| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 18,114,758 | 855,922,000 | 27.71% | ||
| 2 | BlackRock Institutional Trust Company, N.A. | 6,182,252 | 292,111,000 | 9.46% | ||
| 3 | RiverFront Investment Group, LLC | 3,698,539 | 174,756,000 | 5.66% | ||
| 4 | AMERIPRISE FINANCIAL INC | 3,577,596 | 168,995,000 | 5.47% | ||
| 5 | FMR LLC | 3,189,117 | 150,686,000 | 4.88% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 3,099,438 | 146,448,000 | 4.74% | ||
| 7 | WELLS FARGO & COMPANY/MN | 2,096,713 | 99,069,000 | 3.21% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 1,996,651 | 94,342,000 | 3.05% | ||
| 9 | Diversified Trust Co | 1,374,700 | 64,955,000 | 2.10% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 1,274,969 | 60,242,000 | 1.95% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 1,180,621 | 55,782,000 | 1.81% | ||
| 12 | DUPONT CAPITAL MANAGEMENT CORP | 1,039,666 | 49,124,000 | 1.59% | ||
| 13 | US BANCORP \DE\ | 1,039,447 | 49,114,000 | 1.59% | ||
| 14 | M&T BANK CORP | 973,327 | 45,990,000 | 1.49% | ||
| 15 | NATIXIS ADVISORS, LLC | 902,695 | 42,652,000 | 1.38% | ||
| 16 | Orion Porfolio Solutions, LLC | 886,502 | 41,887,000 | 1.36% | ||
| 17 | Efficient Advisors, LLC | 645,482 | 30,499,000 | 0.99% | ||
| 18 | MORGAN STANLEY | 628,776 | 29,709,000 | 0.96% | ||
| 19 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 606,383 | 28,652,000 | 0.93% | ||
| 20 | ROYAL BANK OF CANADA | 596,179 | 28,170,000 | 0.91% | ||
| 21 | Morningstar Investment Services LLC | 586,675 | 27,720,000 | 0.90% | ||
| 22 | UBS Group AG | 559,625 | 26,442,000 | 0.86% | ||
| 23 | BlackRock Finance, Inc. | 509,890 | 24,092,000 | 0.78% | ||
| 24 | TRUIST FINANCIAL CORP | 466,876 | 22,060,000 | 0.71% | ||
| 25 | NORTHERN TRUST CORP | 441,706 | 20,871,000 | 0.68% | ||
| 26 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 415,194 | 19,618,000 | 0.64% | ||
| 27 | SCS Capital Management LLC | 362,838 | 17,144,000 | 0.56% | ||
| 28 | ALPS ADVISORS INC | 330,859 | 15,633,000 | 0.51% | ||
| 29 | Janney Montgomery Scott LLC | 281,565 | 13,304,000 | 0.43% | ||
| 30 | One Capital Management, LLC | 280,014 | 13,231,000 | 0.43% | ||
| 31 | Baker Avenue Asset Management, LP | 246,278 | 11,637,000 | 0.38% | ||
| 32 | BUCKINGHAM STRATEGIC WEALTH, LLC | 236,822 | 11,190,000 | 0.36% | ||
| 33 | Cranbrook Wealth Management, LLC | 232,447 | 10,983,000 | 0.36% | ||
| 34 | Parkside Advisors LLC | 227,822 | 10,765,000 | 0.35% | ||
| 35 | MUFG Americas Holdings Corp | 219,728 | 10,382,000 | 0.34% | ||
| 36 | SYMMETRY PARTNERS, LLC | 219,600 | 10,376,000 | 0.34% | ||
| 37 | Plancorp, LLC | 212,133 | 10,023,000 | 0.32% | ||
| 38 | DUBUQUE BANK & TRUST CO | 211,570 | 9,997,000 | 0.32% | ||
| 39 | LPL Financial LLC | 182,711 | 8,704,000 | 0.28% | ||
| 40 | GREENLEAF TRUST | 179,293 | 8,472,000 | 0.27% | ||
| 41 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 177,429 | 8,383,000 | 0.27% | ||
| 42 | S. R. Schill & Associates | 174,829 | 8,261,000 | 0.27% | ||
| 43 | Zhang Financial LLC | 169,839 | 8,257,000 | 0.27% | ||
| 44 | INTERACTIVE FINANCIAL ADVISORS, INC. | 173,998 | 8,221,000 | 0.27% | ||
| 45 | Carlson Capital Management | 153,248 | 7,241,000 | 0.23% | ||
| 46 | MML INVESTORS SERVICES, INC. | 147,207 | 6,956,000 | 0.23% | ||
| 47 | BANK OF MONTREAL /CAN/ | 151,176 | 6,947,000 | 0.22% | ||
| 48 | FAS Wealth Partners, Inc. | 145,624 | 6,881,000 | 0.22% | ||
| 49 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 145,202 | 6,861,000 | 0.22% | ||
| 50 | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC | 139,494 | 6,792,000 | 0.22% |
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.
