| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,123,920 | 308,550,000 | 15.28% | ||
| 2 | MORGAN STANLEY | 1,568,358 | 154,908,000 | 7.67% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 1,099,264 | 108,576,000 | 5.38% | ||
| 4 | UBS Group AG | 984,214 | 97,211,000 | 4.81% | ||
| 5 | Betterment LLC | 932,766 | 92,129,000 | 4.56% | ||
| 6 | LPL Financial LLC | 925,996 | 90,353,000 | 4.47% | ||
| 7 | WELLS FARGO & COMPANY/MN | 738,098 | 72,902,000 | 3.61% | ||
| 8 | Lourd Capital, LLC | 582,113 | 57,495,000 | 2.85% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 492,895 | 48,683,000 | 2.41% | ||
| 10 | TIAA CREF TRUST CO FSB/MO | 433,946 | 42,861,000 | 2.12% | ||
| 11 | Efficient Advisors, LLC | 321,628 | 31,767,000 | 1.57% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 307,446 | 30,366,000 | 1.50% | ||
| 13 | QS Investors, LLC | 289,809 | 28,624,000 | 1.42% | ||
| 14 | ASSETMARK, INC | 287,082 | 28,355,000 | 1.40% | ||
| 15 | Wharton Business Group, LLC | 267,230 | 26,394,000 | 1.31% | ||
| 16 | Creative Planning | 255,325 | 25,218,000 | 1.25% | ||
| 17 | Commonwealth Equity Services, Inc | 236,796 | 23,388,000 | 1.16% | ||
| 18 | FMR LLC | 223,289 | 22,266,000 | 1.10% | ||
| 19 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 199,100 | 19,665,000 | 0.97% | ||
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 187,896 | 18,558,000 | 0.92% | ||
| 21 | GOLDMAN SACHS GROUP INC | 178,155 | 17,596,000 | 0.87% | ||
| 22 | Modera Wealth Management, LLC | 171,545 | 16,943,000 | 0.84% | ||
| 23 | Composition Wealth, LLC | 157,557 | 15,562,000 | 0.77% | ||
| 24 | Wealth Architects, LLC | 155,110 | 15,320,000 | 0.76% | ||
| 25 | Financial Planning & Information Services, Inc. | 136,114 | 13,444,000 | 0.67% | ||
| 26 | LODESTAR INVESTMENT COUNSEL LLC/IL | 135,879 | 13,421,000 | 0.66% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 135,091 | 13,342,000 | 0.66% | ||
| 28 | Summit Equities Inc | 133,357 | 13,172,000 | 0.65% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 129,862 | 12,827,000 | 0.64% | ||
| 30 | Zhang Financial LLC | 127,913 | 12,634,000 | 0.63% | ||
| 31 | HighTower Advisors, LLC | 124,849 | 12,318,000 | 0.61% | ||
| 32 | JONES FINANCIAL COMPANIES LLLP | 118,138 | 11,669,000 | 0.58% | ||
| 33 | FIFTH THIRD BANCORP | 115,900 | 11,447,000 | 0.57% | ||
| 34 | Carlson Capital Management | 109,658 | 10,831,000 | 0.54% | ||
| 35 | Gerstein Fisher | 108,043 | 10,671,000 | 0.53% | ||
| 36 | LINCOLN NATIONAL CORP | 107,999 | 10,665,000 | 0.53% | ||
| 37 | Texas Yale Capital Corp. | 106,925 | 10,561,000 | 0.52% | ||
| 38 | NewFocus Financial Group, LLC | 87,986 | 9,436,000 | 0.47% | ||
| 39 | Merriman Wealth Management, LLC | 94,432 | 9,190,000 | 0.46% | ||
| 40 | Cambridge Investment Research Advisors, Inc. | 90,060 | 8,895,000 | 0.44% | ||
| 41 | QUEST INVESTMENT MANAGEMENT LLC | 86,445 | 8,538,000 | 0.42% | ||
| 42 | RAYMOND JAMES & ASSOCIATES | 86,160 | 8,510,000 | 0.42% | ||
| 43 | Cerity Partners OCIO LLC | 81,882 | 8,087,000 | 0.40% | ||
| 44 | ROYAL BANK OF CANADA | 78,344 | 7,739,000 | 0.38% | ||
| 45 | JANE STREET GROUP, LLC | 78,308 | 7,734,000 | 0.38% | ||
| 46 | OLD NATIONAL BANCORP /IN/ | 77,085 | 7,614,000 | 0.38% | ||
| 47 | Roof Eidam Maycock Peralta, LLC | 73,730 | 7,282,000 | 0.36% | ||
| 48 | Ifrah Financial Services, Inc. | 73,147 | 7,225,000 | 0.36% | ||
| 49 | MSI Financial Services Inc | 71,257 | 7,038,000 | 0.35% | ||
| 50 | AMERIPRISE FINANCIAL INC | 69,882 | 6,902,000 | 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.
