| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 5,105,228 | 343,683,000 | 12.11% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,984,075 | 268,208,000 | 9.45% | ||
| 3 | BANK OF MONTREAL /CAN/ | 3,369,727 | 226,850,000 | 8.00% | ||
| 4 | MORGAN STANLEY | 2,361,077 | 158,948,000 | 5.60% | ||
| 5 | WELLS FARGO & COMPANY/MN | 1,406,295 | 94,672,000 | 3.34% | ||
| 6 | LPL Financial LLC | 1,294,325 | 87,458,000 | 3.08% | ||
| 7 | VANGUARD GROUP INC | 1,249,363 | 84,107,000 | 2.96% | ||
| 8 | UBS Group AG | 1,170,653 | 78,808,000 | 2.78% | ||
| 9 | SUNTRUST BANKS INC | 1,025,137 | 69,011,000 | 2.43% | ||
| 10 | Veritable, L.P. | 831,661 | 55,987,000 | 1.97% | ||
| 11 | GOLDMAN SACHS GROUP INC | 823,926 | 55,467,000 | 1.96% | ||
| 12 | CREDIT SUISSE AG/ | 747,933 | 50,351,000 | 1.77% | ||
| 13 | Commonwealth Equity Services, Inc | 624,971 | 42,073,000 | 1.48% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 513,300 | 34,555,000 | 1.22% | ||
| 15 | Creative Planning | 507,511 | 34,166,000 | 1.20% | ||
| 16 | Opus Capital Group, LLC | 445,099 | 29,964,000 | 1.06% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 435,473 | 29,316,000 | 1.03% | ||
| 18 | BARCLAYS PLC | 401,237 | 26,871,000 | 0.95% | ||
| 19 | BLAIR WILLIAM & CO/IL | 397,235 | 26,741,000 | 0.94% | ||
| 20 | INSPIRION WEALTH ADVISORS, LLC | 393,639 | 26,500,000 | 0.93% | ||
| 21 | Atria Investments, Inc | 338,192 | 22,767,000 | 0.80% | ||
| 22 | Wharton Business Group, LLC | 325,676 | 21,925,000 | 0.77% | ||
| 23 | Permanens Capital L.P. | 324,278 | 21,830,000 | 0.77% | ||
| 24 | Joel Isaacson & Co., LLC | 323,402 | 21,771,000 | 0.77% | ||
| 25 | ROYAL BANK OF CANADA | 321,395 | 21,637,000 | 0.76% | ||
| 26 | ETRADE Capital Management LLC | 319,838 | 21,532,000 | 0.76% | ||
| 27 | JPMORGAN CHASE & CO | 311,844 | 20,993,000 | 0.74% | ||
| 28 | Janney Montgomery Scott LLC | 283,684 | 19,097,630 | 0.67% | ||
| 29 | PINKERTON WEALTH, LLC | 281,305 | 18,939,000 | 0.67% | ||
| 30 | Ironsides Asset Advisors, LLC | 269,424 | 18,138,000 | 0.64% | ||
| 31 | Sabal Trust CO | 261,297 | 17,591,000 | 0.62% | ||
| 32 | SIGMA INVESTMENT COUNSELORS INC | 253,363 | 17,056,000 | 0.60% | ||
| 33 | PINNACLE ASSOCIATES LTD | 250,094 | 16,836,000 | 0.59% | ||
| 34 | Cranberry Lake Advisors LLC | 235,750 | 15,871,000 | 0.56% | ||
| 35 | Smithfield Trust Co | 224,521 | 15,112,000 | 0.53% | ||
| 36 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 222,610 | 14,986,000 | 0.53% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 216,948 | 14,605,000 | 0.51% | ||
| 38 | Baker Ellis Asset Management LLC | 210,689 | 14,184,000 | 0.50% | ||
| 39 | PNC FINANCIAL SERVICES GROUP, INC. | 202,724 | 13,648,000 | 0.48% | ||
| 40 | WHITTIER TRUST CO | 188,875 | 12,713,000 | 0.45% | ||
| 41 | First Allied Advisory Services, Inc. | 176,011 | 11,870,000 | 0.42% | ||
| 42 | Focused Wealth Management, Inc | 175,440 | 11,811,000 | 0.42% | ||
| 43 | BESSEMER GROUP INC | 167,312 | 11,264,000 | 0.40% | ||
| 44 | Goldstein Munger & Associates | 164,099 | 11,047,000 | 0.39% | ||
| 45 | MANAGED ACCOUNT ADVISORS LLC | 163,711 | 11,021,000 | 0.39% | ||
| 46 | M&T BANK CORP | 161,969 | 10,904,000 | 0.38% | ||
| 47 | Cetera Advisor Networks LLC | 154,822 | 10,567,000 | 0.37% | ||
| 48 | AMERICAN INTERNATIONAL GROUP, INC. | 156,179 | 10,514,024 | 0.37% | ||
| 49 | OLD NATIONAL BANCORP /IN/ | 152,966 | 10,298,000 | 0.36% | ||
| 50 | BEACON FINANCIAL GROUP | 151,683 | 10,214,000 | 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.
