| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,719,411 | 1,115,247,000 | 21.36% | ||
| 2 | WELLS FARGO & COMPANY/MN | 7,248,879 | 754,172,000 | 14.45% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 5,712,388 | 594,317,000 | 11.38% | ||
| 4 | JONES FINANCIAL COMPANIES LLLP | 4,084,710 | 424,973,000 | 8.14% | ||
| 5 | FMR LLC | 1,928,281 | 200,618,000 | 3.84% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 1,711,903 | 178,107,000 | 3.41% | ||
| 7 | STIFEL FINANCIAL CORP | 1,532,056 | 159,412,000 | 3.05% | ||
| 8 | M&T BANK CORP | 1,344,499 | 139,883,000 | 2.68% | ||
| 9 | FRANKLIN RESOURCES INC | 1,243,955 | 129,421,000 | 2.48% | ||
| 10 | APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 12,513 | 120,276,000 | 2.30% | ||
| 11 | ROYAL BANK OF CANADA | 1,003,579 | 104,411,000 | 2.00% | ||
| 12 | KEYBANK NATIONAL ASSOCIATION/OH | 597,612 | 62,175,000 | 1.19% | ||
| 13 | BNP PARIBAS FINANCIAL MARKETS | 587,550 | 61,128,704 | 1.17% | ||
| 14 | FIRST HAWAIIAN BANK | 505,238 | 52,565,000 | 1.01% | ||
| 15 | AMERIPRISE FINANCIAL INC | 504,478 | 52,467,000 | 1.00% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 502,160 | 52,245,000 | 1.00% | ||
| 17 | AXA S.A. | 472,241 | 49,132,000 | 0.94% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 462,079 | 48,075,000 | 0.92% | ||
| 19 | BANK OF MONTREAL /CAN/ | 410,229 | 42,680,000 | 0.82% | ||
| 20 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 404,269 | 42,060,000 | 0.81% | ||
| 21 | UMB Bank, n.a. | 399,399 | 41,553,000 | 0.80% | ||
| 22 | HUNTINGTON NATIONAL BANK | 327,389 | 34,062,000 | 0.65% | ||
| 23 | US BANCORP \DE\ | 320,916 | 33,389,000 | 0.64% | ||
| 24 | MUFG Americas Holdings Corp | 313,380 | 32,604,000 | 0.62% | ||
| 25 | COURIER CAPITAL LLC | 296,452 | 30,843,000 | 0.59% | ||
| 26 | BANK OF HAWAII | 260,606 | 27,113,000 | 0.52% | ||
| 27 | Ameritas Investment Partners, Inc. | 258,641 | 26,909,000 | 0.52% | ||
| 28 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 250,321 | 26,043,000 | 0.50% | ||
| 29 | Strategic Point Investment Advisors, LLC | 216,567 | 22,531,000 | 0.43% | ||
| 30 | 1834 INVESTMENT ADVISORS CO | 203,716 | 21,195,000 | 0.41% | ||
| 31 | BOKF, NA | 202,084 | 21,025,000 | 0.40% | ||
| 32 | JPMORGAN CHASE & CO | 189,483 | 19,714,000 | 0.38% | ||
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 178,473 | 18,568,000 | 0.36% | ||
| 34 | FIFTH THIRD BANCORP | 162,712 | 16,929,000 | 0.32% | ||
| 35 | Steinberg Global Asset Management | 154,431 | 16,067,000 | 0.31% | ||
| 36 | GREENLEAF TRUST | 133,070 | 13,845,000 | 0.27% | ||
| 37 | QUEST INVESTMENT MANAGEMENT LLC | 133,040 | 13,841,000 | 0.27% | ||
| 38 | FCG ADVISORS, LLC | 131,183 | 13,636,000 | 0.26% | ||
| 39 | SMITH, MOORE & CO. | 129,590 | 13,483,000 | 0.26% | ||
| 40 | AMARILLO NATIONAL BANK | 120,004 | 12,485,000 | 0.24% | ||
| 41 | ALESCO ADVISORS LLC | 119,009 | 12,382,000 | 0.24% | ||
| 42 | Veritable, L.P. | 117,133 | 12,187,000 | 0.23% | ||
| 43 | PEAPACK GLADSTONE FINANCIAL CORP | 115,203 | 11,985,720 | 0.23% | ||
| 44 | GOLDMAN SACHS GROUP INC | 108,445 | 11,282,000 | 0.22% | ||
| 45 | SEI INVESTMENTS CO | 102,469 | 10,661,000 | 0.20% | ||
| 46 | Laird Norton Wetherby Wealth Management, LLC | 97,348 | 10,128,000 | 0.19% | ||
| 47 | SUNTRUST BANKS INC | 96,174 | 10,006,000 | 0.19% | ||
| 48 | NOTTINGHAM ADVISORS, INC. | 94,885 | 9,872,000 | 0.19% | ||
| 49 | REGIONS FINANCIAL CORP | 91,331 | 9,502,000 | 0.18% | ||
| 50 | RONALD BLUE & CO LLC | 90,238 | 9,388,000 | 0.18% |
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.
