| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,905,713 | 281,419,000 | 14.96% | ||
| 2 | MORGAN STANLEY | 1,662,725 | 161,034,000 | 8.56% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 1,078,193 | 104,423,000 | 5.55% | ||
| 4 | UBS Group AG | 947,747 | 91,789,000 | 4.88% | ||
| 5 | Betterment LLC | 747,045 | 72,351,000 | 3.84% | ||
| 6 | WELLS FARGO & COMPANY/MN | 692,288 | 67,048,000 | 3.56% | ||
| 7 | Lourd Capital, LLC | 565,857 | 54,803,000 | 2.91% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 484,599 | 46,933,000 | 2.49% | ||
| 9 | LPL Financial LLC | 454,331 | 45,539,000 | 2.42% | ||
| 10 | TIAA CREF TRUST CO FSB/MO | 459,998 | 44,550,000 | 2.37% | ||
| 11 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 449,100 | 43,495,000 | 2.31% | ||
| 12 | Efficient Advisors, LLC | 318,509 | 30,848,000 | 1.64% | ||
| 13 | FMR LLC | 316,473 | 30,233,000 | 1.61% | ||
| 14 | Wharton Business Group, LLC | 305,930 | 29,629,000 | 1.57% | ||
| 15 | Creative Planning | 290,348 | 28,120,000 | 1.49% | ||
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 275,454 | 26,678,000 | 1.42% | ||
| 17 | ASSETMARK, INC | 249,683 | 24,182,000 | 1.29% | ||
| 18 | GOLDMAN SACHS GROUP INC | 228,621 | 22,142,000 | 1.18% | ||
| 19 | Bank of New York Mellon Corp | 215,660 | 20,887,000 | 1.11% | ||
| 20 | QS Investors, LLC | 208,013 | 20,146,000 | 1.07% | ||
| 21 | Commonwealth Equity Services, Inc | 185,428 | 17,959,000 | 0.95% | ||
| 22 | Modera Wealth Management, LLC | 168,339 | 16,304,000 | 0.87% | ||
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 166,512 | 16,127,000 | 0.86% | ||
| 24 | Composition Wealth, LLC | 162,962 | 15,783,000 | 0.84% | ||
| 25 | Wealth Architects, LLC | 152,609 | 14,780,000 | 0.79% | ||
| 26 | LODESTAR INVESTMENT COUNSEL LLC/IL | 138,199 | 13,385,000 | 0.71% | ||
| 27 | JONES FINANCIAL COMPANIES LLLP | 133,058 | 12,888,000 | 0.68% | ||
| 28 | HighTower Advisors, LLC | 131,158 | 12,703,000 | 0.68% | ||
| 29 | Zhang Financial LLC | 129,538 | 12,545,000 | 0.67% | ||
| 30 | Financial Planning & Information Services, Inc. | 128,706 | 12,465,000 | 0.66% | ||
| 31 | Summit Equities Inc | 127,038 | 12,304,000 | 0.65% | ||
| 32 | Texas Yale Capital Corp. | 121,972 | 11,813,000 | 0.63% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 118,423 | 11,469,000 | 0.61% | ||
| 34 | Raymond James Financial Services Advisors, Inc. | 116,935 | 11,325,000 | 0.60% | ||
| 35 | ARS Wealth Advisors, LLC | 112,453 | 10,891,000 | 0.58% | ||
| 36 | FIFTH THIRD BANCORP | 110,815 | 10,732,000 | 0.57% | ||
| 37 | LINCOLN NATIONAL CORP | 101,680 | 9,848,000 | 0.52% | ||
| 38 | NewFocus Financial Group, LLC | 93,581 | 9,826,000 | 0.52% | ||
| 39 | Cambridge Investment Research Advisors, Inc. | 97,970 | 9,488,000 | 0.50% | ||
| 40 | Carlson Capital Management | 88,762 | 8,597,000 | 0.46% | ||
| 41 | RAYMOND JAMES & ASSOCIATES | 88,252 | 8,547,000 | 0.45% | ||
| 42 | QUEST INVESTMENT MANAGEMENT LLC | 86,445 | 8,372,000 | 0.44% | ||
| 43 | OLD NATIONAL BANCORP /IN/ | 76,451 | 7,405,000 | 0.39% | ||
| 44 | Cerity Partners OCIO LLC | 76,335 | 7,396,000 | 0.39% | ||
| 45 | Ifrah Financial Services, Inc. | 73,141 | 7,084,000 | 0.38% | ||
| 46 | IBBOTSON ASSOCIATES INC | 72,786 | 7,049,000 | 0.37% | ||
| 47 | J.P. Morgan Private Wealth Advisors LLC | 72,512 | 7,023,000 | 0.37% | ||
| 48 | Roof Eidam Maycock Peralta, LLC | 70,873 | 6,864,000 | 0.36% | ||
| 49 | PEAPACK GLADSTONE FINANCIAL CORP | 62,975 | 6,099,129 | 0.32% | ||
| 50 | SEI INVESTMENTS CO | 62,812 | 6,083,000 | 0.32% |
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.
