| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 3,581,909 | 387,419,000 | 21.97% | ||
| 2 | MORGAN STANLEY | 1,671,359 | 180,774,000 | 10.25% | ||
| 3 | Portfolio Solutions, LLC | 1,002,232 | 108,401,000 | 6.15% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 929,704 | 100,557,000 | 5.70% | ||
| 5 | FMR LLC | 821,860 | 88,892,000 | 5.04% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 754,374 | 81,593,000 | 4.63% | ||
| 7 | UBS Group AG | 472,467 | 51,102,000 | 2.90% | ||
| 8 | LPL Financial LLC | 454,734 | 48,338,000 | 2.74% | ||
| 9 | M&T BANK CORP | 321,191 | 34,739,000 | 1.97% | ||
| 10 | ROYAL BANK OF CANADA | 272,620 | 29,487,000 | 1.67% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 265,972 | 28,768,000 | 1.63% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 254,126 | 27,486,000 | 1.56% | ||
| 13 | CITIGROUP INC | 215,867 | 23,348,000 | 1.32% | ||
| 14 | Cerity Partners OCIO LLC | 201,901 | 21,838,000 | 1.24% | ||
| 15 | COLONY GROUP LLC | 183,734 | 19,873,000 | 1.13% | ||
| 16 | STIFEL FINANCIAL CORP | 147,343 | 15,937,000 | 0.90% | ||
| 17 | GHP Investment Advisors, Inc. | 143,026 | 15,470,000 | 0.88% | ||
| 18 | Simply Money Advisors | 141,016 | 15,252,000 | 0.86% | ||
| 19 | Commonwealth Equity Services, Inc | 130,717 | 14,138,000 | 0.80% | ||
| 20 | J.P. Morgan Private Wealth Advisors LLC | 128,904 | 13,942,000 | 0.79% | ||
| 21 | Polaris Wealth Advisory Group, LLC | 126,634 | 13,697,000 | 0.78% | ||
| 22 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 133,340 | 13,013,000 | 0.74% | ||
| 23 | NorthRock Partners, LLC | 119,988 | 12,972,000 | 0.74% | ||
| 24 | FIRST HAWAIIAN BANK | 118,418 | 12,808,000 | 0.73% | ||
| 25 | TRUIST FINANCIAL CORP | 114,321 | 12,365,000 | 0.70% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 102,963 | 11,137,000 | 0.63% | ||
| 27 | HOME FEDERAL BANK OF TENNESSEE | 93,259 | 10,087,000 | 0.57% | ||
| 28 | BAIRD FINANCIAL GROUP, INC. | 87,404 | 9,454,000 | 0.54% | ||
| 29 | BOKF, NA | 85,311 | 9,228,000 | 0.52% | ||
| 30 | JPMORGAN CHASE & CO | 78,505 | 8,491,000 | 0.48% | ||
| 31 | KEYBANK NATIONAL ASSOCIATION/OH | 74,244 | 8,030,000 | 0.46% | ||
| 32 | Mariner, LLC | 74,064 | 8,010,000 | 0.45% | ||
| 33 | Palisades Hudson Asset Management, L.P. | 69,294 | 7,495,000 | 0.43% | ||
| 34 | SPC Financial, Inc. | 68,953 | 7,458,000 | 0.42% | ||
| 35 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 68,040 | 7,359,000 | 0.42% | ||
| 36 | JONES FINANCIAL COMPANIES LLLP | 67,668 | 7,320,000 | 0.42% | ||
| 37 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 65,850 | 7,122,000 | 0.40% | ||
| 38 | Stratford Consulting, LLC | 65,009 | 7,031,000 | 0.40% | ||
| 39 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 64,847 | 7,013,000 | 0.40% | ||
| 40 | SONATA CAPITAL GROUP INC | 62,432 | 6,753,000 | 0.38% | ||
| 41 | BENJAMIN F. EDWARDS & COMPANY, INC. | 59,590 | 6,445,000 | 0.37% | ||
| 42 | 1834 INVESTMENT ADVISORS CO | 57,028 | 6,168,000 | 0.35% | ||
| 43 | Evensky & Katz LLC | 12,505 | 6,079,000 | 0.34% | ||
| 44 | Cetera Advisors LLC | 54,130 | 5,850,000 | 0.33% | ||
| 45 | Asset Management Group, Inc. | 53,727 | 5,811,000 | 0.33% | ||
| 46 | REGIONS FINANCIAL CORP | 51,311 | 5,550,000 | 0.31% | ||
| 47 | Capital Analysts, LLC | 49,805 | 5,386,990 | 0.31% | ||
| 48 | FAS Wealth Partners, Inc. | 49,801 | 5,386,000 | 0.31% | ||
| 49 | Ifrah Financial Services, Inc. | 47,514 | 5,139,000 | 0.29% | ||
| 50 | Financial Planning & Information Services, Inc. | 46,818 | 5,064,000 | 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.
