| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 2,750,902 | 353,244,000 | 20.60% | ||
| 2 | MORGAN STANLEY | 1,681,502 | 215,923,000 | 12.59% | ||
| 3 | FMR LLC | 930,755 | 119,518,000 | 6.97% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 812,662 | 104,354,000 | 6.09% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 742,800 | 95,383,000 | 5.56% | ||
| 6 | M&T BANK CORP | 423,929 | 54,437,000 | 3.17% | ||
| 7 | UBS Group AG | 380,988 | 48,923,000 | 2.85% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 379,983 | 48,794,000 | 2.85% | ||
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 285,324 | 36,521,000 | 2.13% | ||
| 10 | STIFEL FINANCIAL CORP | 217,819 | 27,971,000 | 1.63% | ||
| 11 | ROYAL BANK OF CANADA | 200,435 | 25,738,000 | 1.50% | ||
| 12 | Commonwealth Equity Services, Inc | 175,964 | 22,596,000 | 1.32% | ||
| 13 | IndexIQ Advisors LLC | 162,329 | 20,844,000 | 1.22% | ||
| 14 | Beaumont Financial Partners, LLC | 135,255 | 17,368,000 | 1.01% | ||
| 15 | AMERIPRISE FINANCIAL INC | 114,517 | 14,772,000 | 0.86% | ||
| 16 | Noven Financial Group, Inc. | 113,160 | 14,531,000 | 0.85% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 110,874 | 14,237,000 | 0.83% | ||
| 18 | GOLDMAN SACHS GROUP INC | 110,661 | 14,210,000 | 0.83% | ||
| 19 | J.P. Morgan Private Wealth Advisors LLC | 99,203 | 12,739,000 | 0.74% | ||
| 20 | GHP Investment Advisors, Inc. | 90,682 | 11,645,000 | 0.68% | ||
| 21 | NorthRock Partners, LLC | 84,170 | 10,807,000 | 0.63% | ||
| 22 | FIRST HAWAIIAN BANK | 82,651 | 10,612,000 | 0.62% | ||
| 23 | FIFTH THIRD BANCORP | 79,827 | 10,251,000 | 0.60% | ||
| 24 | BADGLEY PHELPS & BELL INC | 78,289 | 10,053,000 | 0.59% | ||
| 25 | KEYBANK NATIONAL ASSOCIATION/OH | 77,938 | 10,008,000 | 0.58% | ||
| 26 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 73,474 | 9,435,000 | 0.55% | ||
| 27 | VOYA FINANCIAL ADVISORS, INC. | 71,747 | 9,020,000 | 0.53% | ||
| 28 | NORTH AMERICAN MANAGEMENT CORP | 70,087 | 9,000,000 | 0.52% | ||
| 29 | JPMORGAN CHASE & CO | 67,705 | 8,694,000 | 0.51% | ||
| 30 | CITIGROUP INC | 65,604 | 8,424,000 | 0.49% | ||
| 31 | DOWLING & YAHNKE LLC | 65,370 | 8,394,000 | 0.49% | ||
| 32 | Texas Yale Capital Corp. | 60,551 | 7,775,000 | 0.45% | ||
| 33 | UMB Bank, n.a. | 60,361 | 7,751,000 | 0.45% | ||
| 34 | 1834 INVESTMENT ADVISORS CO | 59,101 | 7,589,000 | 0.44% | ||
| 35 | PROBITY ADVISORS, INC. | 58,973 | 7,573,000 | 0.44% | ||
| 36 | SPC Financial, Inc. | 58,411 | 7,501,000 | 0.44% | ||
| 37 | BENJAMIN F. EDWARDS & COMPANY, INC. | 57,218 | 7,347,000 | 0.43% | ||
| 38 | TRUIST FINANCIAL CORP | 54,553 | 7,005,000 | 0.41% | ||
| 39 | Bank of New York Mellon Corp | 51,553 | 6,620,000 | 0.39% | ||
| 40 | MUFG Americas Holdings Corp | 50,995 | 6,548,000 | 0.38% | ||
| 41 | Capital Analysts, LLC | 49,964 | 6,415,981 | 0.37% | ||
| 42 | FRANKLIN RESOURCES INC | 46,359 | 5,953,000 | 0.35% | ||
| 43 | WealthTrust Fairport, LLC | 44,453 | 5,708,000 | 0.33% | ||
| 44 | Capital Advisors, Ltd. LLC | 43,418 | 5,575,000 | 0.33% | ||
| 45 | Raymond James Financial Services Advisors, Inc. | 42,023 | 5,396,000 | 0.31% | ||
| 46 | JONES FINANCIAL COMPANIES LLLP | 40,640 | 5,218,000 | 0.30% | ||
| 47 | PINNACLE FINANCIAL PARTNERS INC | 37,354 | 4,976,000 | 0.29% | ||
| 48 | FIRST MERCHANTS CORP | 38,736 | 4,974,000 | 0.29% | ||
| 49 | Cetera Advisors LLC | 37,065 | 4,763,000 | 0.28% | ||
| 50 | ADVISOR GROUP, INC. | 36,688 | 4,707,000 | 0.27% |
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.
