| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edelman Financial Services, LLC | 15,618,100 | 1,507,147,000 | 11.31% | ||
| 2 | FMR LLC | 13,755,517 | 1,327,407,000 | 9.96% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 9,931,096 | 958,352,000 | 7.19% | ||
| 4 | JONES FINANCIAL COMPANIES LLLP | 8,258,216 | 796,919,000 | 5.98% | ||
| 5 | GOLDMAN SACHS GROUP INC | 5,962,688 | 575,399,000 | 4.32% | ||
| 6 | WELLS FARGO & COMPANY/MN | 5,856,330 | 565,136,000 | 4.24% | ||
| 7 | MORGAN STANLEY | 4,685,321 | 452,134,000 | 3.39% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 3,683,100 | 355,420,000 | 2.67% | ||
| 9 | SUNTRUST BANKS INC | 3,423,813 | 330,396,000 | 2.48% | ||
| 10 | TIAA CREF TRUST CO FSB/MO | 2,908,314 | 280,653,000 | 2.11% | ||
| 11 | COMMERCE BANK | 2,799,795 | 270,181,000 | 2.03% | ||
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 2,738,825 | 264,297,000 | 1.98% | ||
| 13 | UBS AG | 2,590,396 | 249,973,000 | 1.88% | ||
| 14 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 2,389,974 | 230,632,000 | 1.73% | ||
| 15 | JPMORGAN CHASE & CO | 2,292,704 | 221,247,000 | 1.66% | ||
| 16 | Commonwealth Equity Services, Inc | 2,110,882 | 203,700,000 | 1.53% | ||
| 17 | SYNOVUS FINANCIAL CORP | 2,086,283 | 201,311,000 | 1.51% | ||
| 18 | MANAGED ACCOUNT ADVISORS LLC | 1,968,777 | 189,987,000 | 1.43% | ||
| 19 | CURIAN CAPITAL LLC | 1,899,064 | 183,000,000 | 1.37% | ||
| 20 | BLAIR WILLIAM & CO/IL | 1,562,288 | 150,760,000 | 1.13% | ||
| 21 | BALASA DINVERNO & FOLTZ LLC | 1,434,013 | 138,382,000 | 1.04% | ||
| 22 | ENVESTNET ASSET MANAGEMENT INC | 1,303,466 | 125,784,000 | 0.94% | ||
| 23 | Robert W. Baird & Co. Inc | 1,233,662 | 119,048,000 | 0.89% | ||
| 24 | LPL Financial LLC | 1,201,687 | 115,963,000 | 0.87% | ||
| 25 | BANK OF MONTREAL /CAN/ | 1,142,651 | 110,265,000 | 0.83% | ||
| 26 | CHURCHILL MANAGEMENT Corp | 1,101,258 | 106,271,000 | 0.80% | ||
| 27 | Horizon Investments, LLC | 1,048,423 | 101,173,000 | 0.76% | ||
| 28 | CITIGROUP INC | 1,019,142 | 98,348,000 | 0.74% | ||
| 29 | VOYA INVESTMENT MANAGEMENT LLC | 1,003,400 | 96,828,000 | 0.73% | ||
| 30 | STEPHENS INC /AR/ | 993,462 | 95,869,000 | 0.72% | ||
| 31 | ETRADE Capital Management LLC | 937,752 | 90,493,000 | 0.68% | ||
| 32 | Bank of New York Mellon Corp | 775,426 | 74,828,000 | 0.56% | ||
| 33 | ROYAL BANK OF CANADA | 773,343 | 74,627,000 | 0.56% | ||
| 34 | WILMINGTON TRUST CO | 769,847 | 74,289,000 | 0.56% | ||
| 35 | J.P. Morgan Private Wealth Advisors LLC | 759,966 | 73,337,000 | 0.55% | ||
| 36 | JOYN Advisors, Inc. | 743,707 | 71,768,000 | 0.54% | ||
| 37 | US BANCORP \DE\ | 700,311 | 67,580,000 | 0.51% | ||
| 38 | BROWN ADVISORY INC | 664,276 | 64,102,000 | 0.48% | ||
| 39 | BlackRock Investment Management, LLC | 649,257 | 62,653,000 | 0.47% | ||
| 40 | Waldron Private Wealth LLC | 550,424 | 53,115,916 | 0.40% | ||
| 41 | PRUDENTIAL FINANCIAL INC | 529,900 | 51,135,000 | 0.38% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 519,814 | 49,905,000 | 0.37% | ||
| 43 | DEUTSCHE BANK AG\ | 470,988 | 45,448,000 | 0.34% | ||
| 44 | NORTHERN TRUST CORP | 470,275 | 45,381,000 | 0.34% | ||
| 45 | Wilmington Trust, National Association | 451,944 | 43,612,000 | 0.33% | ||
| 46 | Jasper Ridge Partners, L.P. | 434,574 | 41,936,000 | 0.31% | ||
| 47 | Huntington Steele LLC | 380,808 | 36,748,000 | 0.28% | ||
| 48 | STIFEL FINANCIAL CORP | 353,245 | 34,088,000 | 0.26% | ||
| 49 | M&T BANK CORP | 352,291 | 33,995,000 | 0.26% | ||
| 50 | BBVA USA Bancshares, Inc. | 350,895 | 33,862,000 | 0.25% |
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.
