| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 8,375,860 | 802,827,000 | 19.97% | ||
| 2 | Creative Planning | 4,395,698 | 421,328,000 | 10.48% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 3,840,498 | 368,113,000 | 9.16% | ||
| 4 | FMR LLC | 3,119,032 | 294,936,000 | 7.34% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 2,490,192 | 238,685,000 | 5.94% | ||
| 6 | MORGAN STANLEY | 1,872,461 | 179,475,000 | 4.46% | ||
| 7 | VANGUARD GROUP INC | 1,839,217 | 176,289,000 | 4.38% | ||
| 8 | UBS Group AG | 1,196,086 | 114,645,000 | 2.85% | ||
| 9 | WELLS FARGO & COMPANY/MN | 1,164,133 | 111,583,000 | 2.78% | ||
| 10 | SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. | 1,051,834 | 100,818,000 | 2.51% | ||
| 11 | Transamerica Financial Advisors, LLC | 839,561 | 80,472,000 | 2.00% | ||
| 12 | Carlson Capital Management | 626,051 | 60,007,000 | 1.49% | ||
| 13 | COLDSTREAM CAPITAL MANAGEMENT INC | 477,903 | 45,807,000 | 1.14% | ||
| 14 | ROYAL BANK OF CANADA | 469,384 | 44,989,000 | 1.12% | ||
| 15 | Ballentine Partners, LLC | 446,810 | 42,826,000 | 1.07% | ||
| 16 | MATHER GROUP, LLC. | 440,485 | 42,220,000 | 1.05% | ||
| 17 | FIFTH THIRD BANCORP | 411,757 | 39,467,000 | 0.98% | ||
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 407,223 | 39,032,000 | 0.97% | ||
| 19 | Commonwealth Equity Services, Inc | 331,768 | 31,800,000 | 0.79% | ||
| 20 | AXA S.A. | 314,077 | 30,104,000 | 0.75% | ||
| 21 | MADISON INVESTMENT HOLDINGS INC | 303,074 | 29,050,000 | 0.72% | ||
| 22 | Kistler-Tiffany Companies, LLC | 287,098 | 27,518,000 | 0.68% | ||
| 23 | Verus Financial Partners, Inc. | 250,626 | 24,022,000 | 0.60% | SH | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 227,274 | 21,784,000 | 0.54% | ||
| 25 | JMG Financial Group, Ltd. | 209,853 | 20,114,000 | 0.50% | ||
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 177,298 | 17,021,000 | 0.42% | ||
| 27 | Cambridge Investment Research Advisors, Inc. | 163,775 | 15,698,000 | 0.39% | ||
| 28 | TIAA CREF TRUST CO FSB/MO | 161,792 | 15,508,000 | 0.39% | ||
| 29 | WEALTHFRONT CORP | 157,874 | 15,132,000 | 0.38% | ||
| 30 | MOLLER WEALTH PARTNERS | 143,033 | 13,710,000 | 0.34% | ||
| 31 | LEAVELL INVESTMENT MANAGEMENT, INC. | 139,860 | 13,406,000 | 0.33% | ||
| 32 | Bank of New York Mellon Corp | 135,817 | 13,019,000 | 0.32% | ||
| 33 | Private Advisor Group, LLC | 125,830 | 12,076,000 | 0.30% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 116,908 | 11,206,000 | 0.28% | ||
| 35 | Destination Wealth Management | 116,332 | 11,150,000 | 0.28% | ||
| 36 | AMERIPRISE FINANCIAL INC | 115,031 | 11,021,000 | 0.27% | ||
| 37 | HEARTWOOD WEALTH MANAGEMENT LTD | 113,566 | 10,885,000 | 0.27% | ||
| 38 | TD Capital Management LLC | 112,269 | 10,761,000 | 0.27% | ||
| 39 | BANK OF MONTREAL /CAN/ | 111,762 | 10,712,000 | 0.27% | ||
| 40 | Gibson Capital, LLC | 110,528 | 10,592,000 | 0.26% | ||
| 41 | SIMMONS BANK | 107,625 | 10,316,000 | 0.26% | ||
| 42 | Ledyard National Bank | 106,519 | 10,210,000 | 0.25% | ||
| 43 | Raymond James Financial Services Advisors, Inc. | 102,812 | 9,854,000 | 0.25% | ||
| 44 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 98,580 | 9,449,000 | 0.23% | ||
| 45 | RAYMOND JAMES & ASSOCIATES | 93,630 | 8,975,000 | 0.22% | ||
| 46 | Wealth Architects, LLC | 90,957 | 8,718,000 | 0.22% | ||
| 47 | Baltimore-Washington Financial Advisors, Inc. | 90,228 | 8,648,000 | 0.22% | ||
| 48 | JANE STREET GROUP, LLC | 89,865 | 8,614,000 | 0.21% | ||
| 49 | Financial Advisory Group | 89,244 | 8,554,000 | 0.21% | ||
| 50 | TRUSTMARK BANK TRUST DEPARTMENT | 89,165 | 8,546,000 | 0.21% |
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.
