| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 6,321,097 | 344,753,000 | 10.37% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 5,700,763 | 310,920,000 | 9.36% | ||
| 3 | Betterment LLC | 3,895,179 | 212,443,000 | 6.39% | ||
| 4 | QS Investors, LLC | 3,789,012 | 206,653,000 | 6.22% | ||
| 5 | AMERIPRISE FINANCIAL INC | 3,195,487 | 174,016,000 | 5.24% | ||
| 6 | Charles Schwab Investment Advisory, Inc. | 2,991,129 | 163,136,000 | 4.91% | ||
| 7 | FIL Ltd | 2,584,794 | 140,975,000 | 4.24% | ||
| 8 | MORGAN STANLEY | 1,863,920 | 101,659,000 | 3.06% | ||
| 9 | WELLS FARGO & COMPANY/MN | 1,838,037 | 100,247,000 | 3.02% | ||
| 10 | BlackRock Finance, Inc. | 1,563,944 | 85,297,000 | 2.57% | ||
| 11 | ASSETMARK, INC | 1,524,599 | 83,152,000 | 2.50% | ||
| 12 | UBS Group AG | 1,364,485 | 74,419,000 | 2.24% | ||
| 13 | Windhaven Investment Management, Inc. | 1,290,624 | 70,391,000 | 2.12% | ||
| 14 | Cambridge Investment Research Advisors, Inc. | 1,182,038 | 64,468,000 | 1.94% | ||
| 15 | VANGUARD GROUP INC | 1,020,766 | 55,673,000 | 1.68% | ||
| 16 | Horizon Investments, LLC | 893,988 | 48,758,000 | 1.47% | ||
| 17 | ROYAL BANK OF CANADA | 858,837 | 46,840,000 | 1.41% | ||
| 18 | Annex Advisory Services, LLC | 836,916 | 45,645,000 | 1.37% | ||
| 19 | Windham Capital Management, LLC | 812,629 | 44,321,000 | 1.33% | ||
| 20 | STATE STREET CORP | 792,554 | 43,226,000 | 1.30% | ||
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 681,262 | 37,156,000 | 1.12% | ||
| 22 | IFC Holdings Incorporated/FL | 627,083 | 34,174,000 | 1.03% | ||
| 23 | Valmark Advisers, Inc. | 616,733 | 33,637,000 | 1.01% | ||
| 24 | Polaris Wealth Advisory Group, LLC | 542,941 | 29,612,000 | 0.89% | ||
| 25 | Sensible Financial Planning & Management, LLC. | 516,074 | 28,147,000 | 0.85% | ||
| 26 | MAKENA CAPITAL MANAGEMENT LLC | 497,392 | 27,128,000 | 0.82% | ||
| 27 | SII INVESTMENTS INC/WI | 472,251 | 25,767,000 | 0.78% | ||
| 28 | Transamerica Financial Advisors, LLC | 463,843 | 25,298,000 | 0.76% | ||
| 29 | NATIONAL PLANNING CORP | 424,671 | 23,187,000 | 0.70% | ||
| 30 | Braver Wealth Management, LLC | 413,160 | 22,534,000 | 0.68% | ||
| 31 | Jaffetilchin Investment Partners, LLC | 409,722 | 22,346,000 | 0.67% | ||
| 32 | Stadion Money Management, LLC | 367,420 | 20,039,000 | 0.60% | ||
| 33 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 357,646 | 19,478,000 | 0.59% | ||
| 34 | 1832 Asset Management L.P. | 199,275 | 18,304,000 | 0.55% | ||
| 35 | LPL Financial LLC | 307,696 | 16,791,000 | 0.51% | ||
| 36 | RETIREMENT CAPITAL STRATEGIES | 289,079 | 15,766,000 | 0.47% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 278,433 | 15,187,000 | 0.46% | ||
| 38 | Retirement Planning Group, LLC | 271,150 | 14,789,000 | 0.45% | ||
| 39 | ALPS ADVISORS INC | 269,215 | 14,608,000 | 0.44% | ||
| 40 | Cerity Partners OCIO LLC | 262,051 | 14,292,000 | 0.43% | ||
| 41 | INVESTMENT CENTERS OF AMERICA INC | 256,678 | 13,996,000 | 0.42% | ||
| 42 | FDx Advisors, Inc. | 254,478 | 13,879,000 | 0.42% | ||
| 43 | Baker Avenue Asset Management, LP | 225,154 | 12,280,000 | 0.37% | ||
| 44 | TWIN CAPITAL MANAGEMENT INC | 223,230 | 12,175,000 | 0.37% | ||
| 45 | WILSHIRE ASSOCIATES INC | 223,230 | 12,175,000 | 0.37% | ||
| 46 | US BANCORP \DE\ | 220,392 | 12,020,000 | 0.36% | ||
| 47 | Legacy Private Trust Co. | 208,530 | 11,373,000 | 0.34% | ||
| 48 | HT Partners LLC | 207,544 | 11,313,000 | 0.34% | ||
| 49 | RAYMOND JAMES & ASSOCIATES | 193,719 | 10,565,000 | 0.32% | ||
| 50 | Bouchey Financial Group Ltd | 192,765 | 10,513,000 | 0.32% |
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.
