14 | ASSETMARK, INC | 1,143,246 | 139,087,000 | 0.95% | ||
| 15 | AMERIPRISE FINANCIAL INC | 1,113,066 | 135,473,000 | 0.92% | ||
| 16 | VANGUARD GROUP INC | 1,017,230 | 123,756,000 | 0.84% | ||
| 17 | GOLDMAN SACHS GROUP INC | 987,905 | 120,189,000 | 0.82% | ||
| 18 | Commonwealth Equity Services, Inc | 948,912 | 115,445,000 | 0.79% | ||
| 19 | INR ADVISORY SERVICES LLC | 933,419 | 113,560,000 | 0.77% | ||
| 20 | MADISON INVESTMENT HOLDINGS INC | 916,388 | 111,488,000 | 0.76% | ||
| 21 | SEI INVESTMENTS CO | 802,013 | 97,573,000 | 0.66% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 647,764 | 78,803,000 | 0.54% | ||
| 23 | BLAIR WILLIAM & CO/IL | 637,983 | 76,871,000 | 0.52% | ||
| 24 | Bank of New York Mellon Corp | 607,206 | 73,872,000 | 0.50% | ||
| 25 | AXA S.A. | 565,112 | 68,752,000 | 0.47% | ||
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 558,138 | 67,903,000 | 0.46% | ||
| 27 | Truepoint, Inc. | 533,897 | 64,954,000 | 0.44% | ||
| 28 | ZEKE CAPITAL ADVISORS, LLC | 532,259 | 64,755,000 | 0.44% | ||
| 29 | Permanens Capital L.P. | 517,668 | 62,979,000 | 0.43% | ||
| 30 | SII INVESTMENTS INC/WI | 501,716 | 61,023,000 | 0.42% | ||
| 31 | EP Wealth Advisors, LLC | 482,161 | 58,660,000 | 0.40% | ||
| 32 | VISTA CAPITAL PARTNERS, INC. | 476,180 | 57,932,000 | 0.39% | SH | |
| 33 | Stadion Money Management, LLC | 471,340 | 57,343,000 | 0.39% | ||
| 34 | IFC Holdings Incorporated/FL | 449,237 | 54,645,000 | 0.37% | ||
| 35 | ROYAL BANK OF CANADA | 437,711 | 53,252,000 | 0.36% | ||
| 36 | COLDSTREAM CAPITAL MANAGEMENT INC | 432,759 | 52,649,000 | 0.36% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 426,108 | 51,841,000 | 0.35% | ||
| 38 | Destination Wealth Management | 424,672 | 51,666,000 | 0.35% | ||
| 39 | HighTower Advisors, LLC | 401,798 | 48,878,000 | 0.33% | ||
| 40 | Garde Capital, Inc. | 395,335 | 48,096,000 | 0.33% | ||
| 41 | Raymond James Financial Services Advisors, Inc. | 373,161 | 45,399,000 | 0.31% | ||
| 42 | BANK OF HAWAII | 362,842 | 44,143,000 | 0.30% | ||
| 43 | GRIMES & Co WEALTH MANAGEMENT, LLC | 354,186 | 43,090,000 | 0.29% | ||
| 44 | LVW Advisors, LLC | 351,482 | 42,761,000 | 0.29% | ||
| 45 | Cornerstone Management, Inc. | 323,627 | 39,372,461 | 0.27% | ||
| 46 | CORRIGAN FINANCIAL, INC. | 322,857 | 39,278,802 | 0.27% | ||
| 47 | Cable Hill Partners, LLC | 312,359 | 38,002,000 | 0.26% | ||
| 48 | Mariner, LLC | 312,266 | 37,990,000 | 0.26% | ||
| 49 | CHOREO, LLC | 305,150 | 37,125,000 | 0.25% | ||
| 50 | SUNTRUST BANKS INC | 299,920 | 36,489,000 | 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.
