| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 5,542,658 | 884,999,000 | 33.22% | ||
| 2 | MORGAN STANLEY | 1,551,962 | 247,802,000 | 9.30% | ||
| 3 | GOLDMAN SACHS GROUP INC | 894,880 | 142,886,000 | 5.36% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 603,208 | 96,314,000 | 3.62% | ||
| 5 | UBS Group AG | 589,222 | 94,081,000 | 3.53% | ||
| 6 | Edelman Financial Services, LLC | 440,054 | 70,263,000 | 2.64% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 422,118 | 67,398,000 | 2.53% | ||
| 8 | KEYBANK NATIONAL ASSOCIATION/OH | 420,483 | 67,139,000 | 2.52% | ||
| 9 | BOKF, NA | 265,343 | 42,368,000 | 1.59% | ||
| 10 | BANK OF MONTREAL /CAN/ | 257,919 | 41,182,000 | 1.55% | ||
| 11 | Capital Directions Investment Advisors, LLC | 232,038 | 38,279,000 | 1.44% | ||
| 12 | M&T BANK CORP | 223,041 | 35,613,000 | 1.34% | ||
| 13 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 202,691 | 32,364,000 | 1.21% | ||
| 14 | STIFEL FINANCIAL CORP | 193,331 | 30,869,000 | 1.16% | ||
| 15 | BENJAMIN F. EDWARDS & COMPANY, INC. | 185,032 | 29,544,000 | 1.11% | ||
| 16 | LPL Financial LLC | 180,928 | 28,889,000 | 1.08% | ||
| 17 | FIRST HAWAIIAN BANK | 179,694 | 28,692,000 | 1.08% | ||
| 18 | WealthTrust Fairport, LLC | 147,571 | 23,563,000 | 0.88% | ||
| 19 | DEUTSCHE BANK AG\ | 145,529 | 23,236,000 | 0.87% | ||
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 118,634 | 18,942,000 | 0.71% | ||
| 21 | FIRST MERCHANTS CORP | 109,289 | 17,451,000 | 0.66% | ||
| 22 | RAYMOND JAMES & ASSOCIATES | 106,578 | 17,017,000 | 0.64% | ||
| 23 | NORTHERN TRUST CORP | 101,469 | 16,202,000 | 0.61% | ||
| 24 | Commonwealth Equity Services, Inc | 101,013 | 16,129,000 | 0.61% | ||
| 25 | Main Management LLC | 97,427 | 15,556,000 | 0.58% | ||
| 26 | Texas Yale Capital Corp. | 92,264 | 14,732,000 | 0.55% | ||
| 27 | 1834 INVESTMENT ADVISORS CO | 91,445 | 14,601,000 | 0.55% | ||
| 28 | TRUIST FINANCIAL CORP | 90,572 | 14,462,000 | 0.54% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 89,788 | 14,337,000 | 0.54% | ||
| 30 | J.P. Morgan Private Wealth Advisors LLC | 87,377 | 13,951,000 | 0.52% | ||
| 31 | FIFTH THIRD BANCORP | 73,133 | 11,677,000 | 0.44% | ||
| 32 | JPMORGAN CHASE & CO | 72,657 | 11,602,000 | 0.44% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 69,750 | 11,137,000 | 0.42% | ||
| 34 | COURIER CAPITAL LLC | 69,448 | 11,089,000 | 0.42% | ||
| 35 | GHP Investment Advisors, Inc. | 69,293 | 11,064,000 | 0.42% | ||
| 36 | LVZ, Inc. | 66,991 | 10,696,000 | 0.40% | ||
| 37 | SPC Financial, Inc. | 60,623 | 9,680,000 | 0.36% | ||
| 38 | D.A. DAVIDSON & CO. | 56,975 | 9,097,000 | 0.34% | ||
| 39 | MAI Capital Management | 56,749 | 9,061,000 | 0.34% | ||
| 40 | REGIONS FINANCIAL CORP | 56,079 | 8,954,000 | 0.34% | ||
| 41 | AFFINITY WEALTH MANAGEMENT LLC | 53,404 | 8,527,000 | 0.32% | ||
| 42 | HSBC HOLDINGS PLC | 51,650 | 8,247,000 | 0.31% | ||
| 43 | CREDIT SUISSE AG/ | 51,258 | 8,184,000 | 0.31% | ||
| 44 | Capital Advisors, Ltd. LLC | 48,178 | 7,693,000 | 0.29% | ||
| 45 | MUFG Americas Holdings Corp | 48,174 | 7,692,000 | 0.29% | ||
| 46 | CWM, LLC | 46,004 | 7,345,000 | 0.28% | ||
| 47 | Capital Analysts, LLC | 45,979 | 7,341,490 | 0.28% | ||
| 48 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 43,820 | 6,997,000 | 0.26% | ||
| 49 | COMERICA BANK | 43,510 | 6,946,000 | 0.26% | ||
| 50 | Private Advisor Group, LLC | 42,444 | 6,777,000 | 0.25% |
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.
