| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 105,914,164 | 4,376,373,000 | 10.73% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 94,608,260 | 3,909,213,000 | 9.59% | ||
| 3 | Betterment LLC | 65,512,942 | 2,706,995,000 | 6.64% | ||
| 4 | JONES FINANCIAL COMPANIES LLLP | 48,466,678 | 2,002,643,000 | 4.91% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 45,282,252 | 1,871,065,000 | 4.59% | ||
| 6 | Creative Planning | 39,815,382 | 1,645,171,000 | 4.04% | ||
| 7 | MORGAN STANLEY | 27,798,345 | 1,148,628,000 | 2.82% | ||
| 8 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 26,999,389 | 1,115,615,000 | 2.74% | ||
| 9 | Windhaven Investment Management, Inc. | 21,790,448 | 900,381,000 | 2.21% | ||
| 10 | WEALTHFRONT CORP | 21,568,350 | 891,204,000 | 2.19% | ||
| 11 | UBS Group AG | 21,239,242 | 877,605,000 | 2.15% | ||
| 12 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 20,180,105 | 833,842,000 | 2.05% | ||
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19,778,448 | 817,245,000 | 2.00% | ||
| 14 | SCS Capital Management LLC | 17,357,555 | 717,214,000 | 1.76% | ||
| 15 | VANGUARD GROUP INC | 15,663,254 | 647,206,000 | 1.59% | ||
| 16 | ROYAL BANK OF CANADA | 14,708,200 | 607,742,000 | 1.49% | ||
| 17 | GOLDMAN SACHS GROUP INC | 12,673,509 | 523,668,000 | 1.28% | ||
| 18 | SEI INVESTMENTS CO | 11,925,919 | 492,779,000 | 1.21% | ||
| 19 | M&T BANK CORP | 11,539,760 | 476,823,000 | 1.17% | ||
| 20 | JPMORGAN CHASE & CO | 11,379,560 | 470,204,000 | 1.15% | ||
| 21 | Charles Schwab Investment Advisory, Inc. | 11,370,556 | 469,831,000 | 1.15% | ||
| 22 | WAFRA INC. | 9,749,526 | 402,850,000 | 0.99% | ||
| 23 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 9,544,340 | 394,372,000 | 0.97% | ||
| 24 | Commonwealth Equity Services, Inc | 9,375,324 | 387,388,000 | 0.95% | ||
| 25 | THRIVENT FINANCIAL FOR LUTHERANS | 9,131,965 | 377,007,000 | 0.92% | ||
| 26 | PNC FINANCIAL SERVICES GROUP, INC. | 6,159,847 | 254,525,000 | 0.62% | ||
| 27 | BAIRD FINANCIAL GROUP, INC. | 5,885,112 | 243,173,000 | 0.60% | ||
| 28 | FIFTH THIRD BANCORP | 5,615,218 | 232,021,000 | 0.57% | ||
| 29 | BINGHAM OSBORN & SCARBOROUGH LLC | 5,308,096 | 219,331,000 | 0.54% | ||
| 30 | Mirae Asset Global Investments Co., Ltd. | 5,216,640 | 215,552,000 | 0.53% | ||
| 31 | D.A. DAVIDSON & CO. | 5,050,106 | 208,670,000 | 0.51% | ||
| 32 | Truepoint, Inc. | 4,755,379 | 203,197,000 | 0.50% | ||
| 33 | Jasper Ridge Partners, L.P. | 4,848,499 | 200,338,000 | 0.49% | ||
| 34 | TIAA, FSB | 4,704,696 | 194,398,000 | 0.48% | ||
| 35 | APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 6,928 | 167,672,000 | 0.41% | ||
| 36 | Bank of New York Mellon Corp | 3,776,042 | 156,026,000 | 0.38% | ||
| 37 | ASSETMARK, INC | 3,671,288 | 151,691,000 | 0.37% | ||
| 38 | REGIONS FINANCIAL CORP | 3,467,406 | 143,274,000 | 0.35% | ||
| 39 | CITIGROUP INC | 3,387,185 | 139,958,000 | 0.34% | ||
| 40 | Linscomb Wealth, Inc. | 3,349,526 | 138,402,000 | 0.34% | ||
| 41 | ALLIANCEBERNSTEIN L.P. | 3,335,517 | 137,824,000 | 0.34% | ||
| 42 | BANK OF MONTREAL /CAN/ | 3,326,525 | 137,452,000 | 0.34% | ||
| 43 | STIFEL FINANCIAL CORP | 3,239,949 | 133,884,000 | 0.33% | ||
| 44 | QS Investors, LLC | 3,226,363 | 133,313,000 | 0.33% | ||
| 45 | LPL Financial LLC | 2,744,820 | 113,416,000 | 0.28% | ||
| 46 | Morningstar Investment Services LLC | 2,594,986 | 107,225,000 | 0.26% | ||
| 47 | Ballentine Partners, LLC | 2,528,151 | 106,860,000 | 0.26% | ||
| 48 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,443,087 | 100,948,000 | 0.25% | ||
| 49 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2,313,058 | 95,576,000 | 0.23% | ||
| 50 | AMERIPRISE FINANCIAL INC | 2,308,781 | 95,297,000 | 0.23% |
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.
