| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2,138,174 | 193,654,000 | 10.63% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 2,078,666 | 188,264,000 | 10.33% | ||
| 3 | MORGAN STANLEY | 1,886,324 | 170,844,000 | 9.38% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,535,485 | 139,069,000 | 7.63% | ||
| 5 | UBS Group AG | 884,130 | 80,076,000 | 4.39% | ||
| 6 | Betterment LLC | 851,868 | 77,154,000 | 4.23% | ||
| 7 | TIAA CREF TRUST CO FSB/MO | 846,571 | 76,673,000 | 4.21% | ||
| 8 | AXA S.A. | 576,900 | 52,250,000 | 2.87% | ||
| 9 | WELLS FARGO & COMPANY/MN | 546,198 | 49,470,000 | 2.71% | ||
| 10 | LPL Financial LLC | 384,942 | 34,941,000 | 1.92% | ||
| 11 | Waverly Advisors, LLC | 369,848 | 33,497,000 | 1.84% | ||
| 12 | VANGUARD GROUP INC | 350,283 | 31,725,000 | 1.74% | ||
| 13 | MANAGED ACCOUNT ADVISORS LLC | 341,121 | 30,895,000 | 1.70% | ||
| 14 | CLEARY GULL HOLDINGS INC. | 339,064 | 30,709,000 | 1.69% | ||
| 15 | STIFEL FINANCIAL CORP | 271,831 | 24,619,000 | 1.35% | ||
| 16 | GOLDMAN SACHS GROUP INC | 256,999 | 23,276,000 | 1.28% | ||
| 17 | Bank of New York Mellon Corp | 255,261 | 23,118,000 | 1.27% | ||
| 18 | CITY NATIONAL BANK | 244,753 | 22,167,000 | 1.22% | ||
| 19 | CONDOR CAPITAL MANAGEMENT | 238,665 | 21,616,000 | 1.19% | ||
| 20 | Summit Equities Inc | 212,815 | 19,274,000 | 1.06% | ||
| 21 | Commonwealth Equity Services, Inc | 194,526 | 17,618,000 | 0.97% | ||
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 189,768 | 17,188,000 | 0.94% | ||
| 23 | JONES FINANCIAL COMPANIES LLLP | 169,357 | 15,339,000 | 0.84% | ||
| 24 | Lubar & Co., Inc | 163,000 | 14,763,000 | 0.81% | ||
| 25 | Noven Financial Group, Inc. | 159,058 | 14,406,000 | 0.79% | ||
| 26 | BANK OF MONTREAL /CAN/ | 155,171 | 14,054,000 | 0.77% | ||
| 27 | Gradient Investments LLC | 142,818 | 12,935,000 | 0.71% | ||
| 28 | LINCOLN NATIONAL CORP | 139,126 | 12,600,000 | 0.69% | ||
| 29 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 123,298 | 11,167,000 | 0.61% | ||
| 30 | ZIONS BANCORPORATION | 123,088 | 11,148,000 | 0.61% | ||
| 31 | MCF Advisors LLC | 120,812 | 10,942,000 | 0.60% | ||
| 32 | IBBOTSON ASSOCIATES INC | 119,483 | 10,822,000 | 0.59% | ||
| 33 | SVA Wealth Management, LLC | 114,470 | 10,368,000 | 0.57% | ||
| 34 | Cranbrook Wealth Management, LLC | 114,324 | 10,354,000 | 0.57% | ||
| 35 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 101,935 | 9,232,000 | 0.51% | ||
| 36 | TD Ameritrade Trust Co | 101,798 | 9,220,000 | 0.51% | ||
| 37 | ENVESTNET ASSET MANAGEMENT INC | 98,973 | 8,964,000 | 0.49% | ||
| 38 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 98,250 | 8,899,000 | 0.49% | ||
| 39 | Pure Financial Advisors, LLC | 87,671 | 7,940,000 | 0.44% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 86,835 | 7,864,000 | 0.43% | ||
| 41 | Ledyard National Bank | 81,383 | 7,370,000 | 0.40% | ||
| 42 | Avior Wealth Management, LLC | 81,293 | 7,363,000 | 0.40% | ||
| 43 | LMCG INVESTMENTS, LLC | 74,079 | 6,710,000 | 0.37% | ||
| 44 | RAYMOND JAMES & ASSOCIATES | 71,770 | 6,500,000 | 0.36% | ||
| 45 | BB&T SECURITIES, LLC | 70,452 | 6,380,000 | 0.35% | ||
| 46 | GUPTA WEALTH MANAGEMENT LLC | 70,294 | 6,367,000 | 0.35% | ||
| 47 | HHG & Company, LLC | 68,242 | 6,181,000 | 0.34% | ||
| 48 | Private Advisor Group, LLC | 62,321 | 5,645,000 | 0.31% | ||
| 49 | MassMutual Private Wealth & Trust, FSB | 62,974 | 5,474,960 | 0.30% | ||
| 50 | AMERICAN INTERNATIONAL GROUP, INC. | 60,303 | 5,461,667 | 0.30% |
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.
