| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 5,464,027 | 377,236,000 | 9.92% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 5,389,142 | 372,066,000 | 9.78% | ||
| 3 | BANK OF MONTREAL /CAN/ | 3,476,142 | 239,994,000 | 6.31% | ||
| 4 | MORGAN STANLEY | 3,049,279 | 210,522,000 | 5.53% | ||
| 5 | LPL Financial LLC | 2,585,315 | 177,074,000 | 4.66% | ||
| 6 | WELLS FARGO & COMPANY/MN | 2,501,953 | 172,736,000 | 4.54% | ||
| 7 | UBS Group AG | 1,594,277 | 110,069,000 | 2.89% | ||
| 8 | VANGUARD GROUP INC | 1,281,474 | 88,473,000 | 2.33% | ||
| 9 | Permanens Capital L.P. | 1,051,669 | 72,607,000 | 1.91% | ||
| 10 | SUNTRUST BANKS INC | 1,001,916 | 69,170,000 | 1.82% | ||
| 11 | Allworth Financial LP | 966,392 | 66,720,000 | 1.75% | ||
| 12 | STUART CHAUSSEE & ASSOCIATES, INC. | 944,321 | 64,695,000 | 1.70% | ||
| 13 | Veritable, L.P. | 891,062 | 61,519,000 | 1.62% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 877,557 | 60,586,000 | 1.59% | ||
| 15 | GOLDMAN SACHS GROUP INC | 786,498 | 54,300,000 | 1.43% | ||
| 16 | Commonwealth Equity Services, Inc | 718,873 | 49,631,000 | 1.30% | ||
| 17 | Creative Planning | 608,872 | 42,037,000 | 1.11% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 583,939 | 40,314,000 | 1.06% | ||
| 19 | Opus Capital Group, LLC | 491,148 | 33,909,000 | 0.89% | ||
| 20 | Janney Montgomery Scott LLC | 453,467 | 31,307,000 | 0.82% | ||
| 21 | AMERIPRISE FINANCIAL INC | 424,427 | 29,291,000 | 0.77% | ||
| 22 | STIFEL FINANCIAL CORP | 414,225 | 28,597,000 | 0.75% | ||
| 23 | INSPIRION WEALTH ADVISORS, LLC | 409,828 | 28,295,000 | 0.74% | ||
| 24 | BLAIR WILLIAM & CO/IL | 395,796 | 27,325,000 | 0.72% | ||
| 25 | Joel Isaacson & Co., LLC | 383,367 | 26,468,000 | 0.70% | ||
| 26 | PNC FINANCIAL SERVICES GROUP, INC. | 362,727 | 25,043,000 | 0.66% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 334,946 | 23,125,000 | 0.61% | ||
| 28 | Wharton Business Group, LLC | 332,896 | 22,983,000 | 0.60% | ||
| 29 | ETRADE Capital Management LLC | 330,368 | 22,808,000 | 0.60% | ||
| 30 | ROYAL BANK OF CANADA | 319,527 | 22,059,000 | 0.58% | ||
| 31 | MSI Financial Services Inc | 295,812 | 20,423,000 | 0.54% | ||
| 32 | PINKERTON WEALTH, LLC | 292,542 | 20,193,000 | 0.53% | ||
| 33 | Bouchey Financial Group Ltd | 291,141 | 20,100,000 | 0.53% | ||
| 34 | Cranberry Lake Advisors LLC | 285,200 | 19,690,000 | 0.52% | ||
| 35 | AVIANCE CAPITAL MANAGEMENT, LLC | 273,747 | 18,900,000 | 0.50% | ||
| 36 | Ironsides Asset Advisors, LLC | 271,739 | 18,761,000 | 0.49% | ||
| 37 | Focused Wealth Management, Inc | 268,758 | 18,555,000 | 0.49% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 268,461 | 18,535,000 | 0.49% | ||
| 39 | PINNACLE ASSOCIATES LTD | 256,526 | 17,711,000 | 0.47% | ||
| 40 | Sabal Trust CO | 247,562 | 17,092,000 | 0.45% | ||
| 41 | SIGMA INVESTMENT COUNSELORS INC | 242,222 | 16,723,000 | 0.44% | ||
| 42 | Sand Hill Global Advisors, LLC | 237,248 | 16,379,000 | 0.43% | ||
| 43 | JPMORGAN CHASE & CO | 234,797 | 16,211,000 | 0.43% | ||
| 44 | Smithfield Trust Co | 230,155 | 15,890,000 | 0.42% | ||
| 45 | First Horizon Advisors, Inc. | 223,846 | 15,501,000 | 0.41% | ||
| 46 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 222,610 | 15,369,000 | 0.40% | ||
| 47 | Baker Ellis Asset Management LLC | 212,567 | 14,676,000 | 0.39% | ||
| 48 | REGIONS FINANCIAL CORP | 208,822 | 14,418,000 | 0.38% | ||
| 49 | WELLINGTON MANAGEMENT GROUP LLP | 206,281 | 14,242,000 | 0.37% | ||
| 50 | CORNERSTONE ADVISORY, LLC | 185,740 | 12,824,000 | 0.34% |
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.
