| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 6,596,938 | 793,676,000 | 34.33% | ||
| 2 | MORGAN STANLEY | 1,880,831 | 226,284,000 | 9.79% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 748,517 | 90,054,000 | 3.90% | ||
| 4 | Edelman Financial Services, LLC | 699,370 | 84,141,000 | 3.64% | ||
| 5 | UBS AG | 508,423 | 61,168,000 | 2.65% | ||
| 6 | AXA S.A. | 475,921 | 57,258,000 | 2.48% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 458,283 | 55,136,000 | 2.38% | ||
| 8 | LPL Financial LLC | 426,487 | 50,637,000 | 2.19% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 394,748 | 47,492,000 | 2.05% | ||
| 10 | BOKF, NA | 321,376 | 38,664,000 | 1.67% | ||
| 11 | FIRST HAWAIIAN BANK | 303,902 | 36,562,000 | 1.58% | ||
| 12 | KEYBANK NATIONAL ASSOCIATION/OH | 231,661 | 27,871,000 | 1.21% | ||
| 13 | Evensky & Katz LLC | 228,797 | 27,527,000 | 1.19% | ||
| 14 | M&T BANK CORP | 193,794 | 23,316,000 | 1.01% | ||
| 15 | NORTHERN TRUST CORP | 174,111 | 20,947,000 | 0.91% | ||
| 16 | PALLADIUM PARTNERS LLC | 172,295 | 20,729,000 | 0.90% | ||
| 17 | DEUTSCHE BANK AG\ | 166,490 | 20,030,000 | 0.87% | ||
| 18 | FIRST MERCHANTS CORP | 149,958 | 18,041,000 | 0.78% | ||
| 19 | Texas Yale Capital Corp. | 131,880 | 15,866,000 | 0.69% | ||
| 20 | MADISON INVESTMENT HOLDINGS INC | 126,666 | 15,239,000 | 0.66% | ||
| 21 | Noven Financial Group, Inc. | 125,282 | 15,073,000 | 0.65% | ||
| 22 | BANK OF MONTREAL /CAN/ | 114,208 | 13,741,000 | 0.59% | ||
| 23 | Rex Capital Advisors, LLC | 113,286 | 13,629,000 | 0.59% | ||
| 24 | GHP Investment Advisors, Inc. | 112,744 | 13,564,000 | 0.59% | ||
| 25 | FIRST MIDWEST BANK TRUST DIVISION | 111,738 | 13,443,000 | 0.58% | ||
| 26 | TRUIST FINANCIAL CORP | 110,041 | 13,239,000 | 0.57% | ||
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 107,598 | 12,945,000 | 0.56% | ||
| 28 | Robert W. Baird & Co. Inc | 105,905 | 12,741,000 | 0.55% | SH | |
| 29 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 105,240 | 12,661,000 | 0.55% | ||
| 30 | JONES FINANCIAL COMPANIES LLLP | 104,473 | 12,569,000 | 0.54% | ||
| 31 | Tuttle Capital Management, LLC | 102,659 | 12,350,000 | 0.53% | ||
| 32 | Commonwealth Equity Services, Inc | 95,137 | 11,446,000 | 0.50% | ||
| 33 | SMITH CHAS P & ASSOCIATES PA CPAS | 92,310 | 11,106,000 | 0.48% | ||
| 34 | JPMORGAN CHASE & CO | 89,661 | 10,787,000 | 0.47% | ||
| 35 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 86,851 | 10,449,000 | 0.45% | ||
| 36 | STIFEL FINANCIAL CORP | 84,705 | 10,191,000 | 0.44% | ||
| 37 | Dorsey Wright & Associates | 82,408 | 9,915,000 | 0.43% | ||
| 38 | BENJAMIN F. EDWARDS & COMPANY, INC. | 81,419 | 9,795,000 | 0.42% | ||
| 39 | J.P. Morgan Private Wealth Advisors LLC | 81,025 | 9,748,000 | 0.42% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 81,135 | 9,684,000 | 0.42% | ||
| 41 | LVZ, Inc. | 79,316 | 9,543,000 | 0.41% | ||
| 42 | 1834 INVESTMENT ADVISORS CO | 76,060 | 9,151,000 | 0.40% | ||
| 43 | RAYMOND JAMES & ASSOCIATES | 74,169 | 8,923,000 | 0.39% | ||
| 44 | D.A. DAVIDSON & CO. | 63,846 | 7,681,000 | 0.33% | ||
| 45 | Rehmann Capital Advisory Group | 61,919 | 7,449,000 | 0.32% | ||
| 46 | COURIER CAPITAL LLC | 60,995 | 7,338,000 | 0.32% | ||
| 47 | Raymond James Financial Services Advisors, Inc. | 60,164 | 7,238,000 | 0.31% | ||
| 48 | FMA ADVISORY INC | 60,029 | 7,222,000 | 0.31% | ||
| 49 | KINGS POINT CAPITAL MANAGEMENT | 59,721 | 7,185,000 | 0.31% | ||
| 50 | First Allied Advisory Services, Inc. | 59,230 | 7,123,000 | 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.
