| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 3,176,842 | 297,257,000 | 10.99% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 2,528,993 | 236,638,000 | 8.75% | ||
| 3 | Betterment LLC | 2,380,904 | 222,781,000 | 8.24% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 2,347,146 | 219,623,000 | 8.12% | ||
| 5 | MORGAN STANLEY | 2,125,834 | 198,914,000 | 7.35% | ||
| 6 | TIAA CREF TRUST CO FSB/MO | 1,758,603 | 164,552,000 | 6.08% | ||
| 7 | WELLS FARGO & COMPANY/MN | 1,215,254 | 113,711,000 | 4.20% | ||
| 8 | UBS Group AG | 1,180,352 | 110,446,000 | 4.08% | ||
| 9 | JONES FINANCIAL COMPANIES LLLP | 1,150,325 | 107,636,000 | 3.98% | ||
| 10 | AXA S.A. | 565,900 | 52,951,000 | 1.96% | ||
| 11 | AMERIPRISE FINANCIAL INC | 417,851 | 39,189,000 | 1.45% | ||
| 12 | STIFEL FINANCIAL CORP | 406,990 | 38,008,000 | 1.41% | ||
| 13 | Waverly Advisors, LLC | 392,272 | 36,705,000 | 1.36% | ||
| 14 | ASSETMARK, INC | 360,524 | 33,734,000 | 1.25% | ||
| 15 | ROYAL BANK OF CANADA | 354,353 | 33,158,000 | 1.23% | ||
| 16 | Creative Planning | 314,114 | 29,391,000 | 1.09% | ||
| 17 | MACKENZIE FINANCIAL CORP | 304,600 | 28,501,000 | 1.05% | ||
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 297,496 | 27,837,000 | 1.03% | ||
| 19 | Summit Equities Inc | 252,481 | 23,625,000 | 0.87% | ||
| 20 | Morningstar Investment Services LLC | 245,981 | 23,017,000 | 0.85% | ||
| 21 | CONDOR CAPITAL MANAGEMENT | 244,787 | 22,905,000 | 0.85% | ||
| 22 | FMR LLC | 240,641 | 22,329,000 | 0.83% | ||
| 23 | BESSEMER GROUP INC | 234,465 | 21,939,000 | 0.81% | ||
| 24 | Commonwealth Equity Services, Inc | 231,752 | 21,685,000 | 0.80% | ||
| 25 | FORTE CAPITAL LLC /ADV | 216,836 | 20,289,000 | 0.75% | ||
| 26 | ZIONS BANCORPORATION | 210,109 | 19,363,000 | 0.72% | ||
| 27 | Johnson Financial Group, Inc. | 193,616 | 18,117,000 | 0.67% | ||
| 28 | LINCOLN NATIONAL CORP | 171,857 | 16,081,000 | 0.59% | ||
| 29 | BANK OF MONTREAL /CAN/ | 165,933 | 15,526,000 | 0.57% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 158,475 | 14,827,000 | 0.55% | ||
| 31 | ALPS ADVISORS INC | 150,359 | 14,069,000 | 0.52% | ||
| 32 | ENVESTNET ASSET MANAGEMENT INC | 131,640 | 12,318,000 | 0.46% | ||
| 33 | SAGE FINANCIAL GROUP INC | 126,061 | 11,796,000 | 0.44% | ||
| 34 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 115,063 | 10,766,000 | 0.40% | ||
| 35 | Pure Financial Advisors, LLC | 112,445 | 10,521,000 | 0.39% | ||
| 36 | Capital Advantage, Inc. | 112,394 | 10,517,000 | 0.39% | ||
| 37 | SVA Wealth Management, LLC | 110,927 | 10,379,000 | 0.38% | ||
| 38 | Cranbrook Wealth Management, LLC | 110,201 | 10,312,000 | 0.38% | ||
| 39 | Avior Wealth Management, LLC | 108,907 | 10,190,000 | 0.38% | ||
| 40 | KAYS FINANCIAL ADVISORY CORP /ADV | 102,704 | 9,610,000 | 0.36% | ||
| 41 | MCF Advisors LLC | 102,067 | 9,550,000 | 0.35% | ||
| 42 | MSI Financial Services Inc | 98,841 | 9,249,000 | 0.34% | ||
| 43 | SUNTRUST BANKS INC | 97,111 | 9,086,000 | 0.34% | ||
| 44 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 95,621 | 8,947,000 | 0.33% | ||
| 45 | Roof Eidam Maycock Peralta, LLC | 93,545 | 8,753,000 | 0.32% | ||
| 46 | Ledyard National Bank | 90,570 | 8,475,000 | 0.31% | ||
| 47 | Financial Planning & Information Services, Inc. | 86,246 | 8,070,000 | 0.30% | ||
| 48 | Cambridge Investment Research Advisors, Inc. | 82,079 | 7,680,000 | 0.28% | ||
| 49 | Manchester Capital Management LLC | 81,955 | 7,669,000 | 0.28% | ||
| 50 | Bragg Financial Advisors, Inc | 74,385 | 6,960,000 | 0.26% |
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.
