| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 3,333,724 | 393,177,000 | 23.03% | ||
| 2 | MORGAN STANLEY | 1,520,694 | 179,351,000 | 10.51% | ||
| 3 | Portfolio Solutions, LLC | 1,011,512 | 119,298,000 | 6.99% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 880,302 | 103,823,000 | 6.08% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 755,172 | 89,066,000 | 5.22% | ||
| 6 | FMR LLC | 456,046 | 53,786,000 | 3.15% | ||
| 7 | CITIGROUP INC | 365,235 | 43,076,000 | 2.52% | ||
| 8 | M&T BANK CORP | 347,689 | 41,007,000 | 2.40% | ||
| 9 | UBS Group AG | 338,402 | 39,911,000 | 2.34% | ||
| 10 | LPL Financial LLC | 301,588 | 35,569,000 | 2.08% | ||
| 11 | FIRST HAWAIIAN BANK | 187,080 | 22,064,000 | 1.29% | ||
| 12 | Polaris Wealth Advisory Group, LLC | 150,718 | 17,776,000 | 1.04% | ||
| 13 | GHP Investment Advisors, Inc. | 144,595 | 17,053,000 | 1.00% | ||
| 14 | Simply Money Advisors | 139,189 | 16,416,000 | 0.96% | ||
| 15 | ROYAL BANK OF CANADA | 134,943 | 15,915,000 | 0.93% | ||
| 16 | STIFEL FINANCIAL CORP | 130,902 | 15,438,000 | 0.90% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 127,263 | 15,009,000 | 0.88% | ||
| 18 | J.P. Morgan Private Wealth Advisors LLC | 121,163 | 14,290,000 | 0.84% | ||
| 19 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 125,070 | 14,225,000 | 0.83% | ||
| 20 | NATIONAL PLANNING CORP | 123,111 | 14,005,102 | 0.82% | ||
| 21 | US BANCORP \DE\ | 117,490 | 13,857,000 | 0.81% | ||
| 22 | CITY NATIONAL BANK | 113,904 | 13,434,000 | 0.79% | ||
| 23 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 108,013 | 12,739,000 | 0.75% | ||
| 24 | TRUIST FINANCIAL CORP | 102,533 | 12,093,000 | 0.71% | ||
| 25 | Commonwealth Equity Services, Inc | 96,534 | 11,385,000 | 0.67% | ||
| 26 | JPMORGAN CHASE & CO | 95,258 | 11,235,000 | 0.66% | ||
| 27 | Bank of New York Mellon Corp | 90,721 | 10,700,000 | 0.63% | ||
| 28 | BAILARD, INC. | 88,179 | 10,400,000 | 0.61% | ||
| 29 | LifePlan Financial Group, Inc | 87,857 | 10,362,000 | 0.61% | ||
| 30 | COMERICA BANK | 86,382 | 10,186,000 | 0.60% | ||
| 31 | Robert W. Baird & Co. Inc | 83,752 | 9,878,000 | 0.58% | ||
| 32 | BOKF, NA | 78,873 | 9,301,000 | 0.54% | ||
| 33 | Palisades Hudson Asset Management, L.P. | 76,481 | 9,020,000 | 0.53% | ||
| 34 | JONES FINANCIAL COMPANIES LLLP | 73,683 | 8,690,000 | 0.51% | ||
| 35 | KEYBANK NATIONAL ASSOCIATION/OH | 72,624 | 8,565,000 | 0.50% | ||
| 36 | Raymond James Financial Services Advisors, Inc. | 72,453 | 8,545,000 | 0.50% | ||
| 37 | First Allied Advisory Services, Inc. | 71,283 | 8,401,000 | 0.49% | ||
| 38 | Stratford Consulting, LLC | 68,098 | 8,031,000 | 0.47% | ||
| 39 | SPC Financial, Inc. | 64,376 | 7,593,000 | 0.44% | ||
| 40 | Ken Stern & Associates, Inc. | 63,840 | 7,529,000 | 0.44% | ||
| 41 | FIRST MERCHANTS CORP | 61,350 | 7,235,000 | 0.42% | ||
| 42 | SONATA CAPITAL GROUP INC | 56,825 | 6,702,000 | 0.39% | ||
| 43 | COLONY GROUP LLC | 56,169 | 6,625,000 | 0.39% | ||
| 44 | Asset Management Group, Inc. | 55,494 | 6,545,000 | 0.38% | ||
| 45 | 1834 INVESTMENT ADVISORS CO | 54,727 | 6,455,000 | 0.38% | ||
| 46 | BANK OF MONTREAL /CAN/ | 52,150 | 6,152,000 | 0.36% | ||
| 47 | MUFG Americas Holdings Corp | 45,613 | 5,380,000 | 0.32% | ||
| 48 | Financial Planning & Information Services, Inc. | 48,630 | 5,308,000 | 0.31% | ||
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,316 | 5,227,000 | 0.31% | ||
| 50 | LVZ, Inc. | 42,876 | 5,057,000 | 0.30% |
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.
