| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 3,440,597 | 390,324,000 | 23.95% | ||
| 2 | MORGAN STANLEY | 1,352,525 | 153,444,000 | 9.42% | ||
| 3 | Portfolio Solutions, LLC | 1,012,029 | 114,815,000 | 7.05% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 737,348 | 83,652,000 | 5.13% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 554,640 | 62,924,000 | 3.86% | ||
| 6 | LPL Financial LLC | 368,811 | 41,842,000 | 2.57% | ||
| 7 | UBS AG | 284,540 | 32,281,000 | 1.98% | ||
| 8 | WILMINGTON TRUST CO | 264,163 | 29,970,000 | 1.84% | ||
| 9 | CITIGROUP INC | 262,733 | 29,805,000 | 1.83% | ||
| 10 | Simply Money Advisors | 254,280 | 28,848,000 | 1.77% | ||
| 11 | Cerity Partners OCIO LLC | 227,454 | 25,805,000 | 1.58% | ||
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 226,200 | 25,660,000 | 1.57% | Call | |
| 13 | FIRST HAWAIIAN BANK | 197,274 | 22,380,000 | 1.37% | ||
| 14 | SMITH CHAS P & ASSOCIATES PA CPAS | 188,275 | 21,360,000 | 1.31% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 181,321 | 20,571,000 | 1.26% | ||
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 166,814 | 18,925,000 | 1.16% | ||
| 17 | GHP Investment Advisors, Inc. | 140,886 | 15,984,000 | 0.98% | ||
| 18 | Wilmington Trust, National Association | 132,962 | 15,084,000 | 0.93% | ||
| 19 | Commonwealth Equity Services, Inc | 130,647 | 14,822,000 | 0.91% | ||
| 20 | JPMORGAN CHASE & CO | 129,255 | 14,663,000 | 0.90% | ||
| 21 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 118,725 | 13,231,000 | 0.81% | ||
| 22 | ROYAL BANK OF CANADA | 109,499 | 12,423,000 | 0.76% | ||
| 23 | STIFEL FINANCIAL CORP | 106,821 | 12,119,000 | 0.74% | ||
| 24 | NATIONAL PLANNING CORP | 102,759 | 11,834,000 | 0.73% | ||
| 25 | CITY NATIONAL BANK | 100,601 | 11,413,000 | 0.70% | ||
| 26 | GREENLEAF TRUST | 95,383 | 10,821,000 | 0.66% | ||
| 27 | First Allied Advisory Services, Inc. | 91,152 | 10,347,000 | 0.63% | ||
| 28 | US BANCORP \DE\ | 88,436 | 10,033,000 | 0.62% | ||
| 29 | BOKF, NA | 87,713 | 9,951,000 | 0.61% | ||
| 30 | Polaris Wealth Advisory Group, LLC | 86,730 | 9,840,000 | 0.60% | ||
| 31 | Robert W. Baird & Co. Inc | 85,803 | 9,734,000 | 0.60% | ||
| 32 | KEYBANK NATIONAL ASSOCIATION/OH | 85,459 | 9,695,000 | 0.59% | ||
| 33 | TRUIST FINANCIAL CORP | 83,308 | 9,452,000 | 0.58% | ||
| 34 | JONES FINANCIAL COMPANIES LLLP | 83,063 | 9,423,000 | 0.58% | ||
| 35 | Dorsey Wright & Associates | 81,985 | 9,077,000 | 0.56% | ||
| 36 | LVZ, Inc. | 79,542 | 9,014,000 | 0.55% | ||
| 37 | Palisades Hudson Asset Management, L.P. | 78,137 | 8,865,000 | 0.54% | ||
| 38 | FIRST MERCHANTS CORP | 77,521 | 8,794,000 | 0.54% | ||
| 39 | J.P. Morgan Private Wealth Advisors LLC | 76,020 | 8,624,000 | 0.53% | ||
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 71,863 | 8,152,000 | 0.50% | ||
| 41 | TOMPKINS FINANCIAL CORP | 70,663 | 8,016,000 | 0.49% | ||
| 42 | Stratford Consulting, LLC | 70,622 | 8,012,000 | 0.49% | ||
| 43 | Raymond James Financial Services Advisors, Inc. | 66,916 | 7,592,000 | 0.47% | ||
| 44 | BAILARD, INC. | 66,854 | 7,585,000 | 0.47% | ||
| 45 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 63,555 | 7,210,000 | 0.44% | ||
| 46 | SPC Financial, Inc. | 60,535 | 6,868,000 | 0.42% | ||
| 47 | BANK OF MONTREAL /CAN/ | 57,570 | 6,532,000 | 0.40% | ||
| 48 | Asset Management Group, Inc. | 56,520 | 6,412,000 | 0.39% | ||
| 49 | 1834 INVESTMENT ADVISORS CO | 53,779 | 6,101,000 | 0.37% | ||
| 50 | Ifrah Financial Services, Inc. | 51,230 | 5,812,000 | 0.36% |
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.
