| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 82,261,113 | 3,020,628,000 | 15.21% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 53,118,090 | 1,950,495,000 | 9.82% | ||
| 3 | Creative Planning | 24,471,768 | 898,603,000 | 4.53% | ||
| 4 | Betterment LLC | 23,389,768 | 858,872,000 | 4.33% | ||
| 5 | MORGAN STANLEY | 16,055,913 | 589,573,000 | 2.97% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 15,969,053 | 586,384,000 | 2.95% | ||
| 7 | UBS Group AG | 14,127,960 | 518,779,000 | 2.61% | ||
| 8 | Windhaven Investment Management, Inc. | 14,049,340 | 515,892,000 | 2.60% | ||
| 9 | VANGUARD GROUP INC | 13,677,452 | 502,236,000 | 2.53% | ||
| 10 | Charles Schwab Investment Advisory, Inc. | 11,043,631 | 405,523,000 | 2.04% | ||
| 11 | M&T BANK CORP | 11,003,685 | 404,055,000 | 2.03% | ||
| 12 | GOLDMAN SACHS GROUP INC | 10,757,016 | 394,997,000 | 1.99% | ||
| 13 | ROYAL BANK OF CANADA | 10,614,955 | 389,782,000 | 1.96% | ||
| 14 | WEALTHFRONT CORP | 8,963,716 | 329,148,000 | 1.66% | ||
| 15 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 8,178,415 | 300,311,000 | 1.51% | ||
| 16 | SCS Capital Management LLC | 6,191,785 | 227,362,000 | 1.15% | ||
| 17 | Choate Investment Advisors | 5,924,044 | 224,396,676 | 1.13% | ||
| 18 | Commonwealth Equity Services, Inc | 6,098,431 | 223,934,000 | 1.13% | ||
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,802,359 | 213,063,000 | 1.07% | ||
| 20 | PNC FINANCIAL SERVICES GROUP, INC. | 5,406,418 | 198,524,000 | 1.00% | ||
| 21 | THRIVENT FINANCIAL FOR LUTHERANS | 4,800,701 | 176,282,000 | 0.89% | ||
| 22 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 4,690,400 | 172,231,000 | 0.87% | ||
| 23 | TIFF ADVISORY SERVICES, LLC | 4,655,504 | 170,950,000 | 0.86% | ||
| 24 | BAIRD FINANCIAL GROUP, INC. | 4,364,842 | 160,277,000 | 0.81% | ||
| 25 | Truepoint, Inc. | 3,969,869 | 145,773,000 | 0.73% | ||
| 26 | LPL Financial LLC | 3,958,067 | 143,066,000 | 0.72% | ||
| 27 | BINGHAM OSBORN & SCARBOROUGH LLC | 3,263,584 | 119,839,000 | 0.60% | ||
| 28 | SEI INVESTMENTS CO | 3,136,078 | 115,157,000 | 0.58% | ||
| 29 | D.A. DAVIDSON & CO. | 3,127,375 | 114,835,000 | 0.58% | ||
| 30 | JPMORGAN CHASE & CO | 2,746,915 | 100,866,000 | 0.51% | ||
| 31 | BANK OF MONTREAL /CAN/ | 2,463,502 | 90,460,000 | 0.46% | ||
| 32 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2,416,800 | 88,745,000 | 0.45% | ||
| 33 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2,338,421 | 85,867,000 | 0.43% | ||
| 34 | TIAA CREF TRUST CO FSB/MO | 2,335,882 | 85,773,000 | 0.43% | ||
| 35 | Windham Capital Management, LLC | 2,318,260 | 85,127,000 | 0.43% | ||
| 36 | State of New Jersey Common Pension Fund D | 2,250,000 | 82,620,000 | 0.42% | ||
| 37 | CITIGROUP INC | 2,240,528 | 82,273,000 | 0.41% | ||
| 38 | REGIONS FINANCIAL CORP | 2,210,111 | 81,155,000 | 0.41% | ||
| 39 | RAYMOND JAMES & ASSOCIATES | 2,146,666 | 78,826,000 | 0.40% | ||
| 40 | ALPS ADVISORS INC | 2,069,799 | 76,003,000 | 0.38% | ||
| 41 | OPUS INVESTMENT MANAGEMENT INC | 2,067,300 | 75,911,000 | 0.38% | ||
| 42 | FIFTH THIRD BANCORP | 2,013,402 | 73,932,000 | 0.37% | ||
| 43 | Linscomb Wealth, Inc. | 1,968,853 | 72,296,000 | 0.36% | ||
| 44 | Hefren-Tillotson, Inc. | 1,816,229 | 66,691,000 | 0.34% | ||
| 45 | Morningstar Investment Services LLC | 1,757,076 | 64,520,000 | 0.32% | ||
| 46 | COMMERCE BANK | 1,752,012 | 64,334,000 | 0.32% | ||
| 47 | CREDIT SUISSE AG/ | 1,703,343 | 62,548,000 | 0.32% | ||
| 48 | Ballentine Partners, LLC | 1,695,188 | 62,247,000 | 0.31% | ||
| 49 | Bank of New York Mellon Corp | 1,677,271 | 61,589,000 | 0.31% | ||
| 50 | PALLADIUM PARTNERS LLC | 1,622,457 | 59,577,000 | 0.30% |
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.
