| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 11,070,452 | 496,620,000 | 30.92% | ||
| 2 | NATIXIS ADVISORS, LLC | 2,430,107 | 109,015,000 | 6.79% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,085,422 | 93,552,000 | 5.83% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,629,082 | 73,079,000 | 4.55% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,616,909 | 72,535,000 | 4.52% | ||
| 6 | SCS Capital Management LLC | 1,426,152 | 63,977,000 | 3.98% | ||
| 7 | M&T BANK CORP | 1,250,996 | 56,119,000 | 3.49% | ||
| 8 | US BANCORP \DE\ | 1,218,446 | 54,661,000 | 3.40% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 892,965 | 40,058,000 | 2.49% | ||
| 10 | MORGAN STANLEY | 717,391 | 32,182,000 | 2.00% | ||
| 11 | Efficient Advisors, LLC | 650,148 | 29,166,000 | 1.82% | ||
| 12 | TRUIST FINANCIAL CORP | 567,210 | 25,445,000 | 1.58% | ||
| 13 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 556,901 | 24,983,000 | 1.56% | ||
| 14 | BlackRock Finance, Inc. | 556,876 | 24,981,000 | 1.56% | ||
| 15 | Orion Porfolio Solutions, LLC | 471,342 | 21,144,000 | 1.32% | ||
| 16 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 470,066 | 21,087,000 | 1.31% | ||
| 17 | NORTHERN TRUST CORP | 448,706 | 20,129,000 | 1.25% | ||
| 18 | UBS Group AG | 411,345 | 18,453,000 | 1.15% | ||
| 19 | ROYAL BANK OF CANADA | 366,237 | 16,429,000 | 1.02% | ||
| 20 | Cranbrook Wealth Management, LLC | 319,750 | 14,344,000 | 0.89% | ||
| 21 | PARK AVENUE SECURITIES LLC | 297,573 | 13,156,000 | 0.82% | ||
| 22 | One Capital Management, LLC | 261,080 | 11,712,000 | 0.73% | ||
| 23 | MML INVESTORS SERVICES, INC. | 243,767 | 10,935,000 | 0.68% | ||
| 24 | Parkside Advisors LLC | 238,887 | 10,716,000 | 0.67% | ||
| 25 | BUCKINGHAM STRATEGIC WEALTH, LLC | 213,327 | 9,570,000 | 0.60% | ||
| 26 | Carlson Capital Management | 208,862 | 9,370,000 | 0.58% | ||
| 27 | MUFG Americas Holdings Corp | 201,830 | 9,054,000 | 0.56% | ||
| 28 | Plancorp, LLC | 193,922 | 8,699,000 | 0.54% | ||
| 29 | Zhang Financial LLC | 191,046 | 8,570,000 | 0.53% | ||
| 30 | BANK OF MONTREAL /CAN/ | 185,824 | 8,336,000 | 0.52% | ||
| 31 | INTERACTIVE FINANCIAL ADVISORS, INC. | 174,121 | 7,811,000 | 0.49% | ||
| 32 | Counsel Portfolio Services Inc. | 172,638 | 7,745,000 | 0.48% | ||
| 33 | MACKENZIE FINANCIAL CORP | 165,800 | 7,438,000 | 0.46% | ||
| 34 | S. R. Schill & Associates | 158,468 | 7,109,000 | 0.44% | ||
| 35 | FIDUCIARY TRUST CO | 137,725 | 6,178,000 | 0.38% | ||
| 36 | DUBUQUE BANK & TRUST CO | 130,023 | 5,833,000 | 0.36% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 128,057 | 5,745,000 | 0.36% | ||
| 38 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 125,430 | 5,627,000 | 0.35% | ||
| 39 | GOLDMAN SACHS GROUP INC | 123,009 | 5,518,000 | 0.34% | ||
| 40 | LPL Financial LLC | 104,793 | 4,505,000 | 0.28% | ||
| 41 | 1st Global Advisors, Inc. | 96,325 | 4,321,000 | 0.27% | ||
| 42 | BOKF, NA | 93,773 | 4,206,000 | 0.26% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 91,844 | 4,121,000 | 0.26% | ||
| 44 | FAS Wealth Partners, Inc. | 89,294 | 4,006,000 | 0.25% | ||
| 45 | BLAIR WILLIAM & CO/IL | 73,215 | 3,284,000 | 0.20% | ||
| 46 | ASHFORD CAPITAL MANAGEMENT INC | 69,924 | 3,137,000 | 0.20% | ||
| 47 | GLENMEDE TRUST CO NA | 69,127 | 3,100,000 | 0.19% | ||
| 48 | SIGNET FINANCIAL MANAGEMENT, LLC | 69,015 | 3,096,000 | 0.19% | ||
| 49 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 67,566 | 3,031,000 | 0.19% | ||
| 50 | ASPIRIANT, LLC | 59,760 | 2,681,000 | 0.17% |
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.
