| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 32,033,412 | 2,979,427,000 | 20.09% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 20,934,483 | 1,947,116,000 | 13.13% | ||
| 3 | UBS Group AG | 9,274,163 | 862,590,000 | 5.82% | ||
| 4 | Betterment LLC | 8,625,107 | 802,221,000 | 5.41% | ||
| 5 | MORGAN STANLEY | 8,284,043 | 770,499,000 | 5.19% | ||
| 6 | FMR LLC | 7,241,924 | 673,572,000 | 4.54% | ||
| 7 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6,741,818 | 627,056,000 | 4.23% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 6,634,364 | 617,064,000 | 4.16% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 4,099,509 | 381,295,000 | 2.57% | ||
| 10 | Horizon Investments, LLC | 3,101,206 | 288,443,000 | 1.94% | ||
| 11 | TIAA CREF TRUST CO FSB/MO | 2,849,273 | 265,011,000 | 1.79% | ||
| 12 | D.A. DAVIDSON & CO. | 2,534,817 | 235,760,000 | 1.59% | ||
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,206,626 | 205,238,000 | 1.38% | ||
| 14 | WELLS FARGO & COMPANY/MN | 2,081,419 | 193,592,000 | 1.31% | ||
| 15 | ASSETMARK, INC | 1,953,103 | 181,658,000 | 1.22% | ||
| 16 | GOLDMAN SACHS GROUP INC | 1,364,882 | 126,948,000 | 0.86% | ||
| 17 | VANGUARD GROUP INC | 1,351,696 | 125,721,000 | 0.85% | ||
| 18 | DUPONT CAPITAL MANAGEMENT CORP | 1,263,052 | 117,476,000 | 0.79% | ||
| 19 | INR ADVISORY SERVICES LLC | 1,201,125 | 111,717,000 | 0.75% | ||
| 20 | EP Wealth Advisors, LLC | 1,388,352 | 110,318,000 | 0.74% | ||
| 21 | SEI INVESTMENTS CO | 1,178,511 | 109,614,000 | 0.74% | ||
| 22 | VISTA CAPITAL PARTNERS, INC. | 1,152,956 | 107,236,000 | 0.72% | SH | |
| 23 | Commonwealth Equity Services, Inc | 967,708 | 90,007,000 | 0.61% | ||
| 24 | J.P. Morgan Private Wealth Advisors LLC | 932,001 | 86,685,000 | 0.58% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 830,608 | 77,255,000 | 0.52% | ||
| 26 | ROYAL BANK OF CANADA | 829,714 | 77,171,000 | 0.52% | ||
| 27 | BAIRD FINANCIAL GROUP, INC. | 819,018 | 76,177,000 | 0.51% | ||
| 28 | SII INVESTMENTS INC/WI | 723,177 | 67,281,000 | 0.45% | ||
| 29 | AMERIPRISE FINANCIAL INC | 683,382 | 63,513,000 | 0.43% | ||
| 30 | IFC Holdings Incorporated/FL | 616,242 | 57,306,000 | 0.39% | ||
| 31 | Bank of New York Mellon Corp | 532,644 | 49,541,000 | 0.33% | ||
| 32 | BANK OF HAWAII | 502,324 | 46,721,000 | 0.32% | ||
| 33 | Garde Capital, Inc. | 499,539 | 46,462,000 | 0.31% | ||
| 34 | RAYMOND JAMES & ASSOCIATES | 472,081 | 43,909,000 | 0.30% | ||
| 35 | FOUNDERS FINANCIAL SECURITIES LLC | 452,957 | 42,130,000 | 0.28% | ||
| 36 | AXA S.A. | 440,801 | 40,999,000 | 0.28% | ||
| 37 | Windham Capital Management, LLC | 415,651 | 38,660,000 | 0.26% | ||
| 38 | ZEKE CAPITAL ADVISORS, LLC | 387,861 | 36,075,000 | 0.24% | ||
| 39 | Permanens Capital L.P. | 384,283 | 35,742,000 | 0.24% | ||
| 40 | FIFTH THIRD BANCORP | 382,686 | 35,594,000 | 0.24% | ||
| 41 | Mariner, LLC | 378,317 | 35,187,000 | 0.24% | ||
| 42 | Cable Hill Partners, LLC | 354,005 | 32,926,000 | 0.22% | ||
| 43 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 351,793 | 32,720,000 | 0.22% | ||
| 44 | Raymond James Financial Services Advisors, Inc. | 346,777 | 32,254,000 | 0.22% | ||
| 45 | INVESTMENT CENTERS OF AMERICA INC | 345,091 | 32,103,000 | 0.22% | ||
| 46 | MISSION WEALTH MANAGEMENT, LLC | 344,547 | 32,046,000 | 0.22% | ||
| 47 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 318,007 | 29,578,000 | 0.20% | ||
| 48 | INDEPENDENCE ADVISORS, LLC | 317,151 | 29,498,000 | 0.20% | ||
| 49 | Quantitative Advantage, LLC | 310,082 | 28,841,000 | 0.19% | ||
| 50 | Cornerstone Management, Inc. | 309,132 | 28,752,367 | 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.
