| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TIAA CREF TRUST CO FSB/MO | 9,529,065 | 459,873,000 | 12.56% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 8,277,532 | 399,473,000 | 10.91% | ||
| 3 | FMR LLC | 7,589,290 | 366,259,000 | 10.00% | ||
| 4 | Creative Planning | 4,145,971 | 200,084,000 | 5.46% | ||
| 5 | BlackRock Finance, Inc. | 3,851,526 | 185,875,000 | 5.07% | ||
| 6 | BlackRock Group LTD | 2,867,375 | 138,379,000 | 3.78% | ||
| 7 | Charles Schwab Investment Advisory, Inc. | 2,102,393 | 101,462,000 | 2.77% | ||
| 8 | BlackRock Fund Advisors | 2,079,656 | 100,364,000 | 2.74% | ||
| 9 | Bank of New York Mellon Corp | 2,044,824 | 98,683,000 | 2.69% | ||
| 10 | MORGAN STANLEY | 1,579,422 | 76,224,000 | 2.08% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 1,409,295 | 68,013,000 | 1.86% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 1,235,291 | 59,615,000 | 1.63% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1,124,949 | 54,290,000 | 1.48% | ||
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | 1,091,379 | 52,670,000 | 1.44% | ||
| 15 | NATIXIS ADVISORS, LLC | 968,187 | 46,725,000 | 1.28% | ||
| 16 | BESSEMER GROUP INC | 954,100 | 46,045,000 | 1.26% | ||
| 17 | GREAT LAKES ADVISORS, LLC | 843,922 | 40,728,000 | 1.11% | ||
| 18 | JANE STREET GROUP, LLC | 830,324 | 40,071,000 | 1.09% | ||
| 19 | PICTET ASSET MANAGEMENT LTD | 777,500 | 39,870,000 | 1.09% | ||
| 20 | 1832 Asset Management L.P. | 807,600 | 39,047,000 | 1.07% | ||
| 21 | FRANKLIN RESOURCES INC | 749,337 | 36,162,000 | 0.99% | ||
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 729,542 | 35,207,000 | 0.96% | ||
| 23 | GOLDMAN SACHS GROUP INC | 625,812 | 30,202,000 | 0.82% | ||
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 621,620 | 29,838,000 | 0.81% | ||
| 25 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 583,803 | 28,174,000 | 0.77% | ||
| 26 | M&T BANK CORP | 571,384 | 27,576,000 | 0.75% | ||
| 27 | UBS Group AG | 564,948 | 27,264,000 | 0.74% | ||
| 28 | TRUIST FINANCIAL CORP | 564,250 | 27,231,000 | 0.74% | ||
| 29 | MONETA GROUP INVESTMENT ADVISORS LLC | 518,855 | 25,040,000 | 0.68% | ||
| 30 | STATE STREET CORP | 517,567 | 24,978,000 | 0.68% | ||
| 31 | ROYAL BANK OF CANADA | 506,721 | 24,455,000 | 0.67% | ||
| 32 | FIFTH THIRD BANCORP | 501,914 | 24,222,000 | 0.66% | ||
| 33 | SUNTRUST BANKS INC | 497,696 | 24,018,000 | 0.66% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 431,766 | 20,997,000 | 0.57% | ||
| 35 | ALPS ADVISORS INC | 353,175 | 17,044,000 | 0.47% | ||
| 36 | CHOREO, LLC | 345,732 | 16,685,000 | 0.46% | ||
| 37 | BUCKINGHAM STRATEGIC WEALTH, LLC | 330,353 | 15,943,000 | 0.44% | ||
| 38 | WELLS FARGO & COMPANY/MN | 321,410 | 15,511,000 | 0.42% | ||
| 39 | US BANCORP \DE\ | 318,038 | 15,348,000 | 0.42% | ||
| 40 | Plancorp, LLC | 306,921 | 14,812,000 | 0.40% | ||
| 41 | PINNACLE ASSOCIATES LTD | 294,479 | 14,212,000 | 0.39% | ||
| 42 | Stratford Consulting, LLC | 290,155 | 14,003,000 | 0.38% | ||
| 43 | Allworth Financial LP | 257,731 | 12,438,000 | 0.34% | ||
| 44 | MISSION WEALTH MANAGEMENT, LLC | 236,535 | 11,415,000 | 0.31% | ||
| 45 | Forvis Mazars Wealth Advisors, LLC | 232,130 | 11,203,000 | 0.31% | ||
| 46 | Modera Wealth Management, LLC | 224,973 | 10,857,000 | 0.30% | ||
| 47 | Efficient Advisors, LLC | 212,318 | 10,246,000 | 0.28% | ||
| 48 | STIFEL FINANCIAL CORP | 207,073 | 9,994,000 | 0.27% | ||
| 49 | Wealth Architects, LLC | 199,187 | 9,612,000 | 0.26% | ||
| 50 | Baker Avenue Asset Management, LP | 193,838 | 9,355,000 | 0.26% |
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.
