| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TIAA CREF TRUST CO FSB/MO | 11,029,260 | 549,698,000 | 13.45% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 9,448,167 | 470,897,000 | 11.52% | ||
| 3 | FMR LLC | 9,428,266 | 469,904,000 | 11.50% | ||
| 4 | Creative Planning | 5,118,414 | 255,102,000 | 6.24% | ||
| 5 | BlackRock Finance, Inc. | 3,887,749 | 193,765,000 | 4.74% | ||
| 6 | BlackRock Group LTD | 2,792,587 | 139,182,000 | 3.41% | ||
| 7 | Bank of New York Mellon Corp | 2,182,834 | 108,791,000 | 2.66% | ||
| 8 | JPMORGAN CHASE & CO | 1,974,484 | 98,408,000 | 2.41% | ||
| 9 | Charles Schwab Investment Advisory, Inc. | 1,860,177 | 92,711,000 | 2.27% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 1,575,614 | 78,528,000 | 1.92% | ||
| 11 | BlackRock Fund Advisors | 1,548,021 | 77,153,000 | 1.89% | ||
| 12 | MORGAN STANLEY | 1,350,988 | 67,333,000 | 1.65% | ||
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | 1,195,327 | 59,577,000 | 1.46% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 1,184,298 | 59,026,000 | 1.44% | ||
| 15 | GREAT LAKES ADVISORS, LLC | 1,178,439 | 58,733,000 | 1.44% | ||
| 16 | FRANKLIN RESOURCES INC | 1,149,670 | 57,299,000 | 1.40% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 1,074,343 | 53,545,000 | 1.31% | ||
| 18 | NATIXIS ADVISORS, LLC | 1,032,377 | 51,454,000 | 1.26% | ||
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 934,983 | 46,599,000 | 1.14% | ||
| 20 | 1832 Asset Management L.P. | 791,040 | 39,446,000 | 0.97% | ||
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 688,870 | 34,333,000 | 0.84% | ||
| 22 | PICTET ASSET MANAGEMENT LTD | 685,000 | 34,140,000 | 0.84% | ||
| 23 | MONETA GROUP INVESTMENT ADVISORS LLC | 642,940 | 32,044,000 | 0.78% | ||
| 24 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 625,314 | 31,166,000 | 0.76% | ||
| 25 | FIFTH THIRD BANCORP | 588,090 | 29,310,000 | 0.72% | ||
| 26 | GOLDMAN SACHS GROUP INC | 577,310 | 28,772,000 | 0.70% | ||
| 27 | UBS Group AG | 575,303 | 28,673,000 | 0.70% | ||
| 28 | TRUIST FINANCIAL CORP | 565,875 | 28,204,000 | 0.69% | ||
| 29 | SUNTRUST BANKS INC | 558,004 | 27,809,000 | 0.68% | ||
| 30 | STATE STREET CORP | 531,952 | 26,512,000 | 0.65% | ||
| 31 | WELLS FARGO & COMPANY/MN | 500,146 | 24,927,000 | 0.61% | ||
| 32 | M&T BANK CORP | 440,666 | 21,963,000 | 0.54% | ||
| 33 | ROYAL BANK OF CANADA | 429,321 | 21,398,000 | 0.52% | ||
| 34 | STRS OHIO | 412,000 | 20,534,000 | 0.50% | ||
| 35 | BUCKINGHAM STRATEGIC WEALTH, LLC | 350,739 | 17,481,000 | 0.43% | ||
| 36 | Plancorp, LLC | 333,065 | 16,600,000 | 0.41% | ||
| 37 | MISSION WEALTH MANAGEMENT, LLC | 301,888 | 15,046,000 | 0.37% | ||
| 38 | PINNACLE ASSOCIATES LTD | 298,429 | 14,874,000 | 0.36% | ||
| 39 | CHOREO, LLC | 295,444 | 14,725,000 | 0.36% | ||
| 40 | Stratford Consulting, LLC | 294,164 | 14,661,000 | 0.36% | ||
| 41 | Allworth Financial LP | 290,379 | 14,472,000 | 0.35% | ||
| 42 | Ballentine Partners, LLC | 283,683 | 14,139,000 | 0.35% | ||
| 43 | ALPS ADVISORS INC | 278,450 | 13,878,000 | 0.34% | ||
| 44 | US BANCORP \DE\ | 270,855 | 13,499,000 | 0.33% | ||
| 45 | Baker Avenue Asset Management, LP | 239,845 | 11,954,000 | 0.29% | ||
| 46 | Modera Wealth Management, LLC | 216,889 | 10,810,000 | 0.26% | ||
| 47 | Efficient Advisors, LLC | 207,185 | 10,326,000 | 0.25% | ||
| 48 | STIFEL FINANCIAL CORP | 207,726 | 10,296,000 | 0.25% | ||
| 49 | Wealth Architects, LLC | 205,162 | 10,225,000 | 0.25% | ||
| 50 | UMB Bank, n.a. | 201,811 | 10,058,000 | 0.25% |
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.
