| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 3,240,495 | 347,673,000 | 23.51% | ||
| 2 | MORGAN STANLEY | 1,360,969 | 146,019,000 | 9.87% | ||
| 3 | Portfolio Solutions, LLC | 1,004,915 | 107,817,000 | 7.29% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 854,640 | 91,695,000 | 6.20% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 715,841 | 76,803,000 | 5.19% | ||
| 6 | M&T BANK CORP | 432,902 | 46,446,000 | 3.14% | ||
| 7 | LPL Financial LLC | 321,002 | 34,004,000 | 2.30% | ||
| 8 | CITIGROUP INC | 262,545 | 28,163,000 | 1.90% | ||
| 9 | UBS AG | 261,454 | 28,051,000 | 1.90% | ||
| 10 | Cerity Partners OCIO LLC | 249,556 | 26,775,000 | 1.81% | ||
| 11 | FIRST HAWAIIAN BANK | 202,861 | 21,764,000 | 1.47% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 196,308 | 21,062,000 | 1.42% | ||
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 176,131 | 18,897,000 | 1.28% | ||
| 14 | CREDIT SUISSE AG/ | 161,170 | 17,292,000 | 1.17% | ||
| 15 | Polaris Wealth Advisory Group, LLC | 147,933 | 15,872,000 | 1.07% | ||
| 16 | GHP Investment Advisors, Inc. | 144,513 | 15,505,000 | 1.05% | ||
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 142,800 | 15,321,000 | 1.04% | Call | |
| 18 | ROYAL BANK OF CANADA | 138,565 | 14,866,000 | 1.01% | ||
| 19 | Simply Money Advisors | 136,271 | 14,621,000 | 0.99% | ||
| 20 | STIFEL FINANCIAL CORP | 121,968 | 13,085,000 | 0.88% | ||
| 21 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 121,843 | 12,645,000 | 0.86% | ||
| 22 | CITY NATIONAL BANK | 111,193 | 11,930,000 | 0.81% | ||
| 23 | TRUIST FINANCIAL CORP | 105,366 | 11,305,000 | 0.76% | ||
| 24 | JPMORGAN CHASE & CO | 99,364 | 10,661,000 | 0.72% | ||
| 25 | BOKF, NA | 91,283 | 9,793,000 | 0.66% | ||
| 26 | Commonwealth Equity Services, Inc | 85,634 | 9,188,000 | 0.62% | ||
| 27 | Robert W. Baird & Co. Inc | 84,990 | 9,119,000 | 0.62% | SH | |
| 28 | JONES FINANCIAL COMPANIES LLLP | 84,612 | 9,078,000 | 0.61% | ||
| 29 | LVZ, Inc. | 83,468 | 8,955,000 | 0.61% | ||
| 30 | US BANCORP \DE\ | 82,144 | 8,813,000 | 0.60% | ||
| 31 | J.P. Morgan Private Wealth Advisors LLC | 80,194 | 8,604,000 | 0.58% | ||
| 32 | Palisades Hudson Asset Management, L.P. | 78,095 | 8,379,000 | 0.57% | ||
| 33 | KEYBANK NATIONAL ASSOCIATION/OH | 75,785 | 8,131,000 | 0.55% | ||
| 34 | Raymond James Financial Services Advisors, Inc. | 71,395 | 7,660,000 | 0.52% | ||
| 35 | Stratford Consulting, LLC | 68,907 | 7,393,000 | 0.50% | ||
| 36 | First Allied Advisory Services, Inc. | 65,105 | 6,988,000 | 0.47% | ||
| 37 | SPC Financial, Inc. | 63,870 | 6,853,000 | 0.46% | ||
| 38 | BAILARD, INC. | 62,941 | 6,753,000 | 0.46% | ||
| 39 | FIRST MERCHANTS CORP | 59,515 | 6,385,000 | 0.43% | ||
| 40 | Asset Management Group, Inc. | 55,781 | 5,985,000 | 0.40% | ||
| 41 | 1834 INVESTMENT ADVISORS CO | 53,989 | 5,792,000 | 0.39% | ||
| 42 | BANK OF MONTREAL /CAN/ | 52,594 | 5,643,000 | 0.38% | ||
| 43 | Financial Planning & Information Services, Inc. | 49,472 | 5,308,000 | 0.36% | ||
| 44 | MUFG Americas Holdings Corp | 47,278 | 5,072,000 | 0.34% | ||
| 45 | COMERICA BANK | 45,399 | 4,871,000 | 0.33% | ||
| 46 | FIFTH THIRD BANCORP | 44,035 | 4,725,000 | 0.32% | ||
| 47 | Cetera Advisors LLC | 43,506 | 4,668,000 | 0.32% | ||
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38,921 | 4,175,000 | 0.28% | ||
| 49 | Capital Investment Advisors, LLC | 37,325 | 4,173,000 | 0.28% | ||
| 50 | Capital Advisors, Ltd. LLC | 38,098 | 4,087,000 | 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.
