| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 8,230,186 | 1,020,874,000 | 38.51% | ||
| 2 | MORGAN STANLEY | 1,991,250 | 246,994,000 | 9.32% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 880,482 | 109,215,000 | 4.12% | ||
| 4 | Edelman Financial Services, LLC | 754,944 | 93,643,000 | 3.53% | ||
| 5 | UBS Group AG | 574,930 | 71,314,000 | 2.69% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 545,350 | 67,645,000 | 2.55% | ||
| 7 | AXA S.A. | 443,721 | 55,039,000 | 2.08% | ||
| 8 | LPL Financial LLC | 422,973 | 51,463,000 | 1.94% | ||
| 9 | Evensky & Katz LLC | 268,954 | 33,361,000 | 1.26% | ||
| 10 | NORTHERN TRUST CORP | 230,038 | 28,534,000 | 1.08% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 205,144 | 25,446,000 | 0.96% | ||
| 12 | PALLADIUM PARTNERS LLC | 203,883 | 25,290,000 | 0.95% | ||
| 13 | PIERSHALE FINANCIAL GROUP, INC. | 203,228 | 25,208,000 | 0.95% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 198,965 | 24,679,000 | 0.93% | ||
| 15 | KEYBANK NATIONAL ASSOCIATION/OH | 182,828 | 22,678,000 | 0.86% | ||
| 16 | STIFEL FINANCIAL CORP | 177,640 | 22,035,000 | 0.83% | ||
| 17 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 175,514 | 21,771,000 | 0.82% | ||
| 18 | FIRST HAWAIIAN BANK | 168,387 | 20,886,000 | 0.79% | ||
| 19 | BOKF, NA | 164,572 | 20,413,000 | 0.77% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 149,264 | 18,515,000 | 0.70% | ||
| 21 | Rex Capital Advisors, LLC | 139,354 | 17,285,000 | 0.65% | ||
| 22 | BENJAMIN F. EDWARDS & COMPANY, INC. | 138,039 | 17,122,000 | 0.65% | ||
| 23 | USCA RIA LLC | 2,011,681 | 16,218,000 | 0.61% | ||
| 24 | GFS Advisors, LLC | 2,011,681 | 16,218,000 | 0.61% | ||
| 25 | FIRST MERCHANTS CORP | 127,252 | 15,784,000 | 0.60% | ||
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 126,642 | 15,709,000 | 0.59% | ||
| 27 | GHP Investment Advisors, Inc. | 111,660 | 13,850,000 | 0.52% | ||
| 28 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 110,140 | 13,662,000 | 0.52% | ||
| 29 | D.A. DAVIDSON & CO. | 108,930 | 13,511,000 | 0.51% | ||
| 30 | Texas Yale Capital Corp. | 108,666 | 13,479,000 | 0.51% | ||
| 31 | M&T BANK CORP | 107,012 | 13,273,000 | 0.50% | ||
| 32 | RAYMOND JAMES & ASSOCIATES | 105,368 | 13,070,000 | 0.49% | ||
| 33 | TRUIST FINANCIAL CORP | 102,580 | 12,724,000 | 0.48% | ||
| 34 | BANK OF MONTREAL /CAN/ | 97,640 | 12,112,000 | 0.46% | ||
| 35 | Commonwealth Equity Services, Inc | 94,490 | 11,721,000 | 0.44% | ||
| 36 | AMERICAN INTERNATIONAL GROUP, INC. | 92,567 | 11,482,000 | 0.43% | ||
| 37 | J.P. Morgan Private Wealth Advisors LLC | 86,225 | 10,695,000 | 0.40% | ||
| 38 | SMITH CHAS P & ASSOCIATES PA CPAS | 85,789 | 10,641,000 | 0.40% | ||
| 39 | 1834 INVESTMENT ADVISORS CO | 83,825 | 10,398,000 | 0.39% | ||
| 40 | MAI Capital Management | 82,425 | 10,224,000 | 0.39% | ||
| 41 | BAIRD FINANCIAL GROUP, INC. | 82,338 | 10,213,000 | 0.39% | ||
| 42 | Capital Analysts, LLC | 75,687 | 9,388,235 | 0.35% | ||
| 43 | JONES FINANCIAL COMPANIES LLLP | 74,743 | 9,271,000 | 0.35% | ||
| 44 | FIRST MIDWEST BANK TRUST DIVISION | 71,685 | 8,891,000 | 0.34% | ||
| 45 | HighTower Advisors, LLC | 69,551 | 8,580,000 | 0.32% | ||
| 46 | Cambridge Investment Research Advisors, Inc. | 64,564 | 8,008,000 | 0.30% | ||
| 47 | KINGS POINT CAPITAL MANAGEMENT | 62,980 | 7,812,000 | 0.29% | ||
| 48 | COURIER CAPITAL LLC | 62,276 | 7,725,000 | 0.29% | ||
| 49 | JPMORGAN CHASE & CO | 60,612 | 7,518,000 | 0.28% | ||
| 50 | SPC Financial, Inc. | 60,377 | 7,489,000 | 0.28% |
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.
