| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 16,955,982 | 2,154,088,000 | 14.26% | ||
| 2 | Edelman Financial Services, LLC | 11,881,775 | 1,509,461,000 | 9.99% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 8,993,181 | 1,142,494,000 | 7.56% | ||
| 4 | UBS Group AG | 8,225,638 | 1,044,985,000 | 6.92% | ||
| 5 | MORGAN STANLEY | 7,664,114 | 973,650,000 | 6.44% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 6,486,983 | 824,108,000 | 5.45% | ||
| 7 | FMR LLC | 4,510,341 | 572,994,000 | 3.79% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 3,608,385 | 458,409,000 | 3.03% | ||
| 9 | WELLS FARGO & COMPANY/MN | 2,393,506 | 304,071,000 | 2.01% | ||
| 10 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2,027,099 | 257,523,000 | 1.70% | ||
| 11 | TIAA, FSB | 2,017,571 | 256,312,000 | 1.70% | ||
| 12 | D.A. DAVIDSON & CO. | 1,973,015 | 250,651,000 | 1.66% | ||
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,888,339 | 239,895,000 | 1.59% | ||
| 14 | LPL Financial LLC | 1,417,959 | 180,138,000 | 1.19% | ||
| 15 | AMERIPRISE FINANCIAL INC | 1,279,883 | 162,783,000 | 1.08% | ||
| 16 | ASSETMARK, INC | 1,171,247 | 148,795,000 | 0.98% | ||
| 17 | VANGUARD GROUP INC | 1,037,386 | 131,811,000 | 0.87% | ||
| 18 | GOLDMAN SACHS GROUP INC | 994,329 | 126,319,000 | 0.84% | ||
| 19 | Commonwealth Equity Services, Inc | 987,875 | 125,500,000 | 0.83% | ||
| 20 | SEI INVESTMENTS CO | 935,224 | 118,810,000 | 0.79% | ||
| 21 | INR ADVISORY SERVICES LLC | 875,576 | 111,233,000 | 0.74% | ||
| 22 | MADISON INVESTMENT HOLDINGS INC | 756,834 | 96,148,000 | 0.64% | ||
| 23 | BLAIR WILLIAM & CO/IL | 732,269 | 93,027,000 | 0.62% | ||
| 24 | Bank of New York Mellon Corp | 717,862 | 91,198,000 | 0.60% | ||
| 25 | AXA S.A. | 694,312 | 88,205,000 | 0.58% | ||
| 26 | MML INVESTORS SERVICES, INC. | 633,102 | 80,429,000 | 0.53% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 631,909 | 80,279,000 | 0.53% | ||
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 579,514 | 73,621,000 | 0.49% | ||
| 29 | Truepoint, Inc. | 538,497 | 70,322,000 | 0.47% | ||
| 30 | ZEKE CAPITAL ADVISORS, LLC | 538,071 | 68,357,000 | 0.45% | ||
| 31 | SII INVESTMENTS INC/WI | 509,039 | 64,690,000 | 0.43% | ||
| 32 | IFC Holdings Incorporated/FL | 507,117 | 64,399,000 | 0.43% | ||
| 33 | EP Wealth Advisors, LLC | 504,801 | 64,130,000 | 0.42% | ||
| 34 | ROYAL BANK OF CANADA | 501,810 | 63,749,000 | 0.42% | ||
| 35 | VISTA CAPITAL PARTNERS, INC. | 469,842 | 59,689,000 | 0.40% | SH | |
| 36 | RAYMOND JAMES & ASSOCIATES | 461,604 | 58,643,000 | 0.39% | ||
| 37 | Stadion Money Management, LLC | 454,394 | 57,726,000 | 0.38% | ||
| 38 | Destination Wealth Management | 436,983 | 55,514,000 | 0.37% | ||
| 39 | HighTower Advisors, LLC | 432,398 | 54,939,000 | 0.36% | ||
| 40 | Permanens Capital L.P. | 423,296 | 53,776,000 | 0.36% | ||
| 41 | Garde Capital, Inc. | 408,767 | 51,930,000 | 0.34% | ||
| 42 | COLDSTREAM CAPITAL MANAGEMENT INC | 404,976 | 51,448,000 | 0.34% | ||
| 43 | Raymond James Financial Services Advisors, Inc. | 383,742 | 48,751,000 | 0.32% | ||
| 44 | CHOREO, LLC | 364,632 | 46,323,000 | 0.31% | ||
| 45 | BANK OF HAWAII | 360,944 | 45,854,000 | 0.30% | ||
| 46 | LVW Advisors, LLC | 345,455 | 43,886,000 | 0.29% | ||
| 47 | SUNTRUST BANKS INC | 344,764 | 43,799,000 | 0.29% | ||
| 48 | THRIVENT FINANCIAL FOR LUTHERANS | 318,610 | 40,475,000 | 0.27% | ||
| 49 | Mariner, LLC | 316,299 | 40,182,000 | 0.27% | ||
| 50 | Morningstar Investment Services LLC | 312,189 | 39,660,000 | 0.26% |
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.
