| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 6,471,675 | 337,821,000 | 13.00% | ||
| 2 | BlackRock Fund Advisors | 4,211,250 | 219,827,000 | 8.46% | ||
| 3 | TIAA CREF TRUST CO FSB/MO | 3,501,779 | 182,793,000 | 7.03% | ||
| 4 | BESSEMER GROUP INC | 3,501,385 | 182,772,000 | 7.03% | ||
| 5 | MORGAN STANLEY | 1,564,837 | 81,685,000 | 3.14% | ||
| 6 | BlackRock Group LTD | 1,530,126 | 79,873,000 | 3.07% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 1,332,447 | 69,553,000 | 2.68% | ||
| 8 | Charles Schwab Investment Advisory, Inc. | 1,322,153 | 69,016,000 | 2.66% | ||
| 9 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,282,570 | 66,950,000 | 2.58% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 1,223,994 | 63,892,000 | 2.46% | ||
| 11 | GOLDMAN SACHS GROUP INC | 1,056,552 | 55,152,000 | 2.12% | ||
| 12 | Creative Planning | 988,959 | 51,624,000 | 1.99% | ||
| 13 | FRANKLIN RESOURCES INC | 965,734 | 50,412,000 | 1.94% | ||
| 14 | JONES FINANCIAL COMPANIES LLLP | 896,921 | 46,819,000 | 1.80% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 858,363 | 44,807,000 | 1.72% | ||
| 16 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 847,822 | 44,256,000 | 1.70% | ||
| 17 | Lenox Wealth Advisors, LLC | 1,302,423 | 44,205,000 | 1.70% | ||
| 18 | Forvis Mazars Wealth Advisors, LLC | 716,614 | 37,396,000 | 1.44% | ||
| 19 | UBS AG | 709,543 | 37,038,000 | 1.42% | ||
| 20 | LPL Financial LLC | 551,671 | 28,797,000 | 1.11% | ||
| 21 | ROYAL BANK OF CANADA | 539,826 | 28,178,000 | 1.08% | ||
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 507,790 | 26,507,000 | 1.02% | ||
| 23 | TRUIST FINANCIAL CORP | 462,420 | 24,138,000 | 0.93% | ||
| 24 | JOYN Advisors, Inc. | 418,892 | 21,866,000 | 0.84% | ||
| 25 | BARCLAYS PLC | 408,342 | 21,243,000 | 0.82% | ||
| 26 | Bank of New York Mellon Corp | 403,895 | 21,083,000 | 0.81% | ||
| 27 | ALPS ADVISORS INC | 397,875 | 20,769,000 | 0.80% | ||
| 28 | LMCG INVESTMENTS, LLC | 352,998 | 18,426,000 | 0.71% | ||
| 29 | WELLS FARGO & COMPANY/MN | 351,112 | 18,327,000 | 0.71% | ||
| 30 | Quantitative Advantage, LLC | 346,161 | 18,070,000 | 0.70% | ||
| 31 | VICUS CAPITAL | 346,043 | 18,063,000 | 0.69% | ||
| 32 | 1832 Asset Management L.P. | 347,260 | 18,031,000 | 0.69% | ||
| 33 | Kemper Corp Master Retirement Trust | 338,500 | 17,670,000 | 0.68% | ||
| 34 | JPMORGAN CHASE & CO | 333,186 | 17,392,000 | 0.67% | ||
| 35 | BB&T SECURITIES, LLC | 29,582 | 15,441,000 | 0.59% | ||
| 36 | PINNACLE ASSOCIATES LTD | 292,632 | 15,275,000 | 0.59% | ||
| 37 | Wilmington Trust Investment Management, LLC | 291,352 | 15,210,000 | 0.59% | ||
| 38 | FIFTH THIRD BANCORP | 288,400 | 15,054,000 | 0.58% | ||
| 39 | Ledyard National Bank | 283,227 | 14,784,000 | 0.57% | ||
| 40 | BUCKINGHAM STRATEGIC WEALTH, LLC | 257,940 | 13,464,000 | 0.52% | ||
| 41 | CHOREO, LLC | 253,106 | 13,212,000 | 0.51% | ||
| 42 | Composition Wealth, LLC | 252,580 | 13,185,000 | 0.51% | ||
| 43 | Plancorp, LLC | 248,125 | 12,873,000 | 0.50% | ||
| 44 | Tactical Allocation Group LLC | 239,674 | 12,511,000 | 0.48% | ||
| 45 | BRIGHTON JONES LLC | 237,845 | 12,416,000 | 0.48% | ||
| 46 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 234,849 | 12,259,000 | 0.47% | ||
| 47 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 231,438 | 12,081,000 | 0.46% | ||
| 48 | Efficient Advisors, LLC | 212,717 | 11,104,000 | 0.43% | ||
| 49 | Stratford Consulting, LLC | 209,177 | 10,919,000 | 0.42% | ||
| 50 | MANAGED ACCOUNT ADVISORS LLC | 207,982 | 10,857,000 | 0.42% |
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.
