| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 8,893,755 | 1,205,459,000 | 12.49% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 8,423,487 | 1,141,719,000 | 11.83% | ||
| 3 | MORGAN STANLEY | 4,189,122 | 567,794,000 | 5.89% | ||
| 4 | WELLS FARGO & COMPANY/MN | 3,961,206 | 536,902,000 | 5.57% | ||
| 5 | UBS Group AG | 3,045,887 | 412,840,000 | 4.28% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 1,735,456 | 235,222,000 | 2.44% | ||
| 7 | AMERIPRISE FINANCIAL INC | 1,530,084 | 201,984,000 | 2.09% | ||
| 8 | ROYAL BANK OF CANADA | 1,401,800 | 190,000,000 | 1.97% | ||
| 9 | MILLBURN RIDGEFIELD LLC /DE/ | 1,398,979 | 189,618,000 | 1.97% | ||
| 10 | Catalyst Capital Advisors LLC | 1,395,852 | 189,194,000 | 1.96% | ||
| 11 | GOLDMAN SACHS GROUP INC | 1,335,748 | 181,048,000 | 1.88% | ||
| 12 | TIAA, FSB | 1,265,035 | 171,463,000 | 1.78% | ||
| 13 | QS Investors, LLC | 1,254,568 | 170,044,000 | 1.76% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 1,217,037 | 164,956,000 | 1.71% | ||
| 15 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 1,115,751 | 151,229,000 | 1.57% | ||
| 16 | ACORNS ADVISERS, LLC | 1,010,724 | 138,621,000 | 1.44% | ||
| 17 | LPL Financial LLC | 979,758 | 132,797,000 | 1.38% | ||
| 18 | Creative Planning | 947,158 | 128,378,000 | 1.33% | ||
| 19 | ALLIANCEBERNSTEIN L.P. | 743,414 | 100,762,000 | 1.04% | ||
| 20 | PROVIDA PENSION FUND ADMINISTRATOR | 652,769 | 88,476,000 | 0.92% | ||
| 21 | SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. | 630,878 | 85,509,000 | 0.89% | ||
| 22 | FMR LLC | 624,777 | 84,682,000 | 0.88% | ||
| 23 | M&T BANK CORP | 599,196 | 81,214,000 | 0.84% | ||
| 24 | WEALTHFRONT CORP | 560,732 | 76,002,000 | 0.79% | ||
| 25 | Commonwealth Equity Services, Inc | 519,641 | 70,432,000 | 0.73% | ||
| 26 | BESSEMER GROUP INC | 515,762 | 69,906,000 | 0.72% | ||
| 27 | Karpus Management, Inc. | 513,227 | 69,563,000 | 0.72% | ||
| 28 | Bank of New York Mellon Corp | 420,877 | 57,045,000 | 0.59% | ||
| 29 | Pension Partners, LLC | 386,634 | 52,404,000 | 0.54% | ||
| 30 | EP Wealth Advisors, LLC | 378,535 | 51,307,000 | 0.53% | ||
| 31 | WELLINGTON MANAGEMENT GROUP LLP | 373,348 | 50,604,000 | 0.52% | ||
| 32 | VISTA CAPITAL PARTNERS, INC. | 350,985 | 47,573,000 | 0.49% | SH | |
| 33 | FIFTH THIRD BANCORP | 334,704 | 45,366,000 | 0.47% | ||
| 34 | STIFEL FINANCIAL CORP | 325,573 | 44,122,000 | 0.46% | ||
| 35 | GLENMEDE TRUST CO NA | 322,383 | 42,967,000 | 0.45% | ||
| 36 | Charles Schwab Investment Advisory, Inc. | 295,585 | 40,064,000 | 0.42% | ||
| 37 | PICTET ASSET MANAGEMENT LTD | 288,000 | 38,284,000 | 0.40% | ||
| 38 | INR ADVISORY SERVICES LLC | 281,649 | 38,175,000 | 0.40% | ||
| 39 | Annex Advisory Services, LLC | 276,658 | 37,498,000 | 0.39% | ||
| 40 | VANGUARD GROUP INC | 270,572 | 36,674,000 | 0.38% | ||
| 41 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 267,680 | 36,281,000 | 0.38% | ||
| 42 | PINNACLE ASSOCIATES LTD | 267,091 | 36,201,000 | 0.38% | ||
| 43 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 264,732 | 35,883,000 | 0.37% | ||
| 44 | Allianz Asset Management GmbH | 250,419 | 33,942,000 | 0.35% | ||
| 45 | Horizon Investments, LLC | 250,033 | 33,295,000 | 0.35% | ||
| 46 | BADGLEY PHELPS & BELL INC | 238,110 | 32,273,000 | 0.33% | ||
| 47 | PEAPACK GLADSTONE FINANCIAL CORP | 219,437 | 29,742,491 | 0.31% | ||
| 48 | SII INVESTMENTS INC/WI | 216,148 | 29,341,000 | 0.30% | ||
| 49 | Raymond James Financial Services Advisors, Inc. | 215,122 | 29,159,000 | 0.30% | ||
| 50 | TCV Trust & Wealth Management, Inc. | 193,080 | 26,170,000 | 0.27% |
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.
