| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 96,861,773 | 3,475,401,000 | 15.69% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 53,112,359 | 1,905,672,000 | 8.61% | ||
| 3 | Betterment LLC | 28,153,048 | 1,010,131,000 | 4.56% | ||
| 4 | Creative Planning | 26,659,691 | 956,550,000 | 4.32% | ||
| 5 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 24,039,635 | 862,542,000 | 3.90% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 19,461,116 | 698,265,000 | 3.15% | ||
| 7 | MORGAN STANLEY | 17,627,256 | 632,467,000 | 2.86% | ||
| 8 | SCS Capital Management LLC | 17,005,895 | 610,165,000 | 2.76% | ||
| 9 | VANGUARD GROUP INC | 14,913,190 | 535,086,000 | 2.42% | ||
| 10 | UBS Group AG | 14,418,637 | 517,341,000 | 2.34% | ||
| 11 | Windhaven Investment Management, Inc. | 13,232,583 | 474,785,000 | 2.14% | ||
| 12 | WEALTHFRONT CORP | 12,478,239 | 447,719,000 | 2.02% | ||
| 13 | Charles Schwab Investment Advisory, Inc. | 11,320,977 | 406,197,000 | 1.83% | ||
| 14 | GOLDMAN SACHS GROUP INC | 10,432,530 | 374,319,000 | 1.69% | ||
| 15 | M&T BANK CORP | 9,909,622 | 355,556,000 | 1.61% | ||
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9,081,102 | 325,829,000 | 1.47% | ||
| 17 | ROYAL BANK OF CANADA | 8,951,330 | 321,174,000 | 1.45% | ||
| 18 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 8,503,801 | 305,116,000 | 1.38% | ||
| 19 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 7,742,661 | 277,652,000 | 1.25% | ||
| 20 | Commonwealth Equity Services, Inc | 6,550,461 | 235,031,000 | 1.06% | ||
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | 5,545,380 | 198,970,000 | 0.90% | ||
| 22 | THRIVENT FINANCIAL FOR LUTHERANS | 5,092,030 | 182,317,000 | 0.82% | ||
| 23 | TIFF ADVISORY SERVICES, LLC | 4,655,504 | 166,945,000 | 0.75% | ||
| 24 | BAIRD FINANCIAL GROUP, INC. | 4,537,032 | 162,789,000 | 0.74% | ||
| 25 | Truepoint, Inc. | 4,063,290 | 145,791,000 | 0.66% | ||
| 26 | SEI INVESTMENTS CO | 4,061,095 | 145,712,000 | 0.66% | ||
| 27 | BINGHAM OSBORN & SCARBOROUGH LLC | 4,010,534 | 143,898,000 | 0.65% | ||
| 28 | LPL Financial LLC | 3,799,777 | 132,098,000 | 0.60% | ||
| 29 | Mirae Asset Global Investments Co., Ltd. | 3,651,114 | 131,002,000 | 0.59% | ||
| 30 | JPMORGAN CHASE & CO | 3,343,154 | 119,885,000 | 0.54% | ||
| 31 | D.A. DAVIDSON & CO. | 3,326,721 | 119,360,000 | 0.54% | ||
| 32 | TIAA CREF TRUST CO FSB/MO | 2,847,529 | 102,169,000 | 0.46% | ||
| 33 | REGIONS FINANCIAL CORP | 2,603,007 | 93,396,000 | 0.42% | ||
| 34 | CITIGROUP INC | 2,462,856 | 88,318,000 | 0.40% | ||
| 35 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2,416,800 | 86,666,000 | 0.39% | ||
| 36 | Linscomb Wealth, Inc. | 2,382,160 | 85,472,000 | 0.39% | ||
| 37 | FIFTH THIRD BANCORP | 2,263,478 | 81,214,000 | 0.37% | ||
| 38 | BANK OF MONTREAL /CAN/ | 2,260,964 | 81,123,000 | 0.37% | ||
| 39 | OPUS INVESTMENT MANAGEMENT INC | 2,172,300 | 77,942,000 | 0.35% | ||
| 40 | Ballentine Partners, LLC | 2,164,442 | 77,660,000 | 0.35% | ||
| 41 | Morningstar Investment Services LLC | 2,075,923 | 74,484,000 | 0.34% | ||
| 42 | Allworth Financial LP | 2,005,220 | 71,947,000 | 0.32% | ||
| 43 | PALLADIUM PARTNERS LLC | 1,899,307 | 68,147,000 | 0.31% | ||
| 44 | COMMERCE BANK | 1,857,760 | 66,656,000 | 0.30% | ||
| 45 | Bank of New York Mellon Corp | 1,854,471 | 66,539,000 | 0.30% | ||
| 46 | ALPS ADVISORS INC | 1,755,095 | 64,640,000 | 0.29% | ||
| 47 | STIFEL FINANCIAL CORP | 1,770,216 | 63,516,000 | 0.29% | ||
| 48 | Efficient Market Advisors, LLC | 1,747,765 | 62,710,000 | 0.28% | ||
| 49 | RAYMOND JAMES & ASSOCIATES | 1,722,064 | 61,788,000 | 0.28% | ||
| 50 | FCG ADVISORS, LLC | 1,664,077 | 59,707,000 | 0.27% |
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.
