| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 42,444,088 | 3,692,636,000 | 25.97% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 19,894,866 | 1,730,854,000 | 12.17% | ||
| 3 | UBS Group AG | 8,262,706 | 718,855,000 | 5.05% | ||
| 4 | MORGAN STANLEY | 7,927,309 | 689,677,000 | 4.85% | ||
| 5 | FMR LLC | 7,879,058 | 685,477,000 | 4.82% | ||
| 6 | Betterment LLC | 7,747,527 | 674,035,000 | 4.74% | ||
| 7 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6,572,186 | 571,780,000 | 4.02% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 6,370,119 | 554,200,000 | 3.90% | ||
| 9 | PROVIDA PENSION FUND ADMINISTRATOR | 4,309,593 | 374,935,000 | 2.64% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 3,564,377 | 310,101,000 | 2.18% | ||
| 11 | TIAA CREF TRUST CO FSB/MO | 2,723,179 | 236,917,000 | 1.67% | ||
| 12 | D.A. DAVIDSON & CO. | 2,404,325 | 209,175,000 | 1.47% | ||
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,130,448 | 185,349,000 | 1.30% | ||
| 14 | MEMBERS TRUST CO | 1,965,628 | 171,010,000 | 1.20% | ||
| 15 | ASSETMARK, INC | 1,896,742 | 165,017,000 | 1.16% | ||
| 16 | WELLS FARGO & COMPANY/MN | 1,704,342 | 148,278,000 | 1.04% | ||
| 17 | VANGUARD GROUP INC | 1,352,994 | 117,711,000 | 0.83% | ||
| 18 | EP Wealth Advisors, LLC | 1,336,767 | 116,299,000 | 0.82% | ||
| 19 | GOLDMAN SACHS GROUP INC | 1,315,324 | 114,433,000 | 0.80% | ||
| 20 | SEI INVESTMENTS CO | 1,243,802 | 108,212,000 | 0.76% | ||
| 21 | VISTA CAPITAL PARTNERS, INC. | 1,163,929 | 101,262,000 | 0.71% | SH | |
| 22 | INR ADVISORY SERVICES LLC | 1,145,581 | 99,666,000 | 0.70% | ||
| 23 | Commonwealth Equity Services, Inc | 841,670 | 73,225,000 | 0.51% | ||
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 795,935 | 69,246,000 | 0.49% | ||
| 25 | SII INVESTMENTS INC/WI | 764,323 | 66,506,000 | 0.47% | ||
| 26 | BAIRD FINANCIAL GROUP, INC. | 735,583 | 63,996,000 | 0.45% | ||
| 27 | ROYAL BANK OF CANADA | 673,413 | 58,586,000 | 0.41% | ||
| 28 | IFC Holdings Incorporated/FL | 590,752 | 51,420,000 | 0.36% | ||
| 29 | Morningstar Investment Services LLC | 572,120 | 49,775,000 | 0.35% | ||
| 30 | J.P. Morgan Private Wealth Advisors LLC | 562,158 | 48,908,000 | 0.34% | ||
| 31 | Permanens Capital L.P. | 549,079 | 47,770,000 | 0.34% | ||
| 32 | BANK OF HAWAII | 527,969 | 45,933,000 | 0.32% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 457,554 | 39,807,000 | 0.28% | ||
| 34 | AMERIPRISE FINANCIAL INC | 438,134 | 37,995,000 | 0.27% | ||
| 35 | Garde Capital, Inc. | 445,590 | 34,199,000 | 0.24% | ||
| 36 | ZEKE CAPITAL ADVISORS, LLC | 386,501 | 33,328,000 | 0.23% | ||
| 37 | IndexIQ Advisors LLC | 368,864 | 32,092,000 | 0.23% | ||
| 38 | Windham Capital Management, LLC | 358,743 | 31,211,000 | 0.22% | ||
| 39 | MISSION WEALTH MANAGEMENT, LLC | 344,017 | 29,929,000 | 0.21% | ||
| 40 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 342,172 | 29,769,000 | 0.21% | ||
| 41 | Cable Hill Partners, LLC | 339,361 | 29,494,000 | 0.21% | ||
| 42 | FIFTH THIRD BANCORP | 338,335 | 29,435,000 | 0.21% | ||
| 43 | Raymond James Financial Services Advisors, Inc. | 334,988 | 29,144,000 | 0.20% | ||
| 44 | INVESTMENT CENTERS OF AMERICA INC | 326,268 | 28,385,000 | 0.20% | ||
| 45 | Private Advisor Group, LLC | 323,205 | 27,951,000 | 0.20% | ||
| 46 | Cornerstone Management, Inc. | 318,989 | 27,752,043 | 0.20% | ||
| 47 | AXA S.A. | 318,401 | 27,701,000 | 0.19% | ||
| 48 | INDEPENDENCE ADVISORS, LLC | 305,374 | 26,568,000 | 0.19% | ||
| 49 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 294,113 | 25,588,000 | 0.18% | ||
| 50 | 3D ASSET MANAGEMENT, INC | 285,351 | 24,826,000 | 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.
