| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Betterment LLC | 3,719,846 | 382,661,000 | 11.18% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 2,617,333 | 269,246,000 | 7.86% | ||
| 3 | MORGAN STANLEY | 2,602,168 | 267,686,000 | 7.82% | ||
| 4 | TIAA, FSB | 2,089,329 | 214,929,000 | 6.28% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 2,061,152 | 212,031,000 | 6.19% | ||
| 6 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,799,883 | 185,154,000 | 5.41% | ||
| 7 | WELLS FARGO & COMPANY/MN | 1,552,733 | 159,730,000 | 4.67% | ||
| 8 | JONES FINANCIAL COMPANIES LLLP | 1,448,700 | 149,028,000 | 4.35% | ||
| 9 | UBS Group AG | 1,116,112 | 114,814,000 | 3.35% | ||
| 10 | AMERIPRISE FINANCIAL INC | 786,272 | 80,820,000 | 2.36% | ||
| 11 | AXA S.A. | 575,800 | 59,233,000 | 1.73% | ||
| 12 | STIFEL FINANCIAL CORP | 524,080 | 53,974,000 | 1.58% | ||
| 13 | LPL Financial LLC | 459,864 | 47,306,000 | 1.38% | ||
| 14 | ROYAL BANK OF CANADA | 402,746 | 41,431,000 | 1.21% | ||
| 15 | Waverly Advisors, LLC | 399,512 | 41,098,000 | 1.20% | ||
| 16 | ASSETMARK, INC | 383,969 | 39,499,000 | 1.15% | ||
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 347,738 | 35,771,000 | 1.04% | ||
| 18 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 334,075 | 34,366,000 | 1.00% | ||
| 19 | Creative Planning | 312,383 | 32,135,000 | 0.94% | ||
| 20 | MACKENZIE FINANCIAL CORP | 300,700 | 30,933,000 | 0.90% | ||
| 21 | J.P. Morgan Private Wealth Advisors LLC | 299,788 | 30,840,000 | 0.90% | ||
| 22 | MML INVESTORS SERVICES, INC. | 294,853 | 30,331,000 | 0.89% | ||
| 23 | Commonwealth Equity Services, Inc | 277,915 | 28,589,000 | 0.83% | ||
| 24 | Summit Equities Inc | 272,407 | 28,023,000 | 0.82% | ||
| 25 | CONDOR CAPITAL MANAGEMENT | 241,431 | 24,836,000 | 0.73% | ||
| 26 | FMR LLC | 229,821 | 23,642,000 | 0.69% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 229,517 | 23,611,000 | 0.69% | ||
| 28 | ENVESTNET ASSET MANAGEMENT INC | 212,882 | 21,896,000 | 0.64% | ||
| 29 | Morningstar Investment Services LLC | 212,372 | 21,847,000 | 0.64% | ||
| 30 | NATIXIS ADVISORS, LLC | 202,122 | 20,793,000 | 0.61% | ||
| 31 | FORTE CAPITAL LLC /ADV | 201,936 | 20,773,000 | 0.61% | ||
| 32 | BANK OF MONTREAL /CAN/ | 180,990 | 18,619,000 | 0.54% | ||
| 33 | LINCOLN NATIONAL CORP | 165,225 | 16,997,000 | 0.50% | ||
| 34 | ZIONS BANCORPORATION | 162,559 | 16,723,000 | 0.49% | ||
| 35 | SUNTRUST BANKS INC | 138,242 | 14,221,000 | 0.42% | ||
| 36 | SAGE FINANCIAL GROUP INC | 133,229 | 13,705,000 | 0.40% | ||
| 37 | Advisory Alpha, LLC | 120,090 | 12,560,000 | 0.37% | ||
| 38 | Pure Financial Advisors, LLC | 119,046 | 12,246,000 | 0.36% | ||
| 39 | KAYS FINANCIAL ADVISORY CORP /ADV | 118,861 | 12,228,000 | 0.36% | ||
| 40 | WELL DONE, LLC | 116,362 | 11,970,000 | 0.35% | ||
| 41 | Capital Advantage, Inc. | 115,490 | 11,881,000 | 0.35% | ||
| 42 | ALLEGIS INVESTMENT ADVISORS, LLC | 110,845 | 11,403,000 | 0.33% | ||
| 43 | Roof Eidam Maycock Peralta, LLC | 108,769 | 11,189,000 | 0.33% | ||
| 44 | Avior Wealth Management, LLC | 105,426 | 10,845,000 | 0.32% | ||
| 45 | SVA Wealth Management, LLC | 104,593 | 10,759,000 | 0.31% | ||
| 46 | MCF Advisors LLC | 103,629 | 10,660,000 | 0.31% | ||
| 47 | Financial Planning & Information Services, Inc. | 97,514 | 10,031,000 | 0.29% | ||
| 48 | Cranbrook Wealth Management, LLC | 97,208 | 10,000,000 | 0.29% | ||
| 49 | Cambridge Investment Research Advisors, Inc. | 96,529 | 9,930,000 | 0.29% | ||
| 50 | Private Advisor Group, LLC | 91,544 | 9,434,000 | 0.28% |
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.
