| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 5,523,459 | 292,082,000 | 10.26% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 4,957,562 | 262,156,000 | 9.21% | ||
| 3 | Betterment LLC | 3,280,823 | 173,490,000 | 6.10% | ||
| 4 | QS Investors, LLC | 2,868,865 | 151,706,000 | 5.33% | ||
| 5 | FIL Ltd | 2,609,073 | 137,967,000 | 4.85% | ||
| 6 | Charles Schwab Investment Advisory, Inc. | 2,570,075 | 135,906,000 | 4.77% | ||
| 7 | WELLS FARGO & COMPANY/MN | 1,754,952 | 92,802,000 | 3.26% | ||
| 8 | MORGAN STANLEY | 1,553,418 | 82,145,000 | 2.89% | ||
| 9 | ASSETMARK, INC | 1,539,894 | 81,430,000 | 2.86% | ||
| 10 | AMERIPRISE FINANCIAL INC | 1,490,191 | 78,665,000 | 2.76% | ||
| 11 | Windhaven Investment Management, Inc. | 1,420,549 | 75,119,000 | 2.64% | ||
| 12 | UBS Group AG | 1,090,644 | 57,673,000 | 2.03% | ||
| 13 | BlackRock Finance, Inc. | 1,080,582 | 57,141,000 | 2.01% | ||
| 14 | Cambridge Investment Research Advisors, Inc. | 1,069,853 | 56,574,000 | 1.99% | ||
| 15 | Annex Advisory Services, LLC | 877,635 | 46,409,000 | 1.63% | ||
| 16 | Choate Investment Advisors | 844,967 | 44,876,197 | 1.58% | ||
| 17 | Windham Capital Management, LLC | 837,784 | 44,302,000 | 1.56% | ||
| 18 | STATE STREET CORP | 744,702 | 39,380,000 | 1.38% | ||
| 19 | ROYAL BANK OF CANADA | 717,447 | 37,939,000 | 1.33% | ||
| 20 | VANGUARD GROUP INC | 707,539 | 37,414,000 | 1.31% | ||
| 21 | Valmark Advisers, Inc. | 637,394 | 33,820,000 | 1.19% | ||
| 22 | IFC Holdings Incorporated/FL | 609,817 | 32,239,000 | 1.13% | ||
| 23 | MAKENA CAPITAL MANAGEMENT LLC | 568,396 | 30,057,000 | 1.06% | ||
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 520,707 | 27,535,000 | 0.97% | ||
| 25 | Sensible Financial Planning & Management, LLC. | 508,925 | 26,912,000 | 0.95% | ||
| 26 | Polaris Wealth Advisory Group, LLC | 497,842 | 26,326,000 | 0.92% | ||
| 27 | Transamerica Financial Advisors, LLC | 473,643 | 25,047,000 | 0.88% | ||
| 28 | Horizon Investments, LLC | 464,981 | 24,588,000 | 0.86% | ||
| 29 | SII INVESTMENTS INC/WI | 462,256 | 24,435,000 | 0.86% | ||
| 30 | NATIONAL PLANNING CORP | 446,903 | 23,994,000 | 0.84% | ||
| 31 | Water Oak Advisors LLC | 417,773 | 22,092,000 | 0.78% | ||
| 32 | Jaffetilchin Investment Partners, LLC | 405,492 | 21,442,000 | 0.75% | ||
| 33 | Stadion Money Management, LLC | 369,954 | 19,563,000 | 0.69% | ||
| 34 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 356,112 | 18,945,000 | 0.67% | ||
| 35 | ALPS ADVISORS INC | 308,004 | 16,287,000 | 0.57% | ||
| 36 | Cerity Partners OCIO LLC | 291,806 | 15,431,000 | 0.54% | ||
| 37 | RETIREMENT CAPITAL STRATEGIES | 288,614 | 15,262,000 | 0.54% | ||
| 38 | Estate Counselors, LLC | 262,580 | 13,885,000 | 0.49% | ||
| 39 | Retirement Planning Group, LLC | 260,003 | 13,749,000 | 0.48% | ||
| 40 | LPL Financial LLC | 254,410 | 13,474,000 | 0.47% | ||
| 41 | BlackRock Investment Management, LLC | 247,339 | 13,079,000 | 0.46% | ||
| 42 | INVESTMENT CENTERS OF AMERICA INC | 245,558 | 12,989,000 | 0.46% | ||
| 43 | FDx Advisors, Inc. | 237,169 | 12,542,000 | 0.44% | ||
| 44 | PEAK FINANCIAL MANAGEMENT, INC. | 230,159 | 12,152,000 | 0.43% | ||
| 45 | Baker Avenue Asset Management, LP | 229,157 | 12,118,000 | 0.43% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 221,090 | 11,691,000 | 0.41% | ||
| 47 | ROCKLAND TRUST CO | 211,683 | 11,194,000 | 0.39% | ||
| 48 | US BANCORP \DE\ | 201,701 | 10,667,000 | 0.37% | ||
| 49 | CURIAN CAPITAL LLC | 197,475 | 10,442,000 | 0.37% | ||
| 50 | Bouchey Financial Group Ltd | 193,982 | 10,258,000 | 0.36% |
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.
