| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 3,183,617 | 367,499,000 | 22.43% | ||
| 2 | MORGAN STANLEY | 1,341,085 | 154,801,000 | 9.45% | ||
| 3 | Portfolio Solutions, LLC | 996,172 | 114,988,000 | 7.02% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 751,384 | 86,732,000 | 5.29% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 693,630 | 80,066,000 | 4.89% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 294,400 | 33,991,000 | 2.07% | Call | |
| 7 | UBS AG | 293,199 | 33,844,000 | 2.07% | ||
| 8 | WILMINGTON TRUST CO | 271,922 | 31,388,000 | 1.92% | ||
| 9 | CITIGROUP INC | 262,470 | 30,305,000 | 1.85% | ||
| 10 | LPL Financial LLC | 242,716 | 28,017,000 | 1.71% | ||
| 11 | Cerity Partners OCIO LLC | 236,043 | 27,246,000 | 1.66% | ||
| 12 | Polaris Wealth Advisory Group, LLC | 204,394 | 23,593,000 | 1.44% | ||
| 13 | FIRST HAWAIIAN BANK | 200,589 | 23,154,000 | 1.41% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 197,159 | 22,758,000 | 1.39% | ||
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 177,542 | 20,494,000 | 1.25% | ||
| 16 | ROYAL BANK OF CANADA | 167,579 | 19,344,000 | 1.18% | ||
| 17 | GHP Investment Advisors, Inc. | 143,552 | 16,570,000 | 1.01% | ||
| 18 | Wilmington Trust, National Association | 137,066 | 15,821,000 | 0.97% | ||
| 19 | Simply Money Advisors | 133,476 | 15,407,000 | 0.94% | ||
| 20 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 121,250 | 13,776,000 | 0.84% | ||
| 21 | JPMORGAN CHASE & CO | 116,437 | 13,440,000 | 0.82% | ||
| 22 | AFFINITY WEALTH MANAGEMENT LLC | 113,696 | 13,124,000 | 0.80% | ||
| 23 | STIFEL FINANCIAL CORP | 112,533 | 12,990,000 | 0.79% | ||
| 24 | NATIONAL PLANNING CORP | 109,928 | 12,689,000 | 0.77% | ||
| 25 | CITY NATIONAL BANK | 106,760 | 12,323,000 | 0.75% | ||
| 26 | Timber Hill LLC | 105,850 | 12,218,000 | 0.75% | ||
| 27 | First Allied Advisory Services, Inc. | 100,239 | 11,575,000 | 0.71% | ||
| 28 | Commonwealth Equity Services, Inc | 97,297 | 11,231,000 | 0.69% | ||
| 29 | TRUIST FINANCIAL CORP | 94,952 | 10,961,000 | 0.67% | ||
| 30 | BOKF, NA | 90,504 | 10,447,000 | 0.64% | ||
| 31 | Robert W. Baird & Co. Inc | 86,139 | 9,943,000 | 0.61% | ||
| 32 | LifePlan Financial Group, Inc | 84,755 | 9,783,000 | 0.60% | ||
| 33 | JONES FINANCIAL COMPANIES LLLP | 84,712 | 9,779,000 | 0.60% | ||
| 34 | KEYBANK NATIONAL ASSOCIATION/OH | 80,905 | 9,339,000 | 0.57% | ||
| 35 | LVZ, Inc. | 80,228 | 9,261,000 | 0.57% | ||
| 36 | Palisades Hudson Asset Management, L.P. | 77,953 | 8,998,000 | 0.55% | ||
| 37 | J.P. Morgan Private Wealth Advisors LLC | 77,527 | 8,949,000 | 0.55% | ||
| 38 | US BANCORP \DE\ | 77,372 | 8,931,000 | 0.55% | ||
| 39 | Stratford Consulting, LLC | 70,679 | 8,159,000 | 0.50% | ||
| 40 | Raymond James Financial Services Advisors, Inc. | 68,359 | 7,891,000 | 0.48% | ||
| 41 | BAILARD, INC. | 66,431 | 7,668,000 | 0.47% | ||
| 42 | CREDIT SUISSE AG/ | 63,092 | 7,283,000 | 0.44% | ||
| 43 | SPC Financial, Inc. | 61,035 | 7,045,000 | 0.43% | ||
| 44 | TOMPKINS FINANCIAL CORP | 59,449 | 6,862,000 | 0.42% | ||
| 45 | FIRST MERCHANTS CORP | 59,230 | 6,837,000 | 0.42% | ||
| 46 | Asset Management Group, Inc. | 56,003 | 6,464,000 | 0.39% | ||
| 47 | BANK OF MONTREAL /CAN/ | 55,690 | 6,428,000 | 0.39% | ||
| 48 | PIERSHALE FINANCIAL GROUP, INC. | 54,481 | 6,289,000 | 0.38% | ||
| 49 | 1834 INVESTMENT ADVISORS CO | 54,123 | 6,247,000 | 0.38% | ||
| 50 | Financial Planning & Information Services, Inc. | 50,749 | 5,858,000 | 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.
