| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 7,207,101 | 929,429,000 | 37.80% | ||
| 2 | MORGAN STANLEY | 1,905,168 | 245,690,000 | 9.99% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 741,654 | 95,643,000 | 3.89% | ||
| 4 | Edelman Financial Services, LLC | 624,538 | 80,540,000 | 3.28% | ||
| 5 | UBS Group AG | 553,353 | 71,360,000 | 2.90% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 482,753 | 62,254,000 | 2.53% | ||
| 7 | AXA S.A. | 422,221 | 54,450,000 | 2.21% | ||
| 8 | LPL Financial LLC | 335,050 | 42,974,000 | 1.75% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 244,480 | 31,528,000 | 1.28% | ||
| 10 | Evensky & Katz LLC | 237,304 | 30,602,000 | 1.24% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 213,204 | 27,495,000 | 1.12% | ||
| 12 | KEYBANK NATIONAL ASSOCIATION/OH | 209,878 | 27,066,000 | 1.10% | ||
| 13 | NORTHERN TRUST CORP | 205,143 | 26,455,000 | 1.08% | ||
| 14 | FIRST HAWAIIAN BANK | 197,187 | 25,429,000 | 1.03% | ||
| 15 | PALLADIUM PARTNERS LLC | 189,732 | 24,468,000 | 1.00% | ||
| 16 | BOKF, NA | 169,559 | 21,866,000 | 0.89% | ||
| 17 | M&T BANK CORP | 164,886 | 21,264,000 | 0.86% | ||
| 18 | AFFINITY WEALTH MANAGEMENT LLC | 140,315 | 18,095,000 | 0.74% | ||
| 19 | Texas Yale Capital Corp. | 140,145 | 18,073,000 | 0.74% | ||
| 20 | FIRST MERCHANTS CORP | 136,064 | 17,547,000 | 0.71% | ||
| 21 | J.P. Morgan Private Wealth Advisors LLC | 132,466 | 17,083,000 | 0.69% | ||
| 22 | TRUIST FINANCIAL CORP | 130,299 | 16,803,000 | 0.68% | ||
| 23 | STIFEL FINANCIAL CORP | 128,927 | 16,622,000 | 0.68% | ||
| 24 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 120,687 | 15,564,000 | 0.63% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 119,686 | 15,435,000 | 0.63% | ||
| 26 | Rex Capital Advisors, LLC | 115,479 | 14,892,000 | 0.61% | ||
| 27 | JPMORGAN CHASE & CO | 112,931 | 14,564,000 | 0.59% | ||
| 28 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 108,740 | 14,023,000 | 0.57% | ||
| 29 | BENJAMIN F. EDWARDS & COMPANY, INC. | 105,777 | 13,641,000 | 0.55% | ||
| 30 | GHP Investment Advisors, Inc. | 109,025 | 13,564,000 | 0.55% | ||
| 31 | BANK OF MONTREAL /CAN/ | 103,197 | 13,309,000 | 0.54% | ||
| 32 | RAYMOND JAMES & ASSOCIATES | 100,530 | 12,964,000 | 0.53% | ||
| 33 | SMITH CHAS P & ASSOCIATES PA CPAS | 97,160 | 12,530,000 | 0.51% | ||
| 34 | JONES FINANCIAL COMPANIES LLLP | 93,790 | 12,095,000 | 0.49% | ||
| 35 | KINGS POINT CAPITAL MANAGEMENT | 89,406 | 11,530,000 | 0.47% | ||
| 36 | LVZ, Inc. | 90,385 | 11,522,000 | 0.47% | ||
| 37 | MAI Capital Management | 88,289 | 11,386,000 | 0.46% | ||
| 38 | D.A. DAVIDSON & CO. | 82,765 | 10,673,000 | 0.43% | ||
| 39 | Commonwealth Equity Services, Inc | 79,162 | 10,209,000 | 0.42% | ||
| 40 | 1834 INVESTMENT ADVISORS CO | 79,164 | 10,209,000 | 0.42% | ||
| 41 | BAIRD FINANCIAL GROUP, INC. | 78,559 | 10,131,000 | 0.41% | ||
| 42 | Capital Analysts, LLC | 65,835 | 8,490,185 | 0.35% | ||
| 43 | COURIER CAPITAL LLC | 61,763 | 7,965,000 | 0.32% | ||
| 44 | Asset Management Group, Inc. | 58,814 | 7,585,000 | 0.31% | ||
| 45 | Capital Advisors, Ltd. LLC | 55,589 | 7,169,000 | 0.29% | ||
| 46 | MUFG Americas Holdings Corp | 51,878 | 6,690,000 | 0.27% | ||
| 47 | KAYS FINANCIAL ADVISORY CORP /ADV | 51,850 | 6,687,000 | 0.27% | ||
| 48 | King Wealth Management Group | 51,266 | 6,611,000 | 0.27% | ||
| 49 | SPC Financial, Inc. | 49,713 | 6,411,000 | 0.26% | ||
| 50 | Rehmann Capital Advisory Group | 48,820 | 6,296,000 | 0.26% |
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.
