| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 6,742,835 | 861,934,000 | 35.68% | ||
| 2 | MORGAN STANLEY | 1,890,187 | 241,623,000 | 10.00% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 760,762 | 97,249,000 | 4.03% | ||
| 4 | Edelman Financial Services, LLC | 730,688 | 93,404,000 | 3.87% | ||
| 5 | UBS Group AG | 517,736 | 66,182,000 | 2.74% | ||
| 6 | AXA S.A. | 475,921 | 60,837,000 | 2.52% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 474,198 | 60,618,000 | 2.51% | ||
| 8 | LPL Financial LLC | 319,029 | 40,781,000 | 1.69% | ||
| 9 | FIRST HAWAIIAN BANK | 279,140 | 35,682,000 | 1.48% | ||
| 10 | BOKF, NA | 267,744 | 34,226,000 | 1.42% | ||
| 11 | KEYBANK NATIONAL ASSOCIATION/OH | 231,068 | 29,537,000 | 1.22% | ||
| 12 | Evensky & Katz LLC | 218,543 | 27,936,000 | 1.16% | ||
| 13 | NORTHERN TRUST CORP | 184,569 | 23,594,000 | 0.98% | ||
| 14 | M&T BANK CORP | 183,791 | 23,494,000 | 0.97% | ||
| 15 | DEUTSCHE BANK AG\ | 177,726 | 22,718,000 | 0.94% | ||
| 16 | PALLADIUM PARTNERS LLC | 176,390 | 22,548,000 | 0.93% | ||
| 17 | AFFINITY WEALTH MANAGEMENT LLC | 167,013 | 21,349,000 | 0.88% | ||
| 18 | FIRST MERCHANTS CORP | 151,928 | 19,421,000 | 0.80% | ||
| 19 | Texas Yale Capital Corp. | 149,650 | 19,130,000 | 0.79% | ||
| 20 | TRUIST FINANCIAL CORP | 116,791 | 14,930,000 | 0.62% | ||
| 21 | MAI Capital Management | 114,552 | 14,643,000 | 0.61% | ||
| 22 | J.P. Morgan Private Wealth Advisors LLC | 114,026 | 14,576,000 | 0.60% | ||
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 113,682 | 14,531,000 | 0.60% | ||
| 24 | Rex Capital Advisors, LLC | 113,287 | 14,481,000 | 0.60% | ||
| 25 | GHP Investment Advisors, Inc. | 112,950 | 14,438,000 | 0.60% | ||
| 26 | BANK OF MONTREAL /CAN/ | 112,466 | 14,377,000 | 0.60% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 109,148 | 13,952,000 | 0.58% | ||
| 28 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 108,360 | 13,852,000 | 0.57% | ||
| 29 | FIRST MIDWEST BANK TRUST DIVISION | 106,740 | 13,644,000 | 0.56% | ||
| 30 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 106,240 | 13,581,000 | 0.56% | ||
| 31 | STIFEL FINANCIAL CORP | 102,098 | 13,051,000 | 0.54% | ||
| 32 | BENJAMIN F. EDWARDS & COMPANY, INC. | 99,384 | 12,704,000 | 0.53% | ||
| 33 | SMITH CHAS P & ASSOCIATES PA CPAS | 98,922 | 12,645,000 | 0.52% | ||
| 34 | JONES FINANCIAL COMPANIES LLLP | 93,510 | 11,953,000 | 0.49% | ||
| 35 | JPMORGAN CHASE & CO | 92,135 | 11,777,000 | 0.49% | ||
| 36 | GUGGENHEIM CAPITAL LLC | 88,200 | 11,275,000 | 0.47% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 87,574 | 11,195,000 | 0.46% | ||
| 38 | Commonwealth Equity Services, Inc | 87,400 | 11,172,000 | 0.46% | ||
| 39 | LVZ, Inc. | 84,313 | 10,778,000 | 0.45% | ||
| 40 | 1834 INVESTMENT ADVISORS CO | 79,674 | 10,185,000 | 0.42% | ||
| 41 | Robert W. Baird & Co. Inc | 75,658 | 9,671,000 | 0.40% | ||
| 42 | D.A. DAVIDSON & CO. | 67,996 | 8,691,000 | 0.36% | ||
| 43 | Rehmann Capital Advisory Group | 65,517 | 8,375,000 | 0.35% | ||
| 44 | Raymond James Financial Services Advisors, Inc. | 64,720 | 8,273,000 | 0.34% | ||
| 45 | KINGS POINT CAPITAL MANAGEMENT | 64,455 | 8,239,000 | 0.34% | ||
| 46 | COURIER CAPITAL LLC | 61,476 | 7,858,000 | 0.33% | ||
| 47 | FMA ADVISORY INC | 61,296 | 7,835,000 | 0.32% | ||
| 48 | Asset Management Group, Inc. | 59,079 | 7,552,000 | 0.31% | ||
| 49 | Capital Analysts, LLC | 58,303 | 7,452,913 | 0.31% | ||
| 50 | Capital Advisors, Ltd. LLC | 54,923 | 7,021,000 | 0.29% |
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.
