| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 6,013,686 | 237,242,000 | 27.39% | ||
| 2 | US BANCORP \DE\ | 2,898,392 | 114,341,000 | 13.20% | ||
| 3 | MORGAN STANLEY | 1,748,172 | 68,966,000 | 7.96% | ||
| 4 | JPMORGAN CHASE & CO | 1,248,797 | 49,265,000 | 5.69% | ||
| 5 | WEALTHFRONT CORP | 848,333 | 33,263,000 | 3.84% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 812,593 | 32,057,000 | 3.70% | ||
| 7 | DEUTSCHE BANK AG\ | 734,850 | 28,985,000 | 3.35% | ||
| 8 | Legacy Private Trust Co. | 713,270 | 28,139,000 | 3.25% | ||
| 9 | COMMERCE BANK | 600,739 | 23,700,000 | 2.74% | ||
| 10 | NATIXIS ADVISORS, LLC | 552,703 | 21,804,000 | 2.52% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 322,247 | 12,713,000 | 1.47% | ||
| 12 | Emery Howard Portfolio Management, Inc. | 300,407 | 11,851,000 | 1.37% | ||
| 13 | MAKENA CAPITAL MANAGEMENT LLC | 286,238 | 11,292,000 | 1.30% | ||
| 14 | MILES CAPITAL, INC. | 267,546 | 10,555,000 | 1.22% | ||
| 15 | Bangor Savings Bank | 255,034 | 10,061,000 | 1.16% | ||
| 16 | Ameritas Investment Partners, Inc. | 236,914 | 9,346,000 | 1.08% | ||
| 17 | McCutchen Group LLC | 204,034 | 8,049,000 | 0.93% | ||
| 18 | UBS AG | 188,416 | 7,433,000 | 0.86% | ||
| 19 | BANK OF AMERICA CORP /DE/ | 169,331 | 6,680,000 | 0.77% | ||
| 20 | FDx Advisors, Inc. | 168,105 | 6,632,000 | 0.77% | ||
| 21 | PIERSHALE FINANCIAL GROUP, INC. | 163,354 | 6,444,000 | 0.74% | ||
| 22 | Atria Investments, Inc | 142,138 | 5,607,000 | 0.65% | ||
| 23 | FIFTH THIRD BANCORP | 135,034 | 5,327,000 | 0.61% | ||
| 24 | American Money Management, LLC | 130,827 | 5,161,000 | 0.60% | ||
| 25 | CREDIT SUISSE AG/ | 127,720 | 5,039,000 | 0.58% | ||
| 26 | NORTHERN TRUST CORP | 120,232 | 4,744,000 | 0.55% | ||
| 27 | ENTERPRISE FINANCIAL SERVICES CORP | 117,764 | 4,646,000 | 0.54% | ||
| 28 | Tactical Allocation Group LLC | 106,593 | 4,205,000 | 0.49% | ||
| 29 | Bank of New York Mellon Corp | 104,738 | 4,132,000 | 0.48% | ||
| 30 | ROYAL BANK OF CANADA | 99,657 | 3,931,000 | 0.45% | ||
| 31 | BESSEMER GROUP INC | 96,606 | 3,813,000 | 0.44% | ||
| 32 | Antonetti Capital Management LLC | 95,256 | 3,758,000 | 0.43% | ||
| 33 | 3D ASSET MANAGEMENT, INC | 81,152 | 3,201,000 | 0.37% | ||
| 34 | Ifrah Financial Services, Inc. | 78,767 | 3,107,000 | 0.36% | ||
| 35 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 77,740 | 3,068,000 | 0.35% | ||
| 36 | CAPTRUST FINANCIAL ADVISORS | 74,432 | 2,832,000 | 0.33% | ||
| 37 | BRR OpCo, LLC | 70,741 | 2,791,000 | 0.32% | ||
| 38 | Merriman Wealth Management, LLC | 68,900 | 2,765,000 | 0.32% | ||
| 39 | MUFG Americas Holdings Corp | 68,492 | 2,702,000 | 0.31% | ||
| 40 | STIFEL FINANCIAL CORP | 62,662 | 2,472,000 | 0.29% | ||
| 41 | METROPOLITAN LIFE INSURANCE CO/NY | 55,468 | 2,182,000 | 0.25% | ||
| 42 | Placemark Investments, Inc. | 53,588 | 2,114,000 | 0.24% | ||
| 43 | NWAM LLC | 51,390 | 2,027,000 | 0.23% | ||
| 44 | HBK Sorce Advisory LLC | 47,297 | 1,866,000 | 0.22% | ||
| 45 | ALESCO ADVISORS LLC | 43,945 | 1,734,000 | 0.20% | ||
| 46 | Forvis Mazars Wealth Advisors, LLC | 43,093 | 1,704,000 | 0.20% | ||
| 47 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 41,527 | 1,638,000 | 0.19% | ||
| 48 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 41,388 | 1,633,000 | 0.19% | ||
| 49 | Mizuho Asset Management Co.,Ltd. | 38,449 | 1,517,000 | 0.18% | ||
| 50 | NatWest Group plc | 38,407 | 1,515,000 | 0.17% |
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.
