| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 16,961,371 | 1,764,322,000 | 9.57% | ||
| 2 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 16,108,599 | 1,688,503,000 | 9.16% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 9,023,638 | 945,858,000 | 5.13% | ||
| 4 | VANGUARD GROUP INC | 7,728,486 | 810,100,000 | 4.40% | ||
| 5 | UBS Group AG | 6,349,679 | 665,573,000 | 3.61% | ||
| 6 | MORGAN STANLEY | 5,311,089 | 556,709,000 | 3.02% | ||
| 7 | Windhaven Investment Management, Inc. | 4,630,034 | 485,320,000 | 2.63% | ||
| 8 | Betterment LLC | 4,456,383 | 467,118,000 | 2.53% | ||
| 9 | WEALTHFRONT CORP | 4,004,204 | 419,721,000 | 2.28% | ||
| 10 | WEALTHCARE CAPITAL MANAGEMENT LLC | 3,581,953 | 375,460,000 | 2.04% | ||
| 11 | Portfolio Solutions, LLC | 3,222,131 | 337,744,000 | 1.83% | ||
| 12 | Novo Holdings A/S | 2,837,100 | 297,385,000 | 1.61% | ||
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | 2,779,483 | 291,346,000 | 1.58% | ||
| 14 | Homrich & Berg | 2,716,083 | 284,700,000 | 1.54% | ||
| 15 | Ballentine Partners, LLC | 2,688,647 | 281,824,000 | 1.53% | ||
| 16 | CITIGROUP INC | 2,569,093 | 269,293,000 | 1.46% | ||
| 17 | Truepoint, Inc. | 2,411,651 | 252,789,000 | 1.37% | ||
| 18 | US BANCORP \DE\ | 2,227,371 | 233,473,000 | 1.27% | ||
| 19 | AEGON USA Investment Management, LLC | 2,026,256 | 212,392,000 | 1.15% | PRN | |
| 20 | Stadion Money Management, LLC | 1,980,647 | 207,611,000 | 1.13% | ||
| 21 | ROYAL BANK OF CANADA | 1,951,066 | 204,509,000 | 1.11% | ||
| 22 | WELLS FARGO & COMPANY/MN | 1,807,812 | 189,494,000 | 1.03% | ||
| 23 | Morningstar Investment Services LLC | 1,731,599 | 181,506,000 | 0.98% | ||
| 24 | ENVESTNET ASSET MANAGEMENT INC | 1,729,156 | 181,250,000 | 0.98% | ||
| 25 | Allworth Financial LP | 1,710,261 | 179,270,000 | 0.97% | ||
| 26 | Summit Equities Inc | 1,697,985 | 177,983,000 | 0.97% | ||
| 27 | GOLDMAN SACHS GROUP INC | 1,556,483 | 163,150,000 | 0.89% | ||
| 28 | NORTHERN TRUST CORP | 1,497,475 | 156,965,000 | 0.85% | ||
| 29 | HAYS ADVISORY LLC | 1,386,474 | 145,330,000 | 0.79% | ||
| 30 | PROVIDA PENSION FUND ADMINISTRATOR | 1,331,614 | 140,498,593 | 0.76% | ||
| 31 | BANK OF MONTREAL /CAN/ | 1,315,847 | 137,928,000 | 0.75% | ||
| 32 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 1,085,590 | 113,792,000 | 0.62% | ||
| 33 | FIRST BUSINESS FINANCIAL SERVICES, INC. | 1,077,605 | 112,954,000 | 0.61% | ||
| 34 | OPUS INVESTMENT MANAGEMENT INC | 1,074,170 | 112,594,000 | 0.61% | ||
| 35 | Atria Investments, Inc | 1,064,770 | 111,609,000 | 0.61% | ||
| 36 | Forvis Mazars Wealth Advisors, LLC | 1,013,749 | 106,261,000 | 0.58% | ||
| 37 | Gibson Capital, LLC | 1,008,368 | 105,585,000 | 0.57% | ||
| 38 | Commonwealth Equity Services, Inc | 936,867 | 98,202,000 | 0.53% | ||
| 39 | JPMORGAN CHASE & CO | 892,624 | 93,565,000 | 0.51% | ||
| 40 | Smith & Howard Wealth Management, LLC | 876,247 | 91,848,000 | 0.50% | ||
| 41 | Windham Capital Management, LLC | 848,448 | 88,934,000 | 0.48% | ||
| 42 | Regis Management CO LLC | 819,893 | 85,941,000 | 0.47% | ||
| 43 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 779,939 | 81,753,000 | 0.44% | ||
| 44 | BANK OF HAWAII | 770,187 | 80,731,000 | 0.44% | ||
| 45 | KEMPER Corp | 746,222 | 78,219,000 | 0.42% | ||
| 46 | WMS Partners, LLC | 680,434 | 71,323,000 | 0.39% | ||
| 47 | VISTA CAPITAL PARTNERS, INC. | 676,999 | 70,963,000 | 0.39% | SH | |
| 48 | Private Advisor Group, LLC | 669,188 | 70,429,000 | 0.38% | ||
| 49 | AMERIPRISE FINANCIAL INC | 666,566 | 69,755,000 | 0.38% | ||
| 50 | LINCOLN NATIONAL CORP | 656,139 | 68,776,000 | 0.37% |
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.
