| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MANAGED ACCOUNT ADVISORS LLC | 18,651,663 | 1,554,803,000 | 15.18% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 14,033,649 | 1,169,844,000 | 11.42% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 12,542,278 | 1,045,524,000 | 10.21% | ||
| 4 | PROVIDA PENSION FUND ADMINISTRATOR | 9,688,696 | 807,650,000 | 7.89% | ||
| 5 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6,283,013 | 523,752,000 | 5.11% | ||
| 6 | MORGAN STANLEY | 6,040,238 | 503,516,000 | 4.92% | ||
| 7 | UBS Group AG | 5,304,684 | 442,198,000 | 4.32% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 4,268,380 | 355,812,000 | 3.47% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 3,373,891 | 281,248,000 | 2.75% | ||
| 10 | Betterment LLC | 2,822,595 | 235,263,000 | 2.30% | ||
| 11 | FMR LLC | 2,664,836 | 222,141,000 | 2.17% | ||
| 12 | TIAA CREF TRUST CO FSB/MO | 2,215,562 | 184,689,000 | 1.80% | ||
| 13 | GOLDMAN SACHS GROUP INC | 2,019,631 | 168,356,000 | 1.64% | ||
| 14 | D.A. DAVIDSON & CO. | 2,015,543 | 167,995,000 | 1.64% | ||
| 15 | VANGUARD GROUP INC | 2,007,947 | 167,382,000 | 1.63% | ||
| 16 | LPL Financial LLC | 1,318,564 | 110,126,000 | 1.08% | ||
| 17 | WELLS FARGO & COMPANY/MN | 1,267,875 | 105,690,000 | 1.03% | ||
| 18 | VISTA CAPITAL PARTNERS, INC. | 1,193,693 | 99,506,000 | 0.97% | SH | |
| 19 | INR ADVISORY SERVICES LLC | 1,079,157 | 89,959,000 | 0.88% | ||
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,077,346 | 89,808,000 | 0.88% | ||
| 21 | ASSETMARK, INC | 931,888 | 77,682,000 | 0.76% | ||
| 22 | BANK OF MONTREAL /CAN/ | 766,695 | 63,912,000 | 0.62% | ||
| 23 | Commonwealth Equity Services, Inc | 655,730 | 54,662,000 | 0.53% | ||
| 24 | EP Wealth Advisors, LLC | 626,324 | 52,210,381 | 0.51% | ||
| 25 | BAIRD FINANCIAL GROUP, INC. | 618,348 | 51,539,000 | 0.50% | ||
| 26 | SCS Capital Management LLC | 593,148 | 49,445,000 | 0.48% | ||
| 27 | ROYAL BANK OF CANADA | 471,822 | 39,330,000 | 0.38% | ||
| 28 | SII INVESTMENTS INC/WI | 470,121 | 39,180,000 | 0.38% | ||
| 29 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 465,574 | 38,810,000 | 0.38% | ||
| 30 | SEI INVESTMENTS CO | 460,754 | 38,409,000 | 0.38% | ||
| 31 | IFC Holdings Incorporated/FL | 439,767 | 37,365,000 | 0.36% | ||
| 32 | MISSION WEALTH MANAGEMENT, LLC | 444,660 | 37,218,000 | 0.36% | ||
| 33 | BLAIR WILLIAM & CO/IL | 438,574 | 36,559,000 | 0.36% | ||
| 34 | TD Capital Management LLC | 423,015 | 35,263,000 | 0.34% | ||
| 35 | Garde Capital, Inc. | 422,268 | 35,200,000 | 0.34% | ||
| 36 | RAYMOND JAMES & ASSOCIATES | 384,159 | 32,023,000 | 0.31% | ||
| 37 | Cable Hill Partners, LLC | 374,762 | 31,484,000 | 0.31% | ||
| 38 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 332,149 | 27,688,000 | 0.27% | ||
| 39 | Destination Wealth Management | 324,363 | 27,039,000 | 0.26% | ||
| 40 | NATIONAL PLANNING CORP | 314,367 | 26,347,000 | 0.26% | ||
| 41 | FIFTH THIRD BANCORP | 311,090 | 25,932,000 | 0.25% | ||
| 42 | 3D ASSET MANAGEMENT, INC | 305,377 | 25,456,000 | 0.25% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 304,876 | 25,415,000 | 0.25% | ||
| 44 | Bank of New York Mellon Corp | 263,761 | 21,987,000 | 0.21% | ||
| 45 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 241,978 | 20,171,000 | 0.20% | ||
| 46 | INVESTMENT CENTERS OF AMERICA INC | 229,011 | 19,096,000 | 0.19% | ||
| 47 | Strategic Income Management, LLC | 228,318 | 19,072,000 | 0.19% | ||
| 48 | IBBOTSON ASSOCIATES INC | 216,085 | 18,013,000 | 0.18% | ||
| 49 | Cornerstone Management, Inc. | 211,998 | 17,672,153 | 0.17% | ||
| 50 | OLD NATIONAL BANCORP /IN/ | 209,937 | 17,500,000 | 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.
