| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 13,890,817 | 1,542,158,000 | 27.24% | ||
| 2 | Creative Planning | 3,773,917 | 418,981,000 | 7.40% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 3,674,494 | 407,943,000 | 7.20% | ||
| 4 | FMR LLC | 2,772,819 | 307,422,000 | 5.43% | ||
| 5 | UBS Group AG | 2,478,386 | 275,151,000 | 4.86% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 2,429,907 | 269,769,000 | 4.76% | ||
| 7 | VANGUARD GROUP INC | 2,062,957 | 229,400,000 | 4.05% | ||
| 8 | MORGAN STANLEY | 1,881,699 | 208,906,000 | 3.69% | ||
| 9 | WELLS FARGO & COMPANY/MN | 1,046,324 | 116,163,000 | 2.05% | ||
| 10 | SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. | 905,672 | 100,548,000 | 1.78% | ||
| 11 | COLDSTREAM CAPITAL MANAGEMENT INC | 584,582 | 64,900,000 | 1.15% | ||
| 12 | Carlson Capital Management | 575,880 | 63,934,000 | 1.13% | ||
| 13 | Catalyst Capital Advisors LLC | 566,102 | 62,849,000 | 1.11% | ||
| 14 | MILLBURN RIDGEFIELD LLC /DE/ | 566,102 | 62,849,000 | 1.11% | ||
| 15 | Transamerica Financial Advisors, LLC | 525,407 | 58,331,000 | 1.03% | ||
| 16 | ROYAL BANK OF CANADA | 496,234 | 55,092,000 | 0.97% | ||
| 17 | Ballentine Partners, LLC | 431,763 | 49,061,000 | 0.87% | ||
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 414,715 | 46,042,000 | 0.81% | ||
| 19 | FIFTH THIRD BANCORP | 385,005 | 42,743,000 | 0.75% | ||
| 20 | LPL Financial LLC | 368,177 | 40,875,000 | 0.72% | ||
| 21 | PARALLEL ADVISORS, LLC | 335,727 | 38,045,000 | 0.67% | ||
| 22 | Commonwealth Equity Services, Inc | 337,733 | 37,495,000 | 0.66% | ||
| 23 | BlackRock Finance, Inc. | 335,147 | 37,208,000 | 0.66% | ||
| 24 | AXA S.A. | 312,077 | 34,647,000 | 0.61% | ||
| 25 | Kistler-Tiffany Companies, LLC | 303,498 | 33,694,000 | 0.60% | ||
| 26 | AMERIPRISE FINANCIAL INC | 292,726 | 32,370,000 | 0.57% | ||
| 27 | Verus Financial Partners, Inc. | 271,602 | 30,153,000 | 0.53% | ||
| 28 | MML INVESTORS SERVICES, INC. | 269,157 | 29,882,000 | 0.53% | ||
| 29 | JANE STREET GROUP, LLC | 267,314 | 29,677,000 | 0.52% | ||
| 30 | NIPPON LIFE INSURANCE CO | 258,600 | 28,710,000 | 0.51% | ||
| 31 | WEALTHFRONT CORP | 258,193 | 28,665,000 | 0.51% | ||
| 32 | MADISON INVESTMENT HOLDINGS INC | 249,622 | 27,713,000 | 0.49% | ||
| 33 | JMG Financial Group, Ltd. | 243,375 | 27,019,000 | 0.48% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 178,360 | 19,802,000 | 0.35% | ||
| 35 | ENVESTNET ASSET MANAGEMENT INC | 168,022 | 18,652,000 | 0.33% | ||
| 36 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 155,565 | 17,271,000 | 0.31% | ||
| 37 | TIAA, FSB | 150,422 | 16,700,000 | 0.29% | ||
| 38 | MOLLER WEALTH PARTNERS | 140,422 | 15,590,000 | 0.28% | ||
| 39 | LEAVELL INVESTMENT MANAGEMENT, INC. | 137,511 | 15,266,000 | 0.27% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 135,185 | 15,008,000 | 0.27% | ||
| 41 | Bank of New York Mellon Corp | 128,039 | 14,215,000 | 0.25% | ||
| 42 | Baltimore-Washington Financial Advisors, Inc. | 126,603 | 14,055,000 | 0.25% | ||
| 43 | BADGLEY PHELPS & BELL INC | 119,898 | 13,311,000 | 0.24% | ||
| 44 | FUSION FAMILY WEALTH, LLC | 119,766 | 13,296,000 | 0.23% | SH | |
| 45 | Private Advisor Group, LLC | 118,616 | 13,202,000 | 0.23% | ||
| 46 | PITTENGER & ANDERSON INC | 118,388 | 13,143,000 | 0.23% | ||
| 47 | Destination Wealth Management | 115,284 | 12,799,000 | 0.23% | ||
| 48 | VOYA FINANCIAL ADVISORS, INC. | 114,885 | 12,737,000 | 0.22% | ||
| 49 | FDx Advisors, Inc. | 113,775 | 12,631,000 | 0.22% | ||
| 50 | Raymond James Financial Services Advisors, Inc. | 108,571 | 12,054,000 | 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.
