| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,681,263 | 233,591,000 | 10.48% | ||
| 2 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2,281,887 | 198,798,000 | 8.92% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 2,246,549 | 195,719,000 | 8.78% | ||
| 4 | MORGAN STANLEY | 1,973,888 | 171,966,000 | 7.71% | ||
| 5 | Betterment LLC | 1,622,165 | 141,323,000 | 6.34% | ||
| 6 | TIAA CREF TRUST CO FSB/MO | 1,440,550 | 125,501,000 | 5.63% | ||
| 7 | UBS Group AG | 1,018,411 | 88,724,000 | 3.98% | ||
| 8 | LPL Financial LLC | 895,509 | 76,683,000 | 3.44% | ||
| 9 | WELLS FARGO & COMPANY/MN | 585,282 | 50,989,000 | 2.29% | ||
| 10 | AXA S.A. | 548,900 | 47,820,000 | 2.14% | ||
| 11 | Waverly Advisors, LLC | 387,285 | 33,740,000 | 1.51% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 379,688 | 33,078,000 | 1.48% | ||
| 13 | THRIVENT FINANCIAL FOR LUTHERANS | 369,622 | 32,105,000 | 1.44% | ||
| 14 | ROYAL BANK OF CANADA | 363,168 | 31,638,000 | 1.42% | ||
| 15 | VANGUARD GROUP INC | 347,580 | 30,281,000 | 1.36% | ||
| 16 | STIFEL FINANCIAL CORP | 330,400 | 28,784,000 | 1.29% | ||
| 17 | MACKENZIE FINANCIAL CORP | 307,800 | 26,816,000 | 1.20% | ||
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 275,104 | 23,967,000 | 1.07% | ||
| 19 | FMR LLC | 267,079 | 23,255,000 | 1.04% | ||
| 20 | CLEARY GULL HOLDINGS INC. | 261,683 | 22,798,000 | 1.02% | ||
| 21 | ASSETMARK, INC | 252,773 | 22,022,000 | 0.99% | ||
| 22 | CONDOR CAPITAL MANAGEMENT | 243,785 | 21,239,000 | 0.95% | ||
| 23 | Summit Equities Inc | 242,989 | 21,169,000 | 0.95% | ||
| 24 | ZIONS BANCORPORATION | 212,584 | 18,704,000 | 0.84% | ||
| 25 | Commonwealth Equity Services, Inc | 205,875 | 17,936,000 | 0.80% | ||
| 26 | JONES FINANCIAL COMPANIES LLLP | 167,930 | 14,630,000 | 0.66% | ||
| 27 | AMERIPRISE FINANCIAL INC | 167,278 | 14,486,000 | 0.65% | ||
| 28 | GUPTA WEALTH MANAGEMENT LLC | 137,843 | 12,009,000 | 0.54% | ||
| 29 | BANK OF MONTREAL /CAN/ | 133,668 | 11,646,000 | 0.52% | ||
| 30 | LINCOLN NATIONAL CORP | 128,285 | 11,176,000 | 0.50% | ||
| 31 | Lubar & Co., Inc | 123,100 | 10,724,000 | 0.48% | ||
| 32 | Cranbrook Wealth Management, LLC | 122,963 | 10,713,000 | 0.48% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 118,044 | 10,283,000 | 0.46% | ||
| 34 | First Horizon Advisors, Inc. | 117,279 | 10,195,000 | 0.46% | ||
| 35 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 113,560 | 9,893,000 | 0.44% | ||
| 36 | SVA Wealth Management, LLC | 112,978 | 9,843,000 | 0.44% | ||
| 37 | SAGE FINANCIAL GROUP INC | 109,483 | 9,538,000 | 0.43% | ||
| 38 | Pure Financial Advisors, LLC | 105,749 | 9,240,000 | 0.41% | ||
| 39 | O'BRIEN WEALTH PARTNERS LLC | 104,758 | 9,126,000 | 0.41% | ||
| 40 | TD Ameritrade Trust Co | 103,656 | 9,031,000 | 0.41% | ||
| 41 | Avior Wealth Management, LLC | 103,391 | 9,007,000 | 0.40% | ||
| 42 | MCF Advisors LLC | 102,367 | 8,918,000 | 0.40% | ||
| 43 | MSI Financial Services Inc | 99,133 | 8,636,000 | 0.39% | ||
| 44 | Ledyard National Bank | 94,118 | 8,200,000 | 0.37% | ||
| 45 | KAYS FINANCIAL ADVISORY CORP /ADV | 91,122 | 7,939,000 | 0.36% | ||
| 46 | Morningstar Investment Services LLC | 88,794 | 7,736,000 | 0.35% | ||
| 47 | Manchester Capital Management LLC | 85,264 | 7,428,000 | 0.33% | ||
| 48 | Capital Advantage, Inc. | 82,240 | 7,165,000 | 0.32% | ||
| 49 | EXENCIAL WEALTH ADVISORS, LLC | 78,204 | 6,813,000 | 0.31% | ||
| 50 | Private Advisor Group, LLC | 73,175 | 6,427,000 | 0.29% |
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.
