| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 95,341,062 | 3,483,762,000 | 11.63% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 63,717,429 | 2,328,234,000 | 7.77% | ||
| 3 | Betterment LLC | 47,366,367 | 1,730,767,000 | 5.78% | ||
| 4 | Creative Planning | 32,880,302 | 1,201,446,000 | 4.01% | ||
| 5 | JONES FINANCIAL COMPANIES LLLP | 32,520,795 | 1,188,310,000 | 3.97% | ||
| 6 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 32,408,524 | 1,184,208,000 | 3.95% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 30,548,414 | 1,116,240,000 | 3.72% | ||
| 8 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 26,110,000 | 954,059,000 | 3.18% | ||
| 9 | MORGAN STANLEY | 22,762,290 | 831,734,000 | 2.78% | ||
| 10 | SCS Capital Management LLC | 17,575,529 | 642,210,000 | 2.14% | ||
| 11 | UBS Group AG | 17,356,735 | 634,215,000 | 2.12% | ||
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16,927,516 | 618,532,000 | 2.06% | ||
| 13 | Windhaven Investment Management, Inc. | 15,678,923 | 572,908,000 | 1.91% | ||
| 14 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 15,019,274 | 548,804,000 | 1.83% | ||
| 15 | WEALTHFRONT CORP | 14,350,147 | 524,354,000 | 1.75% | ||
| 16 | VANGUARD GROUP INC | 14,299,790 | 522,514,000 | 1.74% | ||
| 17 | GOLDMAN SACHS GROUP INC | 12,210,221 | 446,162,000 | 1.49% | ||
| 18 | Charles Schwab Investment Advisory, Inc. | 11,651,847 | 425,758,000 | 1.42% | ||
| 19 | M&T BANK CORP | 11,428,469 | 417,595,000 | 1.39% | ||
| 20 | ROYAL BANK OF CANADA | 9,828,059 | 359,118,000 | 1.20% | ||
| 21 | WAFRA INC. | 9,125,526 | 333,447,000 | 1.11% | ||
| 22 | Commonwealth Equity Services, Inc | 8,897,234 | 325,105,000 | 1.08% | ||
| 23 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 8,398,360 | 306,876,000 | 1.02% | ||
| 24 | THRIVENT FINANCIAL FOR LUTHERANS | 6,644,694 | 243,694,000 | 0.81% | ||
| 25 | SEI INVESTMENTS CO | 6,081,574 | 222,221,000 | 0.74% | ||
| 26 | PNC FINANCIAL SERVICES GROUP, INC. | 5,662,206 | 206,897,000 | 0.69% | ||
| 27 | BAIRD FINANCIAL GROUP, INC. | 5,213,893 | 190,516,000 | 0.64% | ||
| 28 | BINGHAM OSBORN & SCARBOROUGH LLC | 5,103,016 | 186,464,000 | 0.62% | ||
| 29 | AMERIPRISE FINANCIAL INC | 5,047,120 | 184,405,000 | 0.62% | ||
| 30 | FIFTH THIRD BANCORP | 4,833,949 | 176,632,000 | 0.59% | ||
| 31 | Truepoint, Inc. | 4,631,751 | 175,914,000 | 0.59% | ||
| 32 | TIAA CREF TRUST CO FSB/MO | 4,366,608 | 159,556,000 | 0.53% | ||
| 33 | JPMORGAN CHASE & CO | 4,153,029 | 151,751,000 | 0.51% | ||
| 34 | D.A. DAVIDSON & CO. | 4,127,481 | 150,817,000 | 0.50% | ||
| 35 | Mirae Asset Global Investments Co., Ltd. | 3,406,009 | 124,456,000 | 0.42% | ||
| 36 | CITIGROUP INC | 3,318,327 | 121,252,000 | 0.40% | ||
| 37 | Linscomb Wealth, Inc. | 3,115,436 | 113,838,000 | 0.38% | ||
| 38 | QS Investors, LLC | 2,989,156 | 109,224,000 | 0.36% | ||
| 39 | Bank of New York Mellon Corp | 2,736,167 | 99,979,000 | 0.33% | ||
| 40 | ASSETMARK, INC | 2,726,940 | 99,642,000 | 0.33% | ||
| 41 | REGIONS FINANCIAL CORP | 2,588,042 | 94,567,000 | 0.32% | ||
| 42 | Ballentine Partners, LLC | 2,465,997 | 90,108,000 | 0.30% | ||
| 43 | STIFEL FINANCIAL CORP | 2,398,122 | 87,668,000 | 0.29% | ||
| 44 | Parkwood LLC | 2,227,843 | 81,405,000 | 0.27% | ||
| 45 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2,134,327 | 77,987,000 | 0.26% | ||
| 46 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2,129,980 | 77,829,000 | 0.26% | ||
| 47 | SPINNAKER TRUST | 2,083,067 | 76,115,000 | 0.25% | ||
| 48 | ALLIANCEBERNSTEIN L.P. | 1,969,432 | 71,963,000 | 0.24% | ||
| 49 | COMMERCE BANK | 1,968,885 | 71,943,000 | 0.24% | ||
| 50 | PALLADIUM PARTNERS LLC | 1,959,363 | 71,595,000 | 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.
