| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 6,441,842 | 1,011,949,000 | 31.79% | ||
| 2 | MORGAN STANLEY | 1,820,502 | 285,983,000 | 8.99% | ||
| 3 | GOLDMAN SACHS GROUP INC | 1,434,834 | 225,398,000 | 7.08% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 670,854 | 105,385,000 | 3.31% | ||
| 5 | LPL Financial LLC | 610,273 | 98,590,000 | 3.10% | ||
| 6 | UBS Group AG | 542,666 | 85,247,000 | 2.68% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 439,981 | 69,117,000 | 2.17% | ||
| 8 | KEYBANK NATIONAL ASSOCIATION/OH | 390,335 | 61,318,000 | 1.93% | ||
| 9 | Edelman Financial Services, LLC | 346,871 | 54,490,000 | 1.71% | ||
| 10 | BANK OF MONTREAL /CAN/ | 273,777 | 43,007,000 | 1.35% | ||
| 11 | Capital Directions Investment Advisors, LLC | 238,962 | 37,538,000 | 1.18% | ||
| 12 | Quantitative Advantage, LLC | 192,869 | 30,298,000 | 0.95% | ||
| 13 | Commonwealth Equity Services, Inc | 182,846 | 28,723,000 | 0.90% | ||
| 14 | J.P. Morgan Private Wealth Advisors LLC | 172,270 | 27,062,000 | 0.85% | ||
| 15 | M&T BANK CORP | 172,042 | 27,025,000 | 0.85% | ||
| 16 | BOKF, NA | 171,693 | 26,971,000 | 0.85% | ||
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 152,193 | 23,909,000 | 0.75% | ||
| 18 | STIFEL FINANCIAL CORP | 151,193 | 23,752,000 | 0.75% | ||
| 19 | WealthTrust Fairport, LLC | 138,061 | 21,688,000 | 0.68% | ||
| 20 | Atria Investments, Inc | 3,211 | 20,440,000 | 0.64% | ||
| 21 | ROYAL BANK OF CANADA | 128,969 | 20,260,000 | 0.64% | ||
| 22 | ENVESTNET ASSET MANAGEMENT INC | 128,439 | 20,176,000 | 0.63% | ||
| 23 | NORTHERN TRUST CORP | 127,723 | 20,064,000 | 0.63% | ||
| 24 | NATIONAL PLANNING CORP | 118,609 | 19,780,000 | 0.62% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 125,370 | 19,749,000 | 0.62% | ||
| 26 | RAYMOND JAMES & ASSOCIATES | 121,219 | 19,042,000 | 0.60% | ||
| 27 | FIRST HAWAIIAN BANK | 119,951 | 18,843,000 | 0.59% | ||
| 28 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 113,117 | 17,770,000 | 0.56% | ||
| 29 | JPMORGAN CHASE & CO | 105,998 | 16,651,000 | 0.52% | ||
| 30 | Raymond James Financial Services Advisors, Inc. | 105,783 | 16,618,000 | 0.52% | ||
| 31 | Main Management LLC | 103,743 | 16,297,000 | 0.51% | ||
| 32 | BNP PARIBAS FINANCIAL MARKETS | 100,000 | 15,709,000 | 0.49% | ||
| 33 | BENJAMIN F. EDWARDS & COMPANY, INC. | 97,326 | 15,289,000 | 0.48% | ||
| 34 | TRUIST FINANCIAL CORP | 96,129 | 15,101,000 | 0.47% | ||
| 35 | FIRST MERCHANTS CORP | 95,170 | 14,950,000 | 0.47% | ||
| 36 | PIERSHALE FINANCIAL GROUP, INC. | 92,833 | 14,583,000 | 0.46% | ||
| 37 | 1834 INVESTMENT ADVISORS CO | 91,895 | 14,436,000 | 0.45% | ||
| 38 | Commonwealth Financial Services, LLC | 85,097 | 13,368,000 | 0.42% | ||
| 39 | MAI Capital Management | 82,016 | 12,884,000 | 0.40% | ||
| 40 | Texas Yale Capital Corp. | 79,810 | 12,537,000 | 0.39% | ||
| 41 | CWM, LLC | 79,469 | 12,484,000 | 0.39% | ||
| 42 | JANE STREET GROUP, LLC | 75,605 | 11,877,000 | 0.37% | ||
| 43 | D.A. DAVIDSON & CO. | 73,543 | 11,552,000 | 0.36% | ||
| 44 | FIFTH THIRD BANCORP | 71,923 | 11,298,000 | 0.35% | ||
| 45 | LVZ, Inc. | 71,561 | 11,242,000 | 0.35% | ||
| 46 | GHP Investment Advisors, Inc. | 68,115 | 10,700,000 | 0.34% | ||
| 47 | COURIER CAPITAL LLC | 67,318 | 10,575,000 | 0.33% | ||
| 48 | REGIONS FINANCIAL CORP | 66,210 | 10,401,000 | 0.33% | ||
| 49 | Ifrah Financial Services, Inc. | 62,640 | 9,840,000 | 0.31% | ||
| 50 | SPC Financial, Inc. | 59,928 | 9,414,000 | 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.
