| # | % | |||||
|---|---|---|---|---|---|---|
| 351 | Transamerica Financial Advisors, LLC | 525,407 | 58,331,000 | 1.03% | ||
| 352 | Catalyst Capital Advisors LLC | 566,102 | 62,849,000 | 1.11% | ||
| 353 | MILLBURN RIDGEFIELD LLC /DE/ | 566,102 | 62,849,000 | 1.11% | ||
| 354 | Carlson Capital Management | 575,880 | 63,934,000 | 1.13% | ||
| 355 | COLDSTREAM CAPITAL MANAGEMENT INC | 584,582 | 64,900,000 | 1.15% | ||
| 356 | SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. | 905,672 | 100,548,000 | 1.78% | ||
| 357 | WELLS FARGO & COMPANY/MN | 1,046,324 | 116,163,000 | 2.05% | ||
| 358 | MORGAN STANLEY | 1,881,699 | 208,906,000 | 3.69% | ||
| 359 | VANGUARD GROUP INC | 2,062,957 | 229,400,000 | 4.05% | ||
| 360 | BANK OF AMERICA CORP /DE/ | 2,429,907 | 269,769,000 | 4.76% | ||
| 361 | UBS Group AG | 2,478,386 | 275,151,000 | 4.86% | ||
| 362 | FMR LLC | 2,772,819 | 307,422,000 | 5.43% | ||
| 363 | PNC FINANCIAL SERVICES GROUP, INC. | 3,674,494 | 407,943,000 | 7.20% | ||
| 364 | Creative Planning | 3,773,917 | 418,981,000 | 7.40% | ||
| 365 | JONES FINANCIAL COMPANIES LLLP | 13,890,817 | 1,542,158,000 | 27.24% |
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.
