| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TIAA CREF TRUST CO FSB/MO | 5,414,423 | 393,141,000 | 9.26% | ||
| 2 | FMR LLC | 4,407,117 | 320,001,000 | 7.54% | ||
| 3 | MORGAN STANLEY | 3,917,714 | 284,465,000 | 6.70% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 3,786,069 | 274,907,000 | 6.48% | ||
| 5 | COMMERCE BANK | 3,774,109 | 274,038,000 | 6.45% | ||
| 6 | WELLS FARGO & COMPANY/MN | 3,431,798 | 249,189,000 | 5.87% | ||
| 7 | AMERICAN CENTURY COMPANIES INC | 2,929,897 | 212,740,000 | 5.01% | ||
| 8 | JONES FINANCIAL COMPANIES LLLP | 2,368,783 | 171,998,000 | 4.05% | ||
| 9 | JPMORGAN CHASE & CO | 2,046,413 | 148,591,000 | 3.50% | ||
| 10 | STEPHENS INC /AR/ | 1,918,841 | 139,327,000 | 3.28% | ||
| 11 | CHURCHILL MANAGEMENT Corp | 1,815,003 | 131,787,000 | 3.10% | ||
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 1,556,712 | 113,032,000 | 2.66% | ||
| 13 | UBS AG | 1,317,058 | 95,632,000 | 2.25% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,174,571 | 84,906,000 | 2.00% | ||
| 15 | AXA S.A. | 1,015,875 | 73,763,000 | 1.74% | ||
| 16 | Commonwealth Equity Services, Inc | 875,752 | 63,588,000 | 1.50% | ||
| 17 | SUNTRUST BANKS INC | 852,563 | 61,903,000 | 1.46% | ||
| 18 | LPL Financial LLC | 773,964 | 56,198,000 | 1.32% | ||
| 19 | SYNOVUS FINANCIAL CORP | 751,667 | 54,574,000 | 1.29% | ||
| 20 | Polaris Wealth Advisory Group, LLC | 726,146 | 52,725,000 | 1.24% | ||
| 21 | Clark Capital Management Group, Inc. | 716,605 | 52,033,000 | 1.23% | ||
| 22 | CRAMER ROSENTHAL MCGLYNN LLC | 522,500 | 37,939,000 | 0.89% | ||
| 23 | KEYBANK NATIONAL ASSOCIATION/OH | 496,074 | 36,020,000 | 0.85% | ||
| 24 | HSBC HOLDINGS PLC | 453,039 | 32,895,000 | 0.77% | ||
| 25 | ENVESTNET ASSET MANAGEMENT INC | 416,165 | 30,218,000 | 0.71% | ||
| 26 | WILMINGTON TRUST CO | 400,217 | 29,060,000 | 0.68% | ||
| 27 | Sigma Investment Management Co | 373,038 | 27,086,000 | 0.64% | ||
| 28 | GOLDMAN SACHS GROUP INC | 315,333 | 22,897,000 | 0.54% | ||
| 29 | VICTORY CAPITAL MANAGEMENT INC | 306,600 | 22,263,000 | 0.52% | ||
| 30 | BOKF, NA | 302,660 | 21,976,000 | 0.52% | ||
| 31 | US BANCORP \DE\ | 278,560 | 20,226,000 | 0.48% | ||
| 32 | Cetera Advisor Networks LLC | 264,952 | 19,247,000 | 0.45% | ||
| 33 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 263,350 | 19,122,000 | 0.45% | ||
| 34 | Wilmington Trust, National Association | 243,530 | 17,682,000 | 0.42% | ||
| 35 | BANK OF MONTREAL /CAN/ | 242,277 | 17,592,000 | 0.41% | ||
| 36 | CITIGROUP INC | 241,088 | 17,505,000 | 0.41% | ||
| 37 | Financial Planning & Information Services, Inc. | 225,529 | 16,376,000 | 0.39% | ||
| 38 | Financial Management Professionals, Inc. | 206,945 | 15,026,000 | 0.35% | ||
| 39 | FIFTH THIRD BANCORP | 199,029 | 14,451,000 | 0.34% | ||
| 40 | STRATEGIC WEALTH MANAGEMENT INC | 194,636 | 14,133,000 | 0.33% | ||
| 41 | MUFG Americas Holdings Corp | 193,765 | 14,070,000 | 0.33% | ||
| 42 | Beaumont Financial Partners, LLC | 190,489 | 13,831,000 | 0.33% | ||
| 43 | BADGLEY PHELPS & BELL INC | 182,044 | 13,218,000 | 0.31% | ||
| 44 | QUEST INVESTMENT MANAGEMENT LLC | 179,705 | 13,048,000 | 0.31% | ||
| 45 | AMG National Trust Bank | 176,765 | 12,835,000 | 0.30% | ||
| 46 | JMG Financial Group, Ltd. | 171,248 | 12,434,000 | 0.29% | ||
| 47 | JOHNSON INVESTMENT COUNSEL INC | 168,865 | 12,261,000 | 0.29% | ||
| 48 | TRUIST FINANCIAL CORP | 165,175 | 11,993,000 | 0.28% | ||
| 49 | Bank of New York Mellon Corp | 161,808 | 11,749,000 | 0.28% | ||
| 50 | CITY NATIONAL BANK | 151,845 | 11,025,000 | 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.
