| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 36,647,795 | 3,960,161,000 | 12.81% | ||
| 2 | BlackRock Fund Advisors | 24,766,580 | 2,676,277,000 | 8.66% | ||
| 3 | WELLS FARGO & COMPANY/MN | 21,484,224 | 2,321,586,000 | 7.51% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 19,768,198 | 2,136,152,000 | 6.91% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 10,588,914 | 1,144,241,000 | 3.70% | ||
| 6 | Creative Planning | 9,127,471 | 986,315,000 | 3.19% | ||
| 7 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 8,203,090 | 886,425,000 | 2.87% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 7,262,838 | 784,816,000 | 2.54% | ||
| 9 | BlackRock Finance, Inc. | 6,814,924 | 736,420,000 | 2.38% | ||
| 10 | UBS Group AG | 6,720,490 | 726,216,000 | 2.35% | ||
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 6,669,485 | 720,704,000 | 2.33% | ||
| 12 | BlackRock Institutional Trust Company, N.A. | 6,213,189 | 671,397,000 | 2.17% | ||
| 13 | SCS Capital Management LLC | 4,839,287 | 522,933,000 | 1.69% | ||
| 14 | JPMORGAN CHASE & CO | 4,790,235 | 517,633,000 | 1.67% | ||
| 15 | MORGAN STANLEY | 4,767,160 | 515,138,000 | 1.67% | ||
| 16 | QS Investors, LLC | 4,765,849 | 514,998,000 | 1.67% | ||
| 17 | AMERIPRISE FINANCIAL INC | 4,742,515 | 511,941,000 | 1.66% | ||
| 18 | US BANCORP \DE\ | 4,179,463 | 451,633,000 | 1.46% | ||
| 19 | PHH INVESTMENTS, LTD. | 765,967 | 424,341,000 | 1.37% | ||
| 20 | TIAA CREF TRUST CO FSB/MO | 3,014,468 | 325,743,000 | 1.05% | ||
| 21 | Allworth Financial LP | 2,516,627 | 271,947,000 | 0.88% | ||
| 22 | PRUDENTIAL FINANCIAL INC | 2,172,158 | 234,724,000 | 0.76% | ||
| 23 | KEYBANK NATIONAL ASSOCIATION/OH | 2,157,456 | 233,134,000 | 0.75% | ||
| 24 | ETRADE Capital Management LLC | 1,865,355 | 201,570,000 | 0.65% | ||
| 25 | FMR LLC | 1,834,400 | 198,225,000 | 0.64% | ||
| 26 | Destination Wealth Management | 1,749,655 | 189,068,000 | 0.61% | ||
| 27 | SCOTTRADE INVESTMENT MANAGEMENT | 1,632,842 | 183,564,000 | 0.59% | ||
| 28 | FIL Ltd | 1,633,818 | 176,550,000 | 0.57% | ||
| 29 | PARTNERS HEALTHCARE SYSTEM, INC | 1,618,980 | 174,947,000 | 0.57% | PRN | |
| 30 | BARCLAYS PLC | 1,419,381 | 153,379,000 | 0.50% | ||
| 31 | SUNTRUST BANKS INC | 1,307,564 | 141,294,000 | 0.46% | ||
| 32 | BlackRock Investment Management, LLC | 1,281,029 | 138,428,000 | 0.45% | ||
| 33 | HSBC HOLDINGS PLC | 1,255,651 | 135,723,000 | 0.44% | ||
| 34 | METROPOLITAN LIFE INSURANCE CO/NY | 1,195,274 | 129,161,000 | 0.42% | ||
| 35 | BLACKROCK ADVISORS LLC | 1,171,858 | 126,631,000 | 0.41% | ||
| 36 | FDx Advisors, Inc. | 1,151,540 | 124,435,000 | 0.40% | ||
| 37 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1,092,183 | 118,021,000 | 0.38% | ||
| 38 | CITIGROUP INC | 1,053,699 | 113,863,000 | 0.37% | ||
| 39 | Raymond James Financial Services Advisors, Inc. | 1,052,145 | 113,695,000 | 0.37% | ||
| 40 | CNO Financial Group, Inc. | 1,021,304 | 110,362,000 | 0.36% | ||
| 41 | Liberty Mutual Group Asset Management Inc. | 945,000 | 102,117,000 | 0.33% | ||
| 42 | 1607 Capital Partners, LLC | 916,251 | 99,010,000 | 0.32% | ||
| 43 | Efficient Advisors, LLC | 892,764 | 96,472,000 | 0.31% | ||
| 44 | Bank of New York Mellon Corp | 887,857 | 95,943,000 | 0.31% | ||
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 863,761 | 93,337,000 | 0.30% | ||
| 46 | Simply Money Advisors | 820,226 | 88,634,000 | 0.29% | ||
| 47 | Commonwealth Equity Services, Inc | 762,416 | 82,387,000 | 0.27% | ||
| 48 | GOLDMAN SACHS GROUP INC | 740,790 | 80,049,000 | 0.26% | ||
| 49 | 1st Global Advisors, Inc. | 682,743 | 73,777,000 | 0.24% | ||
| 50 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 655,340 | 70,816,000 | 0.23% |
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.
