| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 5,306,250 | 558,801,000 | 17.95% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,251,606 | 447,736,000 | 14.38% | ||
| 3 | MORGAN STANLEY | 1,686,449 | 177,600,000 | 5.71% | ||
| 4 | Betterment LLC | 1,509,099 | 158,923,000 | 5.11% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,143,117 | 120,381,000 | 3.87% | ||
| 6 | UBS Group AG | 895,022 | 94,255,000 | 3.03% | ||
| 7 | FMR LLC | 886,928 | 91,726,000 | 2.95% | ||
| 8 | WELLS FARGO & COMPANY/MN | 781,666 | 82,317,000 | 2.64% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 574,791 | 60,531,000 | 1.94% | ||
| 10 | Lourd Capital, LLC | 505,360 | 53,219,000 | 1.71% | ||
| 11 | TIAA CREF TRUST CO FSB/MO | 469,463 | 49,439,000 | 1.59% | ||
| 12 | ASSETMARK, INC | 466,630 | 49,142,000 | 1.58% | ||
| 13 | BESSEMER GROUP INC | 392,446 | 41,329,000 | 1.33% | ||
| 14 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 359,795 | 37,890,000 | 1.22% | ||
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 345,743 | 36,303,000 | 1.17% | ||
| 16 | Efficient Advisors, LLC | 315,513 | 33,227,000 | 1.07% | ||
| 17 | Commonwealth Equity Services, Inc | 251,866 | 26,524,000 | 0.85% | ||
| 18 | Morningstar Investment Services LLC | 248,603 | 26,270,000 | 0.84% | ||
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 232,705 | 24,507,000 | 0.79% | ||
| 20 | QS Investors, LLC | 199,297 | 20,988,000 | 0.67% | ||
| 21 | Quantitative Advantage, LLC | 198,122 | 20,864,000 | 0.67% | ||
| 22 | Wharton Business Group, LLC | 196,640 | 20,708,000 | 0.67% | SH | |
| 23 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 191,505 | 20,177,000 | 0.65% | ||
| 24 | ROYAL BANK OF CANADA | 175,677 | 18,501,000 | 0.59% | ||
| 25 | GOLDMAN SACHS GROUP INC | 175,463 | 18,478,000 | 0.59% | ||
| 26 | Financial Planning & Information Services, Inc. | 174,910 | 18,420,000 | 0.59% | ||
| 27 | Modera Wealth Management, LLC | 174,631 | 18,390,000 | 0.59% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 164,657 | 17,339,000 | 0.56% | ||
| 29 | Wealth Architects, LLC | 163,060 | 17,171,000 | 0.55% | ||
| 30 | SEI INVESTMENTS CO | 155,417 | 16,367,000 | 0.53% | ||
| 31 | Zhang Financial LLC | 155,096 | 16,333,000 | 0.52% | ||
| 32 | FIFTH THIRD BANCORP | 150,692 | 15,869,000 | 0.51% | ||
| 33 | Raymond James Financial Services Advisors, Inc. | 149,775 | 15,773,000 | 0.51% | ||
| 34 | Arrow Investment Advisors, LLC | 147,310 | 15,521,000 | 0.50% | ||
| 35 | Creative Planning | 145,193 | 15,290,000 | 0.49% | ||
| 36 | Summit Equities Inc | 141,372 | 14,888,000 | 0.48% | ||
| 37 | AMERIPRISE FINANCIAL INC | 135,147 | 14,282,000 | 0.46% | ||
| 38 | LINCOLN NATIONAL CORP | 131,786 | 13,883,000 | 0.45% | ||
| 39 | Cerity Partners OCIO LLC | 131,515 | 13,607,000 | 0.44% | ||
| 40 | LODESTAR INVESTMENT COUNSEL LLC/IL | 122,150 | 12,864,000 | 0.41% | ||
| 41 | Gerstein Fisher | 109,128 | 11,492,000 | 0.37% | ||
| 42 | Carlson Capital Management | 107,723 | 11,344,000 | 0.36% | ||
| 43 | Roof Eidam Maycock Peralta, LLC | 102,016 | 10,743,000 | 0.35% | ||
| 44 | Texas Yale Capital Corp. | 96,684 | 10,182,000 | 0.33% | ||
| 45 | Janney Montgomery Scott LLC | 98,910 | 10,139,000 | 0.33% | ||
| 46 | STIFEL FINANCIAL CORP | 89,898 | 9,468,000 | 0.30% | ||
| 47 | QUEST INVESTMENT MANAGEMENT LLC | 86,445 | 9,104,000 | 0.29% | ||
| 48 | BUCKINGHAM STRATEGIC WEALTH, LLC | 84,050 | 8,851,000 | 0.28% | ||
| 49 | Cambridge Investment Research Advisors, Inc. | 83,645 | 8,809,000 | 0.28% | ||
| 50 | Composition Wealth, LLC | 80,103 | 8,754,000 | 0.28% |
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.
