| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 3,201,374 | 311,142,000 | 9.80% | ||
| 2 | Betterment LLC | 2,688,029 | 261,250,000 | 8.23% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 2,593,923 | 252,102,000 | 7.94% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 2,412,666 | 234,488,000 | 7.38% | ||
| 5 | MORGAN STANLEY | 2,292,371 | 222,795,000 | 7.02% | ||
| 6 | TIAA CREF TRUST CO FSB/MO | 1,819,905 | 176,876,000 | 5.57% | ||
| 7 | WELLS FARGO & COMPANY/MN | 1,691,789 | 164,425,000 | 5.18% | ||
| 8 | PHH INVESTMENTS, LTD. | 218,746 | 120,296,000 | 3.79% | ||
| 9 | UBS Group AG | 1,150,085 | 111,777,000 | 3.52% | ||
| 10 | JONES FINANCIAL COMPANIES LLLP | 1,122,359 | 109,082,000 | 3.43% | ||
| 11 | AXA S.A. | 614,500 | 59,723,000 | 1.88% | ||
| 12 | AMERIPRISE FINANCIAL INC | 511,678 | 49,676,000 | 1.56% | ||
| 13 | STIFEL FINANCIAL CORP | 397,972 | 38,624,000 | 1.22% | ||
| 14 | Waverly Advisors, LLC | 391,354 | 38,036,000 | 1.20% | ||
| 15 | ROYAL BANK OF CANADA | 377,550 | 36,696,000 | 1.16% | ||
| 16 | ASSETMARK, INC | 345,416 | 33,571,000 | 1.06% | ||
| 17 | Creative Planning | 318,259 | 30,932,000 | 0.97% | ||
| 18 | Morningstar Investment Services LLC | 317,690 | 30,876,000 | 0.97% | ||
| 19 | MACKENZIE FINANCIAL CORP | 309,000 | 30,032,000 | 0.95% | ||
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 306,745 | 29,814,000 | 0.94% | ||
| 21 | Commonwealth Equity Services, Inc | 256,535 | 24,933,000 | 0.79% | ||
| 22 | Summit Equities Inc | 255,856 | 24,867,000 | 0.78% | ||
| 23 | CONDOR CAPITAL MANAGEMENT | 247,539 | 24,058,000 | 0.76% | ||
| 24 | FMR LLC | 235,502 | 22,959,000 | 0.72% | ||
| 25 | BESSEMER GROUP INC | 232,809 | 22,627,000 | 0.71% | ||
| 26 | Arrow Investment Advisors, LLC | 225,378 | 21,904,000 | 0.69% | ||
| 27 | FORTE CAPITAL LLC /ADV | 213,583 | 20,758,000 | 0.65% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 190,971 | 18,552,000 | 0.58% | ||
| 29 | ZIONS BANCORPORATION | 178,613 | 17,359,000 | 0.55% | ||
| 30 | ENVESTNET ASSET MANAGEMENT INC | 178,320 | 17,333,000 | 0.55% | ||
| 31 | BANK OF MONTREAL /CAN/ | 178,540 | 17,270,000 | 0.54% | ||
| 32 | LINCOLN NATIONAL CORP | 173,760 | 16,888,000 | 0.53% | ||
| 33 | ALPS ADVISORS INC | 151,225 | 14,698,000 | 0.46% | ||
| 34 | Johnson Financial Group, Inc. | 133,907 | 13,014,000 | 0.41% | ||
| 35 | ALLEGIS INVESTMENT ADVISORS, LLC | 130,056 | 12,640,000 | 0.40% | ||
| 36 | SAGE FINANCIAL GROUP INC | 129,330 | 12,570,000 | 0.40% | ||
| 37 | Advisory Alpha, LLC | 114,455 | 11,644,000 | 0.37% | ||
| 38 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 119,128 | 11,578,000 | 0.36% | ||
| 39 | Capital Advantage, Inc. | 113,609 | 11,042,000 | 0.35% | ||
| 40 | Pure Financial Advisors, LLC | 112,984 | 10,981,000 | 0.35% | ||
| 41 | NATIXIS ADVISORS, LLC | 109,461 | 10,638,000 | 0.33% | ||
| 42 | Avior Wealth Management, LLC | 109,242 | 10,617,000 | 0.33% | ||
| 43 | SVA Wealth Management, LLC | 107,632 | 10,461,000 | 0.33% | ||
| 44 | SUNTRUST BANKS INC | 106,700 | 10,369,000 | 0.33% | ||
| 45 | KAYS FINANCIAL ADVISORY CORP /ADV | 104,121 | 10,120,000 | 0.32% | ||
| 46 | MCF Advisors LLC | 102,711 | 9,983,000 | 0.31% | ||
| 47 | Cranbrook Wealth Management, LLC | 102,697 | 9,981,000 | 0.31% | ||
| 48 | MSI Financial Services Inc | 101,479 | 9,863,000 | 0.31% | ||
| 49 | Roof Eidam Maycock Peralta, LLC | 95,170 | 9,250,000 | 0.29% | ||
| 50 | Ledyard National Bank | 94,392 | 9,174,000 | 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.
