| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 6,607,228 | 1,063,499,000 | 34.28% | ||
| 2 | MORGAN STANLEY | 1,763,410 | 283,840,000 | 9.15% | ||
| 3 | GOLDMAN SACHS GROUP INC | 879,144 | 141,507,000 | 4.56% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 756,928 | 121,834,000 | 3.93% | ||
| 5 | LPL Financial LLC | 706,298 | 111,976,000 | 3.61% | ||
| 6 | UBS Group AG | 571,650 | 92,013,000 | 2.97% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 493,730 | 79,471,000 | 2.56% | ||
| 8 | KEYBANK NATIONAL ASSOCIATION/OH | 375,878 | 60,501,000 | 1.95% | ||
| 9 | Edelman Financial Services, LLC | 364,941 | 58,741,000 | 1.89% | ||
| 10 | BANK OF MONTREAL /CAN/ | 267,469 | 43,052,000 | 1.39% | ||
| 11 | Capital Directions Investment Advisors, LLC | 239,320 | 38,521,000 | 1.24% | ||
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 188,252 | 30,301,000 | 0.98% | ||
| 13 | J.P. Morgan Private Wealth Advisors LLC | 175,185 | 28,198,000 | 0.91% | ||
| 14 | BOKF, NA | 171,191 | 27,555,000 | 0.89% | ||
| 15 | STIFEL FINANCIAL CORP | 158,151 | 25,456,000 | 0.82% | ||
| 16 | NORTHERN TRUST CORP | 155,724 | 25,065,000 | 0.81% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 153,444 | 24,702,000 | 0.80% | ||
| 18 | M&T BANK CORP | 151,646 | 24,410,000 | 0.79% | ||
| 19 | Commonwealth Equity Services, Inc | 150,306 | 24,193,000 | 0.78% | ||
| 20 | WealthTrust Fairport, LLC | 139,558 | 22,463,000 | 0.72% | ||
| 21 | RAYMOND JAMES & ASSOCIATES | 136,064 | 21,901,000 | 0.71% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 121,790 | 19,603,000 | 0.63% | ||
| 23 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 118,249 | 19,033,000 | 0.61% | ||
| 24 | FIRST HAWAIIAN BANK | 116,194 | 18,702,000 | 0.60% | ||
| 25 | Main Management LLC | 105,098 | 16,917,000 | 0.55% | ||
| 26 | JPMORGAN CHASE & CO | 100,662 | 16,202,000 | 0.52% | ||
| 27 | BENJAMIN F. EDWARDS & COMPANY, INC. | 96,495 | 15,532,000 | 0.50% | ||
| 28 | CWM, LLC | 96,399 | 15,516,000 | 0.50% | ||
| 29 | TRUIST FINANCIAL CORP | 96,399 | 15,516,000 | 0.50% | ||
| 30 | 1834 INVESTMENT ADVISORS CO | 95,501 | 15,372,000 | 0.50% | ||
| 31 | FIRST MERCHANTS CORP | 94,869 | 15,270,000 | 0.49% | ||
| 32 | ROYAL BANK OF CANADA | 92,171 | 14,837,000 | 0.48% | ||
| 33 | MAI Capital Management | 88,444 | 14,236,000 | 0.46% | ||
| 34 | Texas Yale Capital Corp. | 79,194 | 12,747,000 | 0.41% | ||
| 35 | D.A. DAVIDSON & CO. | 78,465 | 12,629,000 | 0.41% | ||
| 36 | PIERSHALE FINANCIAL GROUP, INC. | 75,391 | 12,135,000 | 0.39% | ||
| 37 | REGIONS FINANCIAL CORP | 75,269 | 12,116,000 | 0.39% | ||
| 38 | FIFTH THIRD BANCORP | 69,539 | 11,193,000 | 0.36% | ||
| 39 | GHP Investment Advisors, Inc. | 69,305 | 11,155,000 | 0.36% | ||
| 40 | Joel Isaacson & Co., LLC | 67,338 | 10,839,000 | 0.35% | ||
| 41 | COURIER CAPITAL LLC | 67,274 | 10,828,000 | 0.35% | ||
| 42 | AMERIPRISE FINANCIAL INC | 65,886 | 10,599,000 | 0.34% | ||
| 43 | Ifrah Financial Services, Inc. | 62,809 | 10,110,000 | 0.33% | ||
| 44 | Cambridge Investment Research Advisors, Inc. | 59,958 | 9,651,000 | 0.31% | ||
| 45 | Capital Analysts, LLC | 58,738 | 9,454,514 | 0.30% | ||
| 46 | SPC Financial, Inc. | 58,358 | 9,393,000 | 0.30% | ||
| 47 | AXA S.A. | 58,000 | 9,336,000 | 0.30% | ||
| 48 | AFFINITY WEALTH MANAGEMENT LLC | 57,270 | 9,218,000 | 0.30% | ||
| 49 | HSBC HOLDINGS PLC | 54,311 | 8,742,000 | 0.28% | ||
| 50 | ENVESTNET ASSET MANAGEMENT INC | 53,763 | 8,654,000 | 0.28% |
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.
