| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 7,971,232 | 406,772,000 | 25.33% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,143,456 | 109,380,000 | 6.81% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,854,685 | 94,642,000 | 5.89% | ||
| 4 | NATIXIS ADVISORS, LLC | 1,779,541 | 90,810,000 | 5.65% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,696,195 | 86,558,000 | 5.39% | ||
| 6 | M&T BANK CORP | 1,474,212 | 75,230,000 | 4.68% | ||
| 7 | US BANCORP \DE\ | 1,295,379 | 66,104,000 | 4.12% | ||
| 8 | MORGAN STANLEY | 877,225 | 44,765,000 | 2.79% | ||
| 9 | TRUIST FINANCIAL CORP | 595,270 | 30,377,000 | 1.89% | ||
| 10 | Efficient Advisors, LLC | 585,291 | 29,867,000 | 1.86% | ||
| 11 | ROYAL BANK OF CANADA | 578,796 | 29,537,000 | 1.84% | ||
| 12 | MANAGED ACCOUNT ADVISORS LLC | 533,691 | 27,234,000 | 1.70% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 458,696 | 23,407,000 | 1.46% | ||
| 14 | Sage Advisory Services, Ltd.Co. | 458,074 | 23,357,000 | 1.45% | ||
| 15 | Linscomb Wealth, Inc. | 395,931 | 20,204,000 | 1.26% | ||
| 16 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 365,047 | 18,628,000 | 1.16% | ||
| 17 | NORTHERN TRUST CORP | 354,602 | 18,095,000 | 1.13% | ||
| 18 | FutureAdvisor, Inc. | 350,116 | 17,890,000 | 1.11% | ||
| 19 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 339,202 | 17,309,000 | 1.08% | ||
| 20 | JPMORGAN CHASE & CO | 336,814 | 17,188,000 | 1.07% | ||
| 21 | TD Capital Management LLC | 301,838 | 15,403,000 | 0.96% | ||
| 22 | Cranbrook Wealth Management, LLC | 297,308 | 15,172,000 | 0.94% | ||
| 23 | UBS Group AG | 243,495 | 12,426,000 | 0.77% | ||
| 24 | Peachtree Investment Advisors, Inc. | 241,338 | 12,277,000 | 0.76% | ||
| 25 | GOLDMAN SACHS GROUP INC | 231,124 | 11,794,000 | 0.73% | ||
| 26 | INTERACTIVE FINANCIAL ADVISORS, INC. | 215,948 | 11,020,000 | 0.69% | ||
| 27 | AXA S.A. | 215,810 | 11,013,000 | 0.69% | ||
| 28 | PARK AVENUE SECURITIES LLC | 212,168 | 10,827,000 | 0.67% | ||
| 29 | Zhang Financial LLC | 209,805 | 10,707,000 | 0.67% | ||
| 30 | SCS Capital Management LLC | 202,729 | 10,345,000 | 0.64% | ||
| 31 | Parkside Advisors LLC | 197,308 | 10,069,000 | 0.63% | ||
| 32 | RAYMOND JAMES & ASSOCIATES | 188,233 | 9,605,000 | 0.60% | ||
| 33 | One Capital Management, LLC | 174,504 | 8,905,000 | 0.55% | ||
| 34 | ASHFORD CAPITAL MANAGEMENT INC | 163,795 | 8,358,000 | 0.52% | ||
| 35 | GLENMEDE TRUST CO NA | 162,845 | 8,309,000 | 0.52% | ||
| 36 | BUCKINGHAM STRATEGIC WEALTH, LLC | 160,518 | 8,191,000 | 0.51% | ||
| 37 | MUFG Americas Holdings Corp | 145,623 | 7,431,000 | 0.46% | ||
| 38 | Plancorp, LLC | 144,480 | 7,373,000 | 0.46% | ||
| 39 | Ifrah Financial Services, Inc. | 135,216 | 6,900,000 | 0.43% | ||
| 40 | NOMURA HOLDINGS INC | 132,718 | 6,773,000 | 0.42% | ||
| 41 | FDx Advisors, Inc. | 128,907 | 6,578,000 | 0.41% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 118,462 | 6,045,000 | 0.38% | ||
| 43 | BANK OF MONTREAL /CAN/ | 115,541 | 5,896,000 | 0.37% | ||
| 44 | Carlson Capital Management | 110,754 | 5,652,000 | 0.35% | ||
| 45 | COLONY GROUP LLC | 108,695 | 5,547,000 | 0.35% | ||
| 46 | Stonehearth Capital Management, LLC | 101,457 | 5,177,000 | 0.32% | ||
| 47 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 97,389 | 4,970,000 | 0.31% | ||
| 48 | 1st Global Advisors, Inc. | 94,711 | 4,833,000 | 0.30% | ||
| 49 | S. R. Schill & Associates | 76,514 | 3,905,000 | 0.24% | ||
| 50 | BB&T SECURITIES, LLC | 7,541 | 3,848,000 | 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.
