| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 94,731,718 | 3,349,713,000 | 14.27% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 57,708,383 | 2,040,568,000 | 8.69% | ||
| 3 | Betterment LLC | 33,941,040 | 1,200,155,000 | 5.11% | ||
| 4 | Creative Planning | 28,227,241 | 998,115,000 | 4.25% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 22,927,330 | 810,710,000 | 3.45% | ||
| 6 | JONES FINANCIAL COMPANIES LLLP | 22,680,830 | 801,994,000 | 3.42% | ||
| 7 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 21,169,263 | 748,545,000 | 3.19% | ||
| 8 | MORGAN STANLEY | 18,111,359 | 640,417,000 | 2.73% | ||
| 9 | SCS Capital Management LLC | 16,274,729 | 575,474,000 | 2.45% | ||
| 10 | UBS Group AG | 15,167,053 | 536,307,000 | 2.29% | ||
| 11 | VANGUARD GROUP INC | 15,059,337 | 532,498,000 | 2.27% | ||
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14,395,816 | 509,036,000 | 2.17% | ||
| 13 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 13,482,696 | 476,748,000 | 2.03% | ||
| 14 | Windhaven Investment Management, Inc. | 12,286,271 | 434,443,000 | 1.85% | ||
| 15 | GOLDMAN SACHS GROUP INC | 11,785,215 | 416,724,000 | 1.78% | ||
| 16 | Charles Schwab Investment Advisory, Inc. | 11,650,146 | 411,949,000 | 1.76% | ||
| 17 | WEALTHFRONT CORP | 10,861,159 | 384,051,000 | 1.64% | ||
| 18 | M&T BANK CORP | 10,775,054 | 381,007,000 | 1.62% | ||
| 19 | ROYAL BANK OF CANADA | 9,131,624 | 322,893,000 | 1.38% | ||
| 20 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 8,030,280 | 283,951,000 | 1.21% | ||
| 21 | Commonwealth Equity Services, Inc | 7,569,791 | 267,668,000 | 1.14% | ||
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 5,815,926 | 205,650,000 | 0.88% | ||
| 23 | THRIVENT FINANCIAL FOR LUTHERANS | 5,208,538 | 183,922,000 | 0.78% | ||
| 24 | SEI INVESTMENTS CO | 4,882,973 | 172,662,000 | 0.74% | ||
| 25 | BAIRD FINANCIAL GROUP, INC. | 4,645,469 | 164,451,000 | 0.70% | ||
| 26 | FIFTH THIRD BANCORP | 4,508,361 | 159,416,000 | 0.68% | ||
| 27 | BINGHAM OSBORN & SCARBOROUGH LLC | 4,401,758 | 155,646,000 | 0.66% | ||
| 28 | Truepoint, Inc. | 4,242,176 | 150,003,000 | 0.64% | ||
| 29 | D.A. DAVIDSON & CO. | 3,537,793 | 125,096,000 | 0.53% | ||
| 30 | Mirae Asset Global Investments Co., Ltd. | 3,405,014 | 120,401,000 | 0.51% | ||
| 31 | TIAA CREF TRUST CO FSB/MO | 3,160,673 | 111,762,000 | 0.48% | ||
| 32 | ASSETMARK, INC | 3,075,160 | 108,706,000 | 0.46% | ||
| 33 | CITIGROUP INC | 3,064,862 | 108,373,000 | 0.46% | ||
| 34 | Linscomb Wealth, Inc. | 3,020,784 | 106,815,000 | 0.46% | ||
| 35 | JPMORGAN CHASE & CO | 2,931,291 | 103,651,000 | 0.44% | ||
| 36 | REGIONS FINANCIAL CORP | 2,698,137 | 95,406,000 | 0.41% | ||
| 37 | Morningstar Investment Services LLC | 2,399,270 | 85,030,000 | 0.36% | ||
| 38 | Windham Capital Management, LLC | 2,313,972 | 81,822,000 | 0.35% | ||
| 39 | Ballentine Partners, LLC | 2,295,694 | 81,176,000 | 0.35% | ||
| 40 | OPUS INVESTMENT MANAGEMENT INC | 2,172,300 | 76,813,000 | 0.33% | ||
| 41 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2,129,980 | 75,316,000 | 0.32% | ||
| 42 | STIFEL FINANCIAL CORP | 2,032,727 | 71,878,000 | 0.31% | ||
| 43 | QS Investors, LLC | 2,025,112 | 71,608,000 | 0.31% | ||
| 44 | PALLADIUM PARTNERS LLC | 1,939,954 | 68,596,000 | 0.29% | ||
| 45 | ALPS ADVISORS INC | 1,929,118 | 68,214,000 | 0.29% | ||
| 46 | COMMERCE BANK | 1,860,682 | 65,794,000 | 0.28% | ||
| 47 | FCG ADVISORS, LLC | 1,750,337 | 61,892,000 | 0.26% | ||
| 48 | Efficient Market Advisors, LLC | 1,685,549 | 59,601,000 | 0.25% | ||
| 49 | Acropolis Investment Management, LLC | 1,660,724 | 58,723,000 | 0.25% | ||
| 50 | Bank of New York Mellon Corp | 1,649,895 | 58,340,000 | 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.
