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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 902 M -USD 12 M -228,893 -1%
Morgan Stanley
2
Morgan Stanley
New York
USD 325 M +USD 14.9 M +284,328 +5%
Northern Trust
3
Northern Trust
Illinois
USD 299 M -USD 2.92 M -55,943 -1%
Empower Advisory Group
4
Empower Advisory Group
Colorado
USD 255 M -USD 29.7 M -568,145 -11%
WIT LLC
5
WIT LLC
District of Columbia
USD 247 M -USD 34.6 M -662,844 -13%
Fidelity Investments
6
Fidelity Investments
Massachusetts
USD 180 M +USD 21.3 M +406,708 +14%
Betterment LLC
7
Betterment LLC
New York
USD 166 M -USD 7.33 M -140,294 -4%
JP Morgan Chase
8
JP Morgan Chase
New York
USD 152 M +USD 21.4 M +410,116 +17%
TIAA Wealth Investment Management
9
TIAA Wealth Investment Management
New York
USD 150 M -USD 9.7 M -185,184 -6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 143 M -USD 36.9 M -706,863 -21%
Wealthfront Advisers
11
Wealthfront Advisers
California
USD 138 M +USD 648 k +12,407 +0.5%
Creative Planning
12
Creative Planning
Kansas
USD 111 M +USD 617 k +11,808 +0.6%
US Bancorp
13
US Bancorp
Minnesota
USD 104 M +USD 36.6 M +700,970 +58%
LPL Financial
14
LPL Financial
California
USD 97.4 M +USD 5.13 M +98,120 +6%
Wells Fargo
15
Wells Fargo
California
USD 94 M -USD 728 k -13,930 -0.8%
BlackRock
16
BlackRock
New York
USD 93.2 M -USD 20.9 M -400,345 -19%
Ameriprise
17
Ameriprise
Minnesota
USD 71.8 M -USD 5.83 M -111,544 -8%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
USD 70.5 M +USD 1.81 M +34,652 +3%
UBS Group
19
UBS Group
Switzerland
USD 70.2 M -USD 2.29 M -43,772 -3%
Acorns Advisers
20
Acorns Advisers
California
USD 65 M -USD 1.43 M -27,389 -2%
TIAA-CREF Individual & Institutional Services
21
TIAA-CREF Individual & Institutional Services
New York
USD 57 M -USD 178 k -3,404 -0.3%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
USD 51 M -USD 239 k -4,573 -0.5%
F.L. Putnam Investment Management
23
F.L. Putnam Investment Management
Massachusetts
USD 40.5 M +USD 9.27 M +177,323 +32%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
USD 40 M -USD 3.6 M -68,964 -9%
Goldman Sachs
25
Goldman Sachs
New York
USD 39.3 M +USD 167 k +3,192 +0.4%
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