| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 3,547,890 | 402,047,000 | 20.26% | ||
| 2 | MORGAN STANLEY | 1,810,956 | 205,217,000 | 10.34% | ||
| 3 | Portfolio Solutions, LLC | 1,024,924 | 116,144,000 | 5.85% | ||
| 4 | FMR LLC | 1,005,156 | 113,904,000 | 5.74% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 954,664 | 108,183,000 | 5.45% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 782,280 | 88,648,000 | 4.47% | ||
| 7 | LPL Financial LLC | 551,413 | 60,876,000 | 3.07% | ||
| 8 | UBS Group AG | 469,242 | 53,175,000 | 2.68% | ||
| 9 | M&T BANK CORP | 415,067 | 47,036,000 | 2.37% | ||
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 294,074 | 33,325,000 | 1.68% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 289,481 | 32,804,000 | 1.65% | ||
| 12 | ROYAL BANK OF CANADA | 274,988 | 31,162,000 | 1.57% | ||
| 13 | PIERSHALE FINANCIAL GROUP, INC. | 225,046 | 25,502,000 | 1.28% | ||
| 14 | GFS Advisors, LLC | 2,498,011 | 23,534,000 | 1.19% | ||
| 15 | Cerity Partners OCIO LLC | 206,596 | 23,412,000 | 1.18% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 197,898 | 22,426,000 | 1.13% | ||
| 17 | USCA RIA LLC | 2,483,748 | 21,918,000 | 1.10% | ||
| 18 | STIFEL FINANCIAL CORP | 146,862 | 16,642,000 | 0.84% | ||
| 19 | GHP Investment Advisors, Inc. | 142,716 | 16,173,000 | 0.81% | ||
| 20 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 139,442 | 15,799,000 | 0.80% | ||
| 21 | Simply Money Advisors | 134,119 | 15,198,000 | 0.77% | ||
| 22 | Noven Financial Group, Inc. | 125,258 | 14,194,000 | 0.72% | ||
| 23 | Commonwealth Equity Services, Inc | 124,891 | 14,153,000 | 0.71% | ||
| 24 | BAILARD, INC. | 114,811 | 13,011,000 | 0.66% | ||
| 25 | CITIGROUP INC | 114,314 | 12,954,000 | 0.65% | ||
| 26 | FIRST HAWAIIAN BANK | 113,875 | 12,904,000 | 0.65% | ||
| 27 | TRUIST FINANCIAL CORP | 111,952 | 12,686,000 | 0.64% | ||
| 28 | Mariner, LLC | 92,262 | 10,455,000 | 0.53% | ||
| 29 | J.P. Morgan Private Wealth Advisors LLC | 91,193 | 10,334,000 | 0.52% | ||
| 30 | NorthRock Partners, LLC | 88,606 | 10,036,000 | 0.51% | ||
| 31 | BAIRD FINANCIAL GROUP, INC. | 88,203 | 9,995,000 | 0.50% | ||
| 32 | HOME FEDERAL BANK OF TENNESSEE | 87,663 | 9,934,000 | 0.50% | ||
| 33 | BOKF, NA | 86,636 | 9,818,000 | 0.49% | ||
| 34 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 73,926 | 8,377,000 | 0.42% | ||
| 35 | Palisades Hudson Asset Management, L.P. | 73,265 | 8,302,000 | 0.42% | ||
| 36 | KEYBANK NATIONAL ASSOCIATION/OH | 72,655 | 8,233,000 | 0.41% | ||
| 37 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 68,452 | 7,757,000 | 0.39% | ||
| 38 | SPC Financial, Inc. | 64,867 | 7,351,000 | 0.37% | ||
| 39 | Stratford Consulting, LLC | 64,342 | 7,291,000 | 0.37% | ||
| 40 | JONES FINANCIAL COMPANIES LLLP | 62,924 | 7,131,000 | 0.36% | ||
| 41 | BENJAMIN F. EDWARDS & COMPANY, INC. | 62,004 | 7,026,000 | 0.35% | ||
| 42 | REGIONS FINANCIAL CORP | 61,511 | 6,971,000 | 0.35% | ||
| 43 | Triangle Securities Wealth Management | 60,798 | 6,890,000 | 0.35% | ||
| 44 | Ifrah Financial Services, Inc. | 60,711 | 6,880,000 | 0.35% | ||
| 45 | SONATA CAPITAL GROUP INC | 60,485 | 6,854,000 | 0.35% | ||
| 46 | 1834 INVESTMENT ADVISORS CO | 60,230 | 6,825,000 | 0.34% | ||
| 47 | Cetera Advisors LLC | 55,776 | 6,318,000 | 0.32% | ||
| 48 | Asset Management Group, Inc. | 53,856 | 6,103,000 | 0.31% | ||
| 49 | Cambridge Investment Research Advisors, Inc. | 52,431 | 5,941,000 | 0.30% | ||
| 50 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 52,395 | 5,937,000 | 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.
