| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 29,041,665 | 3,159,152,000 | 18.88% | ||
| 2 | BlackRock Finance, Inc. | 8,294,696 | 902,297,000 | 5.39% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 8,012,337 | 871,581,000 | 5.21% | ||
| 4 | Creative Planning | 5,987,467 | 651,317,000 | 3.89% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 5,718,972 | 622,110,000 | 3.72% | ||
| 6 | BlackRock Institutional Trust Company, N.A. | 4,694,434 | 510,661,000 | 3.05% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 4,475,130 | 486,806,000 | 2.91% | ||
| 8 | UBS Group AG | 3,916,823 | 426,072,000 | 2.55% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 3,714,162 | 404,027,000 | 2.41% | ||
| 10 | MORGAN STANLEY | 3,082,523 | 335,316,000 | 2.00% | ||
| 11 | WELLS FARGO & COMPANY/MN | 2,792,557 | 303,773,000 | 1.82% | ||
| 12 | US BANCORP \DE\ | 2,688,291 | 292,432,000 | 1.75% | ||
| 13 | ING GROEP NV | 2,614,076 | 284,359,000 | 1.70% | ||
| 14 | TIAA CREF TRUST CO FSB/MO | 2,509,698 | 273,005,000 | 1.63% | ||
| 15 | AMERIPRISE FINANCIAL INC | 2,475,838 | 269,204,000 | 1.61% | ||
| 16 | JPMORGAN CHASE & CO | 2,453,126 | 266,851,000 | 1.59% | ||
| 17 | PRUDENTIAL FINANCIAL INC | 2,121,036 | 230,726,000 | 1.38% | ||
| 18 | KEYBANK NATIONAL ASSOCIATION/OH | 1,969,088 | 214,197,000 | 1.28% | ||
| 19 | AVIANCE CAPITAL MANAGEMENT, LLC | 1,723,394 | 187,471,000 | 1.12% | ||
| 20 | ETRADE Capital Management LLC | 1,719,173 | 187,012,000 | 1.12% | ||
| 21 | LPL Financial LLC | 1,714,506 | 186,590,000 | 1.12% | ||
| 22 | SCS Capital Management LLC | 1,511,049 | 164,372,000 | 0.98% | ||
| 23 | CURIAN CAPITAL LLC | 1,368,309 | 148,845,000 | 0.89% | ||
| 24 | METROPOLITAN LIFE INSURANCE CO/NY | 1,292,445 | 140,592,000 | 0.84% | ||
| 25 | QS Investors, LLC | 1,189,522 | 129,396,000 | 0.77% | ||
| 26 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,000,150 | 108,796,000 | 0.65% | ||
| 27 | CNO Financial Group, Inc. | 942,500 | 102,525,000 | 0.61% | ||
| 28 | ASSETMARK, INC | 923,916 | 100,504,000 | 0.60% | ||
| 29 | HighTower Advisors, LLC | 867,558 | 94,383,000 | 0.56% | ||
| 30 | BARCLAYS PLC | 865,089 | 93,520,000 | 0.56% | ||
| 31 | GOLDMAN SACHS GROUP INC | 850,336 | 92,499,000 | 0.55% | ||
| 32 | SUNTRUST BANKS INC | 827,208 | 89,981,000 | 0.54% | ||
| 33 | Efficient Advisors, LLC | 818,826 | 89,072,000 | 0.53% | ||
| 34 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 772,353 | 84,017,000 | 0.50% | ||
| 35 | IndexIQ Advisors LLC | 751,615 | 81,761,000 | 0.49% | ||
| 36 | Global Atlantic Investment Advisors, LLC | 706,640 | 76,868,000 | 0.46% | ||
| 37 | BlackRock Investment Management, LLC | 706,370 | 76,839,000 | 0.46% | ||
| 38 | 1st Global Advisors, Inc. | 691,095 | 75,177,000 | 0.45% | ||
| 39 | PICTET ASSET MANAGEMENT LTD | 665,300 | 72,851,000 | 0.44% | ||
| 40 | Stadion Money Management, LLC | 613,379 | 66,723,000 | 0.40% | ||
| 41 | FDx Advisors, Inc. | 597,757 | 65,024,000 | 0.39% | ||
| 42 | CITIGROUP INC | 588,053 | 63,969,000 | 0.38% | ||
| 43 | Bank of New York Mellon Corp | 582,720 | 63,388,000 | 0.38% | ||
| 44 | Alerus Investment Advisors Corp | 566,473 | 63,122,000 | 0.38% | ||
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 516,898 | 56,228,000 | 0.34% | ||
| 46 | HSBC HOLDINGS PLC | 505,821 | 55,023,000 | 0.33% | ||
| 47 | Fragasso Financial Advisors Inc | 504,575 | 54,887,000 | 0.33% | ||
| 48 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 501,140 | 54,514,000 | 0.33% | ||
| 49 | Ameritas Investment Partners, Inc. | 493,791 | 53,714,000 | 0.32% | ||
| 50 | MANAGED ACCOUNT ADVISORS LLC | 485,511 | 52,814,000 | 0.32% |
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.
