| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 34,492,830 | 2,647,325,000 | 26.62% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 14,185,990 | 1,088,775,000 | 10.95% | ||
| 3 | FMR LLC | 6,525,525 | 500,834,000 | 5.04% | ||
| 4 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6,420,797 | 492,796,000 | 4.96% | ||
| 5 | MORGAN STANLEY | 6,116,428 | 469,436,000 | 4.72% | ||
| 6 | UBS Group AG | 5,794,333 | 444,715,000 | 4.47% | ||
| 7 | PROVIDA PENSION FUND ADMINISTRATOR | 5,273,483 | 404,740,000 | 4.07% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 4,246,506 | 325,919,000 | 3.28% | ||
| 9 | Betterment LLC | 3,527,113 | 270,706,000 | 2.72% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 3,426,481 | 262,983,000 | 2.64% | ||
| 11 | GOLDMAN SACHS GROUP INC | 2,844,040 | 218,280,000 | 2.20% | ||
| 12 | TIAA CREF TRUST CO FSB/MO | 2,248,450 | 172,569,000 | 1.74% | ||
| 13 | D.A. DAVIDSON & CO. | 2,134,831 | 163,847,000 | 1.65% | ||
| 14 | VANGUARD GROUP INC | 2,013,094 | 154,505,000 | 1.55% | ||
| 15 | LPL Financial LLC | 1,508,300 | 119,848,000 | 1.21% | ||
| 16 | WELLS FARGO & COMPANY/MN | 1,374,357 | 105,483,000 | 1.06% | ||
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,264,275 | 97,033,000 | 0.98% | ||
| 18 | VISTA CAPITAL PARTNERS, INC. | 1,196,774 | 91,852,000 | 0.92% | SH | |
| 19 | INR ADVISORY SERVICES LLC | 1,091,165 | 83,747,000 | 0.84% | ||
| 20 | ASSETMARK, INC | 1,029,297 | 78,999,000 | 0.79% | ||
| 21 | NATIXIS ADVISORS, LLC | 707,439 | 54,296,000 | 0.55% | ||
| 22 | Commonwealth Equity Services, Inc | 690,021 | 52,959,000 | 0.53% | ||
| 23 | EP Wealth Advisors, LLC | 685,594 | 52,619,000 | 0.53% | ||
| 24 | BAIRD FINANCIAL GROUP, INC. | 631,152 | 48,441,000 | 0.49% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 508,654 | 39,039,000 | 0.39% | ||
| 26 | SCS Capital Management LLC | 497,644 | 38,194,000 | 0.38% | ||
| 27 | ROYAL BANK OF CANADA | 477,616 | 36,656,000 | 0.37% | ||
| 28 | SII INVESTMENTS INC/WI | 466,040 | 35,782,000 | 0.36% | ||
| 29 | Garde Capital, Inc. | 445,590 | 34,199,000 | 0.34% | ||
| 30 | BLAIR WILLIAM & CO/IL | 438,639 | 33,666,000 | 0.34% | ||
| 31 | IndexIQ Advisors LLC | 425,826 | 32,680,000 | 0.33% | ||
| 32 | IFC Holdings Incorporated/FL | 412,497 | 31,752,000 | 0.32% | ||
| 33 | MISSION WEALTH MANAGEMENT, LLC | 406,033 | 31,163,000 | 0.31% | ||
| 34 | RAYMOND JAMES & ASSOCIATES | 379,369 | 29,117,000 | 0.29% | ||
| 35 | CREDIT SUISSE AG/ | 351,082 | 26,946,000 | 0.27% | ||
| 36 | Cable Hill Partners, LLC | 350,655 | 26,945,000 | 0.27% | ||
| 37 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 340,979 | 26,170,000 | 0.26% | ||
| 38 | BANK OF MONTREAL /CAN/ | 331,756 | 25,463,000 | 0.26% | ||
| 39 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 323,105 | 24,799,000 | 0.25% | ||
| 40 | NATIONAL PLANNING CORP | 295,864 | 24,734,000 | 0.25% | ||
| 41 | 3D ASSET MANAGEMENT, INC | 319,679 | 24,535,000 | 0.25% | ||
| 42 | SEI INVESTMENTS CO | 314,806 | 24,162,000 | 0.24% | ||
| 43 | FIFTH THIRD BANCORP | 305,568 | 23,452,000 | 0.24% | ||
| 44 | TD Capital Management LLC | 297,343 | 22,821,000 | 0.23% | ||
| 45 | Bank of New York Mellon Corp | 287,730 | 22,084,000 | 0.22% | ||
| 46 | MADISON INVESTMENT HOLDINGS INC | 283,705 | 21,774,000 | 0.22% | ||
| 47 | Destination Wealth Management | 265,923 | 20,410,000 | 0.21% | ||
| 48 | Private Advisor Group, LLC | 248,061 | 19,039,000 | 0.19% | ||
| 49 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 243,097 | 18,658,000 | 0.19% | ||
| 50 | IBBOTSON ASSOCIATES INC | 239,894 | 18,412,000 | 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.