| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 30,847,656 | 3,418,692,000 | 13.08% | ||
| 2 | BlackRock Fund Advisors | 23,193,479 | 2,570,417,000 | 9.84% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 14,600,378 | 1,618,087,000 | 6.19% | ||
| 4 | LPL Financial LLC | 7,510,552 | 831,946,000 | 3.18% | ||
| 5 | SCS Capital Management LLC | 7,089,392 | 785,747,000 | 3.01% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 6,812,789 | 755,029,000 | 2.89% | ||
| 7 | Creative Planning | 6,721,914 | 744,956,000 | 2.85% | ||
| 8 | UBS Group AG | 6,434,561 | 713,110,000 | 2.73% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 5,967,778 | 661,378,000 | 2.53% | ||
| 10 | WELLS FARGO & COMPANY/MN | 5,856,478 | 649,045,000 | 2.48% | ||
| 11 | BlackRock Finance, Inc. | 5,806,743 | 643,532,000 | 2.46% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 5,124,609 | 567,935,000 | 2.17% | ||
| 13 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 5,112,390 | 566,580,000 | 2.17% | ||
| 14 | MORGAN STANLEY | 5,031,844 | 557,653,000 | 2.13% | ||
| 15 | QS Investors, LLC | 4,484,310 | 496,974,000 | 1.90% | ||
| 16 | US BANCORP \DE\ | 3,461,217 | 383,589,000 | 1.47% | ||
| 17 | AMERIPRISE FINANCIAL INC | 3,294,853 | 364,863,000 | 1.40% | ||
| 18 | TIAA CREF TRUST CO FSB/MO | 2,630,993 | 291,580,000 | 1.12% | ||
| 19 | USCA RIA LLC | 30,023,853 | 270,912,000 | 1.04% | ||
| 20 | GFS Advisors, LLC | 30,023,853 | 270,912,000 | 1.04% | ||
| 21 | JPMORGAN CHASE & CO | 2,407,006 | 266,793,000 | 1.02% | ||
| 22 | PRUDENTIAL FINANCIAL INC | 2,388,434 | 264,728,000 | 1.01% | ||
| 23 | AVIANCE CAPITAL MANAGEMENT, LLC | 1,974,760 | 218,853,000 | 0.84% | ||
| 24 | Stadion Money Management, LLC | 1,844,803 | 204,450,000 | 0.78% | ||
| 25 | KEYBANK NATIONAL ASSOCIATION/OH | 1,749,883 | 193,931,000 | 0.74% | ||
| 26 | Allworth Financial LP | 1,726,013 | 191,285,000 | 0.73% | ||
| 27 | ETRADE Capital Management LLC | 1,647,353 | 182,568,000 | 0.70% | ||
| 28 | FMR LLC | 1,476,174 | 163,620,000 | 0.63% | ||
| 29 | HSBC HOLDINGS PLC | 1,376,584 | 152,548,000 | 0.58% | ||
| 30 | ASSETMARK, INC | 1,317,196 | 145,975,000 | 0.56% | ||
| 31 | METROPOLITAN LIFE INSURANCE CO/NY | 1,287,565 | 142,714,000 | 0.55% | ||
| 32 | BlackRock Institutional Trust Company, N.A. | 1,225,772 | 135,846,000 | 0.52% | ||
| 33 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,210,368 | 134,164,000 | 0.51% | ||
| 34 | Raymond James Financial Services Advisors, Inc. | 1,203,242 | 133,350,000 | 0.51% | ||
| 35 | FIL Ltd | 1,165,509 | 129,185,000 | 0.49% | ||
| 36 | SCOTTRADE INVESTMENT MANAGEMENT | 1,124,669 | 124,647,000 | 0.48% | ||
| 37 | SUNTRUST BANKS INC | 1,084,255 | 120,161,000 | 0.46% | ||
| 38 | CNO Financial Group, Inc. | 1,041,124 | 115,383,000 | 0.44% | ||
| 39 | BARCLAYS PLC | 1,008,877 | 110,977,000 | 0.42% | ||
| 40 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 986,238 | 109,300,000 | 0.42% | ||
| 41 | IndexIQ Advisors LLC | 984,676 | 109,142,000 | 0.42% | ||
| 42 | ING GROEP NV | 919,076 | 101,852,000 | 0.39% | ||
| 43 | ROYAL BANK OF CANADA | 851,622 | 94,382,000 | 0.36% | ||
| 44 | Destination Wealth Management | 870,559 | 94,029,000 | 0.36% | ||
| 45 | Global Atlantic Investment Advisors, LLC | 843,760 | 93,522,000 | 0.36% | ||
| 46 | Horizon Investments, LLC | 830,484 | 92,043,000 | 0.35% | ||
| 47 | CITIGROUP INC | 805,449 | 89,276,000 | 0.34% | ||
| 48 | Efficient Advisors, LLC | 772,669 | 85,631,000 | 0.33% | ||
| 49 | STIFEL FINANCIAL CORP | 752,000 | 83,336,000 | 0.32% | ||
| 50 | Bank of New York Mellon Corp | 710,166 | 78,705,000 | 0.30% |
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.
