| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,933,444 | 208,445,000 | 10.59% | ||
| 2 | MORGAN STANLEY | 1,449,778 | 156,302,000 | 7.94% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 1,030,104 | 111,056,000 | 5.64% | ||
| 4 | UBS Group AG | 882,850 | 95,180,000 | 4.84% | ||
| 5 | MANAGED ACCOUNT ADVISORS LLC | 871,654 | 93,973,000 | 4.78% | ||
| 6 | WELLS FARGO & COMPANY/MN | 719,505 | 77,570,000 | 3.94% | ||
| 7 | Betterment LLC | 644,462 | 69,479,000 | 3.53% | ||
| 8 | Lourd Capital, LLC | 558,117 | 60,171,000 | 3.06% | ||
| 9 | LPL Financial LLC | 437,836 | 47,159,000 | 2.40% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 410,815 | 44,290,000 | 2.25% | ||
| 11 | TIAA CREF TRUST CO FSB/MO | 405,351 | 43,701,000 | 2.22% | ||
| 12 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 387,300 | 41,755,000 | 2.12% | ||
| 13 | Efficient Advisors, LLC | 324,753 | 35,012,000 | 1.78% | ||
| 14 | Wharton Business Group, LLC | 309,140 | 33,328,000 | 1.69% | ||
| 15 | TD Capital Management LLC | 290,500 | 31,319,000 | 1.59% | ||
| 16 | ASSETMARK, INC | 240,385 | 25,916,000 | 1.32% | ||
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 239,822 | 25,855,000 | 1.31% | ||
| 18 | Commonwealth Equity Services, Inc | 217,006 | 23,395,000 | 1.19% | ||
| 19 | Bank of New York Mellon Corp | 216,914 | 23,384,000 | 1.19% | ||
| 20 | IndexIQ Advisors LLC | 212,727 | 22,934,000 | 1.17% | ||
| 21 | GOLDMAN SACHS GROUP INC | 203,690 | 21,960,000 | 1.12% | ||
| 22 | Creative Planning | 175,895 | 18,963,000 | 0.96% | ||
| 23 | Modera Wealth Management, LLC | 163,197 | 17,594,000 | 0.89% | ||
| 24 | Composition Wealth, LLC | 159,858 | 17,234,000 | 0.88% | ||
| 25 | LODESTAR INVESTMENT COUNSEL LLC/IL | 146,784 | 15,825,000 | 0.80% | ||
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 140,518 | 15,148,000 | 0.77% | ||
| 27 | Wealth Architects, LLC | 138,402 | 14,921,000 | 0.76% | ||
| 28 | Noven Financial Group, Inc. | 134,321 | 14,481,000 | 0.74% | ||
| 29 | HighTower Advisors, LLC | 131,169 | 14,325,000 | 0.73% | ||
| 30 | JONES FINANCIAL COMPANIES LLLP | 130,682 | 14,089,000 | 0.72% | ||
| 31 | Texas Yale Capital Corp. | 124,097 | 13,379,000 | 0.68% | ||
| 32 | Financial Planning & Information Services, Inc. | 122,761 | 13,235,000 | 0.67% | ||
| 33 | Summit Equities Inc | 122,382 | 13,194,000 | 0.67% | ||
| 34 | ARS Wealth Advisors, LLC | 121,311 | 13,079,000 | 0.66% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 111,339 | 12,003,000 | 0.61% | ||
| 36 | FIFTH THIRD BANCORP | 108,663 | 11,715,000 | 0.60% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 105,580 | 11,383,000 | 0.58% | ||
| 38 | RAYMOND JAMES & ASSOCIATES | 99,512 | 10,728,000 | 0.55% | ||
| 39 | Zhang Financial LLC | 98,488 | 10,620,000 | 0.54% | ||
| 40 | LINCOLN NATIONAL CORP | 97,803 | 10,544,000 | 0.54% | ||
| 41 | Carlson Capital Management | 86,838 | 9,362,000 | 0.48% | ||
| 42 | QUEST INVESTMENT MANAGEMENT LLC | 86,445 | 9,320,000 | 0.47% | ||
| 43 | OLD NATIONAL BANCORP /IN/ | 78,438 | 8,456,000 | 0.43% | ||
| 44 | J.P. Morgan Private Wealth Advisors LLC | 74,162 | 7,995,000 | 0.41% | ||
| 45 | Ifrah Financial Services, Inc. | 73,920 | 7,969,000 | 0.41% | ||
| 46 | SEI INVESTMENTS CO | 73,699 | 7,946,000 | 0.40% | ||
| 47 | Cerity Partners OCIO LLC | 70,400 | 7,590,000 | 0.39% | ||
| 48 | Roof Eidam Maycock Peralta, LLC | 69,490 | 7,492,000 | 0.38% | ||
| 49 | MSI Financial Services Inc | 66,579 | 7,178,000 | 0.36% | ||
| 50 | PEAPACK GLADSTONE FINANCIAL CORP | 62,176 | 6,703,195 | 0.34% |
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.
