| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 45,272,277 | 1,895,111,000 | 47.49% | ||
| 2 | GOLDMAN SACHS GROUP INC | 10,498,297 | 439,458,000 | 11.01% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 6,571,168 | 275,069,000 | 6.89% | ||
| 4 | ASPIRIANT, LLC | 3,427,920 | 143,493,000 | 3.60% | ||
| 5 | Valmark Advisers, Inc. | 3,090,400 | 129,364,000 | 3.24% | ||
| 6 | NORTHERN TRUST CORP | 2,991,237 | 125,213,000 | 3.14% | ||
| 7 | STATE STREET CORP | 2,895,906 | 121,224,000 | 3.04% | ||
| 8 | MORGAN STANLEY | 2,290,681 | 95,888,000 | 2.40% | ||
| 9 | US BANCORP \DE\ | 1,795,940 | 75,178,000 | 1.88% | ||
| 10 | FMR LLC | 1,528,866 | 63,998,000 | 1.60% | ||
| 11 | QS Investors, LLC | 1,379,375 | 57,741,000 | 1.45% | ||
| 12 | FIFTH THIRD BANCORP | 1,083,329 | 45,348,000 | 1.14% | ||
| 13 | SIGNATUREFD, LLC | 965,187 | 40,403,000 | 1.01% | ||
| 14 | M&T BANK CORP | 783,262 | 32,788,000 | 0.82% | ||
| 15 | BOK Financial Private Wealth, Inc. | 749,824 | 31,388,000 | 0.79% | ||
| 16 | Manchester Capital Management LLC | 686,313 | 28,729,000 | 0.72% | ||
| 17 | BANK OF MONTREAL /CAN/ | 637,104 | 26,670,000 | 0.67% | ||
| 18 | CREDIT SUISSE AG/ | 592,771 | 24,814,000 | 0.62% | ||
| 19 | ASSETMARK, INC | 452,461 | 18,940,000 | 0.47% | ||
| 20 | ALESCO ADVISORS LLC | 406,194 | 17,003,000 | 0.43% | ||
| 21 | D. E. Shaw & Co., Inc. | 377,346 | 15,796,000 | 0.40% | ||
| 22 | Gibson Capital, LLC | 350,787 | 14,628,000 | 0.37% | ||
| 23 | UBS Group AG | 348,435 | 14,585,000 | 0.37% | ||
| 24 | HSBC HOLDINGS PLC | 346,970 | 14,524,000 | 0.36% | ||
| 25 | CONNABLE OFFICE INC | 265,181 | 11,100,000 | 0.28% | ||
| 26 | INTEGRATED WEALTH COUNSEL, LLC | 226,946 | 9,500,000 | 0.24% | ||
| 27 | EMERSON INVESTMENT MANAGEMENT, LLC | 220,088 | 9,213,000 | 0.23% | ||
| 28 | TD Ameritrade Trust Co | 219,706 | 9,197,000 | 0.23% | ||
| 29 | MISSION WEALTH MANAGEMENT, LLC | 195,437 | 8,466,000 | 0.21% | ||
| 30 | Perella Weinberg Partners Capital Management LP | 179,849 | 7,528,000 | 0.19% | ||
| 31 | CONGRESS ASSET MANAGEMENT CO | 154,070 | 6,449,000 | 0.16% | ||
| 32 | GUGGENHEIM CAPITAL LLC | 149,764 | 6,270,000 | 0.16% | ||
| 33 | BARCLAYS PLC | 143,369 | 5,866,000 | 0.15% | ||
| 34 | BLAIR WILLIAM & CO/IL | 139,205 | 5,827,000 | 0.15% | ||
| 35 | LPL Financial LLC | 135,463 | 5,637,000 | 0.14% | ||
| 36 | MURPHY CAPITAL MANAGEMENT INC | 131,295 | 5,496,000 | 0.14% | ||
| 37 | JANE STREET GROUP, LLC | 122,636 | 5,134,000 | 0.13% | ||
| 38 | Sandy Spring Bank | 115,311 | 4,827,000 | 0.12% | ||
| 39 | Whitnell & Co. | 105,665 | 4,423,000 | 0.11% | ||
| 40 | AMG National Trust Bank | 103,600 | 4,337,000 | 0.11% | ||
| 41 | VALENTINE VENTURES LLC | 99,025 | 4,145,000 | 0.10% | ||
| 42 | BOKF, NA | 97,004 | 4,061,000 | 0.10% | ||
| 43 | MAI Capital Management | 96,500 | 4,039,000 | 0.10% | ||
| 44 | FutureAdvisor, Inc. | 89,847 | 3,774,000 | 0.09% | ||
| 45 | Capital Directions Investment Advisors, LLC | 89,584 | 3,750,000 | 0.09% | ||
| 46 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 85,892 | 3,595,000 | 0.09% | ||
| 47 | INTERACTIVE FINANCIAL ADVISORS, INC. | 83,301 | 3,487,000 | 0.09% | ||
| 48 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 82,629 | 3,459,000 | 0.09% | ||
| 49 | PINNACLE ASSOCIATES LTD | 78,992 | 3,307,000 | 0.08% | ||
| 50 | Evercore Wealth Management, LLC | 77,399 | 3,241,000 | 0.08% |
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.
