| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 5,682,691 | 687,606,000 | 16.29% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,125,764 | 499,218,000 | 11.83% | ||
| 3 | MORGAN STANLEY | 3,083,385 | 373,091,000 | 8.84% | ||
| 4 | Betterment LLC | 1,975,702 | 239,060,000 | 5.66% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,203,774 | 145,656,000 | 3.45% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,013,656 | 122,653,000 | 2.91% | ||
| 7 | UBS Group AG | 864,704 | 104,629,000 | 2.48% | ||
| 8 | FMR LLC | 847,777 | 102,581,000 | 2.43% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 719,699 | 87,085,000 | 2.06% | ||
| 10 | 3EDGE ASSET MANAGEMENT, LP | 698,800 | 84,560,000 | 2.00% | ||
| 11 | Horizon Investments, LLC | 604,234 | 73,112,000 | 1.73% | ||
| 12 | Lourd Capital, LLC | 477,606 | 57,790,000 | 1.37% | ||
| 13 | ASSETMARK, INC | 469,195 | 56,773,000 | 1.35% | ||
| 14 | TIAA CREF TRUST CO FSB/MO | 447,967 | 54,204,000 | 1.28% | ||
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 363,421 | 43,974,000 | 1.04% | ||
| 16 | QS Investors, LLC | 356,424 | 43,127,000 | 1.02% | ||
| 17 | Efficient Advisors, LLC | 326,865 | 39,551,000 | 0.94% | ||
| 18 | Arrow Investment Advisors, LLC | 304,866 | 36,889,000 | 0.87% | ||
| 19 | Commonwealth Equity Services, Inc | 280,160 | 33,899,000 | 0.80% | ||
| 20 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 278,090 | 33,649,000 | 0.80% | ||
| 21 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 276,193 | 33,419,000 | 0.79% | ||
| 22 | ROYAL BANK OF CANADA | 263,976 | 31,940,000 | 0.76% | ||
| 23 | MATHER GROUP, LLC. | 259,263 | 31,371,000 | 0.74% | ||
| 24 | AMERIPRISE FINANCIAL INC | 256,040 | 30,940,000 | 0.73% | ||
| 25 | Morningstar Investment Services LLC | 250,038 | 30,255,000 | 0.72% | ||
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 236,428 | 28,610,000 | 0.68% | ||
| 27 | Financial Planning & Information Services, Inc. | 181,284 | 21,935,000 | 0.52% | ||
| 28 | SEI INVESTMENTS CO | 175,274 | 21,208,000 | 0.50% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 172,981 | 20,864,000 | 0.49% | ||
| 30 | Wealth Architects, LLC | 160,021 | 19,363,000 | 0.46% | ||
| 31 | Modera Wealth Management, LLC | 159,704 | 19,324,000 | 0.46% | ||
| 32 | FIFTH THIRD BANCORP | 157,966 | 19,114,000 | 0.45% | ||
| 33 | Zhang Financial LLC | 149,933 | 18,197,000 | 0.43% | ||
| 34 | Summit Equities Inc | 146,157 | 17,685,000 | 0.42% | ||
| 35 | ALPS ADVISORS INC | 137,812 | 16,675,000 | 0.40% | ||
| 36 | Cerity Partners OCIO LLC | 137,203 | 16,602,000 | 0.39% | ||
| 37 | Raymond James Financial Services Advisors, Inc. | 136,338 | 16,497,000 | 0.39% | ||
| 38 | LINCOLN NATIONAL CORP | 134,728 | 16,302,000 | 0.39% | ||
| 39 | Creative Planning | 129,039 | 15,614,000 | 0.37% | ||
| 40 | IndexIQ Advisors LLC | 127,557 | 15,434,000 | 0.37% | ||
| 41 | Private Advisor Group, LLC | 123,563 | 15,152,000 | 0.36% | ||
| 42 | Composition Wealth, LLC | 116,815 | 14,135,000 | 0.33% | ||
| 43 | Allen Investment Management, LLC | 114,220 | 13,821,000 | 0.33% | ||
| 44 | Cambridge Investment Research Advisors, Inc. | 113,086 | 13,683,000 | 0.32% | ||
| 45 | GOLDMAN SACHS GROUP INC | 113,039 | 13,678,000 | 0.32% | ||
| 46 | Roof Eidam Maycock Peralta, LLC | 112,138 | 13,569,000 | 0.32% | ||
| 47 | STIFEL FINANCIAL CORP | 110,924 | 13,443,000 | 0.32% | ||
| 48 | Carlson Capital Management | 110,510 | 13,372,000 | 0.32% | ||
| 49 | People's United Financial, Inc. | 109,004 | 13,189,000 | 0.31% | ||
| 50 | SYMMETRY PARTNERS, LLC | 108,424 | 13,119,000 | 0.31% |
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.
