| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 10,340,522 | 481,041,000 | 27.81% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,396,004 | 111,462,000 | 6.44% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,388,770 | 111,126,000 | 6.43% | ||
| 4 | NATIXIS ADVISORS, LLC | 2,226,273 | 103,566,000 | 5.99% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,831,152 | 85,185,000 | 4.93% | ||
| 6 | US BANCORP \DE\ | 1,433,980 | 66,709,000 | 3.86% | ||
| 7 | M&T BANK CORP | 1,318,354 | 61,329,000 | 3.55% | ||
| 8 | MORGAN STANLEY | 937,010 | 43,590,000 | 2.52% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 868,579 | 40,406,000 | 2.34% | ||
| 10 | Efficient Advisors, LLC | 635,095 | 29,545,000 | 1.71% | ||
| 11 | SCS Capital Management LLC | 578,750 | 26,923,000 | 1.56% | ||
| 12 | BlackRock Finance, Inc. | 574,364 | 26,719,000 | 1.54% | ||
| 13 | TRUIST FINANCIAL CORP | 544,925 | 25,350,000 | 1.47% | ||
| 14 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 514,729 | 23,945,000 | 1.38% | ||
| 15 | CREDIT SUISSE AG/ | 482,921 | 22,465,000 | 1.30% | ||
| 16 | NORTHERN TRUST CORP | 458,833 | 21,345,000 | 1.23% | ||
| 17 | UBS Group AG | 444,430 | 20,675,000 | 1.20% | ||
| 18 | GOLDMAN SACHS GROUP INC | 443,310 | 20,623,000 | 1.19% | ||
| 19 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 418,710 | 19,478,000 | 1.13% | ||
| 20 | Orion Porfolio Solutions, LLC | 414,291 | 19,273,000 | 1.11% | ||
| 21 | RAYMOND JAMES & ASSOCIATES | 361,559 | 16,820,000 | 0.97% | ||
| 22 | ROYAL BANK OF CANADA | 312,806 | 14,552,000 | 0.84% | ||
| 23 | Cranbrook Wealth Management, LLC | 296,151 | 13,777,000 | 0.80% | ||
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 284,782 | 13,248,000 | 0.77% | ||
| 25 | One Capital Management, LLC | 243,065 | 11,965,000 | 0.69% | ||
| 26 | PARK AVENUE SECURITIES LLC | 254,174 | 11,824,000 | 0.68% | ||
| 27 | Parkside Advisors LLC | 221,908 | 10,272,000 | 0.59% | ||
| 28 | Virtu KCG Holdings LLC | 216,341 | 10,064,000 | 0.58% | ||
| 29 | MML INVESTORS SERVICES, INC. | 200,031 | 9,305,000 | 0.54% | ||
| 30 | Zhang Financial LLC | 191,978 | 8,931,000 | 0.52% | ||
| 31 | MUFG Americas Holdings Corp | 190,995 | 8,885,000 | 0.51% | ||
| 32 | COLONY GROUP LLC | 189,966 | 8,837,000 | 0.51% | ||
| 33 | BUCKINGHAM STRATEGIC WEALTH, LLC | 189,094 | 8,797,000 | 0.51% | ||
| 34 | BANK OF MONTREAL /CAN/ | 181,874 | 8,461,000 | 0.49% | ||
| 35 | INTERACTIVE FINANCIAL ADVISORS, INC. | 169,349 | 7,878,000 | 0.46% | ||
| 36 | Counsel Portfolio Services Inc. | 165,800 | 7,713,000 | 0.45% | ||
| 37 | MACKENZIE FINANCIAL CORP | 165,800 | 7,713,000 | 0.45% | ||
| 38 | FAS Wealth Partners, Inc. | 165,578 | 7,703,000 | 0.45% | ||
| 39 | GLENMEDE TRUST CO NA | 164,880 | 7,669,000 | 0.44% | ||
| 40 | FIDUCIARY TRUST CO | 133,772 | 6,223,000 | 0.36% | ||
| 41 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 127,540 | 5,933,000 | 0.34% | ||
| 42 | STRINGER ASSET MANAGEMENT, LLC | 119,931 | 5,579,000 | 0.32% | ||
| 43 | Carlson Capital Management | 117,587 | 5,470,000 | 0.32% | ||
| 44 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 117,495 | 5,466,000 | 0.32% | ||
| 45 | TD Capital Management LLC | 116,678 | 5,428,000 | 0.31% | ||
| 46 | LPL Financial LLC | 115,032 | 5,258,000 | 0.30% | ||
| 47 | S. R. Schill & Associates | 102,405 | 4,764,000 | 0.28% | ||
| 48 | 1st Global Advisors, Inc. | 96,325 | 4,481,000 | 0.26% | ||
| 49 | BOKF, NA | 95,315 | 4,434,000 | 0.26% | ||
| 50 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 91,575 | 4,260,000 | 0.25% |
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.
