| # | % | |||||
|---|---|---|---|---|---|---|
| 351 | Atria Investments, Inc | 345,864 | 23,623,000 | 0.82% | ||
| 352 | INSPIRION WEALTH ADVISORS, LLC | 365,567 | 24,968,000 | 0.87% | ||
| 353 | Permanens Capital L.P. | 379,510 | 25,921,000 | 0.90% | ||
| 354 | BLAIR WILLIAM & CO/IL | 405,236 | 27,677,000 | 0.97% | ||
| 355 | BARCLAYS PLC | 440,836 | 29,979,000 | 1.05% | ||
| 356 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 457,098 | 31,212,000 | 1.09% | ||
| 357 | Creative Planning | 489,291 | 33,419,000 | 1.17% | ||
| 358 | Commonwealth Equity Services, Inc | 596,872 | 40,766,000 | 1.42% | ||
| 359 | CREDIT SUISSE AG/ | 655,892 | 44,797,000 | 1.56% | ||
| 360 | ROYAL BANK OF CANADA | 930,276 | 63,538,000 | 2.22% | ||
| 361 | Veritable, L.P. | 961,160 | 65,647,000 | 2.29% | ||
| 362 | GOLDMAN SACHS GROUP INC | 969,353 | 66,207,000 | 2.31% | ||
| 363 | SUNTRUST BANKS INC | 1,096,508 | 74,890,000 | 2.61% | ||
| 364 | VANGUARD GROUP INC | 1,227,112 | 83,811,000 | 2.92% | ||
| 365 | UBS Group AG | 1,342,521 | 91,694,000 | 3.20% | ||
| 366 | WELLS FARGO & COMPANY/MN | 1,385,286 | 94,615,000 | 3.30% | ||
| 367 | LPL Financial LLC | 1,402,273 | 95,158,000 | 3.32% | ||
| 368 | MORGAN STANLEY | 2,348,053 | 160,372,000 | 5.59% | ||
| 369 | BANK OF MONTREAL /CAN/ | 3,350,357 | 228,829,000 | 7.98% | ||
| 370 | BANK OF AMERICA CORP /DE/ | 3,625,959 | 247,652,000 | 8.64% | ||
| 371 | JONES FINANCIAL COMPANIES LLLP | 4,912,319 | 335,510,000 | 11.70% |
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.
