| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 25,566,478 | 723,532,000 | 37.81% | ||
| 2 | WELLS FARGO & COMPANY/MN | 13,423,654 | 379,890,000 | 19.85% | ||
| 3 | BlackRock Group LTD | 5,738,238 | 162,392,000 | 8.49% | ||
| 4 | UBS Group AG | 2,710,751 | 76,714,000 | 4.01% | ||
| 5 | Invesco Ltd. | 2,467,656 | 69,836,000 | 3.65% | ||
| 6 | Orion Porfolio Solutions, LLC | 1,789,242 | 50,635,000 | 2.65% | ||
| 7 | MORGAN STANLEY | 1,652,856 | 46,776,000 | 2.44% | ||
| 8 | AMERIPRISE FINANCIAL INC | 1,595,997 | 45,426,000 | 2.37% | ||
| 9 | LPL Financial LLC | 1,008,325 | 28,566,000 | 1.49% | ||
| 10 | FIFTH THIRD BANCORP | 780,999 | 22,102,000 | 1.16% | ||
| 11 | Cerity Partners OCIO LLC | 686,790 | 19,436,000 | 1.02% | ||
| 12 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 561,221 | 15,883,000 | 0.83% | ||
| 13 | MOLLER WEALTH PARTNERS | 555,615 | 15,724,000 | 0.82% | ||
| 14 | Windham Capital Management, LLC | 546,252 | 15,459,000 | 0.81% | ||
| 15 | ASSETMARK, INC | 508,118 | 14,380,000 | 0.75% | ||
| 16 | Freedom Investment Management, Inc. | 494,926 | 14,006,000 | 0.73% | ||
| 17 | Private Ocean, LLC | 379,319 | 10,735,000 | 0.56% | ||
| 18 | BAIRD FINANCIAL GROUP, INC. | 326,336 | 9,235,000 | 0.48% | ||
| 19 | JPMORGAN CHASE & CO | 321,327 | 9,093,000 | 0.48% | ||
| 20 | FOSTER & MOTLEY INC | 293,707 | 8,312,000 | 0.43% | ||
| 21 | Advisory Alpha, LLC | 236,089 | 6,680,000 | 0.35% | ||
| 22 | ENVESTNET ASSET MANAGEMENT INC | 223,780 | 6,333,000 | 0.33% | ||
| 23 | Bernicke Wealth Management, Ltd. | 222,505 | 6,297,000 | 0.33% | ||
| 24 | Legacy Private Trust Co. | 221,880 | 6,279,000 | 0.33% | ||
| 25 | RAYMOND JAMES & ASSOCIATES | 207,581 | 5,875,000 | 0.31% | ||
| 26 | FIRST TRUST ADVISORS LP | 200,174 | 5,665,000 | 0.30% | ||
| 27 | BEACON TRUST CO | 191,521 | 5,420,000 | 0.28% | ||
| 28 | Brookstone Capital Management | 191,126 | 5,410,000 | 0.28% | ||
| 29 | Polaris Wealth Advisory Group, LLC | 187,287 | 5,300,000 | 0.28% | ||
| 30 | EisnerAmper Wealth Management Corporate Benefits, LLC | 179,543 | 5,081,000 | 0.27% | ||
| 31 | WRAPMANAGER INC | 179,160 | 5,070,000 | 0.26% | ||
| 32 | Advisors Preferred, LLC | 170,273 | 4,819,000 | 0.25% | ||
| 33 | STRATEGIC FINANCIAL GROUP, LLC | 157,062 | 4,445,000 | 0.23% | ||
| 34 | Windsor Capital Management, LLC | 136,441 | 3,861,000 | 0.20% | ||
| 35 | CORNERSTONE FINANCIAL PARTNERS, LLC | 135,870 | 3,846,000 | 0.20% | ||
| 36 | SCOTIA CAPITAL INC. | 131,862 | 3,734,000 | 0.20% | ||
| 37 | NEWFOUND RESEARCH LLC | 130,403 | 3,690,000 | 0.19% | ||
| 38 | Frontier Wealth Management LLC | 129,733 | 3,671,000 | 0.19% | ||
| 39 | KRILOGY FINANCIAL LLC | 124,458 | 3,522,000 | 0.18% | ||
| 40 | ROYAL BANK OF CANADA | 99,424 | 2,814,000 | 0.15% | ||
| 41 | Stellar Capital Management, LLC | 99,404 | 2,813,000 | 0.15% | ||
| 42 | FINANCIAL ENHANCEMENT GROUP LLC | 96,338 | 2,726,000 | 0.14% | ||
| 43 | NATIONAL PLANNING CORP | 95,358 | 2,721,000 | 0.14% | ||
| 44 | Raymond James Financial Services Advisors, Inc. | 96,122 | 2,720,000 | 0.14% | ||
| 45 | Allianz Asset Management GmbH | 87,330 | 2,471,000 | 0.13% | ||
| 46 | Cambridge Investment Research Advisors, Inc. | 80,842 | 2,288,000 | 0.12% | ||
| 47 | INSIGHT 2811, INC. | 71,565 | 2,025,000 | 0.11% | ||
| 48 | BANK OF MONTREAL /CAN/ | 70,000 | 1,981,000 | 0.10% | ||
| 49 | Archford Capital Strategies, LLC | 55 | 1,919,000 | 0.10% | ||
| 50 | Commonwealth Equity Services, Inc | 65,282 | 1,847,000 | 0.10% |
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.
