| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 6,660,669 | 1,083,092,000 | 36.14% | ||
| 2 | MORGAN STANLEY | 1,575,013 | 256,113,000 | 8.55% | ||
| 3 | GOLDMAN SACHS GROUP INC | 941,602 | 153,114,000 | 5.11% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 708,220 | 115,163,000 | 3.84% | ||
| 5 | UBS Group AG | 505,030 | 82,123,000 | 2.74% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 470,413 | 76,495,000 | 2.55% | ||
| 7 | Edelman Financial Services, LLC | 388,554 | 63,183,000 | 2.11% | ||
| 8 | LPL Financial LLC | 373,049 | 59,942,000 | 2.00% | ||
| 9 | KEYBANK NATIONAL ASSOCIATION/OH | 345,236 | 56,138,000 | 1.87% | ||
| 10 | Raymond James Financial Services Advisors, Inc. | 268,506 | 43,663,000 | 1.46% | ||
| 11 | BANK OF MONTREAL /CAN/ | 267,709 | 43,532,000 | 1.45% | ||
| 12 | Capital Directions Investment Advisors, LLC | 223,805 | 36,393,000 | 1.21% | ||
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 199,694 | 32,471,000 | 1.08% | ||
| 14 | BOKF, NA | 170,117 | 27,663,000 | 0.92% | ||
| 15 | STIFEL FINANCIAL CORP | 163,947 | 26,660,000 | 0.89% | ||
| 16 | NORTHERN TRUST CORP | 161,246 | 26,220,000 | 0.87% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 152,537 | 24,804,000 | 0.83% | ||
| 18 | Commonwealth Equity Services, Inc | 152,219 | 24,752,000 | 0.83% | ||
| 19 | WealthTrust Fairport, LLC | 140,616 | 22,866,000 | 0.76% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 139,651 | 22,703,000 | 0.76% | ||
| 21 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 127,367 | 20,711,000 | 0.69% | ||
| 22 | M&T BANK CORP | 114,723 | 18,655,000 | 0.62% | ||
| 23 | FIRST HAWAIIAN BANK | 109,724 | 17,841,000 | 0.60% | ||
| 24 | Main Management LLC | 104,446 | 16,984,000 | 0.57% | ||
| 25 | BENJAMIN F. EDWARDS & COMPANY, INC. | 99,857 | 16,238,000 | 0.54% | ||
| 26 | GFS Advisors, LLC | 2,631,680 | 16,184,000 | 0.54% | ||
| 27 | USCA RIA LLC | 2,631,680 | 16,184,000 | 0.54% | ||
| 28 | CWM, LLC | 98,304 | 15,985,000 | 0.53% | ||
| 29 | 1834 INVESTMENT ADVISORS CO | 95,707 | 15,563,000 | 0.52% | ||
| 30 | TRUIST FINANCIAL CORP | 95,359 | 15,506,000 | 0.52% | ||
| 31 | D.A. DAVIDSON & CO. | 83,883 | 13,640,000 | 0.46% | ||
| 32 | REGIONS FINANCIAL CORP | 83,308 | 13,547,000 | 0.45% | ||
| 33 | FIRST MERCHANTS CORP | 82,270 | 13,378,000 | 0.45% | ||
| 34 | MAI Capital Management | 80,980 | 13,168,000 | 0.44% | ||
| 35 | Texas Yale Capital Corp. | 71,366 | 11,605,000 | 0.39% | ||
| 36 | Joel Isaacson & Co., LLC | 70,615 | 11,483,000 | 0.38% | ||
| 37 | GHP Investment Advisors, Inc. | 68,813 | 11,190,000 | 0.37% | ||
| 38 | COURIER CAPITAL LLC | 68,353 | 11,115,000 | 0.37% | ||
| 39 | FIFTH THIRD BANCORP | 67,242 | 10,934,000 | 0.36% | ||
| 40 | J.P. Morgan Private Wealth Advisors LLC | 65,631 | 10,672,000 | 0.36% | ||
| 41 | AMERIPRISE FINANCIAL INC | 62,711 | 10,213,000 | 0.34% | ||
| 42 | Ifrah Financial Services, Inc. | 62,788 | 10,210,000 | 0.34% | ||
| 43 | Capital Analysts, LLC | 58,322 | 9,483,893 | 0.32% | ||
| 44 | ROYAL BANK OF CANADA | 54,668 | 8,890,000 | 0.30% | ||
| 45 | ENVESTNET ASSET MANAGEMENT INC | 51,925 | 8,444,000 | 0.28% | ||
| 46 | JPMORGAN CHASE & CO | 51,238 | 8,331,000 | 0.28% | ||
| 47 | HSBC HOLDINGS PLC | 50,872 | 8,272,000 | 0.28% | ||
| 48 | Capital Advisors, Ltd. LLC | 49,193 | 7,999,000 | 0.27% | ||
| 49 | MUFG Americas Holdings Corp | 48,535 | 7,892,000 | 0.26% | ||
| 50 | SPC Financial, Inc. | 45,683 | 7,429,000 | 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.
