| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 30,397,320 | 3,283,215,000 | 14.77% | ||
| 2 | BlackRock Fund Advisors | 19,112,569 | 2,064,349,000 | 9.29% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 13,639,716 | 1,473,226,000 | 6.63% | ||
| 4 | LPL Financial LLC | 7,215,673 | 779,434,000 | 3.51% | ||
| 5 | Creative Planning | 6,634,749 | 716,619,000 | 3.22% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 5,939,309 | 641,505,000 | 2.89% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 5,902,410 | 637,519,000 | 2.87% | ||
| 8 | BlackRock Finance, Inc. | 5,354,921 | 578,385,000 | 2.60% | ||
| 9 | BlackRock Institutional Trust Company, N.A. | 5,248,893 | 566,933,000 | 2.55% | ||
| 10 | UBS Group AG | 4,994,477 | 539,453,000 | 2.43% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 4,689,797 | 506,545,000 | 2.28% | ||
| 12 | QS Investors, LLC | 4,181,806 | 451,677,000 | 2.03% | ||
| 13 | SCS Capital Management LLC | 4,178,725 | 451,344,000 | 2.03% | ||
| 14 | WELLS FARGO & COMPANY/MN | 3,947,155 | 426,332,000 | 1.92% | ||
| 15 | MORGAN STANLEY | 3,801,958 | 410,647,000 | 1.85% | ||
| 16 | US BANCORP \DE\ | 3,356,397 | 362,525,000 | 1.63% | ||
| 17 | AMERIPRISE FINANCIAL INC | 2,900,108 | 313,009,000 | 1.41% | ||
| 18 | TIAA CREF TRUST CO FSB/MO | 2,686,120 | 290,128,000 | 1.31% | ||
| 19 | PRUDENTIAL FINANCIAL INC | 2,468,900 | 266,665,000 | 1.20% | ||
| 20 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 2,115,240 | 228,467,000 | 1.03% | ||
| 21 | AVIANCE CAPITAL MANAGEMENT, LLC | 1,981,603 | 214,033,000 | 0.96% | ||
| 22 | Stadion Money Management, LLC | 1,938,463 | 209,373,000 | 0.94% | ||
| 23 | KEYBANK NATIONAL ASSOCIATION/OH | 1,870,957 | 202,082,000 | 0.91% | ||
| 24 | JPMORGAN CHASE & CO | 1,726,780 | 186,510,000 | 0.84% | ||
| 25 | ETRADE Capital Management LLC | 1,705,388 | 184,199,000 | 0.83% | ||
| 26 | BARCLAYS PLC | 1,314,680 | 141,986,000 | 0.64% | ||
| 27 | IndexIQ Advisors LLC | 1,251,114 | 135,132,000 | 0.61% | ||
| 28 | METROPOLITAN LIFE INSURANCE CO/NY | 1,249,365 | 134,944,000 | 0.61% | ||
| 29 | SUNTRUST BANKS INC | 1,202,945 | 129,929,000 | 0.58% | ||
| 30 | Allworth Financial LP | 1,200,394 | 129,655,000 | 0.58% | ||
| 31 | CNO Financial Group, Inc. | 1,108,300 | 119,708,000 | 0.54% | ||
| 32 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,041,687 | 112,513,000 | 0.51% | ||
| 33 | FIL Ltd | 1,019,636 | 110,131,000 | 0.50% | ||
| 34 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 996,781 | 107,662,000 | 0.48% | ||
| 35 | SCOTTRADE INVESTMENT MANAGEMENT | 919,454 | 99,310,000 | 0.45% | ||
| 36 | ING GROEP NV | 919,076 | 99,269,000 | 0.45% | ||
| 37 | Destination Wealth Management | 870,559 | 94,029,000 | 0.42% | ||
| 38 | Horizon Investments, LLC | 851,586 | 91,980,000 | 0.41% | ||
| 39 | BlackRock Investment Management, LLC | 839,843 | 90,711,000 | 0.41% | ||
| 40 | Global Atlantic Investment Advisors, LLC | 829,203 | 89,562,000 | 0.40% | ||
| 41 | CITIGROUP INC | 792,709 | 85,620,000 | 0.39% | ||
| 42 | Efficient Advisors, LLC | 790,633 | 85,396,000 | 0.38% | ||
| 43 | FDx Advisors, Inc. | 747,635 | 80,752,000 | 0.36% | ||
| 44 | ASSETMARK, INC | 729,905 | 78,834,000 | 0.35% | ||
| 45 | STIFEL FINANCIAL CORP | 727,405 | 78,561,000 | 0.35% | ||
| 46 | 1st Global Advisors, Inc. | 708,417 | 76,516,000 | 0.34% | ||
| 47 | Bank of New York Mellon Corp | 688,883 | 74,407,000 | 0.33% | ||
| 48 | PICTET ASSET MANAGEMENT LTD | 652,050 | 70,428,000 | 0.32% | ||
| 49 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 614,163 | 66,336,000 | 0.30% | ||
| 50 | Alerus Investment Advisors Corp | 602,461 | 65,072,000 | 0.29% |
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.
