| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 6,391,133 | 811,163,000 | 33.05% | ||
| 2 | MORGAN STANLEY | 1,876,623 | 238,181,000 | 9.71% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 814,457 | 103,370,000 | 4.21% | ||
| 4 | Edelman Financial Services, LLC | 650,707 | 82,588,000 | 3.37% | ||
| 5 | UBS AG | 544,320 | 69,085,000 | 2.82% | ||
| 6 | AXA S.A. | 475,921 | 60,404,000 | 2.46% | ||
| 7 | LPL Financial LLC | 462,176 | 58,659,000 | 2.39% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 388,324 | 49,286,000 | 2.01% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 384,878 | 48,848,000 | 1.99% | ||
| 10 | BOKF, NA | 324,504 | 41,186,000 | 1.68% | ||
| 11 | FIRST HAWAIIAN BANK | 299,772 | 38,046,000 | 1.55% | ||
| 12 | KEYBANK NATIONAL ASSOCIATION/OH | 232,193 | 29,470,000 | 1.20% | ||
| 13 | Evensky & Katz LLC | 221,811 | 28,152,000 | 1.15% | ||
| 14 | PALLADIUM PARTNERS LLC | 170,378 | 21,625,000 | 0.88% | ||
| 15 | DEUTSCHE BANK AG\ | 165,654 | 21,024,000 | 0.86% | ||
| 16 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 163,258 | 20,721,000 | 0.84% | ||
| 17 | NORTHERN TRUST CORP | 158,107 | 20,067,000 | 0.82% | ||
| 18 | AFFINITY WEALTH MANAGEMENT LLC | 151,981 | 19,289,000 | 0.79% | ||
| 19 | BENJAMIN F. EDWARDS & COMPANY, INC. | 150,473 | 19,098,000 | 0.78% | ||
| 20 | FIRST MERCHANTS CORP | 147,275 | 18,692,000 | 0.76% | ||
| 21 | MADISON INVESTMENT HOLDINGS INC | 146,593 | 18,606,000 | 0.76% | ||
| 22 | STIFEL FINANCIAL CORP | 133,918 | 16,997,000 | 0.69% | ||
| 23 | Texas Yale Capital Corp. | 131,180 | 16,649,000 | 0.68% | ||
| 24 | Noven Financial Group, Inc. | 120,274 | 15,265,000 | 0.62% | ||
| 25 | Rex Capital Advisors, LLC | 113,586 | 14,416,000 | 0.59% | ||
| 26 | NATIONAL PLANNING CORP | 112,687 | 14,302,000 | 0.58% | ||
| 27 | BANK OF MONTREAL /CAN/ | 112,089 | 14,227,000 | 0.58% | ||
| 28 | GHP Investment Advisors, Inc. | 111,229 | 14,117,000 | 0.58% | ||
| 29 | TRUIST FINANCIAL CORP | 108,329 | 13,749,000 | 0.56% | ||
| 30 | FIRST MIDWEST BANK TRUST DIVISION | 108,232 | 13,737,000 | 0.56% | ||
| 31 | JONES FINANCIAL COMPANIES LLLP | 105,424 | 13,381,000 | 0.55% | ||
| 32 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 105,240 | 13,357,000 | 0.54% | ||
| 33 | Commonwealth Equity Services, Inc | 100,743 | 12,786,000 | 0.52% | ||
| 34 | SG Americas Securities, LLC | 100,000 | 12,692,000 | 0.52% | ||
| 35 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 97,000 | 12,311,000 | 0.50% | ||
| 36 | JPMORGAN CHASE & CO | 95,162 | 12,078,000 | 0.49% | ||
| 37 | SMITH CHAS P & ASSOCIATES PA CPAS | 88,999 | 11,296,000 | 0.46% | ||
| 38 | Dorsey Wright & Associates | 82,573 | 10,272,000 | 0.42% | ||
| 39 | WILMINGTON TRUST CO | 79,631 | 10,107,000 | 0.41% | ||
| 40 | J.P. Morgan Private Wealth Advisors LLC | 78,149 | 9,919,000 | 0.40% | ||
| 41 | Robert W. Baird & Co. Inc | 78,041 | 9,905,000 | 0.40% | ||
| 42 | LVZ, Inc. | 76,817 | 9,750,000 | 0.40% | ||
| 43 | 1834 INVESTMENT ADVISORS CO | 76,593 | 9,721,000 | 0.40% | ||
| 44 | RAYMOND JAMES & ASSOCIATES | 67,638 | 8,585,000 | 0.35% | ||
| 45 | D.A. DAVIDSON & CO. | 61,976 | 7,865,000 | 0.32% | ||
| 46 | First Allied Advisory Services, Inc. | 60,921 | 7,733,000 | 0.32% | ||
| 47 | COURIER CAPITAL LLC | 60,835 | 7,721,000 | 0.31% | ||
| 48 | VSR Financial Services, Inc. | 60,114 | 7,630,000 | 0.31% | ||
| 49 | Raymond James Financial Services Advisors, Inc. | 59,319 | 7,529,000 | 0.31% | ||
| 50 | KINGS POINT CAPITAL MANAGEMENT | 59,240 | 7,519,000 | 0.31% |
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.
