| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 36,517,315 | 3,008,661,000 | 25.28% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 14,132,227 | 1,164,354,000 | 9.78% | ||
| 3 | FMR LLC | 8,770,744 | 722,622,000 | 6.07% | ||
| 4 | MORGAN STANLEY | 7,428,869 | 612,064,000 | 5.14% | ||
| 5 | UBS Group AG | 6,843,294 | 563,819,000 | 4.74% | ||
| 6 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6,762,275 | 557,144,000 | 4.68% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 5,477,782 | 451,314,000 | 3.79% | ||
| 8 | PROVIDA PENSION FUND ADMINISTRATOR | 5,273,483 | 441,074,118 | 3.71% | ||
| 9 | Betterment LLC | 5,254,528 | 432,921,000 | 3.64% | ||
| 10 | LPL Financial LLC | 3,723,256 | 303,933,000 | 2.55% | ||
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 3,457,735 | 284,884,000 | 2.39% | ||
| 12 | TIAA CREF TRUST CO FSB/MO | 2,472,206 | 203,685,000 | 1.71% | ||
| 13 | D.A. DAVIDSON & CO. | 2,234,412 | 184,091,000 | 1.55% | ||
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,787,265 | 147,253,000 | 1.24% | ||
| 15 | ASSETMARK, INC | 1,523,965 | 125,559,000 | 1.05% | ||
| 16 | GOLDMAN SACHS GROUP INC | 1,437,328 | 118,421,000 | 0.99% | ||
| 17 | WELLS FARGO & COMPANY/MN | 1,422,053 | 117,163,000 | 0.98% | ||
| 18 | VANGUARD GROUP INC | 1,399,694 | 115,321,000 | 0.97% | ||
| 19 | EP Wealth Advisors, LLC | 1,255,213 | 103,417,000 | 0.87% | ||
| 20 | VISTA CAPITAL PARTNERS, INC. | 1,183,789 | 97,532,000 | 0.82% | SH | |
| 21 | INR ADVISORY SERVICES LLC | 1,173,463 | 96,682,000 | 0.81% | ||
| 22 | SEI INVESTMENTS CO | 815,187 | 67,164,000 | 0.56% | ||
| 23 | Commonwealth Equity Services, Inc | 810,767 | 66,799,000 | 0.56% | ||
| 24 | BAIRD FINANCIAL GROUP, INC. | 680,457 | 56,063,000 | 0.47% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 631,063 | 51,994,000 | 0.44% | ||
| 26 | SII INVESTMENTS INC/WI | 619,034 | 51,010,000 | 0.43% | ||
| 27 | ROYAL BANK OF CANADA | 549,461 | 45,270,000 | 0.38% | ||
| 28 | BANK OF HAWAII | 508,528 | 41,898,000 | 0.35% | ||
| 29 | IFC Holdings Incorporated/FL | 505,416 | 41,862,000 | 0.35% | ||
| 30 | Garde Capital, Inc. | 486,109 | 40,051,000 | 0.34% | ||
| 31 | IndexIQ Advisors LLC | 421,565 | 34,733,000 | 0.29% | ||
| 32 | RAYMOND JAMES & ASSOCIATES | 417,275 | 34,379,000 | 0.29% | ||
| 33 | MISSION WEALTH MANAGEMENT, LLC | 360,129 | 29,671,000 | 0.25% | ||
| 34 | ZEKE CAPITAL ADVISORS, LLC | 351,210 | 28,936,000 | 0.24% | ||
| 35 | MADISON INVESTMENT HOLDINGS INC | 348,420 | 28,706,000 | 0.24% | ||
| 36 | Cable Hill Partners, LLC | 344,433 | 28,506,000 | 0.24% | ||
| 37 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 343,480 | 28,299,000 | 0.24% | ||
| 38 | AMERIPRISE FINANCIAL INC | 340,305 | 27,915,000 | 0.23% | ||
| 39 | INVESTMENT CENTERS OF AMERICA INC | 334,590 | 27,562,000 | 0.23% | ||
| 40 | FIFTH THIRD BANCORP | 316,628 | 26,087,000 | 0.22% | ||
| 41 | NATIONAL PLANNING CORP | 306,685 | 25,443,000 | 0.21% | ||
| 42 | Cornerstone Management, Inc. | 302,209 | 24,899,000 | 0.21% | ||
| 43 | 3D ASSET MANAGEMENT, INC | 280,774 | 23,133,000 | 0.19% | ||
| 44 | Morningstar Investment Services LLC | 253,403 | 20,878,000 | 0.18% | ||
| 45 | Private Advisor Group, LLC | 230,834 | 20,396,000 | 0.17% | ||
| 46 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 244,327 | 20,164,000 | 0.17% | ||
| 47 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 237,255 | 19,550,000 | 0.16% | ||
| 48 | BlackRock Finance, Inc. | 232,018 | 19,116,000 | 0.16% | ||
| 49 | AXA S.A. | 231,401 | 19,065,000 | 0.16% | ||
| 50 | CREDIT SUISSE AG/ | 229,704 | 18,925,000 | 0.16% |
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.
