| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BlackRock Finance, Inc. | 10,399,726 | 525,395,000 | 70.03% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 1,909,420 | 96,464,000 | 12.86% | ||
| 3 | MORGAN STANLEY | 683,282 | 34,520,000 | 4.60% | ||
| 4 | AMERIPRISE FINANCIAL INC | 471,222 | 23,806,000 | 3.17% | ||
| 5 | KEYBANK NATIONAL ASSOCIATION/OH | 345,217 | 17,440,000 | 2.32% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 150,103 | 7,583,000 | 1.01% | ||
| 7 | NORTHSTAR INVESTMENT ADVISORS LLC | 143,478 | 7,249,000 | 0.97% | ||
| 8 | CONNING INC. | 116,600 | 5,891,000 | 0.79% | ||
| 9 | UBS Group AG | 113,920 | 5,755,000 | 0.77% | ||
| 10 | HEFTY WEALTH PARTNERS | 51,967 | 2,625,000 | 0.35% | ||
| 11 | Virtu KCG Holdings LLC | 49,512 | 2,501,000 | 0.33% | ||
| 12 | NewEdge Advisors, LLC | 46,409 | 2,346,000 | 0.31% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 35,241 | 1,780,000 | 0.24% | ||
| 14 | LPL Financial LLC | 30,009 | 1,516,000 | 0.20% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 29,261 | 1,478,000 | 0.20% | ||
| 16 | STEPHENS INC /AR/ | 28,882 | 1,459,000 | 0.19% | ||
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,958 | 1,362,000 | 0.18% | ||
| 18 | AGF INVESTMENTS INC. | 26,428 | 1,334,000 | 0.18% | ||
| 19 | CITADEL ADVISORS LLC | 26,325 | 1,330,000 | 0.18% | ||
| 20 | Summit Equities Inc | 23,412 | 1,183,000 | 0.16% | ||
| 21 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 18,335 | 927,751 | 0.12% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 17,318 | 874,000 | 0.12% | ||
| 23 | CWM, LLC | 16,816 | 850,000 | 0.11% | ||
| 24 | Rehmann Capital Advisory Group | 13,960 | 705,000 | 0.09% | ||
| 25 | ENVESTNET ASSET MANAGEMENT INC | 9,654 | 488,000 | 0.07% | ||
| 26 | PNC FINANCIAL SERVICES GROUP, INC. | 9,617 | 486,000 | 0.06% | ||
| 27 | Commonwealth Equity Services, Inc | 7,912 | 400,000 | 0.05% | ||
| 28 | Sigma Planning Corp | 7,755 | 392,000 | 0.05% | ||
| 29 | OPES ADVISORS INC | 7,710 | 390,000 | 0.05% | ||
| 30 | BLUESKY WEALTH ADVISORS, LLC | 7,590 | 383,000 | 0.05% | ||
| 31 | ROYAL BANK OF CANADA | 6,802 | 344,000 | 0.05% | ||
| 32 | AGILIS PARTNERS LLC | 5,926 | 299,000 | 0.04% | ||
| 33 | CORNERSTONE WEALTH MANAGEMENT, LLC | 4,678 | 237,000 | 0.03% | ||
| 34 | Burt Wealth Advisors | 2,860 | 144,000 | 0.02% | ||
| 35 | ADVISOR GROUP, INC. | 2,480 | 126,000 | 0.02% | ||
| 36 | IFP ADVISORS, INC | 1,248 | 63,000 | 0.01% | ||
| 37 | WELLS FARGO & COMPANY/MN | 1,087 | 55,000 | 0.01% | ||
| 38 | CITIGROUP INC | 960 | 48,000 | 0.01% | ||
| 39 | WFG Advisors, LP | 716 | 36,000 | 0.00% | ||
| 40 | ASSET DEDICATION, LLC | 400 | 20,000 | 0.00% | ||
| 41 | GENEOS WEALTH MANAGEMENT INC. | 74 | 3,000 | 0.00% | ||
| 42 | SEI INVESTMENTS CO | 34 | 2,000 | 0.00% | ||
| 43 | Parallax Volatility Advisers, L.P. | 2 | 0 | 0.00% |
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.
