| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 7,354,306 | 903,917,000 | 19.15% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,302,644 | 528,838,000 | 11.20% | ||
| 3 | Betterment LLC | 2,697,804 | 331,587,000 | 7.02% | ||
| 4 | MORGAN STANLEY | 2,079,706 | 255,617,000 | 5.41% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,346,734 | 165,528,000 | 3.51% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,128,963 | 138,760,000 | 2.94% | ||
| 7 | UBS Group AG | 923,924 | 113,560,000 | 2.41% | ||
| 8 | FMR LLC | 813,032 | 99,930,000 | 2.12% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 757,066 | 93,048,000 | 1.97% | ||
| 10 | LPL Financial LLC | 629,803 | 77,409,000 | 1.64% | ||
| 11 | ASSETMARK, INC | 611,294 | 75,134,000 | 1.59% | ||
| 12 | Lourd Capital, LLC | 492,040 | 60,477,000 | 1.28% | ||
| 13 | TIAA, FSB | 480,928 | 59,111,000 | 1.25% | ||
| 14 | ROYAL BANK OF CANADA | 453,008 | 55,680,000 | 1.18% | ||
| 15 | QS Investors, LLC | 424,402 | 52,163,000 | 1.10% | ||
| 16 | Personal Capital Advisors Corp | 393,249 | 48,334,000 | 1.02% | ||
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 391,161 | 48,078,000 | 1.02% | ||
| 18 | 3EDGE ASSET MANAGEMENT, LP | 358,500 | 44,065,000 | 0.93% | ||
| 19 | AMERIPRISE FINANCIAL INC | 348,436 | 42,809,000 | 0.91% | ||
| 20 | MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 341,163 | 42,076,000 | 0.89% | ||
| 21 | MATHER GROUP, LLC. | 327,615 | 40,267,000 | 0.85% | ||
| 22 | Efficient Advisors, LLC | 309,119 | 37,994,000 | 0.80% | ||
| 23 | Commonwealth Equity Services, Inc | 296,652 | 36,462,000 | 0.77% | ||
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 269,592 | 33,135,000 | 0.70% | ||
| 25 | SEI INVESTMENTS CO | 237,012 | 29,131,000 | 0.62% | ||
| 26 | MML INVESTORS SERVICES, INC. | 234,457 | 28,817,000 | 0.61% | ||
| 27 | Composition Wealth, LLC | 226,845 | 27,882,000 | 0.59% | ||
| 28 | Morningstar Investment Services LLC | 210,104 | 25,824,000 | 0.55% | ||
| 29 | Horizon Investments, LLC | 195,593 | 23,733,000 | 0.50% | ||
| 30 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 190,500 | 23,414,000 | 0.50% | ||
| 31 | Financial Planning & Information Services, Inc. | 188,545 | 23,174,000 | 0.49% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 188,117 | 23,122,000 | 0.49% | ||
| 33 | J.P. Morgan Private Wealth Advisors LLC | 172,136 | 21,157,000 | 0.45% | ||
| 34 | Wealth Architects, LLC | 165,589 | 20,352,000 | 0.43% | ||
| 35 | JANE STREET GROUP, LLC | 164,736 | 20,248,000 | 0.43% | ||
| 36 | Summit Equities Inc | 161,876 | 19,896,000 | 0.42% | ||
| 37 | FIFTH THIRD BANCORP | 159,129 | 19,559,000 | 0.41% | ||
| 38 | Raymond James Financial Services Advisors, Inc. | 157,642 | 19,376,000 | 0.41% | ||
| 39 | Modera Wealth Management, LLC | 151,159 | 18,579,000 | 0.39% | ||
| 40 | Zhang Financial LLC | 150,227 | 18,391,000 | 0.39% | ||
| 41 | Cerity Partners OCIO LLC | 145,800 | 17,937,000 | 0.38% | ||
| 42 | Creative Planning | 136,594 | 16,789,000 | 0.36% | ||
| 43 | Private Advisor Group, LLC | 137,105 | 16,783,000 | 0.36% | ||
| 44 | LINCOLN NATIONAL CORP | 127,004 | 15,610,000 | 0.33% | ||
| 45 | Cambridge Investment Research Advisors, Inc. | 126,550 | 15,554,000 | 0.33% | ||
| 46 | SYMMETRY PARTNERS, LLC | 125,233 | 15,392,000 | 0.33% | ||
| 47 | Roof Eidam Maycock Peralta, LLC | 121,867 | 14,979,000 | 0.32% | ||
| 48 | TRUSTMARK BANK TRUST DEPARTMENT | 118,807 | 14,603,000 | 0.31% | ||
| 49 | Allen Investment Management, LLC | 116,637 | 14,336,000 | 0.30% | ||
| 50 | People's United Financial, Inc. | 114,073 | 14,021,000 | 0.30% |
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.
