| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 9,942,260 | 460,227,000 | 29.21% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,646,321 | 122,499,000 | 7.77% | ||
| 3 | NATIXIS ADVISORS, LLC | 2,149,819 | 99,515,000 | 6.32% | ||
| 4 | WELLS FARGO & COMPANY/MN | 2,074,877 | 96,046,000 | 6.10% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,708,097 | 79,067,000 | 5.02% | ||
| 6 | US BANCORP \DE\ | 1,421,147 | 65,785,000 | 4.18% | ||
| 7 | M&T BANK CORP | 1,288,652 | 59,653,000 | 3.79% | ||
| 8 | MORGAN STANLEY | 840,782 | 38,919,000 | 2.47% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 798,369 | 36,957,000 | 2.35% | ||
| 10 | Efficient Advisors, LLC | 627,228 | 29,034,000 | 1.84% | ||
| 11 | TRUIST FINANCIAL CORP | 600,349 | 27,790,000 | 1.76% | ||
| 12 | FutureAdvisor, Inc. | 550,422 | 25,479,000 | 1.62% | ||
| 13 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 504,029 | 23,332,000 | 1.48% | ||
| 14 | NORTHERN TRUST CORP | 450,006 | 20,831,000 | 1.32% | ||
| 15 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 415,524 | 19,235,000 | 1.22% | ||
| 16 | Orion Porfolio Solutions, LLC | 378,874 | 17,538,000 | 1.11% | ||
| 17 | Cranbrook Wealth Management, LLC | 343,145 | 15,884,000 | 1.01% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 325,026 | 15,045,000 | 0.95% | ||
| 19 | ROYAL BANK OF CANADA | 312,876 | 14,483,000 | 0.92% | ||
| 20 | CREDIT SUISSE AG/ | 282,736 | 13,088,000 | 0.83% | ||
| 21 | One Capital Management, LLC | 249,627 | 11,555,000 | 0.73% | ||
| 22 | GOLDMAN SACHS GROUP INC | 249,050 | 11,528,000 | 0.73% | ||
| 23 | PARK AVENUE SECURITIES LLC | 240,383 | 11,127,000 | 0.71% | ||
| 24 | UBS Group AG | 228,672 | 10,585,000 | 0.67% | ||
| 25 | Parkside Advisors LLC | 222,214 | 10,286,000 | 0.65% | ||
| 26 | Sequoia Financial Advisors, LLC | 210,670 | 9,752,000 | 0.62% | ||
| 27 | Zhang Financial LLC | 193,757 | 8,969,000 | 0.57% | ||
| 28 | BUCKINGHAM STRATEGIC WEALTH, LLC | 190,009 | 8,796,000 | 0.56% | ||
| 29 | MML INVESTORS SERVICES, INC. | 173,379 | 8,026,000 | 0.51% | ||
| 30 | INTERACTIVE FINANCIAL ADVISORS, INC. | 171,001 | 7,916,000 | 0.50% | ||
| 31 | Plancorp, LLC | 168,922 | 7,819,000 | 0.50% | ||
| 32 | MUFG Americas Holdings Corp | 166,871 | 7,724,000 | 0.49% | ||
| 33 | TD Capital Management LLC | 163,594 | 7,573,000 | 0.48% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 148,137 | 6,857,000 | 0.44% | ||
| 35 | GLENMEDE TRUST CO NA | 144,795 | 6,702,000 | 0.43% | ||
| 36 | Peachtree Investment Advisors, Inc. | 139,921 | 6,477,000 | 0.41% | ||
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 134,286 | 6,216,000 | 0.39% | ||
| 38 | Carlson Capital Management | 119,001 | 5,509,000 | 0.35% | ||
| 39 | JANE STREET GROUP, LLC | 115,780 | 5,359,000 | 0.34% | ||
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 114,151 | 5,284,000 | 0.34% | ||
| 41 | STRINGER ASSET MANAGEMENT, LLC | 106,753 | 4,942,000 | 0.31% | ||
| 42 | FIDUCIARY TRUST CO | 106,268 | 4,919,000 | 0.31% | ||
| 43 | BOKF, NA | 101,404 | 4,694,000 | 0.30% | ||
| 44 | 1st Global Advisors, Inc. | 96,325 | 4,459,000 | 0.28% | ||
| 45 | BANK OF MONTREAL /CAN/ | 89,056 | 4,122,000 | 0.26% | ||
| 46 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 78,474 | 3,633,000 | 0.23% | ||
| 47 | AMERICAN CENTURY COMPANIES INC | 69,388 | 3,212,000 | 0.20% | ||
| 48 | SIGNET FINANCIAL MANAGEMENT, LLC | 66,597 | 3,083,000 | 0.20% | ||
| 49 | BLAIR WILLIAM & CO/IL | 66,300 | 3,069,000 | 0.19% | ||
| 50 | HUNTINGTON NATIONAL BANK | 64,869 | 3,003,000 | 0.19% | PRN |
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.
