| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 9,408,758 | 932,972,000 | 21.68% | ||
| 2 | Creative Planning | 4,209,589 | 417,423,000 | 9.70% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 3,753,613 | 372,207,000 | 8.65% | ||
| 4 | FMR LLC | 3,071,236 | 302,271,000 | 7.02% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 2,446,534 | 242,599,000 | 5.64% | ||
| 6 | VANGUARD GROUP INC | 1,923,648 | 190,749,000 | 4.43% | ||
| 7 | MORGAN STANLEY | 1,906,286 | 189,027,000 | 4.39% | ||
| 8 | UBS Group AG | 1,483,695 | 147,123,000 | 3.42% | ||
| 9 | WELLS FARGO & COMPANY/MN | 1,105,148 | 109,587,000 | 2.55% | ||
| 10 | SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. | 1,047,967 | 103,916,000 | 2.41% | ||
| 11 | Transamerica Financial Advisors, LLC | 711,311 | 70,534,000 | 1.64% | ||
| 12 | Carlson Capital Management | 612,308 | 60,716,000 | 1.41% | ||
| 13 | Catalyst Capital Advisors LLC | 535,170 | 53,067,000 | 1.23% | ||
| 14 | MATHER GROUP, LLC. | 468,725 | 46,479,000 | 1.08% | ||
| 15 | ROYAL BANK OF CANADA | 465,200 | 46,128,000 | 1.07% | ||
| 16 | COLDSTREAM CAPITAL MANAGEMENT INC | 460,427 | 45,656,000 | 1.06% | ||
| 17 | Ballentine Partners, LLC | 430,824 | 42,721,000 | 0.99% | ||
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 424,596 | 42,103,000 | 0.98% | ||
| 19 | FIFTH THIRD BANCORP | 381,425 | 37,822,000 | 0.88% | ||
| 20 | Commonwealth Equity Services, Inc | 331,773 | 32,899,000 | 0.76% | ||
| 21 | AXA S.A. | 317,677 | 31,501,000 | 0.73% | ||
| 22 | Kistler-Tiffany Companies, LLC | 309,235 | 30,664,000 | 0.71% | ||
| 23 | MADISON INVESTMENT HOLDINGS INC | 302,371 | 29,983,000 | 0.70% | ||
| 24 | Verus Financial Partners, Inc. | 262,598 | 26,039,000 | 0.61% | SH | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 240,320 | 23,830,000 | 0.55% | ||
| 26 | JMG Financial Group, Ltd. | 223,622 | 22,174,000 | 0.52% | ||
| 27 | AMERIPRISE FINANCIAL INC | 206,273 | 20,454,000 | 0.48% | ||
| 28 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 175,988 | 17,451,000 | 0.41% | ||
| 29 | TIAA CREF TRUST CO FSB/MO | 168,124 | 16,671,000 | 0.39% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 167,050 | 16,565,000 | 0.38% | ||
| 31 | WEALTHFRONT CORP | 165,966 | 16,457,000 | 0.38% | ||
| 32 | MOLLER WEALTH PARTNERS | 142,693 | 14,149,000 | 0.33% | ||
| 33 | LEAVELL INVESTMENT MANAGEMENT, INC. | 139,609 | 13,844,000 | 0.32% | ||
| 34 | Bank of New York Mellon Corp | 136,115 | 13,497,000 | 0.31% | ||
| 35 | Private Advisor Group, LLC | 128,345 | 12,632,000 | 0.29% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 118,877 | 11,787,000 | 0.27% | ||
| 37 | Destination Wealth Management | 113,052 | 11,210,000 | 0.26% | ||
| 38 | TD Capital Management LLC | 111,698 | 11,076,000 | 0.26% | ||
| 39 | BANK OF MONTREAL /CAN/ | 111,673 | 11,074,000 | 0.26% | ||
| 40 | Gibson Capital, LLC | 110,528 | 10,957,000 | 0.25% | ||
| 41 | SIMMONS BANK | 106,510 | 10,562,000 | 0.25% | ||
| 42 | Ledyard National Bank | 104,987 | 10,411,000 | 0.24% | ||
| 43 | Raymond James Financial Services Advisors, Inc. | 100,296 | 9,946,000 | 0.23% | ||
| 44 | Baltimore-Washington Financial Advisors, Inc. | 97,410 | 9,659,000 | 0.22% | ||
| 45 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 95,168 | 9,437,000 | 0.22% | ||
| 46 | RAYMOND JAMES & ASSOCIATES | 90,159 | 8,940,000 | 0.21% | ||
| 47 | Wealth Architects, LLC | 88,725 | 8,797,000 | 0.20% | ||
| 48 | Financial Advisory Group | 85,348 | 8,463,000 | 0.20% | ||
| 49 | PINNACLE ASSOCIATES LTD | 84,380 | 8,367,000 | 0.19% | ||
| 50 | BADGLEY PHELPS & BELL INC | 83,668 | 8,297,000 | 0.19% |
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.
