| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edelman Financial Services, LLC | 16,288,886 | 1,700,560,000 | 10.40% | ||
| 2 | FMR LLC | 14,227,664 | 1,485,368,000 | 9.08% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 9,510,227 | 992,867,000 | 6.07% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 8,095,822 | 845,204,000 | 5.17% | ||
| 5 | GOLDMAN SACHS GROUP INC | 6,675,486 | 696,921,000 | 4.26% | ||
| 6 | WELLS FARGO & COMPANY/MN | 5,925,972 | 618,671,000 | 3.78% | ||
| 7 | MANAGED ACCOUNT ADVISORS LLC | 5,595,336 | 584,153,000 | 3.57% | ||
| 8 | MORGAN STANLEY | 5,288,361 | 552,106,000 | 3.38% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 4,328,849 | 451,934,000 | 2.76% | ||
| 10 | UBS Group AG | 4,040,384 | 421,817,000 | 2.58% | ||
| 11 | SUNTRUST BANKS INC | 4,035,942 | 421,350,000 | 2.58% | ||
| 12 | TIAA CREF TRUST CO FSB/MO | 3,266,522 | 341,025,000 | 2.09% | ||
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | 3,238,092 | 338,055,000 | 2.07% | ||
| 14 | CURIAN CAPITAL LLC | 2,814,636 | 293,848,000 | 1.80% | ||
| 15 | Commonwealth Equity Services, Inc | 2,556,472 | 266,896,000 | 1.63% | ||
| 16 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 2,280,566 | 238,091,000 | 1.46% | ||
| 17 | COMMERCE BANK | 2,178,895 | 227,476,000 | 1.39% | ||
| 18 | SYNOVUS FINANCIAL CORP | 2,149,212 | 224,369,000 | 1.37% | ||
| 19 | JPMORGAN CHASE & CO | 1,802,287 | 188,157,000 | 1.15% | ||
| 20 | BLAIR WILLIAM & CO/IL | 1,659,058 | 173,205,000 | 1.06% | ||
| 21 | M&T BANK CORP | 1,578,099 | 164,753,000 | 1.01% | ||
| 22 | CHURCHILL MANAGEMENT Corp | 1,563,948 | 163,276,000 | 1.00% | ||
| 23 | Robert W. Baird & Co. Inc | 1,479,244 | 154,433,000 | 0.94% | ||
| 24 | LPL Financial LLC | 1,364,982 | 142,504,000 | 0.87% | ||
| 25 | ENVESTNET ASSET MANAGEMENT INC | 1,328,702 | 138,716,000 | 0.85% | ||
| 26 | ETRADE Capital Management LLC | 1,229,170 | 128,325,000 | 0.78% | ||
| 27 | J.P. Morgan Private Wealth Advisors LLC | 1,152,222 | 120,291,000 | 0.74% | ||
| 28 | AMERICAN CENTURY COMPANIES INC | 1,144,213 | 119,456,000 | 0.73% | ||
| 29 | BANK OF MONTREAL /CAN/ | 1,125,508 | 117,504,000 | 0.72% | ||
| 30 | FRANKLIN RESOURCES INC | 1,112,195 | 116,113,000 | 0.71% | ||
| 31 | BlackRock Investment Management, LLC | 1,102,041 | 115,053,000 | 0.70% | ||
| 32 | DEUTSCHE BANK AG\ | 1,033,217 | 107,865,000 | 0.66% | ||
| 33 | STEPHENS INC /AR/ | 1,017,872 | 106,266,000 | 0.65% | ||
| 34 | CITIGROUP INC | 996,691 | 104,055,000 | 0.64% | ||
| 35 | BROWN ADVISORY INC | 969,888 | 101,256,000 | 0.62% | ||
| 36 | ROYAL BANK OF CANADA | 897,868 | 93,738,000 | 0.57% | ||
| 37 | Bank of New York Mellon Corp | 882,541 | 92,138,000 | 0.56% | ||
| 38 | BALASA DINVERNO & FOLTZ LLC | 826,323 | 86,268,000 | 0.53% | ||
| 39 | JOYN Advisors, Inc. | 779,575 | 81,388,000 | 0.50% | ||
| 40 | US BANCORP \DE\ | 769,991 | 80,387,000 | 0.49% | ||
| 41 | NORTHERN TRUST CORP | 711,287 | 74,258,000 | 0.45% | ||
| 42 | WHITE MOUNTAINS ADVISORS LLC | 607,059 | 63,377,000 | 0.39% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 584,369 | 61,018,000 | 0.37% | ||
| 44 | Waldron Private Wealth LLC | 564,433 | 58,927,000 | 0.36% | ||
| 45 | VOYA INVESTMENT MANAGEMENT LLC | 531,034 | 55,440,000 | 0.34% | ||
| 46 | BB&T SECURITIES, LLC | 52,776 | 55,098,000 | 0.34% | ||
| 47 | PRUDENTIAL FINANCIAL INC | 477,800 | 49,883,000 | 0.31% | ||
| 48 | Huntington Steele LLC | 398,431 | 41,596,000 | 0.25% | ||
| 49 | STIFEL FINANCIAL CORP | 393,072 | 41,037,000 | 0.25% | ||
| 50 | FDx Advisors, Inc. | 386,618 | 40,363,000 | 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.
