| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 3,843,056 | 452,559,000 | 23.98% | ||
| 2 | MORGAN STANLEY | 1,527,752 | 179,909,000 | 9.53% | ||
| 3 | Portfolio Solutions, LLC | 1,013,019 | 119,293,000 | 6.32% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 921,473 | 108,513,000 | 5.75% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 885,376 | 104,262,000 | 5.52% | ||
| 6 | FMR LLC | 604,936 | 71,237,000 | 3.77% | ||
| 7 | UBS Group AG | 395,879 | 46,619,000 | 2.47% | ||
| 8 | M&T BANK CORP | 323,744 | 38,123,000 | 2.02% | ||
| 9 | LPL Financial LLC | 276,256 | 32,363,000 | 1.71% | ||
| 10 | CITIGROUP INC | 264,960 | 31,202,000 | 1.65% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 237,896 | 28,015,000 | 1.48% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 233,876 | 27,541,000 | 1.46% | ||
| 13 | Cerity Partners OCIO LLC | 199,791 | 23,527,000 | 1.25% | ||
| 14 | STIFEL FINANCIAL CORP | 147,228 | 17,337,000 | 0.92% | ||
| 15 | Polaris Wealth Advisory Group, LLC | 139,878 | 16,472,000 | 0.87% | ||
| 16 | Simply Money Advisors | 139,423 | 16,418,000 | 0.87% | ||
| 17 | GHP Investment Advisors, Inc. | 141,348 | 15,968,000 | 0.85% | ||
| 18 | J.P. Morgan Private Wealth Advisors LLC | 132,323 | 15,582,000 | 0.83% | ||
| 19 | FIRST HAWAIIAN BANK | 131,338 | 15,466,000 | 0.82% | ||
| 20 | NATIONAL PLANNING CORP | 133,456 | 15,130,000 | 0.80% | ||
| 21 | CITY NATIONAL BANK | 128,125 | 15,088,000 | 0.80% | ||
| 22 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 127,601 | 14,850,000 | 0.79% | ||
| 23 | JPMORGAN CHASE & CO | 119,191 | 14,036,000 | 0.74% | ||
| 24 | ROYAL BANK OF CANADA | 111,852 | 13,173,000 | 0.70% | ||
| 25 | Commonwealth Equity Services, Inc | 111,695 | 13,153,000 | 0.70% | ||
| 26 | TRUIST FINANCIAL CORP | 106,901 | 12,588,000 | 0.67% | ||
| 27 | PIERSHALE FINANCIAL GROUP, INC. | 104,163 | 12,266,000 | 0.65% | ||
| 28 | Cetera Advisor Networks LLC | 100,646 | 11,972,000 | 0.63% | ||
| 29 | BAILARD, INC. | 98,754 | 11,629,000 | 0.62% | ||
| 30 | NorthRock Partners, LLC | 91,083 | 10,733,000 | 0.57% | ||
| 31 | BAIRD FINANCIAL GROUP, INC. | 86,106 | 10,140,000 | 0.54% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 85,786 | 10,102,000 | 0.54% | ||
| 33 | COMERICA BANK | 83,266 | 9,804,000 | 0.52% | ||
| 34 | BOKF, NA | 81,588 | 9,608,000 | 0.51% | ||
| 35 | Destination Wealth Management | 78,520 | 9,247,000 | 0.49% | ||
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 72,818 | 8,575,000 | 0.45% | ||
| 37 | KEYBANK NATIONAL ASSOCIATION/OH | 71,023 | 8,364,000 | 0.44% | ||
| 38 | Palisades Hudson Asset Management, L.P. | 70,426 | 8,292,000 | 0.44% | ||
| 39 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 70,399 | 8,289,000 | 0.44% | ||
| 40 | LVZ, Inc. | 71,040 | 8,268,000 | 0.44% | ||
| 41 | JONES FINANCIAL COMPANIES LLLP | 69,633 | 8,200,000 | 0.43% | ||
| 42 | SPC Financial, Inc. | 66,713 | 7,856,000 | 0.42% | ||
| 43 | Stratford Consulting, LLC | 66,331 | 7,811,000 | 0.41% | ||
| 44 | SONATA CAPITAL GROUP INC | 65,906 | 7,761,000 | 0.41% | ||
| 45 | 1834 INVESTMENT ADVISORS CO | 56,286 | 6,628,000 | 0.35% | ||
| 46 | Asset Management Group, Inc. | 54,491 | 6,417,000 | 0.34% | ||
| 47 | BANK OF MONTREAL /CAN/ | 49,314 | 5,808,000 | 0.31% | ||
| 48 | FIRST MERCHANTS CORP | 48,158 | 5,671,000 | 0.30% | ||
| 49 | Financial Planning & Information Services, Inc. | 47,652 | 5,611,000 | 0.30% | ||
| 50 | 1st Global Advisors, Inc. | 7,525 | 5,542,000 | 0.29% |
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.
