| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 7,669,287 | 898,842,000 | 38.37% | ||
| 2 | MORGAN STANLEY | 1,955,073 | 229,133,000 | 9.78% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 796,045 | 93,296,000 | 3.98% | ||
| 4 | Edelman Financial Services, LLC | 692,221 | 81,128,000 | 3.46% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 587,073 | 68,805,000 | 2.94% | ||
| 6 | UBS Group AG | 576,980 | 67,622,000 | 2.89% | ||
| 7 | AXA S.A. | 417,921 | 48,980,000 | 2.09% | ||
| 8 | LPL Financial LLC | 313,341 | 36,322,000 | 1.55% | ||
| 9 | Evensky & Katz LLC | 251,773 | 29,507,000 | 1.26% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 238,134 | 27,910,000 | 1.19% | ||
| 11 | NORTHERN TRUST CORP | 221,861 | 26,002,000 | 1.11% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 212,320 | 24,884,000 | 1.06% | ||
| 13 | PALLADIUM PARTNERS LLC | 192,644 | 22,578,000 | 0.96% | ||
| 14 | KEYBANK NATIONAL ASSOCIATION/OH | 189,078 | 22,160,000 | 0.95% | ||
| 15 | FIRST HAWAIIAN BANK | 177,987 | 20,860,000 | 0.89% | ||
| 16 | STIFEL FINANCIAL CORP | 170,589 | 19,993,000 | 0.85% | ||
| 17 | BOKF, NA | 167,868 | 19,674,000 | 0.84% | ||
| 18 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 158,785 | 18,610,000 | 0.79% | ||
| 19 | M&T BANK CORP | 141,752 | 16,613,000 | 0.71% | ||
| 20 | J.P. Morgan Private Wealth Advisors LLC | 138,989 | 16,290,000 | 0.70% | ||
| 21 | FIRST MERCHANTS CORP | 133,571 | 15,655,000 | 0.67% | ||
| 22 | BENJAMIN F. EDWARDS & COMPANY, INC. | 128,545 | 15,065,000 | 0.64% | ||
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 123,745 | 14,503,000 | 0.62% | ||
| 24 | Rex Capital Advisors, LLC | 121,053 | 14,187,000 | 0.61% | ||
| 25 | Texas Yale Capital Corp. | 117,260 | 13,743,000 | 0.59% | ||
| 26 | TRUIST FINANCIAL CORP | 114,477 | 13,416,000 | 0.57% | ||
| 27 | GHP Investment Advisors, Inc. | 111,265 | 13,040,000 | 0.56% | ||
| 28 | JPMORGAN CHASE & CO | 109,819 | 12,871,000 | 0.55% | ||
| 29 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 109,340 | 12,815,000 | 0.55% | ||
| 30 | RAYMOND JAMES & ASSOCIATES | 108,608 | 12,729,000 | 0.54% | ||
| 31 | D.A. DAVIDSON & CO. | 100,533 | 11,782,000 | 0.50% | ||
| 32 | BANK OF MONTREAL /CAN/ | 96,173 | 11,272,000 | 0.48% | ||
| 33 | Commonwealth Equity Services, Inc | 91,238 | 10,693,000 | 0.46% | ||
| 34 | SMITH CHAS P & ASSOCIATES PA CPAS | 89,787 | 10,523,000 | 0.45% | ||
| 35 | MAI Capital Management | 89,410 | 10,479,000 | 0.45% | ||
| 36 | JONES FINANCIAL COMPANIES LLLP | 84,754 | 9,933,000 | 0.42% | ||
| 37 | ROYAL BANK OF CANADA | 81,585 | 9,562,000 | 0.41% | ||
| 38 | 1834 INVESTMENT ADVISORS CO | 81,496 | 9,551,000 | 0.41% | ||
| 39 | BAIRD FINANCIAL GROUP, INC. | 81,145 | 9,510,000 | 0.41% | ||
| 40 | Capital Analysts, LLC | 74,613 | 8,744,695 | 0.37% | ||
| 41 | KINGS POINT CAPITAL MANAGEMENT | 73,720 | 8,640,000 | 0.37% | ||
| 42 | CREDIT SUISSE AG/ | 67,758 | 7,941,000 | 0.34% | ||
| 43 | HighTower Advisors, LLC | 65,884 | 7,734,000 | 0.33% | ||
| 44 | Raymond James Financial Services Advisors, Inc. | 64,782 | 7,593,000 | 0.32% | ||
| 45 | COURIER CAPITAL LLC | 60,767 | 7,122,000 | 0.30% | ||
| 46 | AFFINITY WEALTH MANAGEMENT LLC | 59,689 | 6,996,000 | 0.30% | ||
| 47 | Capital Advisors, Ltd. LLC | 58,540 | 6,861,000 | 0.29% | ||
| 48 | Asset Management Group, Inc. | 58,497 | 6,856,000 | 0.29% | ||
| 49 | SPC Financial, Inc. | 56,482 | 6,620,000 | 0.28% | ||
| 50 | Rehmann Capital Advisory Group | 54,477 | 6,385,000 | 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.
