| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,786,603 | 267,990,000 | 12.91% | ||
| 2 | WELLS FARGO & COMPANY/MN | 1,641,072 | 246,161,000 | 11.86% | ||
| 3 | FMR LLC | 998,154 | 149,723,000 | 7.21% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 897,278 | 134,592,000 | 6.49% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 830,084 | 124,513,000 | 6.00% | ||
| 6 | UBS Group AG | 472,937 | 70,941,000 | 3.42% | ||
| 7 | M&T BANK CORP | 419,032 | 62,855,000 | 3.03% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 405,239 | 60,788,000 | 2.93% | ||
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 312,172 | 46,826,000 | 2.26% | ||
| 10 | ROYAL BANK OF CANADA | 244,301 | 36,645,000 | 1.77% | ||
| 11 | STIFEL FINANCIAL CORP | 217,190 | 32,796,000 | 1.58% | ||
| 12 | AMERIPRISE FINANCIAL INC | 213,609 | 32,003,000 | 1.54% | ||
| 13 | Commonwealth Equity Services, Inc | 198,259 | 29,739,000 | 1.43% | ||
| 14 | Beaumont Financial Partners, LLC | 154,339 | 23,151,000 | 1.12% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 119,069 | 17,861,000 | 0.86% | ||
| 16 | CITIGROUP INC | 117,310 | 17,596,000 | 0.85% | ||
| 17 | Noven Financial Group, Inc. | 104,200 | 15,630,000 | 0.75% | ||
| 18 | J.P. Morgan Private Wealth Advisors LLC | 103,862 | 15,580,000 | 0.75% | ||
| 19 | GOLDMAN SACHS GROUP INC | 103,196 | 15,479,000 | 0.75% | ||
| 20 | VOYA FINANCIAL ADVISORS, INC. | 95,044 | 14,299,000 | 0.69% | ||
| 21 | GHP Investment Advisors, Inc. | 90,471 | 13,571,000 | 0.65% | ||
| 22 | Cambridge Investment Research Advisors, Inc. | 86,434 | 12,965,000 | 0.62% | ||
| 23 | KEYBANK NATIONAL ASSOCIATION/OH | 85,415 | 12,812,000 | 0.62% | ||
| 24 | NorthRock Partners, LLC | 84,290 | 12,690,000 | 0.61% | ||
| 25 | BADGLEY PHELPS & BELL INC | 81,094 | 12,164,000 | 0.59% | ||
| 26 | WealthTrust Fairport, LLC | 80,500 | 12,075,000 | 0.58% | ||
| 27 | UMB Bank, n.a. | 79,345 | 11,901,000 | 0.57% | ||
| 28 | PINNACLE FAMILY ADVISORS, LLC | 78,280 | 11,742,000 | 0.57% | ||
| 29 | FIFTH THIRD BANCORP | 74,309 | 11,146,000 | 0.54% | ||
| 30 | Brookstone Capital Management | 69,813 | 10,472,000 | 0.50% | ||
| 31 | LEVEL FOUR ADVISORY SERVICES, LLC | 68,609 | 10,291,000 | 0.50% | ||
| 32 | NORTH AMERICAN MANAGEMENT CORP | 68,015 | 10,202,000 | 0.49% | ||
| 33 | JPMORGAN CHASE & CO | 67,391 | 10,109,000 | 0.49% | ||
| 34 | Raymond James Financial Services Advisors, Inc. | 65,735 | 9,862,000 | 0.48% | ||
| 35 | LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC. | 65,895 | 9,785,000 | 0.47% | ||
| 36 | FIRST HAWAIIAN BANK | 62,822 | 9,423,000 | 0.45% | ||
| 37 | SPC Financial, Inc. | 61,615 | 9,242,000 | 0.45% | ||
| 38 | 1834 INVESTMENT ADVISORS CO | 61,580 | 9,237,000 | 0.45% | ||
| 39 | DOWLING & YAHNKE LLC | 61,545 | 9,232,000 | 0.44% | ||
| 40 | Texas Yale Capital Corp. | 60,556 | 9,083,000 | 0.44% | ||
| 41 | ADVISOR GROUP, INC. | 60,244 | 9,037,000 | 0.44% | ||
| 42 | Capital Analysts, LLC | 58,647 | 8,797,000 | 0.42% | ||
| 43 | TRUIST FINANCIAL CORP | 56,516 | 8,478,000 | 0.41% | ||
| 44 | PROBITY ADVISORS, INC. | 55,571 | 8,336,000 | 0.40% | ||
| 45 | BENJAMIN F. EDWARDS & COMPANY, INC. | 55,395 | 8,309,000 | 0.40% | ||
| 46 | Bank of New York Mellon Corp | 54,293 | 8,144,000 | 0.39% | ||
| 47 | INTERACTIVE FINANCIAL ADVISORS, INC. | 52,177 | 7,827,000 | 0.38% | ||
| 48 | CREDIT SUISSE AG/ | 51,575 | 7,736,000 | 0.37% | ||
| 49 | FIRST MERCHANTS CORP | 50,870 | 7,630,000 | 0.37% | ||
| 50 | CITADEL ADVISORS LLC | 50,407 | 7,561,000 | 0.36% |
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.
