| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 29,925,842 | 3,279,274,000 | 17.96% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 11,707,246 | 1,282,879,000 | 7.03% | ||
| 3 | Creative Planning | 6,032,586 | 661,051,000 | 3.62% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 5,796,550 | 635,186,000 | 3.48% | ||
| 5 | BlackRock Finance, Inc. | 4,945,740 | 541,954,000 | 2.97% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 4,934,002 | 540,672,000 | 2.96% | ||
| 7 | UBS Group AG | 4,853,584 | 531,856,000 | 2.91% | ||
| 8 | BlackRock Institutional Trust Company, N.A. | 4,530,621 | 496,465,000 | 2.72% | ||
| 9 | SCS Capital Management LLC | 4,495,613 | 492,629,000 | 2.70% | ||
| 10 | QS Investors, LLC | 3,979,605 | 436,085,000 | 2.39% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 3,971,837 | 435,234,000 | 2.38% | ||
| 12 | MORGAN STANLEY | 3,635,569 | 398,386,000 | 2.18% | ||
| 13 | WELLS FARGO & COMPANY/MN | 3,358,135 | 367,984,000 | 2.02% | ||
| 14 | Atria Investments, Inc | 33,956 | 309,877,000 | 1.70% | ||
| 15 | US BANCORP \DE\ | 2,722,489 | 298,331,000 | 1.63% | ||
| 16 | ING GROEP NV | 2,619,076 | 286,946,000 | 1.57% | ||
| 17 | TIAA CREF TRUST CO FSB/MO | 2,614,771 | 286,527,000 | 1.57% | ||
| 18 | AMERIPRISE FINANCIAL INC | 2,538,692 | 278,306,000 | 1.52% | ||
| 19 | PRUDENTIAL FINANCIAL INC | 2,313,501 | 253,514,000 | 1.39% | ||
| 20 | JPMORGAN CHASE & CO | 1,961,618 | 214,954,000 | 1.18% | ||
| 21 | LPL Financial LLC | 1,897,259 | 207,537,000 | 1.14% | ||
| 22 | KEYBANK NATIONAL ASSOCIATION/OH | 1,868,528 | 204,753,000 | 1.12% | ||
| 23 | ETRADE Capital Management LLC | 1,720,356 | 188,516,000 | 1.03% | ||
| 24 | AVIANCE CAPITAL MANAGEMENT, LLC | 1,714,786 | 187,906,000 | 1.03% | ||
| 25 | Freedom Investment Management, Inc. | 1,423,035 | 177,381,000 | 0.97% | ||
| 26 | CURIAN CAPITAL LLC | 1,362,277 | 149,278,000 | 0.82% | ||
| 27 | METROPOLITAN LIFE INSURANCE CO/NY | 1,289,445 | 141,297,000 | 0.77% | ||
| 28 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,091,244 | 119,579,000 | 0.65% | ||
| 29 | CNO Financial Group, Inc. | 970,900 | 106,391,000 | 0.58% | ||
| 30 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 922,684 | 101,108,000 | 0.55% | ||
| 31 | BARCLAYS PLC | 926,370 | 101,041,000 | 0.55% | ||
| 32 | SUNTRUST BANKS INC | 911,493 | 99,879,000 | 0.55% | ||
| 33 | HighTower Advisors, LLC | 863,701 | 94,637,000 | 0.52% | ||
| 34 | CITIGROUP INC | 810,499 | 88,814,000 | 0.49% | ||
| 35 | IndexIQ Advisors LLC | 805,925 | 88,313,000 | 0.48% | ||
| 36 | Efficient Advisors, LLC | 788,562 | 86,411,000 | 0.47% | ||
| 37 | Global Atlantic Investment Advisors, LLC | 748,041 | 81,970,000 | 0.45% | ||
| 38 | ASSETMARK, INC | 737,965 | 80,866,000 | 0.44% | ||
| 39 | FMR LLC | 734,601 | 80,498,000 | 0.44% | ||
| 40 | 1st Global Advisors, Inc. | 699,953 | 76,701,000 | 0.42% | ||
| 41 | PICTET ASSET MANAGEMENT LTD | 687,900 | 75,381,000 | 0.41% | ||
| 42 | GOLDMAN SACHS GROUP INC | 655,809 | 71,864,000 | 0.39% | ||
| 43 | Alerus Investment Advisors Corp | 642,708 | 70,428,000 | 0.39% | ||
| 44 | Bank of New York Mellon Corp | 642,039 | 70,354,000 | 0.39% | ||
| 45 | BlackRock Investment Management, LLC | 608,503 | 66,680,000 | 0.37% | ||
| 46 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 580,454 | 63,606,000 | 0.35% | ||
| 47 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 570,459 | 62,511,000 | 0.34% | ||
| 48 | Stadion Money Management, LLC | 544,582 | 59,675,000 | 0.33% | ||
| 49 | FIRST BUSINESS FINANCIAL SERVICES, INC. | 522,711 | 57,279,000 | 0.31% | ||
| 50 | HSBC HOLDINGS PLC | 516,040 | 56,548,000 | 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.
