| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 6,941,251 | 908,955,000 | 36.22% | ||
| 2 | MORGAN STANLEY | 1,908,271 | 249,888,000 | 9.96% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 751,608 | 98,423,000 | 3.92% | ||
| 4 | Edelman Financial Services, LLC | 606,472 | 79,418,000 | 3.16% | ||
| 5 | UBS Group AG | 538,573 | 70,526,000 | 2.81% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 480,862 | 62,969,000 | 2.51% | ||
| 7 | AXA S.A. | 422,221 | 55,290,000 | 2.20% | ||
| 8 | LPL Financial LLC | 334,632 | 43,760,000 | 1.74% | ||
| 9 | BOKF, NA | 275,928 | 36,132,000 | 1.44% | ||
| 10 | FIRST HAWAIIAN BANK | 252,111 | 33,014,000 | 1.32% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 234,916 | 30,762,000 | 1.23% | ||
| 12 | Evensky & Katz LLC | 230,548 | 30,178,000 | 1.20% | ||
| 13 | KEYBANK NATIONAL ASSOCIATION/OH | 220,218 | 28,837,000 | 1.15% | ||
| 14 | NORTHERN TRUST CORP | 201,229 | 26,351,000 | 1.05% | ||
| 15 | VAN ECK ASSOCIATES CORP | 195,326 | 25,578,000 | 1.02% | ||
| 16 | PALLADIUM PARTNERS LLC | 186,672 | 24,444,000 | 0.97% | ||
| 17 | M&T BANK CORP | 177,788 | 23,281,000 | 0.93% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 161,054 | 21,062,000 | 0.84% | ||
| 19 | AFFINITY WEALTH MANAGEMENT LLC | 148,387 | 19,431,000 | 0.77% | ||
| 20 | FIRST MERCHANTS CORP | 147,452 | 19,308,000 | 0.77% | ||
| 21 | Texas Yale Capital Corp. | 140,275 | 18,369,000 | 0.73% | ||
| 22 | J.P. Morgan Private Wealth Advisors LLC | 129,192 | 16,918,000 | 0.67% | ||
| 23 | TRUIST FINANCIAL CORP | 120,900 | 15,832,000 | 0.63% | ||
| 24 | STIFEL FINANCIAL CORP | 119,650 | 15,667,000 | 0.62% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 116,609 | 15,270,000 | 0.61% | ||
| 26 | Rex Capital Advisors, LLC | 114,488 | 14,992,000 | 0.60% | ||
| 27 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 113,599 | 14,876,000 | 0.59% | ||
| 28 | JPMORGAN CHASE & CO | 113,262 | 14,832,000 | 0.59% | ||
| 29 | GHP Investment Advisors, Inc. | 113,069 | 14,806,000 | 0.59% | ||
| 30 | BANK OF MONTREAL /CAN/ | 110,435 | 14,461,000 | 0.58% | ||
| 31 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 108,440 | 14,200,000 | 0.57% | ||
| 32 | BENJAMIN F. EDWARDS & COMPANY, INC. | 102,781 | 13,459,000 | 0.54% | ||
| 33 | SMITH CHAS P & ASSOCIATES PA CPAS | 99,809 | 13,070,000 | 0.52% | ||
| 34 | RAYMOND JAMES & ASSOCIATES | 97,258 | 12,736,000 | 0.51% | ||
| 35 | JONES FINANCIAL COMPANIES LLLP | 93,066 | 12,187,000 | 0.49% | ||
| 36 | MAI Capital Management | 91,335 | 11,960,000 | 0.48% | ||
| 37 | KINGS POINT CAPITAL MANAGEMENT | 87,071 | 11,402,000 | 0.45% | ||
| 38 | LVZ, Inc. | 85,919 | 11,251,000 | 0.45% | ||
| 39 | Commonwealth Equity Services, Inc | 85,756 | 11,230,000 | 0.45% | ||
| 40 | 1834 INVESTMENT ADVISORS CO | 79,629 | 10,427,000 | 0.42% | ||
| 41 | Robert W. Baird & Co. Inc | 77,691 | 10,174,000 | 0.41% | ||
| 42 | D.A. DAVIDSON & CO. | 73,668 | 9,646,000 | 0.38% | ||
| 43 | Raymond James Financial Services Advisors, Inc. | 64,990 | 8,511,000 | 0.34% | ||
| 44 | Capital Analysts, LLC | 61,092 | 8,000,043 | 0.32% | ||
| 45 | COURIER CAPITAL LLC | 61,066 | 7,997,000 | 0.32% | ||
| 46 | Asset Management Group, Inc. | 58,772 | 7,696,000 | 0.31% | ||
| 47 | Capital Advisors, Ltd. LLC | 54,997 | 7,202,000 | 0.29% | ||
| 48 | MUFG Americas Holdings Corp | 52,565 | 6,883,000 | 0.27% | ||
| 49 | KAYS FINANCIAL ADVISORY CORP /ADV | 51,300 | 6,718,000 | 0.27% | ||
| 50 | SPC Financial, Inc. | 50,996 | 6,678,000 | 0.27% |
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.
