| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 10,807,342 | 1,106,347,000 | 23.37% | ||
| 2 | Creative Planning | 3,991,598 | 408,620,000 | 8.63% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 3,506,536 | 358,965,000 | 7.58% | ||
| 4 | FMR LLC | 2,994,681 | 307,763,000 | 6.50% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 2,477,576 | 253,629,000 | 5.36% | ||
| 6 | MORGAN STANLEY | 1,994,397 | 204,166,000 | 4.31% | ||
| 7 | UBS Group AG | 1,896,157 | 194,110,000 | 4.10% | ||
| 8 | VANGUARD GROUP INC | 1,800,298 | 184,296,000 | 3.89% | ||
| 9 | WELLS FARGO & COMPANY/MN | 1,115,581 | 114,202,000 | 2.41% | ||
| 10 | SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. | 1,037,747 | 106,234,000 | 2.24% | ||
| 11 | Transamerica Financial Advisors, LLC | 627,153 | 64,202,000 | 1.36% | ||
| 12 | Carlson Capital Management | 597,996 | 61,217,000 | 1.29% | ||
| 13 | Catalyst Capital Advisors LLC | 535,170 | 54,785,000 | 1.16% | ||
| 14 | MILLBURN RIDGEFIELD LLC /DE/ | 535,170 | 54,785,000 | 1.16% | ||
| 15 | COLDSTREAM CAPITAL MANAGEMENT INC | 530,901 | 54,348,000 | 1.15% | ||
| 16 | ROYAL BANK OF CANADA | 472,578 | 48,377,000 | 1.02% | ||
| 17 | MATHER GROUP, LLC. | 449,691 | 46,035,000 | 0.97% | ||
| 18 | Ballentine Partners, LLC | 444,433 | 45,375,000 | 0.96% | ||
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 422,508 | 43,251,000 | 0.91% | ||
| 20 | FIFTH THIRD BANCORP | 401,191 | 41,070,000 | 0.87% | ||
| 21 | Commonwealth Equity Services, Inc | 333,502 | 34,141,000 | 0.72% | ||
| 22 | AXA S.A. | 317,677 | 32,521,000 | 0.69% | ||
| 23 | Kistler-Tiffany Companies, LLC | 301,462 | 30,861,000 | 0.65% | ||
| 24 | MADISON INVESTMENT HOLDINGS INC | 300,839 | 30,797,000 | 0.65% | ||
| 25 | Verus Financial Partners, Inc. | 282,620 | 28,932,000 | 0.61% | SH | |
| 26 | PARALLEL ADVISORS, LLC | 273,659 | 28,015,000 | 0.59% | ||
| 27 | NIPPON LIFE INSURANCE CO | 258,600 | 26,473,000 | 0.56% | ||
| 28 | AMERIPRISE FINANCIAL INC | 241,546 | 24,731,000 | 0.52% | ||
| 29 | JMG Financial Group, Ltd. | 219,887 | 22,510,000 | 0.48% | ||
| 30 | ENVESTNET ASSET MANAGEMENT INC | 212,579 | 21,762,000 | 0.46% | ||
| 31 | WEALTHFRONT CORP | 205,974 | 21,086,000 | 0.45% | ||
| 32 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 181,267 | 18,556,000 | 0.39% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 168,156 | 17,214,000 | 0.36% | ||
| 34 | TIAA CREF TRUST CO FSB/MO | 162,243 | 16,609,000 | 0.35% | ||
| 35 | MOLLER WEALTH PARTNERS | 142,046 | 14,541,000 | 0.31% | ||
| 36 | LEAVELL INVESTMENT MANAGEMENT, INC. | 139,300 | 14,260,000 | 0.30% | ||
| 37 | Private Advisor Group, LLC | 130,788 | 13,614,000 | 0.29% | ||
| 38 | Bank of New York Mellon Corp | 129,997 | 13,308,000 | 0.28% | ||
| 39 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 121,795 | 12,469,000 | 0.26% | ||
| 40 | Destination Wealth Management | 117,495 | 12,028,000 | 0.25% | ||
| 41 | BADGLEY PHELPS & BELL INC | 111,918 | 11,457,000 | 0.24% | ||
| 42 | TD Capital Management LLC | 111,710 | 11,436,000 | 0.24% | ||
| 43 | Gibson Capital, LLC | 110,328 | 11,294,000 | 0.24% | ||
| 44 | BANK OF MONTREAL /CAN/ | 110,444 | 11,151,000 | 0.24% | ||
| 45 | SIMMONS BANK | 108,783 | 11,136,000 | 0.24% | ||
| 46 | Raymond James Financial Services Advisors, Inc. | 105,648 | 10,815,000 | 0.23% | ||
| 47 | Ledyard National Bank | 103,160 | 10,560,000 | 0.22% | ||
| 48 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 95,219 | 9,748,000 | 0.21% | ||
| 49 | PITTENGER & ANDERSON INC | 89,246 | 9,136,000 | 0.19% | ||
| 50 | RAYMOND JAMES & ASSOCIATES | 88,340 | 9,043,000 | 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.
