| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edelman Financial Services, LLC | 16,406,623 | 1,642,139,000 | 10.96% | ||
| 2 | FMR LLC | 14,146,576 | 1,415,931,000 | 9.45% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 11,801,829 | 1,181,245,000 | 7.88% | ||
| 4 | JONES FINANCIAL COMPANIES LLLP | 9,157,998 | 916,623,000 | 6.12% | ||
| 5 | GOLDMAN SACHS GROUP INC | 6,288,354 | 629,401,000 | 4.20% | ||
| 6 | WELLS FARGO & COMPANY/MN | 5,554,545 | 555,945,000 | 3.71% | ||
| 7 | MORGAN STANLEY | 5,183,334 | 518,801,000 | 3.46% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 4,065,200 | 406,887,000 | 2.72% | ||
| 9 | SUNTRUST BANKS INC | 3,655,632 | 365,891,000 | 2.44% | ||
| 10 | TIAA CREF TRUST CO FSB/MO | 3,153,077 | 315,592,000 | 2.11% | ||
| 11 | BANK OF NOVA SCOTIA | 3,152,057 | 315,492,000 | 2.11% | ||
| 12 | CURIAN CAPITAL LLC | 3,014,241 | 301,695,000 | 2.01% | ||
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | 3,012,192 | 301,488,000 | 2.01% | ||
| 14 | UBS AG | 2,839,982 | 284,254,000 | 1.90% | ||
| 15 | Commonwealth Equity Services, Inc | 2,383,168 | 238,531,000 | 1.59% | ||
| 16 | MANAGED ACCOUNT ADVISORS LLC | 2,358,302 | 236,042,000 | 1.58% | ||
| 17 | COMMERCE BANK | 2,194,222 | 219,620,000 | 1.47% | ||
| 18 | SYNOVUS FINANCIAL CORP | 2,125,349 | 212,731,000 | 1.42% | ||
| 19 | JPMORGAN CHASE & CO | 2,086,282 | 208,816,000 | 1.39% | ||
| 20 | BLAIR WILLIAM & CO/IL | 1,694,317 | 169,584,000 | 1.13% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 1,571,188 | 157,260,000 | 1.05% | ||
| 22 | M&T BANK CORP | 1,522,021 | 152,337,000 | 1.02% | ||
| 23 | CHURCHILL MANAGEMENT Corp | 1,475,485 | 147,681,000 | 0.99% | ||
| 24 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,445,366 | 144,667,000 | 0.97% | ||
| 25 | Robert W. Baird & Co. Inc | 1,431,443 | 143,273,000 | 0.96% | SH | |
| 26 | LPL Financial LLC | 1,233,001 | 121,918,000 | 0.81% | ||
| 27 | ETRADE Capital Management LLC | 1,144,463 | 114,549,000 | 0.76% | ||
| 28 | BANK OF MONTREAL /CAN/ | 1,116,328 | 111,733,000 | 0.75% | ||
| 29 | CITIGROUP INC | 1,066,467 | 106,742,000 | 0.71% | ||
| 30 | DEUTSCHE BANK AG\ | 994,006 | 99,488,000 | 0.66% | ||
| 31 | STEPHENS INC /AR/ | 991,294 | 99,219,000 | 0.66% | ||
| 32 | J.P. Morgan Private Wealth Advisors LLC | 949,740 | 95,060,000 | 0.63% | ||
| 33 | BROWN ADVISORY INC | 898,368 | 89,917,000 | 0.60% | ||
| 34 | BALASA DINVERNO & FOLTZ LLC | 870,661 | 87,144,000 | 0.58% | ||
| 35 | Bank of New York Mellon Corp | 870,323 | 87,111,000 | 0.58% | ||
| 36 | ROYAL BANK OF CANADA | 828,855 | 82,961,000 | 0.55% | ||
| 37 | JOYN Advisors, Inc. | 763,483 | 76,417,000 | 0.51% | ||
| 38 | VOYA INVESTMENT MANAGEMENT LLC | 756,571 | 75,726,000 | 0.51% | ||
| 39 | US BANCORP \DE\ | 723,718 | 72,437,000 | 0.48% | ||
| 40 | BlackRock Investment Management, LLC | 703,320 | 70,395,000 | 0.47% | ||
| 41 | BlackRock Institutional Trust Company, N.A. | 662,666 | 66,326,000 | 0.44% | ||
| 42 | Waldron Private Wealth LLC | 558,652 | 55,915,000 | 0.37% | ||
| 43 | NORTHERN TRUST CORP | 540,752 | 54,124,000 | 0.36% | ||
| 44 | PRUDENTIAL FINANCIAL INC | 512,200 | 51,266,000 | 0.34% | ||
| 45 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 482,074 | 48,570,000 | 0.32% | ||
| 46 | Huntington Steele LLC | 407,688 | 40,805,000 | 0.27% | ||
| 47 | STIFEL FINANCIAL CORP | 377,194 | 37,754,000 | 0.25% | ||
| 48 | BBVA USA Bancshares, Inc. | 352,120 | 35,244,000 | 0.24% | ||
| 49 | KEYBANK NATIONAL ASSOCIATION/OH | 338,884 | 33,919,000 | 0.23% | ||
| 50 | KANALY TRUST CO | 335,432 | 33,573,000 | 0.22% |
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.
