| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 3,819,010 | 400,193,000 | 24.29% | ||
| 2 | MORGAN STANLEY | 1,576,031 | 165,153,000 | 10.02% | ||
| 3 | Portfolio Solutions, LLC | 999,851 | 104,774,000 | 6.36% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 929,622 | 97,414,000 | 5.91% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 704,549 | 73,829,000 | 4.48% | ||
| 6 | FMR LLC | 512,932 | 53,750,000 | 3.26% | ||
| 7 | UBS Group AG | 436,859 | 45,778,000 | 2.78% | ||
| 8 | M&T BANK CORP | 339,323 | 35,558,000 | 2.16% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 249,392 | 26,134,000 | 1.59% | ||
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 244,126 | 25,582,000 | 1.55% | ||
| 11 | CITIGROUP INC | 218,041 | 22,848,000 | 1.39% | ||
| 12 | Cerity Partners OCIO LLC | 199,911 | 20,963,000 | 1.27% | ||
| 13 | STIFEL FINANCIAL CORP | 162,825 | 17,063,000 | 1.04% | ||
| 14 | LPL Financial LLC | 155,498 | 16,859,000 | 1.02% | ||
| 15 | GHP Investment Advisors, Inc. | 142,894 | 14,974,000 | 0.91% | ||
| 16 | Simply Money Advisors | 140,054 | 14,676,000 | 0.89% | ||
| 17 | Polaris Wealth Advisory Group, LLC | 138,419 | 14,505,000 | 0.88% | ||
| 18 | CITY NATIONAL BANK | 137,596 | 14,419,000 | 0.88% | ||
| 19 | PIERSHALE FINANCIAL GROUP, INC. | 133,565 | 13,996,000 | 0.85% | ||
| 20 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 129,073 | 13,980,000 | 0.85% | ||
| 21 | J.P. Morgan Private Wealth Advisors LLC | 131,692 | 13,800,000 | 0.84% | ||
| 22 | Commonwealth Equity Services, Inc | 127,507 | 13,361,000 | 0.81% | ||
| 23 | ROYAL BANK OF CANADA | 125,528 | 13,154,000 | 0.80% | ||
| 24 | FIRST HAWAIIAN BANK | 123,027 | 12,892,000 | 0.78% | ||
| 25 | NorthRock Partners, LLC | 111,700 | 11,705,000 | 0.71% | ||
| 26 | TRUIST FINANCIAL CORP | 111,071 | 11,639,000 | 0.71% | ||
| 27 | JPMORGAN CHASE & CO | 94,931 | 9,948,000 | 0.60% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 93,240 | 9,771,000 | 0.59% | ||
| 29 | Cetera Advisor Networks LLC | 93,201 | 9,753,000 | 0.59% | ||
| 30 | BAILARD, INC. | 89,494 | 9,378,000 | 0.57% | ||
| 31 | BAIRD FINANCIAL GROUP, INC. | 86,808 | 9,097,000 | 0.55% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 83,484 | 8,816,000 | 0.54% | ||
| 33 | BOKF, NA | 82,375 | 8,632,000 | 0.52% | ||
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 73,892 | 7,743,000 | 0.47% | ||
| 35 | JONES FINANCIAL COMPANIES LLLP | 73,148 | 7,665,000 | 0.47% | ||
| 36 | KEYBANK NATIONAL ASSOCIATION/OH | 71,252 | 7,467,000 | 0.45% | ||
| 37 | Palisades Hudson Asset Management, L.P. | 69,588 | 7,292,000 | 0.44% | ||
| 38 | SPC Financial, Inc. | 68,952 | 7,225,000 | 0.44% | ||
| 39 | Stratford Consulting, LLC | 65,723 | 6,887,000 | 0.42% | ||
| 40 | SONATA CAPITAL GROUP INC | 62,013 | 6,498,000 | 0.39% | ||
| 41 | 1834 INVESTMENT ADVISORS CO | 56,490 | 5,920,000 | 0.36% | ||
| 42 | Cetera Advisors LLC | 56,204 | 5,888,000 | 0.36% | ||
| 43 | Triangle Securities Wealth Management | 55,881 | 5,856,000 | 0.36% | ||
| 44 | Asset Management Group, Inc. | 53,642 | 5,621,000 | 0.34% | ||
| 45 | Cambridge Investment Research Advisors, Inc. | 52,607 | 5,513,000 | 0.33% | ||
| 46 | Capital Analysts, LLC | 47,942 | 5,023,900 | 0.30% | ||
| 47 | Ifrah Financial Services, Inc. | 47,868 | 5,016,000 | 0.30% | ||
| 48 | Financial Planning & Information Services, Inc. | 47,350 | 4,962,000 | 0.30% | ||
| 49 | MUFG Americas Holdings Corp | 45,802 | 4,800,000 | 0.29% | ||
| 50 | FIRST MERCHANTS CORP | 44,269 | 4,639,000 | 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.
