| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 41,272,044 | 4,477,604,000 | 17.95% | ||
| 2 | BlackRock Finance, Inc. | 39,821,081 | 4,320,190,000 | 17.32% | ||
| 3 | WELLS FARGO & COMPANY/MN | 25,412,882 | 2,757,043,000 | 11.05% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 16,044,370 | 1,740,654,000 | 6.98% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 11,964,379 | 1,298,018,000 | 5.20% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 7,652,061 | 830,168,000 | 3.33% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 6,556,602 | 711,325,000 | 2.85% | ||
| 8 | JPMORGAN CHASE & CO | 6,175,937 | 670,028,000 | 2.69% | ||
| 9 | AMERIPRISE FINANCIAL INC | 5,034,440 | 545,899,000 | 2.19% | ||
| 10 | MORGAN STANLEY | 4,556,972 | 494,385,000 | 1.98% | ||
| 11 | US BANCORP \DE\ | 4,328,573 | 469,607,000 | 1.88% | ||
| 12 | FMR LLC | 4,147,201 | 449,930,000 | 1.80% | ||
| 13 | SCS Capital Management LLC | 3,956,363 | 429,226,000 | 1.72% | ||
| 14 | TIAA CREF TRUST CO FSB/MO | 3,181,860 | 345,200,000 | 1.38% | ||
| 15 | PRUDENTIAL FINANCIAL INC | 2,247,055 | 243,783,000 | 0.98% | ||
| 16 | KEYBANK NATIONAL ASSOCIATION/OH | 2,129,170 | 230,993,000 | 0.93% | ||
| 17 | Destination Wealth Management | 1,648,526 | 178,849,000 | 0.72% | ||
| 18 | FIL Ltd | 1,496,492 | 162,354,000 | 0.65% | ||
| 19 | HSBC HOLDINGS PLC | 1,484,130 | 160,925,000 | 0.65% | ||
| 20 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,410,248 | 152,998,000 | 0.61% | ||
| 21 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1,337,112 | 145,063,000 | 0.58% | ||
| 22 | METROPOLITAN LIFE INSURANCE CO/NY | 1,216,236 | 131,949,000 | 0.53% | ||
| 23 | SUNTRUST BANKS INC | 1,181,671 | 128,200,000 | 0.51% | ||
| 24 | Bank of New York Mellon Corp | 1,054,667 | 114,421,000 | 0.46% | ||
| 25 | Raymond James Financial Services Advisors, Inc. | 1,050,939 | 114,020,000 | 0.46% | ||
| 26 | CNO Financial Group, Inc. | 1,039,454 | 112,770,000 | 0.45% | ||
| 27 | 1607 Capital Partners, LLC | 991,900 | 107,611,000 | 0.43% | ||
| 28 | CITIGROUP INC | 940,929 | 102,080,000 | 0.41% | ||
| 29 | SCHRODER INVESTMENT MANAGEMENT GROUP | 930,807 | 100,909,000 | 0.40% | ||
| 30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 891,730 | 96,744,000 | 0.39% | ||
| 31 | GOLDMAN SACHS GROUP INC | 837,635 | 90,875,000 | 0.36% | ||
| 32 | SG Americas Securities, LLC | 789,304 | 85,632,000 | 0.34% | ||
| 33 | Commonwealth Equity Services, Inc | 738,105 | 80,077,000 | 0.32% | ||
| 34 | 1st Global Advisors, Inc. | 686,626 | 74,492,000 | 0.30% | ||
| 35 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 679,523 | 73,721,000 | 0.30% | ||
| 36 | PICTET ASSET MANAGEMENT LTD | 639,533 | 69,383,000 | 0.28% | ||
| 37 | D.A. DAVIDSON & CO. | 623,433 | 67,636,000 | 0.27% | ||
| 38 | REGIONS FINANCIAL CORP | 612,746 | 66,477,000 | 0.27% | ||
| 39 | ROYAL BANK OF CANADA | 583,733 | 63,328,000 | 0.25% | ||
| 40 | STIFEL FINANCIAL CORP | 578,267 | 62,729,000 | 0.25% | ||
| 41 | MONROE BANK & TRUST/MI | 566,648 | 61,476,000 | 0.25% | ||
| 42 | FIRST NATIONAL BANK NORTH DAKOTA | 500,940 | 54,347,000 | 0.22% | ||
| 43 | ZACKS INVESTMENT MANAGEMENT | 498,207 | 54,050,000 | 0.22% | ||
| 44 | Twele Capital Management, Inc. | 488,085 | 52,952,000 | 0.21% | ||
| 45 | FIRST HAWAIIAN BANK | 486,412 | 52,771,000 | 0.21% | ||
| 46 | BARCLAYS PLC | 428,602 | 46,499,000 | 0.19% | ||
| 47 | BAILARD, INC. | 426,461 | 46,267,000 | 0.19% | ||
| 48 | ASSETMARK, INC | 424,455 | 46,048,000 | 0.18% | ||
| 49 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 401,762 | 43,587,000 | 0.17% | ||
| 50 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 400,108 | 43,408,000 | 0.17% |
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.
