| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 38,123,595 | 3,107,836,000 | 27.55% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 14,175,408 | 1,155,580,000 | 10.24% | ||
| 3 | FMR LLC | 6,605,542 | 538,484,000 | 4.77% | ||
| 4 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6,590,321 | 537,243,000 | 4.76% | ||
| 5 | UBS Group AG | 6,545,163 | 533,562,000 | 4.73% | ||
| 6 | MORGAN STANLEY | 6,392,579 | 521,122,000 | 4.62% | ||
| 7 | PROVIDA PENSION FUND ADMINISTRATOR | 5,273,483 | 429,894,334 | 3.81% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 4,891,517 | 398,756,000 | 3.53% | ||
| 9 | Betterment LLC | 4,274,384 | 348,448,000 | 3.09% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 3,476,133 | 283,375,000 | 2.51% | ||
| 11 | LPL Financial LLC | 3,374,391 | 272,623,000 | 2.42% | ||
| 12 | TIAA CREF TRUST CO FSB/MO | 2,293,453 | 186,963,000 | 1.66% | ||
| 13 | D.A. DAVIDSON & CO. | 2,203,025 | 179,589,000 | 1.59% | ||
| 14 | GOLDMAN SACHS GROUP INC | 2,050,988 | 167,197,000 | 1.48% | ||
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,450,174 | 118,218,000 | 1.05% | ||
| 16 | WELLS FARGO & COMPANY/MN | 1,427,981 | 116,409,000 | 1.03% | ||
| 17 | VANGUARD GROUP INC | 1,391,001 | 113,395,000 | 1.01% | ||
| 18 | VISTA CAPITAL PARTNERS, INC. | 1,188,899 | 96,919,000 | 0.86% | SH | |
| 19 | INR ADVISORY SERVICES LLC | 1,164,655 | 94,943,000 | 0.84% | ||
| 20 | ASSETMARK, INC | 1,121,934 | 91,460,000 | 0.81% | ||
| 21 | Commonwealth Equity Services, Inc | 843,469 | 68,760,000 | 0.61% | ||
| 22 | EP Wealth Advisors, LLC | 692,206 | 56,429,000 | 0.50% | ||
| 23 | BAIRD FINANCIAL GROUP, INC. | 651,837 | 53,138,000 | 0.47% | ||
| 24 | BlackRock Investment Management, LLC | 642,565 | 52,382,000 | 0.46% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 577,588 | 47,085,000 | 0.42% | ||
| 26 | ROYAL BANK OF CANADA | 518,384 | 42,259,000 | 0.37% | ||
| 27 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 477,990 | 38,966,000 | 0.35% | ||
| 28 | IFC Holdings Incorporated/FL | 470,966 | 38,398,000 | 0.34% | ||
| 29 | Garde Capital, Inc. | 457,080 | 37,261,000 | 0.33% | ||
| 30 | CREDIT SUISSE AG/ | 446,484 | 36,398,000 | 0.32% | ||
| 31 | NATIXIS ADVISORS, LLC | 432,538 | 35,261,000 | 0.31% | ||
| 32 | SII INVESTMENTS INC/WI | 418,704 | 34,124,000 | 0.30% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 395,010 | 32,201,000 | 0.29% | ||
| 34 | MISSION WEALTH MANAGEMENT, LLC | 378,929 | 30,890,000 | 0.27% | ||
| 35 | MADISON INVESTMENT HOLDINGS INC | 373,245 | 30,427,000 | 0.27% | ||
| 36 | SEI INVESTMENTS CO | 349,312 | 28,476,000 | 0.25% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 346,180 | 28,218,000 | 0.25% | ||
| 38 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 343,873 | 28,033,000 | 0.25% | ||
| 39 | Cable Hill Partners, LLC | 319,086 | 26,012,000 | 0.23% | ||
| 40 | BANK OF MONTREAL /CAN/ | 318,017 | 25,925,000 | 0.23% | ||
| 41 | 3D ASSET MANAGEMENT, INC | 312,432 | 25,469,000 | 0.23% | ||
| 42 | FIFTH THIRD BANCORP | 301,282 | 24,561,000 | 0.22% | ||
| 43 | INVESTMENT CENTERS OF AMERICA INC | 295,853 | 24,113,000 | 0.21% | ||
| 44 | Cornerstone Management, Inc. | 286,050 | 23,318,796 | 0.21% | ||
| 45 | NATIONAL PLANNING CORP | 295,666 | 22,471,000 | 0.20% | ||
| 46 | TD Capital Management LLC | 269,536 | 21,973,000 | 0.19% | ||
| 47 | IBBOTSON ASSOCIATES INC | 254,160 | 20,719,000 | 0.18% | ||
| 48 | Private Advisor Group, LLC | 252,982 | 20,623,000 | 0.18% | ||
| 49 | BlackRock Finance, Inc. | 244,403 | 19,924,000 | 0.18% | ||
| 50 | Hefren-Tillotson, Inc. | 243,967 | 19,888,000 | 0.18% |
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.
