| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 44,289,263 | 3,628,620,000 | 21.95% | ||
| 2 | Windhaven Investment Management, Inc. | 13,473,950 | 1,103,921,000 | 6.68% | ||
| 3 | WELLS FARGO & COMPANY/MN | 11,008,384 | 901,917,000 | 5.46% | ||
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10,487,976 | 859,280,000 | 5.20% | ||
| 5 | QS Investors, LLC | 10,376,075 | 850,112,000 | 5.14% | ||
| 6 | ALPS ADVISORS INC | 930,554 | 762,403,000 | 4.61% | ||
| 7 | UBS Group AG | 8,315,942 | 681,325,000 | 4.12% | ||
| 8 | Atria Investments, Inc | 51,295 | 626,079,000 | 3.79% | ||
| 9 | MORGAN STANLEY | 5,699,177 | 466,933,000 | 2.82% | ||
| 10 | BlackRock Finance, Inc. | 5,264,314 | 431,305,000 | 2.61% | ||
| 11 | STATE STREET CORP | 4,741,679 | 388,485,000 | 2.35% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 4,674,474 | 382,980,000 | 2.32% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 4,581,960 | 375,400,000 | 2.27% | ||
| 14 | LPL Financial LLC | 2,873,624 | 235,063,000 | 1.42% | ||
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 2,613,727 | 214,144,000 | 1.30% | ||
| 16 | IndexIQ Advisors LLC | 2,333,271 | 191,165,000 | 1.16% | ||
| 17 | LINCOLN NATIONAL CORP | 1,874,265 | 153,559,000 | 0.93% | ||
| 18 | Morningstar Investment Services LLC | 1,746,422 | 143,084,000 | 0.87% | ||
| 19 | Bank of New York Mellon Corp | 1,676,454 | 137,352,000 | 0.83% | ||
| 20 | Diana Davis Spencer Foundation | 1,608,100 | 131,752,000 | 0.80% | ||
| 21 | NATIXIS ADVISORS, LLC | 1,558,682 | 127,703,000 | 0.77% | ||
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,453,545 | 119,089,000 | 0.72% | ||
| 23 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,451,822 | 118,948,000 | 0.72% | ||
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,412,386 | 115,717,000 | 0.70% | ||
| 25 | SUNTRUST BANKS INC | 1,376,271 | 112,756,000 | 0.68% | ||
| 26 | SEI INVESTMENTS CO | 1,269,799 | 104,034,000 | 0.63% | ||
| 27 | AMERIPRISE FINANCIAL INC | 1,053,541 | 86,291,000 | 0.52% | ||
| 28 | ASSETMARK, INC | 981,403 | 80,406,000 | 0.49% | ||
| 29 | CITIGROUP INC | 975,328 | 79,909,000 | 0.48% | ||
| 30 | Transamerica Financial Advisors, LLC | 965,095 | 79,071,000 | 0.48% | ||
| 31 | INR ADVISORY SERVICES LLC | 936,470 | 76,725,000 | 0.46% | ||
| 32 | BRINKER CAPITAL INC | 923,977 | 75,701,000 | 0.46% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 887,832 | 72,740,000 | 0.44% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 878,445 | 71,971,000 | 0.44% | ||
| 35 | MADISON INVESTMENT HOLDINGS INC | 874,016 | 71,608,000 | 0.43% | ||
| 36 | Retirement Systems of Alabama | 855,138 | 70,061,000 | 0.42% | ||
| 37 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 762,963 | 62,510,000 | 0.38% | ||
| 38 | BAILARD, INC. | 725,301 | 59,424,000 | 0.36% | ||
| 39 | GOLDMAN SACHS GROUP INC | 686,228 | 56,223,000 | 0.34% | ||
| 40 | Acropolis Investment Management, LLC | 676,114 | 55,394,000 | 0.34% | ||
| 41 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 633,368 | 51,892,000 | 0.31% | ||
| 42 | Betterment LLC | 626,675 | 51,343,000 | 0.31% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 618,104 | 50,641,000 | 0.31% | ||
| 44 | Verus Financial Partners, Inc. | 606,158 | 49,663,000 | 0.30% | SH | |
| 45 | RETIREMENT CAPITAL STRATEGIES | 578,503 | 47,397,000 | 0.29% | ||
| 46 | Edelman Financial Services, LLC | 558,817 | 45,784,000 | 0.28% | ||
| 47 | State of Tennessee, Department of Treasury | 545,590 | 44,700,000 | 0.27% | ||
| 48 | SENTRY INVESTMENT MANAGEMENT LLC | 504,800 | 41,358,000 | 0.25% | ||
| 49 | Gradient Investments LLC | 502,814 | 41,196,000 | 0.25% | ||
| 50 | Twele Capital Management, Inc. | 491,080 | 40,234,000 | 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.
