| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 11,449,141 | 915,359,000 | 10.21% | ||
| 2 | TIAA CREF TRUST CO FSB/MO | 9,872,410 | 789,300,000 | 8.80% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 8,814,512 | 704,721,000 | 7.86% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 8,740,596 | 698,811,000 | 7.79% | ||
| 5 | AEGON USA Investment Management, LLC | 8,131,245 | 650,093,000 | 7.25% | ||
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7,786,974 | 622,568,000 | 6.94% | ||
| 7 | MORGAN STANLEY | 7,562,112 | 604,592,000 | 6.74% | ||
| 8 | MANAGED ACCOUNT ADVISORS LLC | 7,446,762 | 595,369,000 | 6.64% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 3,111,956 | 248,801,000 | 2.77% | ||
| 10 | Windham Capital Management, LLC | 1,975,690 | 157,956,000 | 1.76% | ||
| 11 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,973,034 | 157,744,000 | 1.76% | ||
| 12 | UBS Group AG | 1,716,461 | 137,231,000 | 1.53% | ||
| 13 | IndexIQ Advisors LLC | 1,704,815 | 136,300,000 | 1.52% | ||
| 14 | AMERIPRISE FINANCIAL INC | 1,507,273 | 120,216,000 | 1.34% | ||
| 15 | ASSETMARK, INC | 1,066,589 | 85,274,000 | 0.95% | ||
| 16 | SUNTRUST BANKS INC | 1,007,313 | 80,533,000 | 0.90% | ||
| 17 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 912,412 | 72,947,000 | 0.81% | ||
| 18 | STIFEL FINANCIAL CORP | 815,466 | 65,218,000 | 0.73% | ||
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 773,960 | 61,878,000 | 0.69% | ||
| 20 | LPL Financial LLC | 718,346 | 57,432,000 | 0.64% | ||
| 21 | Equinox Fund Management LLC | 643,325 | 51,434,000 | 0.57% | ||
| 22 | CITIGROUP INC | 604,078 | 48,296,000 | 0.54% | ||
| 23 | Stadion Money Management, LLC | 565,094 | 45,179,000 | 0.50% | ||
| 24 | HL FINANCIAL SERVICES LLC | 562,514 | 44,973,000 | 0.50% | ||
| 25 | IFC Holdings Incorporated/FL | 544,805 | 43,477,000 | 0.48% | ||
| 26 | Efficient Advisors, LLC | 539,318 | 43,118,000 | 0.48% | ||
| 27 | ROYAL BANK OF CANADA | 518,994 | 41,494,000 | 0.46% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 514,139 | 41,105,000 | 0.46% | ||
| 29 | Homrich & Berg | 501,277 | 40,077,000 | 0.45% | ||
| 30 | Beacon Capital Management, Inc. | 496,489 | 39,694,000 | 0.44% | ||
| 31 | RAND WEALTH, LLC | 481,293 | 38,701,000 | 0.43% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 465,710 | 37,234,000 | 0.42% | ||
| 33 | Carlson Capital Management | 459,453 | 36,733,000 | 0.41% | ||
| 34 | Creative Planning | 457,168 | 36,551,000 | 0.41% | ||
| 35 | Arrow Investment Advisors, LLC | 429,097 | 34,306,000 | 0.38% | ||
| 36 | Retirement Planning Group, LLC | 421,709 | 33,716,000 | 0.38% | ||
| 37 | NATIONAL PLANNING CORP | 394,648 | 31,635,000 | 0.35% | ||
| 38 | Personal Capital Advisors Corp | 384,341 | 30,728,000 | 0.34% | ||
| 39 | BB&T SECURITIES, LLC | 37,140 | 29,693,000 | 0.33% | ||
| 40 | Willow Creek Wealth Management Inc. | 364,980 | 29,180,000 | 0.33% | ||
| 41 | ETRADE Capital Management LLC | 341,023 | 27,265,000 | 0.30% | ||
| 42 | AFAM CAPITAL, INC. | 334,633 | 26,754,000 | 0.30% | ||
| 43 | BOSTON PRIVATE BANK & TRUST CO | 333,174 | 26,637,000 | 0.30% | ||
| 44 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 312,595 | 24,992,000 | 0.28% | ||
| 45 | Zions Trust, National Association | 303,665 | 24,278,000 | 0.27% | ||
| 46 | PEAPACK GLADSTONE FINANCIAL CORP | 294,764 | 23,566,381 | 0.26% | ||
| 47 | TCTC Holdings, LLC | 291,245 | 23,285,000 | 0.26% | ||
| 48 | Truepoint, Inc. | 277,551 | 22,190,000 | 0.25% | ||
| 49 | SII INVESTMENTS INC/WI | 274,284 | 21,912,000 | 0.24% | ||
| 50 | NATIXIS ADVISORS, LLC | 272,496 | 21,786,000 | 0.24% |
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.
