| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 13,501,854 | 1,054,630,000 | 16.17% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 12,443,495 | 971,961,000 | 14.90% | ||
| 3 | PROVIDA PENSION FUND ADMINISTRATOR | 5,203,000 | 406,406,000 | 6.23% | ||
| 4 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5,071,512 | 396,136,000 | 6.07% | ||
| 5 | MORGAN STANLEY | 4,892,901 | 382,183,000 | 5.86% | ||
| 6 | MANAGED ACCOUNT ADVISORS LLC | 3,329,762 | 260,088,000 | 3.99% | ||
| 7 | AEGON USA Investment Management, LLC | 2,693,857 | 210,417,000 | 3.23% | ||
| 8 | UBS AG | 2,639,491 | 206,171,000 | 3.16% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 2,159,139 | 168,650,000 | 2.59% | ||
| 10 | VANGUARD GROUP INC | 1,966,691 | 153,618,000 | 2.35% | ||
| 11 | FMR LLC | 1,941,643 | 151,661,000 | 2.32% | ||
| 12 | TIAA CREF TRUST CO FSB/MO | 1,877,724 | 146,669,000 | 2.25% | ||
| 13 | D.A. DAVIDSON & CO. | 1,809,327 | 141,326,000 | 2.17% | ||
| 14 | Hefren-Tillotson, Inc. | 1,656,939 | 129,423,000 | 1.98% | ||
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 1,622,626 | 126,743,000 | 1.94% | ||
| 16 | GOLDMAN SACHS GROUP INC | 1,314,023 | 102,638,000 | 1.57% | ||
| 17 | BANK OF MONTREAL /CAN/ | 1,252,751 | 97,851,000 | 1.50% | ||
| 18 | VISTA CAPITAL PARTNERS, INC. | 1,243,810 | 97,154,000 | 1.49% | SH | |
| 19 | INR ADVISORY SERVICES LLC | 1,108,672 | 86,598,000 | 1.33% | ||
| 20 | WELLS FARGO & COMPANY/MN | 874,827 | 68,332,000 | 1.05% | ||
| 21 | ASSETMARK, INC | 752,522 | 58,779,000 | 0.90% | ||
| 22 | LPL Financial LLC | 730,430 | 57,054,000 | 0.87% | ||
| 23 | Transamerica Financial Advisors, LLC | 496,413 | 38,775,000 | 0.59% | ||
| 24 | Robert W. Baird & Co. Inc | 486,311 | 37,986,000 | 0.58% | ||
| 25 | MADISON INVESTMENT HOLDINGS INC | 467,467 | 36,514,000 | 0.56% | ||
| 26 | NATIONAL PLANNING CORP | 443,397 | 34,869,000 | 0.53% | ||
| 27 | TD Capital Management LLC | 366,897 | 28,658,000 | 0.44% | ||
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 360,226 | 28,137,000 | 0.43% | ||
| 29 | Commonwealth Equity Services, Inc | 329,290 | 25,721,000 | 0.39% | ||
| 30 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 320,231 | 25,013,000 | 0.38% | ||
| 31 | OPUS INVESTMENT MANAGEMENT INC | 313,300 | 24,472,000 | 0.38% | ||
| 32 | Destination Wealth Management | 297,901 | 23,269,000 | 0.36% | ||
| 33 | IFC Holdings Incorporated/FL | 300,428 | 23,265,000 | 0.36% | ||
| 34 | BLAIR WILLIAM & CO/IL | 281,101 | 21,956,000 | 0.34% | ||
| 35 | FIFTH THIRD BANCORP | 252,849 | 19,750,000 | 0.30% | ||
| 36 | Cambridge Investment Research Advisors, Inc. | 250,151 | 19,539,000 | 0.30% | ||
| 37 | SII INVESTMENTS INC/WI | 233,120 | 17,021,000 | 0.26% | ||
| 38 | PLANNING ALTERNATIVES LTD /ADV | 213,478 | 16,675,000 | 0.26% | ||
| 39 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 199,737 | 15,599,000 | 0.24% | ||
| 40 | Bank of New York Mellon Corp | 199,643 | 15,594,000 | 0.24% | ||
| 41 | Orion Porfolio Solutions, LLC | 190,351 | 14,868,000 | 0.23% | ||
| 42 | COURIER CAPITAL LLC | 188,118 | 14,694,000 | 0.23% | ||
| 43 | OLD NATIONAL BANCORP /IN/ | 187,393 | 14,637,000 | 0.22% | ||
| 44 | STRINGER ASSET MANAGEMENT, LLC | 186,108 | 14,537,000 | 0.22% | ||
| 45 | RAYMOND JAMES & ASSOCIATES | 182,187 | 14,231,000 | 0.22% | ||
| 46 | SAGE FINANCIAL GROUP INC | 178,404 | 13,935,000 | 0.21% | ||
| 47 | ROYAL BANK OF CANADA | 176,497 | 13,786,000 | 0.21% | ||
| 48 | Modera Wealth Management, LLC | 174,759 | 13,650,000 | 0.21% | ||
| 49 | Blue Edge Capital, LLC | 169,599 | 13,247,378 | 0.20% | ||
| 50 | Financial Planning & Information Services, Inc. | 162,397 | 12,685,000 | 0.19% |
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.
