| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edelman Financial Services, LLC | 15,952,908 | 1,615,551,000 | 11.21% | ||
| 2 | FMR LLC | 14,200,557 | 1,438,090,000 | 9.98% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 11,638,663 | 1,178,647,000 | 8.18% | ||
| 4 | JONES FINANCIAL COMPANIES LLLP | 8,720,066 | 883,081,000 | 6.13% | ||
| 5 | GOLDMAN SACHS GROUP INC | 6,160,415 | 623,865,000 | 4.33% | ||
| 6 | WELLS FARGO & COMPANY/MN | 5,612,524 | 568,382,000 | 3.94% | ||
| 7 | MORGAN STANLEY | 4,814,732 | 487,589,000 | 3.38% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 3,927,788 | 397,768,000 | 2.76% | ||
| 9 | SUNTRUST BANKS INC | 3,513,154 | 355,775,000 | 2.47% | ||
| 10 | TIAA CREF TRUST CO FSB/MO | 3,029,974 | 306,845,000 | 2.13% | ||
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 2,766,629 | 280,178,000 | 1.94% | ||
| 12 | UBS AG | 2,671,232 | 270,516,000 | 1.88% | ||
| 13 | COMMERCE BANK | 2,406,216 | 243,678,000 | 1.69% | ||
| 14 | Commonwealth Equity Services, Inc | 2,294,504 | 232,364,000 | 1.61% | ||
| 15 | JPMORGAN CHASE & CO | 2,146,992 | 217,425,000 | 1.51% | ||
| 16 | MANAGED ACCOUNT ADVISORS LLC | 2,120,360 | 214,729,000 | 1.49% | ||
| 17 | SYNOVUS FINANCIAL CORP | 2,098,856 | 212,546,000 | 1.48% | ||
| 18 | CURIAN CAPITAL LLC | 2,024,509 | 205,022,000 | 1.42% | ||
| 19 | BLAIR WILLIAM & CO/IL | 1,831,691 | 185,495,000 | 1.29% | ||
| 20 | BALASA DINVERNO & FOLTZ LLC | 1,452,834 | 147,128,000 | 1.02% | ||
| 21 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,432,951 | 145,115,000 | 1.01% | ||
| 22 | CHURCHILL MANAGEMENT Corp | 1,402,383 | 142,019,000 | 0.99% | ||
| 23 | ENVESTNET ASSET MANAGEMENT INC | 1,336,541 | 135,352,000 | 0.94% | ||
| 24 | Robert W. Baird & Co. Inc | 1,334,920 | 135,187,000 | 0.94% | ||
| 25 | LPL Financial LLC | 1,224,909 | 124,047,000 | 0.86% | ||
| 26 | BANK OF MONTREAL /CAN/ | 1,125,415 | 113,971,000 | 0.79% | ||
| 27 | ETRADE Capital Management LLC | 1,065,301 | 107,883,000 | 0.75% | ||
| 28 | CITIGROUP INC | 1,043,224 | 105,647,000 | 0.73% | ||
| 29 | DEUTSCHE BANK AG\ | 1,008,912 | 102,171,000 | 0.71% | ||
| 30 | STEPHENS INC /AR/ | 1,004,193 | 101,695,000 | 0.71% | ||
| 31 | Bank of New York Mellon Corp | 846,907 | 85,766,000 | 0.60% | ||
| 32 | J.P. Morgan Private Wealth Advisors LLC | 828,645 | 83,917,000 | 0.58% | ||
| 33 | ROYAL BANK OF CANADA | 819,960 | 83,037,000 | 0.58% | ||
| 34 | BlackRock Institutional Trust Company, N.A. | 784,832 | 79,480,000 | 0.55% | ||
| 35 | VOYA INVESTMENT MANAGEMENT LLC | 775,051 | 78,490,000 | 0.54% | ||
| 36 | BROWN ADVISORY INC | 737,581 | 74,694,000 | 0.52% | ||
| 37 | JOYN Advisors, Inc. | 737,202 | 74,656,000 | 0.52% | ||
| 38 | US BANCORP \DE\ | 721,367 | 73,052,000 | 0.51% | ||
| 39 | WILMINGTON TRUST CO | 718,381 | 72,751,000 | 0.50% | ||
| 40 | BlackRock Investment Management, LLC | 663,585 | 67,201,000 | 0.47% | ||
| 41 | Waldron Private Wealth LLC | 555,350 | 56,240,000 | 0.39% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 533,436 | 53,651,000 | 0.37% | ||
| 43 | PRUDENTIAL FINANCIAL INC | 524,500 | 53,116,000 | 0.37% | ||
| 44 | NORTHERN TRUST CORP | 507,258 | 51,370,000 | 0.36% | ||
| 45 | Wilmington Trust, National Association | 458,232 | 46,405,000 | 0.32% | ||
| 46 | Huntington Steele LLC | 407,374 | 41,255,000 | 0.29% | ||
| 47 | STIFEL FINANCIAL CORP | 376,209 | 38,099,000 | 0.26% | ||
| 48 | KANALY TRUST CO | 350,722 | 35,518,000 | 0.25% | ||
| 49 | BBVA USA Bancshares, Inc. | 348,723 | 35,315,000 | 0.25% | ||
| 50 | FIFTH THIRD BANCORP | 324,474 | 32,859,000 | 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.
