| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 8,381,417 | 1,073,240,000 | 36.22% | ||
| 2 | MORGAN STANLEY | 1,902,781 | 243,652,000 | 8.22% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 874,603 | 111,992,000 | 3.78% | ||
| 4 | Edelman Financial Services, LLC | 778,334 | 99,666,000 | 3.36% | ||
| 5 | MEMBERS TRUST CO | 600,601 | 76,907,000 | 2.60% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 586,794 | 75,139,000 | 2.54% | ||
| 7 | LPL Financial LLC | 575,519 | 73,097,000 | 2.47% | ||
| 8 | UBS Group AG | 566,508 | 72,541,000 | 2.45% | ||
| 9 | AXA S.A. | 443,721 | 56,818,000 | 1.92% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 287,491 | 36,813,000 | 1.24% | ||
| 11 | Evensky & Katz LLC | 275,385 | 35,263,000 | 1.19% | ||
| 12 | NORTHERN TRUST CORP | 247,294 | 31,666,000 | 1.07% | ||
| 13 | KEYBANK NATIONAL ASSOCIATION/OH | 238,437 | 30,532,000 | 1.03% | ||
| 14 | Quantitative Advantage, LLC | 218,122 | 27,931,000 | 0.94% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 209,869 | 26,873,000 | 0.91% | ||
| 16 | PALLADIUM PARTNERS LLC | 208,287 | 26,671,000 | 0.90% | ||
| 17 | STIFEL FINANCIAL CORP | 191,151 | 24,477,000 | 0.83% | ||
| 18 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 168,626 | 21,593,000 | 0.73% | ||
| 19 | BESSEMER GROUP INC | 166,589 | 21,332,000 | 0.72% | ||
| 20 | BOKF, NA | 160,744 | 20,583,000 | 0.69% | ||
| 21 | FIRST HAWAIIAN BANK | 159,437 | 20,416,000 | 0.69% | ||
| 22 | CULLEN/FROST BANKERS, INC. | 148,705 | 19,041,000 | 0.64% | ||
| 23 | Rex Capital Advisors, LLC | 139,355 | 17,844,000 | 0.60% | ||
| 24 | Raymond James Financial Services Advisors, Inc. | 132,458 | 16,962,000 | 0.57% | ||
| 25 | BENJAMIN F. EDWARDS & COMPANY, INC. | 130,387 | 16,696,000 | 0.56% | ||
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 128,495 | 16,455,000 | 0.56% | ||
| 27 | FIRST MERCHANTS CORP | 128,359 | 16,436,000 | 0.55% | ||
| 28 | Commonwealth Equity Services, Inc | 123,665 | 15,835,000 | 0.53% | ||
| 29 | GOLDMAN SACHS GROUP INC | 123,520 | 15,817,000 | 0.53% | ||
| 30 | D.A. DAVIDSON & CO. | 112,869 | 14,452,000 | 0.49% | ||
| 31 | GHP Investment Advisors, Inc. | 110,477 | 14,147,000 | 0.48% | ||
| 32 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 110,140 | 14,103,000 | 0.48% | ||
| 33 | Texas Yale Capital Corp. | 107,336 | 13,744,000 | 0.46% | ||
| 34 | M&T BANK CORP | 105,450 | 13,503,000 | 0.46% | ||
| 35 | ROYAL BANK OF CANADA | 105,324 | 13,487,000 | 0.46% | ||
| 36 | Cambridge Investment Research Advisors, Inc. | 101,446 | 12,990,000 | 0.44% | ||
| 37 | BANK OF MONTREAL /CAN/ | 98,848 | 12,657,000 | 0.43% | ||
| 38 | FundX Investment Group, LLC | 98,323 | 12,590,000 | 0.42% | ||
| 39 | RAYMOND JAMES & ASSOCIATES | 96,921 | 12,411,000 | 0.42% | ||
| 40 | MAI Capital Management | 91,768 | 11,751,000 | 0.40% | ||
| 41 | TRUIST FINANCIAL CORP | 89,736 | 11,491,000 | 0.39% | ||
| 42 | J.P. Morgan Private Wealth Advisors LLC | 83,937 | 10,748,000 | 0.36% | ||
| 43 | 1834 INVESTMENT ADVISORS CO | 83,617 | 10,707,000 | 0.36% | ||
| 44 | First Allied Advisory Services, Inc. | 82,427 | 10,556,000 | 0.36% | ||
| 45 | Capital Analysts, LLC | 82,156 | 10,520,146 | 0.35% | ||
| 46 | BAIRD FINANCIAL GROUP, INC. | 82,051 | 10,507,000 | 0.35% | ||
| 47 | SMITH CHAS P & ASSOCIATES PA CPAS | 79,401 | 10,167,000 | 0.34% | ||
| 48 | JONES FINANCIAL COMPANIES LLLP | 76,260 | 9,765,000 | 0.33% | ||
| 49 | HighTower Advisors, LLC | 75,878 | 9,715,000 | 0.33% | ||
| 50 | Advisors Preferred, LLC | 70,683 | 9,051,000 | 0.31% |
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.
