| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 7,957,489 | 1,155,506,000 | 33.48% | ||
| 2 | MORGAN STANLEY | 2,013,839 | 292,429,000 | 8.47% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 994,913 | 144,471,000 | 4.19% | ||
| 4 | Edelman Financial Services, LLC | 763,652 | 110,890,000 | 3.21% | ||
| 5 | UBS Group AG | 664,477 | 96,489,000 | 2.80% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 614,087 | 89,170,000 | 2.58% | ||
| 7 | LPL Financial LLC | 456,827 | 66,848,000 | 1.94% | ||
| 8 | AXA S.A. | 400,521 | 58,160,000 | 1.69% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 398,052 | 57,802,000 | 1.67% | ||
| 10 | ROYAL BANK OF CANADA | 387,436 | 56,261,000 | 1.63% | ||
| 11 | Sage Advisory Services, Ltd.Co. | 357,963 | 51,983,000 | 1.51% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 295,114 | 42,853,000 | 1.24% | ||
| 13 | NORTHERN TRUST CORP | 292,580 | 42,485,000 | 1.23% | ||
| 14 | Evensky & Katz LLC | 289,869 | 42,091,000 | 1.22% | ||
| 15 | STIFEL FINANCIAL CORP | 276,506 | 40,127,000 | 1.16% | ||
| 16 | KEYBANK NATIONAL ASSOCIATION/OH | 258,251 | 37,501,000 | 1.09% | ||
| 17 | PALLADIUM PARTNERS LLC | 203,983 | 29,620,000 | 0.86% | ||
| 18 | FundX Investment Group, LLC | 196,309 | 28,506,000 | 0.83% | ||
| 19 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 172,784 | 25,084,000 | 0.73% | ||
| 20 | FDx Advisors, Inc. | 162,061 | 23,533,000 | 0.68% | ||
| 21 | BOKF, NA | 154,944 | 22,499,000 | 0.65% | ||
| 22 | CULLEN/FROST BANKERS, INC. | 152,565 | 22,153,000 | 0.64% | ||
| 23 | Commonwealth Equity Services, Inc | 149,516 | 21,711,000 | 0.63% | ||
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 145,038 | 21,061,000 | 0.61% | ||
| 25 | HighTower Advisors, LLC | 142,188 | 20,597,000 | 0.60% | ||
| 26 | FIRST MERCHANTS CORP | 141,626 | 20,565,000 | 0.60% | ||
| 27 | ALESCO ADVISORS LLC | 141,497 | 20,547,000 | 0.60% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 138,871 | 20,167,000 | 0.58% | ||
| 29 | Rex Capital Advisors, LLC | 138,372 | 20,093,000 | 0.58% | ||
| 30 | NATIONAL PLANNING CORP | 134,153 | 19,719,000 | 0.57% | ||
| 31 | FIRST HAWAIIAN BANK | 126,382 | 18,351,000 | 0.53% | ||
| 32 | D.A. DAVIDSON & CO. | 125,162 | 18,174,000 | 0.53% | ||
| 33 | BANK OF MONTREAL /CAN/ | 122,668 | 17,568,000 | 0.51% | ||
| 34 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 110,540 | 16,052,000 | 0.47% | ||
| 35 | Texas Yale Capital Corp. | 108,976 | 15,824,000 | 0.46% | ||
| 36 | GHP Investment Advisors, Inc. | 107,424 | 15,599,000 | 0.45% | ||
| 37 | BENJAMIN F. EDWARDS & COMPANY, INC. | 101,554 | 14,747,000 | 0.43% | ||
| 38 | M&T BANK CORP | 100,008 | 14,522,000 | 0.42% | ||
| 39 | Capital Analysts, LLC | 94,434 | 13,713,000 | 0.40% | ||
| 40 | AMERIPRISE FINANCIAL INC | 92,669 | 13,454,000 | 0.39% | ||
| 41 | MAI Capital Management | 91,676 | 13,312,000 | 0.39% | ||
| 42 | J.P. Morgan Private Wealth Advisors LLC | 90,327 | 13,117,000 | 0.38% | ||
| 43 | TRUIST FINANCIAL CORP | 87,731 | 12,740,000 | 0.37% | ||
| 44 | First Allied Advisory Services, Inc. | 87,316 | 12,679,000 | 0.37% | ||
| 45 | BAIRD FINANCIAL GROUP, INC. | 85,277 | 12,383,000 | 0.36% | ||
| 46 | 1834 INVESTMENT ADVISORS CO | 84,850 | 12,321,000 | 0.36% | ||
| 47 | MSI Financial Services Inc | 78,793 | 11,442,000 | 0.33% | ||
| 48 | JONES FINANCIAL COMPANIES LLLP | 78,559 | 11,408,000 | 0.33% | ||
| 49 | GOLDMAN SACHS GROUP INC | 74,601 | 10,833,000 | 0.31% | ||
| 50 | Advisors Preferred, LLC | 74,065 | 10,755,000 | 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.
