| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 3,752,290 | 446,184,000 | 23.61% | ||
| 2 | MORGAN STANLEY | 1,526,877 | 181,561,000 | 9.61% | ||
| 3 | Portfolio Solutions, LLC | 1,017,127 | 120,947,000 | 6.40% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 905,547 | 107,679,000 | 5.70% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 855,293 | 101,703,000 | 5.38% | ||
| 6 | FMR LLC | 518,250 | 61,625,000 | 3.26% | ||
| 7 | UBS Group AG | 396,220 | 47,115,000 | 2.49% | ||
| 8 | CITIGROUP INC | 365,096 | 43,414,000 | 2.30% | ||
| 9 | M&T BANK CORP | 335,020 | 39,836,000 | 2.11% | ||
| 10 | LPL Financial LLC | 261,046 | 31,012,000 | 1.64% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 246,339 | 29,292,000 | 1.55% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 218,959 | 25,561,000 | 1.35% | ||
| 13 | Cerity Partners OCIO LLC | 198,634 | 23,619,000 | 1.25% | ||
| 14 | FIRST HAWAIIAN BANK | 169,210 | 20,121,000 | 1.06% | ||
| 15 | GHP Investment Advisors, Inc. | 145,191 | 17,265,000 | 0.91% | ||
| 16 | Polaris Wealth Advisory Group, LLC | 144,635 | 17,199,000 | 0.91% | ||
| 17 | Simply Money Advisors | 139,934 | 16,640,000 | 0.88% | ||
| 18 | NATIONAL PLANNING CORP | 142,144 | 16,570,000 | 0.88% | ||
| 19 | STIFEL FINANCIAL CORP | 137,276 | 16,323,000 | 0.86% | ||
| 20 | J.P. Morgan Private Wealth Advisors LLC | 127,094 | 15,113,000 | 0.80% | ||
| 21 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 124,832 | 14,927,000 | 0.79% | ||
| 22 | CITY NATIONAL BANK | 121,851 | 14,489,000 | 0.77% | ||
| 23 | US BANCORP \DE\ | 116,387 | 13,839,000 | 0.73% | ||
| 24 | ROYAL BANK OF CANADA | 110,593 | 13,150,000 | 0.70% | ||
| 25 | Commonwealth Equity Services, Inc | 109,644 | 13,038,000 | 0.69% | ||
| 26 | TRUIST FINANCIAL CORP | 104,201 | 12,391,000 | 0.66% | ||
| 27 | Cetera Advisor Networks LLC | 100,646 | 11,972,000 | 0.63% | ||
| 28 | PIERSHALE FINANCIAL GROUP, INC. | 98,323 | 11,692,000 | 0.62% | ||
| 29 | JPMORGAN CHASE & CO | 94,611 | 11,250,000 | 0.60% | ||
| 30 | BAILARD, INC. | 93,309 | 11,096,000 | 0.59% | ||
| 31 | Robert W. Baird & Co. Inc | 85,110 | 10,120,000 | 0.54% | ||
| 32 | BOKF, NA | 81,663 | 9,711,000 | 0.51% | ||
| 33 | Palisades Hudson Asset Management, L.P. | 78,491 | 9,333,000 | 0.49% | ||
| 34 | Raymond James Financial Services Advisors, Inc. | 74,409 | 8,848,000 | 0.47% | ||
| 35 | LifePlan Financial Group, Inc | 74,194 | 8,822,000 | 0.47% | ||
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 72,384 | 8,607,000 | 0.46% | ||
| 37 | Ken Stern & Associates, Inc. | 70,683 | 8,405,000 | 0.44% | ||
| 38 | JONES FINANCIAL COMPANIES LLLP | 69,617 | 8,278,000 | 0.44% | ||
| 39 | KEYBANK NATIONAL ASSOCIATION/OH | 69,260 | 8,236,000 | 0.44% | ||
| 40 | Stratford Consulting, LLC | 67,861 | 8,069,000 | 0.43% | ||
| 41 | LVZ, Inc. | 66,735 | 7,935,000 | 0.42% | ||
| 42 | FIRST MERCHANTS CORP | 66,715 | 7,933,000 | 0.42% | ||
| 43 | SPC Financial, Inc. | 66,313 | 7,885,000 | 0.42% | ||
| 44 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 64,570 | 7,672,000 | 0.41% | ||
| 45 | First Allied Advisory Services, Inc. | 58,311 | 6,929,000 | 0.37% | ||
| 46 | SONATA CAPITAL GROUP INC | 57,175 | 6,799,000 | 0.36% | ||
| 47 | 1834 INVESTMENT ADVISORS CO | 56,882 | 6,764,000 | 0.36% | ||
| 48 | Asset Management Group, Inc. | 55,051 | 6,546,000 | 0.35% | ||
| 49 | BANK OF MONTREAL /CAN/ | 50,985 | 6,062,000 | 0.32% | ||
| 50 | Financial Planning & Information Services, Inc. | 48,367 | 5,751,000 | 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.
