| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 5,717,025 | 980,521,000 | 30.72% | ||
| 2 | MORGAN STANLEY | 1,710,724 | 293,406,000 | 9.19% | ||
| 3 | GOLDMAN SACHS GROUP INC | 1,340,866 | 229,972,000 | 7.21% | ||
| 4 | LPL Financial LLC | 794,989 | 135,768,000 | 4.25% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 633,128 | 108,588,000 | 3.40% | ||
| 6 | UBS Group AG | 518,860 | 88,990,000 | 2.79% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 416,263 | 71,392,000 | 2.24% | ||
| 8 | KEYBANK NATIONAL ASSOCIATION/OH | 400,335 | 68,661,000 | 2.15% | ||
| 9 | Quantitative Advantage, LLC | 353,079 | 60,557,000 | 1.90% | ||
| 10 | Edelman Financial Services, LLC | 324,556 | 55,665,000 | 1.74% | ||
| 11 | BOKF, NA | 267,181 | 45,824,000 | 1.44% | ||
| 12 | BANK OF MONTREAL /CAN/ | 265,803 | 45,587,000 | 1.43% | ||
| 13 | Capital Directions Investment Advisors, LLC | 230,237 | 38,949,000 | 1.22% | ||
| 14 | M&T BANK CORP | 206,569 | 35,428,000 | 1.11% | ||
| 15 | J.P. Morgan Private Wealth Advisors LLC | 170,828 | 29,299,000 | 0.92% | ||
| 16 | FIRST HAWAIIAN BANK | 161,991 | 27,783,000 | 0.87% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 149,828 | 25,697,000 | 0.81% | ||
| 18 | WealthTrust Fairport, LLC | 140,349 | 24,071,000 | 0.75% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 123,588 | 21,197,000 | 0.66% | ||
| 20 | STIFEL FINANCIAL CORP | 123,489 | 21,179,000 | 0.66% | ||
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 122,735 | 21,051,000 | 0.66% | ||
| 22 | BB&T SECURITIES, LLC | 12,268 | 21,041,000 | 0.66% | ||
| 23 | NATIONAL PLANNING CORP | 124,634 | 20,859,000 | 0.65% | ||
| 24 | NORTHERN TRUST CORP | 112,971 | 19,376,000 | 0.61% | ||
| 25 | Commonwealth Equity Services, Inc | 107,648 | 18,463,000 | 0.58% | ||
| 26 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 105,475 | 18,083,000 | 0.57% | ||
| 27 | FIRST MERCHANTS CORP | 105,032 | 18,014,000 | 0.56% | ||
| 28 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 103,791 | 17,801,000 | 0.56% | ||
| 29 | Main Management LLC | 97,890 | 16,789,000 | 0.53% | ||
| 30 | JPMORGAN CHASE & CO | 92,818 | 15,919,000 | 0.50% | ||
| 31 | 1834 INVESTMENT ADVISORS CO | 92,081 | 15,793,000 | 0.49% | ||
| 32 | BENJAMIN F. EDWARDS & COMPANY, INC. | 91,895 | 15,761,000 | 0.49% | ||
| 33 | Raymond James Financial Services Advisors, Inc. | 89,448 | 15,341,000 | 0.48% | ||
| 34 | TRUIST FINANCIAL CORP | 88,583 | 15,192,000 | 0.48% | ||
| 35 | Texas Yale Capital Corp. | 82,135 | 14,087,000 | 0.44% | ||
| 36 | JANE STREET GROUP, LLC | 79,507 | 13,636,000 | 0.43% | ||
| 37 | FIFTH THIRD BANCORP | 73,311 | 12,574,000 | 0.39% | ||
| 38 | COURIER CAPITAL LLC | 69,111 | 11,853,000 | 0.37% | ||
| 39 | GHP Investment Advisors, Inc. | 68,781 | 11,797,000 | 0.37% | ||
| 40 | LVZ, Inc. | 65,564 | 11,245,000 | 0.35% | ||
| 41 | REGIONS FINANCIAL CORP | 63,773 | 10,938,000 | 0.34% | ||
| 42 | Ifrah Financial Services, Inc. | 63,173 | 10,835,000 | 0.34% | ||
| 43 | SPC Financial, Inc. | 60,872 | 10,440,000 | 0.33% | ||
| 44 | D.A. DAVIDSON & CO. | 59,150 | 10,144,000 | 0.32% | ||
| 45 | MAI Capital Management | 57,764 | 9,907,000 | 0.31% | ||
| 46 | CWM, LLC | 53,497 | 9,175,000 | 0.29% | ||
| 47 | AFFINITY WEALTH MANAGEMENT LLC | 52,842 | 9,063,000 | 0.28% | ||
| 48 | HSBC HOLDINGS PLC | 51,650 | 8,858,000 | 0.28% | ||
| 49 | MUFG Americas Holdings Corp | 49,788 | 8,539,000 | 0.27% | ||
| 50 | Capital Advisors, Ltd. LLC | 48,564 | 8,329,000 | 0.26% |
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.
