| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2,919,908 | 260,105,000 | 10.92% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 2,465,167 | 219,598,000 | 9.22% | ||
| 3 | MORGAN STANLEY | 2,110,228 | 187,980,000 | 7.89% | ||
| 4 | Betterment LLC | 1,987,279 | 177,027,000 | 7.43% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,926,260 | 171,591,000 | 7.20% | ||
| 6 | TIAA CREF TRUST CO FSB/MO | 1,580,271 | 140,771,000 | 5.91% | ||
| 7 | JONES FINANCIAL COMPANIES LLLP | 1,197,160 | 106,643,000 | 4.48% | ||
| 8 | UBS Group AG | 1,107,555 | 98,661,000 | 4.14% | ||
| 9 | WELLS FARGO & COMPANY/MN | 712,962 | 63,511,000 | 2.67% | ||
| 10 | AXA S.A. | 565,900 | 50,410,000 | 2.12% | ||
| 11 | Waverly Advisors, LLC | 392,795 | 34,990,000 | 1.47% | ||
| 12 | STIFEL FINANCIAL CORP | 365,248 | 32,538,000 | 1.37% | ||
| 13 | ROYAL BANK OF CANADA | 353,921 | 31,528,000 | 1.32% | ||
| 14 | AMERIPRISE FINANCIAL INC | 307,234 | 27,314,000 | 1.15% | ||
| 15 | MACKENZIE FINANCIAL CORP | 305,800 | 27,241,000 | 1.14% | ||
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 285,762 | 25,456,000 | 1.07% | ||
| 17 | ASSETMARK, INC | 262,809 | 23,411,000 | 0.98% | ||
| 18 | Johnson Financial Group, Inc. | 252,963 | 22,534,000 | 0.95% | ||
| 19 | Summit Equities Inc | 249,549 | 22,230,000 | 0.93% | ||
| 20 | FMR LLC | 248,194 | 21,712,000 | 0.91% | ||
| 21 | CONDOR CAPITAL MANAGEMENT | 240,600 | 21,433,000 | 0.90% | ||
| 22 | BESSEMER GROUP INC | 229,615 | 20,454,000 | 0.86% | ||
| 23 | Morningstar Investment Services LLC | 228,287 | 20,381,000 | 0.86% | ||
| 24 | Commonwealth Equity Services, Inc | 218,602 | 19,473,000 | 0.82% | ||
| 25 | FORTE CAPITAL LLC /ADV | 217,155 | 19,344,000 | 0.81% | ||
| 26 | ZIONS BANCORPORATION | 209,790 | 18,884,000 | 0.79% | ||
| 27 | Creative Planning | 187,156 | 16,672,000 | 0.70% | ||
| 28 | BANK OF MONTREAL /CAN/ | 145,253 | 12,939,000 | 0.54% | ||
| 29 | LINCOLN NATIONAL CORP | 136,284 | 12,140,000 | 0.51% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 131,513 | 11,716,000 | 0.49% | ||
| 31 | Lubar & Co., Inc | 123,100 | 10,966,000 | 0.46% | ||
| 32 | Cranbrook Wealth Management, LLC | 119,376 | 10,634,000 | 0.45% | ||
| 33 | SAGE FINANCIAL GROUP INC | 118,870 | 10,589,000 | 0.44% | ||
| 34 | SVA Wealth Management, LLC | 112,016 | 9,978,000 | 0.42% | ||
| 35 | Pure Financial Advisors, LLC | 110,086 | 9,806,000 | 0.41% | ||
| 36 | Capital Advantage, Inc. | 109,515 | 9,756,000 | 0.41% | ||
| 37 | Avior Wealth Management, LLC | 108,570 | 9,671,000 | 0.41% | ||
| 38 | MSI Financial Services Inc | 106,860 | 9,519,000 | 0.40% | ||
| 39 | ENVESTNET ASSET MANAGEMENT INC | 106,765 | 9,511,000 | 0.40% | ||
| 40 | MCF Advisors LLC | 101,527 | 9,044,000 | 0.38% | ||
| 41 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 99,040 | 8,822,000 | 0.37% | ||
| 42 | KAYS FINANCIAL ADVISORY CORP /ADV | 98,350 | 8,761,000 | 0.37% | ||
| 43 | Ledyard National Bank | 92,858 | 8,272,000 | 0.35% | ||
| 44 | Manchester Capital Management LLC | 92,412 | 8,232,000 | 0.35% | ||
| 45 | SUNTRUST BANKS INC | 86,601 | 7,713,000 | 0.32% | ||
| 46 | ALPS ADVISORS INC | 84,776 | 7,552,000 | 0.32% | ||
| 47 | Roof Eidam Maycock Peralta, LLC | 79,235 | 7,058,000 | 0.30% | ||
| 48 | EXENCIAL WEALTH ADVISORS, LLC | 77,804 | 6,931,000 | 0.29% | ||
| 49 | Cambridge Investment Research Advisors, Inc. | 75,985 | 6,769,000 | 0.28% | ||
| 50 | O'BRIEN WEALTH PARTNERS LLC | 73,272 | 6,527,000 | 0.27% |
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.
