| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 8,986,317 | 478,791,000 | 27.93% | ||
| 2 | WELLS FARGO & COMPANY/MN | 2,337,552 | 124,546,000 | 7.27% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 2,278,770 | 121,413,000 | 7.08% | ||
| 4 | NATIXIS ADVISORS, LLC | 1,879,370 | 100,133,000 | 5.84% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,677,655 | 89,385,000 | 5.21% | ||
| 6 | US BANCORP \DE\ | 1,402,069 | 74,702,000 | 4.36% | ||
| 7 | M&T BANK CORP | 1,220,582 | 65,033,000 | 3.79% | ||
| 8 | MORGAN STANLEY | 908,525 | 48,406,000 | 2.82% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 732,683 | 39,037,000 | 2.28% | ||
| 10 | ROYAL BANK OF CANADA | 618,481 | 32,953,000 | 1.92% | ||
| 11 | TRUIST FINANCIAL CORP | 616,403 | 32,843,000 | 1.92% | ||
| 12 | Efficient Advisors, LLC | 610,183 | 32,511,000 | 1.90% | ||
| 13 | Sage Advisory Services, Ltd.Co. | 466,563 | 24,849,000 | 1.45% | ||
| 14 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 443,002 | 23,594,000 | 1.38% | ||
| 15 | FutureAdvisor, Inc. | 431,677 | 23,005,000 | 1.34% | ||
| 16 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 359,115 | 19,134,000 | 1.12% | ||
| 17 | Cranbrook Wealth Management, LLC | 316,747 | 16,876,000 | 0.98% | ||
| 18 | Orion Porfolio Solutions, LLC | 315,673 | 16,819,000 | 0.98% | ||
| 19 | TD Capital Management LLC | 295,394 | 15,739,000 | 0.92% | ||
| 20 | UBS Group AG | 264,982 | 14,118,000 | 0.82% | ||
| 21 | NORTHERN TRUST CORP | 249,848 | 13,312,000 | 0.78% | ||
| 22 | PARK AVENUE SECURITIES LLC | 229,567 | 12,231,000 | 0.71% | ||
| 23 | GOLDMAN SACHS GROUP INC | 217,489 | 11,588,000 | 0.68% | ||
| 24 | Parkside Advisors LLC | 213,171 | 11,358,000 | 0.66% | ||
| 25 | Zhang Financial LLC | 207,857 | 11,075,000 | 0.65% | ||
| 26 | Peachtree Investment Advisors, Inc. | 200,853 | 10,701,000 | 0.62% | ||
| 27 | One Capital Management, LLC | 197,488 | 10,522,000 | 0.61% | ||
| 28 | INTERACTIVE FINANCIAL ADVISORS, INC. | 196,801 | 10,486,000 | 0.61% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 165,785 | 8,833,000 | 0.52% | ||
| 30 | BUCKINGHAM STRATEGIC WEALTH, LLC | 160,505 | 8,552,000 | 0.50% | ||
| 31 | GLENMEDE TRUST CO NA | 159,360 | 8,490,000 | 0.50% | ||
| 32 | Ifrah Financial Services, Inc. | 143,652 | 7,654,000 | 0.45% | ||
| 33 | Sequoia Financial Advisors, LLC | 143,563 | 7,649,000 | 0.45% | ||
| 34 | FDx Advisors, Inc. | 140,600 | 7,491,000 | 0.44% | ||
| 35 | MUFG Americas Holdings Corp | 138,308 | 7,370,000 | 0.43% | ||
| 36 | MANAGED ACCOUNT ADVISORS LLC | 133,678 | 7,122,000 | 0.42% | ||
| 37 | NOMURA HOLDINGS INC | 132,718 | 7,074,000 | 0.41% | ||
| 38 | ASHFORD CAPITAL MANAGEMENT INC | 131,191 | 6,990,000 | 0.41% | ||
| 39 | BANK OF MONTREAL /CAN/ | 122,456 | 6,525,000 | 0.38% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 110,228 | 5,876,000 | 0.34% | ||
| 41 | Carlson Capital Management | 109,029 | 5,809,000 | 0.34% | ||
| 42 | 1st Global Advisors, Inc. | 108,404 | 5,776,000 | 0.34% | ||
| 43 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 105,368 | 5,614,000 | 0.33% | ||
| 44 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 86,882 | 4,629,000 | 0.27% | ||
| 45 | BOKF, NA | 84,277 | 4,490,000 | 0.26% | ||
| 46 | FIDUCIARY TRUST CO | 77,440 | 4,126,000 | 0.24% | ||
| 47 | ASPIRIANT, LLC | 68,651 | 3,658,000 | 0.21% | ||
| 48 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 65,503 | 3,628,000 | 0.21% | ||
| 49 | S. R. Schill & Associates | 66,235 | 3,529,000 | 0.21% | ||
| 50 | BB&T SECURITIES, LLC | 6,294 | 3,353,000 | 0.20% |
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.
