| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 4,912,319 | 335,510,000 | 11.70% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,625,959 | 247,652,000 | 8.64% | ||
| 3 | BANK OF MONTREAL /CAN/ | 3,350,357 | 228,829,000 | 7.98% | ||
| 4 | MORGAN STANLEY | 2,348,053 | 160,372,000 | 5.59% | ||
| 5 | LPL Financial LLC | 1,402,273 | 95,158,000 | 3.32% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,385,286 | 94,615,000 | 3.30% | ||
| 7 | UBS Group AG | 1,342,521 | 91,694,000 | 3.20% | ||
| 8 | VANGUARD GROUP INC | 1,227,112 | 83,811,000 | 2.92% | ||
| 9 | SUNTRUST BANKS INC | 1,096,508 | 74,890,000 | 2.61% | ||
| 10 | GOLDMAN SACHS GROUP INC | 969,353 | 66,207,000 | 2.31% | ||
| 11 | Veritable, L.P. | 961,160 | 65,647,000 | 2.29% | ||
| 12 | ROYAL BANK OF CANADA | 930,276 | 63,538,000 | 2.22% | ||
| 13 | CREDIT SUISSE AG/ | 655,892 | 44,797,000 | 1.56% | ||
| 14 | Commonwealth Equity Services, Inc | 596,872 | 40,766,000 | 1.42% | ||
| 15 | Creative Planning | 489,291 | 33,419,000 | 1.17% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 457,098 | 31,212,000 | 1.09% | ||
| 17 | BARCLAYS PLC | 440,836 | 29,979,000 | 1.05% | ||
| 18 | BLAIR WILLIAM & CO/IL | 405,236 | 27,677,000 | 0.97% | ||
| 19 | Permanens Capital L.P. | 379,510 | 25,921,000 | 0.90% | ||
| 20 | INSPIRION WEALTH ADVISORS, LLC | 365,567 | 24,968,000 | 0.87% | ||
| 21 | Atria Investments, Inc | 345,864 | 23,623,000 | 0.82% | ||
| 22 | Joel Isaacson & Co., LLC | 330,574 | 22,578,000 | 0.79% | ||
| 23 | Wharton Business Group, LLC | 321,986 | 21,992,000 | 0.77% | ||
| 24 | ETRADE Capital Management LLC | 320,237 | 21,872,000 | 0.76% | ||
| 25 | JPMORGAN CHASE & CO | 308,837 | 21,093,000 | 0.74% | ||
| 26 | Ironsides Asset Advisors, LLC | 284,619 | 19,439,000 | 0.68% | ||
| 27 | SIGMA INVESTMENT COUNSELORS INC | 262,223 | 17,910,000 | 0.62% | ||
| 28 | PINKERTON WEALTH, LLC | 261,465 | 17,863,000 | 0.62% | ||
| 29 | Sabal Trust CO | 256,407 | 17,513,000 | 0.61% | ||
| 30 | RAYMOND JAMES & ASSOCIATES | 246,002 | 16,802,000 | 0.59% | ||
| 31 | PINNACLE ASSOCIATES LTD | 238,254 | 16,273,000 | 0.57% | ||
| 32 | Opus Capital Group, LLC | 235,230 | 16,066,000 | 0.56% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 233,404 | 15,942,000 | 0.56% | ||
| 34 | Cranberry Lake Advisors LLC | 230,750 | 15,760,000 | 0.55% | ||
| 35 | NATIONAL PLANNING CORP | 225,129 | 15,628,000 | 0.55% | ||
| 36 | Baker Ellis Asset Management LLC | 225,924 | 15,431,000 | 0.54% | ||
| 37 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 222,611 | 15,204,000 | 0.53% | ||
| 38 | Janney Montgomery Scott LLC | 218,465 | 14,921,000 | 0.52% | ||
| 39 | Smithfield Trust Co | 215,771 | 14,735,000 | 0.51% | ||
| 40 | Ruggie Capital Group | 189,797 | 12,963,000 | 0.45% | ||
| 41 | PNC FINANCIAL SERVICES GROUP, INC. | 189,286 | 12,927,000 | 0.45% | ||
| 42 | WHITTIER TRUST CO | 187,005 | 12,770,000 | 0.45% | ||
| 43 | AMERICAN INTERNATIONAL GROUP, INC. | 178,933 | 12,221,130 | 0.43% | ||
| 44 | Goldstein Munger & Associates | 172,848 | 11,806,000 | 0.41% | ||
| 45 | Focused Wealth Management, Inc | 166,523 | 11,374,000 | 0.40% | ||
| 46 | M&T BANK CORP | 166,118 | 11,346,000 | 0.40% | ||
| 47 | MANAGED ACCOUNT ADVISORS LLC | 155,986 | 10,654,000 | 0.37% | ||
| 48 | OLD NATIONAL BANCORP /IN/ | 155,221 | 10,601,000 | 0.37% | ||
| 49 | Cetera Advisor Networks LLC | 154,822 | 10,567,000 | 0.37% | ||
| 50 | Chevy Chase Trust Holdings, LLC | 150,650 | 10,289,000 | 0.36% |
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.
