| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MANAGED ACCOUNT ADVISORS LLC | 15,345,301 | 1,284,402,000 | 12.80% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 13,809,199 | 1,155,829,000 | 11.52% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 12,925,103 | 1,081,831,000 | 10.78% | ||
| 4 | PROVIDA PENSION FUND ADMINISTRATOR | 10,855,349 | 908,593,000 | 9.05% | ||
| 5 | MORGAN STANLEY | 6,045,664 | 506,021,000 | 5.04% | ||
| 6 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5,484,427 | 459,047,000 | 4.57% | ||
| 7 | UBS Group AG | 4,409,615 | 369,085,000 | 3.68% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 3,712,036 | 310,697,000 | 3.10% | ||
| 9 | AEGON USA Investment Management, LLC | 3,544,314 | 296,659,000 | 2.96% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 3,332,285 | 278,911,000 | 2.78% | ||
| 11 | FMR LLC | 2,652,804 | 222,040,000 | 2.21% | ||
| 12 | TIAA CREF TRUST CO FSB/MO | 2,163,202 | 181,060,000 | 1.80% | ||
| 13 | VANGUARD GROUP INC | 1,991,302 | 166,671,000 | 1.66% | ||
| 14 | D.A. DAVIDSON & CO. | 1,954,825 | 163,618,000 | 1.63% | ||
| 15 | Betterment LLC | 1,867,590 | 156,317,000 | 1.56% | ||
| 16 | GOLDMAN SACHS GROUP INC | 1,530,496 | 128,103,000 | 1.28% | ||
| 17 | INR ADVISORY SERVICES LLC | 1,288,857 | 107,877,000 | 1.07% | ||
| 18 | LPL Financial LLC | 1,244,111 | 103,473,000 | 1.03% | ||
| 19 | VISTA CAPITAL PARTNERS, INC. | 1,214,519 | 101,655,000 | 1.01% | SH | |
| 20 | WELLS FARGO & COMPANY/MN | 1,211,605 | 101,411,000 | 1.01% | ||
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 930,889 | 78,911,000 | 0.79% | ||
| 22 | Horizon Investments, LLC | 936,662 | 78,399,000 | 0.78% | ||
| 23 | BANK OF MONTREAL /CAN/ | 878,671 | 73,545,000 | 0.73% | ||
| 24 | ASSETMARK, INC | 875,889 | 73,312,000 | 0.73% | ||
| 25 | SCS Capital Management LLC | 681,876 | 57,073,000 | 0.57% | ||
| 26 | EP Wealth Advisors, LLC | 592,655 | 49,605,243 | 0.49% | ||
| 27 | Robert W. Baird & Co. Inc | 580,198 | 48,563,000 | 0.48% | ||
| 28 | Commonwealth Equity Services, Inc | 555,884 | 46,527,000 | 0.46% | ||
| 29 | ROYAL BANK OF CANADA | 472,997 | 39,589,000 | 0.39% | ||
| 30 | BLAIR WILLIAM & CO/IL | 446,518 | 37,373,000 | 0.37% | ||
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 429,906 | 35,983,000 | 0.36% | ||
| 32 | SII INVESTMENTS INC/WI | 419,337 | 35,100,000 | 0.35% | ||
| 33 | Garde Capital, Inc. | 412,362 | 34,515,000 | 0.34% | ||
| 34 | IFC Holdings Incorporated/FL | 391,059 | 32,517,000 | 0.32% | ||
| 35 | TD Capital Management LLC | 377,726 | 31,616,000 | 0.31% | ||
| 36 | Cable Hill Partners, LLC | 374,488 | 31,146,000 | 0.31% | ||
| 37 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 358,199 | 29,981,000 | 0.30% | ||
| 38 | SEI INVESTMENTS CO | 346,747 | 29,022,000 | 0.29% | ||
| 39 | NATIONAL PLANNING CORP | 326,027 | 27,709,000 | 0.28% | ||
| 40 | FIFTH THIRD BANCORP | 318,733 | 26,678,000 | 0.27% | ||
| 41 | 3D ASSET MANAGEMENT, INC | 298,014 | 24,944,000 | 0.25% | ||
| 42 | IndexIQ Advisors LLC | 286,258 | 23,960,000 | 0.24% | ||
| 43 | Destination Wealth Management | 269,900 | 22,550,000 | 0.22% | ||
| 44 | Bank of New York Mellon Corp | 250,087 | 20,933,000 | 0.21% | ||
| 45 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 246,151 | 20,597,000 | 0.21% | ||
| 46 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 225,375 | 18,864,000 | 0.19% | ||
| 47 | RAYMOND JAMES & ASSOCIATES | 222,921 | 18,658,000 | 0.19% | ||
| 48 | IBBOTSON ASSOCIATES INC | 219,132 | 18,341,000 | 0.18% | ||
| 49 | FOUNDERS FINANCIAL SECURITIES LLC | 210,301 | 17,602,000 | 0.18% | ||
| 50 | OLD NATIONAL BANCORP /IN/ | 209,211 | 17,511,000 | 0.17% |
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.
