| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 7,602,944 | 1,129,417,000 | 33.96% | ||
| 2 | MORGAN STANLEY | 1,986,504 | 295,096,000 | 8.87% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 993,835 | 147,634,000 | 4.44% | ||
| 4 | Edelman Financial Services, LLC | 844,320 | 125,424,000 | 3.77% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 670,358 | 99,582,000 | 2.99% | ||
| 6 | UBS Group AG | 640,042 | 95,078,000 | 2.86% | ||
| 7 | MEMBERS TRUST CO | 573,208 | 85,150,000 | 2.56% | ||
| 8 | NORTHERN TRUST CORP | 388,144 | 57,659,000 | 1.73% | ||
| 9 | AXA S.A. | 383,321 | 56,942,000 | 1.71% | ||
| 10 | STIFEL FINANCIAL CORP | 324,219 | 48,138,000 | 1.45% | ||
| 11 | Evensky & Katz LLC | 287,725 | 42,741,000 | 1.29% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 247,006 | 36,693,000 | 1.10% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 233,686 | 34,714,000 | 1.04% | ||
| 14 | KEYBANK NATIONAL ASSOCIATION/OH | 223,065 | 33,136,000 | 1.00% | ||
| 15 | ALESCO ADVISORS LLC | 218,015 | 32,386,000 | 0.97% | ||
| 16 | PALLADIUM PARTNERS LLC | 207,615 | 30,841,000 | 0.93% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 203,482 | 30,227,000 | 0.91% | ||
| 18 | LPL Financial LLC | 177,165 | 26,318,000 | 0.79% | ||
| 19 | HIGHFIELDS CAPITAL MANAGEMENT LP | 171,291 | 25,445,000 | 0.77% | ||
| 20 | ROYAL BANK OF CANADA | 162,857 | 24,193,000 | 0.73% | ||
| 21 | CULLEN/FROST BANKERS, INC. | 154,696 | 22,980,000 | 0.69% | ||
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 152,603 | 22,670,000 | 0.68% | ||
| 23 | BOKF, NA | 151,028 | 22,436,000 | 0.67% | ||
| 24 | D.A. DAVIDSON & CO. | 146,765 | 21,801,000 | 0.66% | ||
| 25 | FIRST MERCHANTS CORP | 144,939 | 21,531,000 | 0.65% | ||
| 26 | Commonwealth Equity Services, Inc | 142,202 | 21,124,000 | 0.64% | ||
| 27 | Rex Capital Advisors, LLC | 140,078 | 20,809,000 | 0.63% | ||
| 28 | BANK OF MONTREAL /CAN/ | 117,398 | 17,440,000 | 0.52% | ||
| 29 | BENJAMIN F. EDWARDS & COMPANY, INC. | 111,671 | 16,589,000 | 0.50% | ||
| 30 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 110,540 | 16,421,000 | 0.49% | ||
| 31 | HighTower Advisors, LLC | 110,750 | 16,403,000 | 0.49% | ||
| 32 | MAI Capital Management | 109,911 | 16,327,000 | 0.49% | ||
| 33 | TRUIST FINANCIAL CORP | 105,287 | 15,641,000 | 0.47% | ||
| 34 | Raymond James Financial Services Advisors, Inc. | 103,363 | 15,355,000 | 0.46% | ||
| 35 | GHP Investment Advisors, Inc. | 103,045 | 15,307,000 | 0.46% | ||
| 36 | Texas Yale Capital Corp. | 102,617 | 15,244,000 | 0.46% | ||
| 37 | FIRST HAWAIIAN BANK | 99,559 | 14,790,000 | 0.44% | ||
| 38 | AMERIPRISE FINANCIAL INC | 99,183 | 14,732,000 | 0.44% | ||
| 39 | BAIRD FINANCIAL GROUP, INC. | 98,659 | 14,656,000 | 0.44% | ||
| 40 | J.P. Morgan Private Wealth Advisors LLC | 90,411 | 13,431,000 | 0.40% | ||
| 41 | M&T BANK CORP | 87,253 | 12,961,000 | 0.39% | ||
| 42 | 1834 INVESTMENT ADVISORS CO | 86,843 | 12,901,000 | 0.39% | ||
| 43 | JONES FINANCIAL COMPANIES LLLP | 80,014 | 11,887,000 | 0.36% | ||
| 44 | SPC Financial, Inc. | 71,333 | 10,597,000 | 0.32% | ||
| 45 | KINGS POINT CAPITAL MANAGEMENT | 70,661 | 10,497,000 | 0.32% | ||
| 46 | SMITH CHAS P & ASSOCIATES PA CPAS | 69,583 | 10,337,000 | 0.31% | ||
| 47 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 67,979 | 10,098,000 | 0.30% | ||
| 48 | JPMORGAN CHASE & CO | 67,517 | 10,030,000 | 0.30% | ||
| 49 | Capital Advisors, Ltd. LLC | 67,048 | 9,960,000 | 0.30% | ||
| 50 | ULLMANN WEALTH PARTNERS GROUP, LLC | 61,740 | 9,171,000 | 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.
