| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 7,598,920 | 876,502,000 | 39.74% | ||
| 2 | MORGAN STANLEY | 1,877,727 | 216,587,000 | 9.82% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 738,851 | 85,222,000 | 3.86% | ||
| 4 | Edelman Financial Services, LLC | 661,831 | 76,339,000 | 3.46% | ||
| 5 | UBS Group AG | 558,728 | 64,447,000 | 2.92% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 498,968 | 57,554,000 | 2.61% | ||
| 7 | AXA S.A. | 422,221 | 48,702,000 | 2.21% | ||
| 8 | Evensky & Katz LLC | 243,882 | 28,130,000 | 1.28% | ||
| 9 | NORTHERN TRUST CORP | 217,895 | 25,134,000 | 1.14% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 213,998 | 24,684,000 | 1.12% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 207,553 | 23,940,000 | 1.09% | ||
| 12 | KEYBANK NATIONAL ASSOCIATION/OH | 205,288 | 23,679,000 | 1.07% | ||
| 13 | PALLADIUM PARTNERS LLC | 188,966 | 21,796,000 | 0.99% | ||
| 14 | FIRST HAWAIIAN BANK | 184,736 | 21,309,000 | 0.97% | ||
| 15 | BOKF, NA | 169,905 | 19,598,000 | 0.89% | ||
| 16 | LPL Financial LLC | 159,938 | 19,124,000 | 0.87% | ||
| 17 | M&T BANK CORP | 151,581 | 17,485,000 | 0.79% | ||
| 18 | STIFEL FINANCIAL CORP | 143,766 | 16,583,000 | 0.75% | ||
| 19 | Rex Capital Advisors, LLC | 135,514 | 15,631,000 | 0.71% | ||
| 20 | FIRST MERCHANTS CORP | 134,180 | 15,476,000 | 0.70% | ||
| 21 | J.P. Morgan Private Wealth Advisors LLC | 132,459 | 15,279,000 | 0.69% | ||
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 130,660 | 15,071,000 | 0.68% | ||
| 23 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 129,676 | 14,958,000 | 0.68% | ||
| 24 | TRUIST FINANCIAL CORP | 126,726 | 14,617,000 | 0.66% | ||
| 25 | JPMORGAN CHASE & CO | 120,891 | 13,945,000 | 0.63% | ||
| 26 | Texas Yale Capital Corp. | 120,385 | 13,886,000 | 0.63% | ||
| 27 | BENJAMIN F. EDWARDS & COMPANY, INC. | 112,420 | 12,967,000 | 0.59% | ||
| 28 | GHP Investment Advisors, Inc. | 110,995 | 12,803,000 | 0.58% | ||
| 29 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 108,740 | 12,544,000 | 0.57% | ||
| 30 | RAYMOND JAMES & ASSOCIATES | 100,692 | 11,614,000 | 0.53% | ||
| 31 | BANK OF MONTREAL /CAN/ | 98,199 | 11,327,000 | 0.51% | ||
| 32 | LVZ, Inc. | 95,600 | 11,027,000 | 0.50% | ||
| 33 | D.A. DAVIDSON & CO. | 94,276 | 10,874,000 | 0.49% | ||
| 34 | SMITH CHAS P & ASSOCIATES PA CPAS | 92,623 | 10,684,000 | 0.48% | ||
| 35 | JONES FINANCIAL COMPANIES LLLP | 90,486 | 10,437,000 | 0.47% | ||
| 36 | MAI Capital Management | 88,402 | 10,197,000 | 0.46% | ||
| 37 | Commonwealth Equity Services, Inc | 85,111 | 9,817,000 | 0.45% | ||
| 38 | KINGS POINT CAPITAL MANAGEMENT | 80,632 | 9,301,000 | 0.42% | ||
| 39 | BAIRD FINANCIAL GROUP, INC. | 80,350 | 9,268,000 | 0.42% | ||
| 40 | 1834 INVESTMENT ADVISORS CO | 79,485 | 9,168,000 | 0.42% | ||
| 41 | Capital Analysts, LLC | 70,989 | 8,188,359 | 0.37% | ||
| 42 | AFFINITY WEALTH MANAGEMENT LLC | 62,787 | 7,242,000 | 0.33% | ||
| 43 | COURIER CAPITAL LLC | 60,491 | 6,977,000 | 0.32% | ||
| 44 | Asset Management Group, Inc. | 58,554 | 6,754,000 | 0.31% | ||
| 45 | Capital Advisors, Ltd. LLC | 55,657 | 6,420,000 | 0.29% | ||
| 46 | SPC Financial, Inc. | 53,514 | 6,173,000 | 0.28% | ||
| 47 | KAYS FINANCIAL ADVISORY CORP /ADV | 53,251 | 6,142,000 | 0.28% | ||
| 48 | CREDIT SUISSE AG/ | 52,594 | 6,067,000 | 0.28% | ||
| 49 | Cranbrook Wealth Management, LLC | 52,425 | 6,047,000 | 0.27% | ||
| 50 | MUFG Americas Holdings Corp | 52,275 | 6,029,000 | 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.
