| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 3,838,700 | 502,869,000 | 26.38% | ||
| 2 | MORGAN STANLEY | 1,591,495 | 208,486,000 | 10.94% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 759,517 | 99,497,000 | 5.22% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 707,676 | 92,706,000 | 4.86% | ||
| 5 | LPL Financial LLC | 529,106 | 69,064,000 | 3.62% | ||
| 6 | FMR LLC | 516,699 | 67,688,000 | 3.55% | ||
| 7 | M&T BANK CORP | 400,073 | 52,410,000 | 2.75% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 381,525 | 49,980,000 | 2.62% | ||
| 9 | UBS Group AG | 365,290 | 47,853,000 | 2.51% | ||
| 10 | J.P. Morgan Private Wealth Advisors LLC | 242,259 | 31,736,000 | 1.66% | ||
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 241,471 | 31,633,000 | 1.66% | ||
| 12 | STIFEL FINANCIAL CORP | 168,646 | 22,092,000 | 1.16% | ||
| 13 | NATIONAL PLANNING CORP | 151,711 | 19,830,000 | 1.04% | ||
| 14 | Commonwealth Equity Services, Inc | 144,366 | 18,912,000 | 0.99% | ||
| 15 | AFFINITY WEALTH MANAGEMENT LLC | 137,261 | 17,981,000 | 0.94% | ||
| 16 | Beaumont Financial Partners, LLC | 133,920 | 17,543,000 | 0.92% | ||
| 17 | CITY NATIONAL BANK | 125,466 | 16,436,000 | 0.86% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 117,216 | 15,355,000 | 0.81% | ||
| 19 | Noven Financial Group, Inc. | 116,432 | 15,253,000 | 0.80% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 106,533 | 13,957,000 | 0.73% | ||
| 21 | FIRST HAWAIIAN BANK | 102,106 | 13,376,000 | 0.70% | ||
| 22 | Cambridge Investment Research Advisors, Inc. | 101,702 | 13,323,000 | 0.70% | ||
| 23 | AMERIPRISE FINANCIAL INC | 100,449 | 13,020,000 | 0.68% | ||
| 24 | GOLDMAN SACHS GROUP INC | 92,880 | 12,167,000 | 0.64% | ||
| 25 | NorthRock Partners, LLC | 91,091 | 11,940,000 | 0.63% | ||
| 26 | GHP Investment Advisors, Inc. | 87,491 | 11,376,000 | 0.60% | ||
| 27 | INTERACTIVE FINANCIAL ADVISORS, INC. | 78,401 | 10,271,000 | 0.54% | ||
| 28 | JPMORGAN CHASE & CO | 77,217 | 10,115,000 | 0.53% | ||
| 29 | CITIGROUP INC | 74,015 | 9,696,000 | 0.51% | ||
| 30 | DOWLING & YAHNKE LLC | 71,630 | 9,384,000 | 0.49% | ||
| 31 | KEYBANK NATIONAL ASSOCIATION/OH | 66,720 | 8,740,000 | 0.46% | ||
| 32 | Simplicity Solutions, LLC | 65,010 | 8,516,592 | 0.45% | ||
| 33 | Dorsey Wright & Associates | 64,538 | 8,379,000 | 0.44% | ||
| 34 | LVZ, Inc. | 58,305 | 7,741,000 | 0.41% | ||
| 35 | TRUIST FINANCIAL CORP | 58,057 | 7,605,000 | 0.40% | ||
| 36 | MUFG Americas Holdings Corp | 57,227 | 7,497,000 | 0.39% | ||
| 37 | BB&T SECURITIES, LLC | 55,400 | 7,257,000 | 0.38% | ||
| 38 | FRANKLIN RESOURCES INC | 55,136 | 7,223,000 | 0.38% | ||
| 39 | SPC Financial, Inc. | 53,853 | 7,055,000 | 0.37% | ||
| 40 | Bank of New York Mellon Corp | 52,109 | 6,826,000 | 0.36% | ||
| 41 | 1834 INVESTMENT ADVISORS CO | 51,536 | 6,751,000 | 0.35% | ||
| 42 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 48,620 | 6,369,000 | 0.33% | ||
| 43 | FIRST MERCHANTS CORP | 47,997 | 6,288,000 | 0.33% | ||
| 44 | SG Americas Securities, LLC | 47,383 | 6,207,000 | 0.33% | ||
| 45 | VOYA FINANCIAL ADVISORS, INC. | 47,244 | 6,164,000 | 0.32% | ||
| 46 | First Allied Advisory Services, Inc. | 43,949 | 5,750,000 | 0.30% | ||
| 47 | Capital Advisors, Ltd. LLC | 43,211 | 5,661,000 | 0.30% | ||
| 48 | Argentus Capital Management, LLC | 42,732 | 5,598,000 | 0.29% | ||
| 49 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 42,446 | 5,560,426 | 0.29% | ||
| 50 | WealthTrust Fairport, LLC | 42,011 | 5,503,000 | 0.29% |
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.
