| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TIAA CREF TRUST CO FSB/MO | 7,469,552 | 356,821,000 | 10.34% | ||
| 2 | FMR LLC | 6,526,642 | 311,777,000 | 9.04% | ||
| 3 | BlackRock Fund Advisors | 5,245,033 | 250,555,000 | 7.26% | ||
| 4 | ALPS ADVISORS INC | 469,320 | 224,194,000 | 6.50% | ||
| 5 | Creative Planning | 3,597,129 | 171,835,000 | 4.98% | ||
| 6 | BlackRock Finance, Inc. | 2,962,096 | 141,500,000 | 4.10% | ||
| 7 | BlackRock Group LTD | 2,735,615 | 130,681,000 | 3.79% | ||
| 8 | Charles Schwab Investment Advisory, Inc. | 2,019,277 | 96,461,000 | 2.80% | ||
| 9 | MORGAN STANLEY | 1,843,065 | 88,043,000 | 2.55% | ||
| 10 | M&T BANK CORP | 1,561,001 | 74,568,000 | 2.16% | ||
| 11 | GOLDMAN SACHS GROUP INC | 1,554,909 | 74,278,000 | 2.15% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 1,387,659 | 66,288,000 | 1.92% | ||
| 13 | Bank of New York Mellon Corp | 1,290,824 | 61,663,000 | 1.79% | ||
| 14 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,279,620 | 61,127,000 | 1.77% | ||
| 15 | FRANKLIN RESOURCES INC | 1,257,366 | 60,064,000 | 1.74% | ||
| 16 | JONES FINANCIAL COMPANIES LLLP | 1,240,842 | 59,275,000 | 1.72% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 1,155,384 | 55,193,000 | 1.60% | ||
| 18 | Atria Investments, Inc | 2,535 | 53,060,000 | 1.54% | ||
| 19 | JPMORGAN CHASE & CO | 1,084,370 | 51,800,000 | 1.50% | ||
| 20 | ENVESTNET ASSET MANAGEMENT INC | 1,069,065 | 51,069,000 | 1.48% | ||
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | 961,087 | 45,911,000 | 1.33% | ||
| 22 | UBS Group AG | 841,193 | 40,184,000 | 1.16% | ||
| 23 | JANE STREET GROUP, LLC | 713,653 | 34,091,000 | 0.99% | ||
| 24 | PICTET ASSET MANAGEMENT LTD | 666,500 | 31,839,000 | 0.92% | ||
| 25 | Forvis Mazars Wealth Advisors, LLC | 652,029 | 31,147,000 | 0.90% | ||
| 26 | TRUIST FINANCIAL CORP | 538,925 | 25,744,000 | 0.75% | ||
| 27 | FutureAdvisor, Inc. | 525,271 | 25,092,000 | 0.73% | ||
| 28 | LPL Financial LLC | 505,082 | 24,855,000 | 0.72% | ||
| 29 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 471,285 | 22,513,000 | 0.65% | ||
| 30 | LMCG INVESTMENTS, LLC | 455,086 | 21,740,000 | 0.63% | ||
| 31 | MONETA GROUP INVESTMENT ADVISORS LLC | 453,302 | 21,654,000 | 0.63% | ||
| 32 | SUNTRUST BANKS INC | 452,974 | 21,638,000 | 0.63% | ||
| 33 | Baker Avenue Asset Management, LP | 439,235 | 20,982,000 | 0.61% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 402,588 | 19,319,000 | 0.56% | ||
| 35 | Simply Money Advisors | 402,184 | 19,212,000 | 0.56% | ||
| 36 | FIFTH THIRD BANCORP | 354,502 | 16,935,000 | 0.49% | ||
| 37 | PINNACLE ASSOCIATES LTD | 326,764 | 15,609,000 | 0.45% | ||
| 38 | NORTHERN TRUST CORP | 306,929 | 14,662,000 | 0.43% | ||
| 39 | CHOREO, LLC | 301,618 | 14,408,000 | 0.42% | ||
| 40 | Quantitative Advantage, LLC | 297,508 | 14,212,000 | 0.41% | ||
| 41 | BUCKINGHAM STRATEGIC WEALTH, LLC | 295,803 | 14,130,000 | 0.41% | ||
| 42 | WELLS FARGO & COMPANY/MN | 287,700 | 13,744,000 | 0.40% | ||
| 43 | Plancorp, LLC | 274,921 | 13,133,000 | 0.38% | ||
| 44 | MISSION WEALTH MANAGEMENT, LLC | 274,866 | 13,130,000 | 0.38% | ||
| 45 | Stratford Consulting, LLC | 274,543 | 13,115,000 | 0.38% | ||
| 46 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 273,897 | 13,084,000 | 0.38% | ||
| 47 | STATE STREET CORP | 270,023 | 12,899,000 | 0.37% | ||
| 48 | State of New Jersey Common Pension Fund D | 250,000 | 11,943,000 | 0.35% | ||
| 49 | Modera Wealth Management, LLC | 231,797 | 11,073,000 | 0.32% | ||
| 50 | Efficient Advisors, LLC | 220,448 | 10,531,000 | 0.31% |
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.
