| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 5,798,849 | 698,289,000 | 32.72% | ||
| 2 | MORGAN STANLEY | 1,902,241 | 229,067,000 | 10.73% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 661,396 | 79,646,000 | 3.73% | ||
| 4 | Edelman Financial Services, LLC | 612,090 | 73,708,000 | 3.45% | ||
| 5 | UBS AG | 482,193 | 58,066,000 | 2.72% | ||
| 6 | AXA S.A. | 475,921 | 57,310,000 | 2.69% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 404,087 | 48,660,000 | 2.28% | ||
| 8 | LPL Financial LLC | 388,195 | 46,746,000 | 2.19% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 369,432 | 44,486,000 | 2.08% | ||
| 10 | BOKF, NA | 348,636 | 41,983,000 | 1.97% | ||
| 11 | FIRST HAWAIIAN BANK | 293,230 | 35,310,000 | 1.65% | ||
| 12 | KEYBANK NATIONAL ASSOCIATION/OH | 228,778 | 27,549,000 | 1.29% | ||
| 13 | Evensky & Katz LLC | 225,363 | 27,132,000 | 1.27% | ||
| 14 | SMITH CHAS P & ASSOCIATES PA CPAS | 213,733 | 25,738,000 | 1.21% | ||
| 15 | MADISON INVESTMENT HOLDINGS INC | 192,732 | 23,209,000 | 1.09% | ||
| 16 | DEUTSCHE BANK AG\ | 169,035 | 20,355,000 | 0.95% | ||
| 17 | NORTHERN TRUST CORP | 149,594 | 18,014,000 | 0.84% | ||
| 18 | FIRST MERCHANTS CORP | 148,724 | 17,909,000 | 0.84% | ||
| 19 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 142,530 | 17,163,000 | 0.80% | ||
| 20 | Texas Yale Capital Corp. | 126,920 | 15,284,000 | 0.72% | ||
| 21 | BENJAMIN F. EDWARDS & COMPANY, INC. | 122,950 | 14,806,000 | 0.69% | ||
| 22 | Noven Financial Group, Inc. | 117,313 | 14,127,000 | 0.66% | ||
| 23 | BANK OF MONTREAL /CAN/ | 116,318 | 14,007,000 | 0.66% | ||
| 24 | Rex Capital Advisors, LLC | 115,041 | 13,853,194 | 0.65% | ||
| 25 | STIFEL FINANCIAL CORP | 110,182 | 13,268,000 | 0.62% | ||
| 26 | GHP Investment Advisors, Inc. | 109,931 | 13,238,000 | 0.62% | ||
| 27 | TRUIST FINANCIAL CORP | 105,516 | 12,707,000 | 0.60% | ||
| 28 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 105,240 | 12,673,000 | 0.59% | ||
| 29 | NATIONAL PLANNING CORP | 103,064 | 12,540,000 | 0.59% | ||
| 30 | JONES FINANCIAL COMPANIES LLLP | 103,982 | 12,522,000 | 0.59% | ||
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 100,481 | 12,100,000 | 0.57% | ||
| 32 | JPMORGAN CHASE & CO | 95,661 | 11,520,000 | 0.54% | ||
| 33 | PALLADIUM PARTNERS LLC | 93,642 | 11,277,000 | 0.53% | ||
| 34 | FIRST MIDWEST BANK TRUST DIVISION | 82,545 | 9,940,000 | 0.47% | ||
| 35 | WILMINGTON TRUST CO | 79,960 | 9,629,000 | 0.45% | ||
| 36 | Robert W. Baird & Co. Inc | 77,795 | 9,368,000 | 0.44% | ||
| 37 | LVZ, Inc. | 76,766 | 9,244,000 | 0.43% | ||
| 38 | 1834 INVESTMENT ADVISORS CO | 74,528 | 8,975,000 | 0.42% | ||
| 39 | J.P. Morgan Private Wealth Advisors LLC | 74,373 | 8,956,000 | 0.42% | ||
| 40 | Commonwealth Equity Services, Inc | 71,869 | 8,654,000 | 0.41% | ||
| 41 | D.A. DAVIDSON & CO. | 63,048 | 7,591,000 | 0.36% | ||
| 42 | COURIER CAPITAL LLC | 60,515 | 7,287,000 | 0.34% | ||
| 43 | Asset Management Group, Inc. | 59,217 | 7,131,000 | 0.33% | ||
| 44 | Rehmann Capital Advisory Group | 58,649 | 7,062,000 | 0.33% | ||
| 45 | Raymond James Financial Services Advisors, Inc. | 58,478 | 7,042,000 | 0.33% | ||
| 46 | KINGS POINT CAPITAL MANAGEMENT | 57,943 | 6,978,000 | 0.33% | ||
| 47 | Blue Edge Capital, LLC | 56,072 | 6,752,190 | 0.32% | ||
| 48 | FMA ADVISORY INC | 55,217 | 6,649,000 | 0.31% | ||
| 49 | MUFG Americas Holdings Corp | 54,703 | 6,588,000 | 0.31% | ||
| 50 | Capital Advisors, Ltd. LLC | 52,307 | 6,299,000 | 0.30% |
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.
