| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 3,335,202 | 286,156,000 | 10.11% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,868,227 | 246,094,000 | 8.69% | ||
| 3 | MORGAN STANLEY | 2,668,961 | 228,997,000 | 8.09% | ||
| 4 | JPMORGAN CHASE & CO | 2,076,178 | 178,137,000 | 6.29% | ||
| 5 | JONES FINANCIAL COMPANIES LLLP | 1,328,951 | 114,024,000 | 4.03% | ||
| 6 | UBS AG | 1,291,985 | 110,852,000 | 3.92% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 1,253,798 | 107,577,000 | 3.80% | ||
| 8 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,184,777 | 101,654,000 | 3.59% | ||
| 9 | Commonwealth Equity Services, Inc | 957,488 | 82,152,000 | 2.90% | ||
| 10 | SUNTRUST BANKS INC | 731,348 | 62,748,000 | 2.22% | ||
| 11 | CIBC Private Wealth Group LLC | 717,917 | 62,603,000 | 2.21% | ||
| 12 | STEPHENS INC /AR/ | 698,644 | 59,944,000 | 2.12% | ||
| 13 | COMMERCE BANK | 654,031 | 56,116,000 | 1.98% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 615,292 | 53,007,000 | 1.87% | ||
| 15 | JOHNSON INVESTMENT COUNSEL INC | 610,109 | 52,347,000 | 1.85% | ||
| 16 | Polaris Wealth Advisory Group, LLC | 602,931 | 51,732,000 | 1.83% | ||
| 17 | WILMINGTON TRUST CO | 546,688 | 46,906,000 | 1.66% | ||
| 18 | SYNOVUS FINANCIAL CORP | 501,334 | 43,020,000 | 1.52% | ||
| 19 | Cobble Hill Financial Services, INC | 457,875 | 39,286,000 | 1.39% | ||
| 20 | TEACHERS ADVISORS, LLC | 434,051 | 37,242,000 | 1.32% | ||
| 21 | Accredited Investors Inc. | 427,968 | 36,720,000 | 1.30% | ||
| 22 | US BANCORP \DE\ | 423,372 | 36,326,000 | 1.28% | ||
| 23 | Horizon Investments, LLC | 414,582 | 35,571,000 | 1.26% | ||
| 24 | LPL Financial LLC | 376,879 | 32,336,000 | 1.14% | ||
| 25 | GOLDMAN SACHS GROUP INC | 340,995 | 29,257,000 | 1.03% | ||
| 26 | KEYBANK NATIONAL ASSOCIATION/OH | 318,499 | 27,327,000 | 0.97% | ||
| 27 | INSIGHT 2811, INC. | 308,808 | 26,098,000 | 0.92% | ||
| 28 | Clark Capital Management Group, Inc. | 272,763 | 23,403,000 | 0.83% | ||
| 29 | Bank of New York Mellon Corp | 252,615 | 21,676,000 | 0.77% | ||
| 30 | FMR LLC | 230,648 | 19,790,000 | 0.70% | ||
| 31 | FIFTH THIRD BANCORP | 228,827 | 19,633,000 | 0.69% | ||
| 32 | DISCIPLINED GROWTH INVESTORS INC /MN | 218,600 | 18,756,000 | 0.66% | ||
| 33 | Wilmington Trust, National Association | 216,989 | 18,618,000 | 0.66% | ||
| 34 | AMG National Trust Bank | 205,582 | 17,639,000 | 0.62% | ||
| 35 | HSBC HOLDINGS PLC | 184,870 | 15,862,000 | 0.56% | ||
| 36 | ENVESTNET ASSET MANAGEMENT INC | 178,875 | 15,347,000 | 0.54% | ||
| 37 | Orion Porfolio Solutions, LLC | 176,677 | 15,159,000 | 0.54% | ||
| 38 | TIAA CREF TRUST CO FSB/MO | 157,974 | 13,554,000 | 0.48% | ||
| 39 | BOKF, NA | 157,155 | 13,484,000 | 0.48% | ||
| 40 | RAYMOND JAMES & ASSOCIATES | 145,841 | 12,514,000 | 0.44% | ||
| 41 | JMG Financial Group, Ltd. | 134,018 | 11,499,000 | 0.41% | ||
| 42 | CITY NATIONAL BANK | 126,511 | 10,855,000 | 0.38% | ||
| 43 | COMERICA BANK | 119,471 | 10,251,000 | 0.36% | ||
| 44 | BANK OF MONTREAL /CAN/ | 118,614 | 10,177,000 | 0.36% | ||
| 45 | HL FINANCIAL SERVICES LLC | 104,680 | 8,982,000 | 0.32% | ||
| 46 | MCF Advisors LLC | 94,015 | 8,066,000 | 0.28% | ||
| 47 | Whitegate Investment Counselors, Inc. | 87,340 | 8,049,000 | 0.28% | ||
| 48 | Cetera Advisor Networks LLC | 87,946 | 7,542,000 | 0.27% | ||
| 49 | AMERICAN INTERNATIONAL GROUP, INC. | 85,857 | 7,366,531 | 0.26% | ||
| 50 | Stearns Financial Services Group | 85,468 | 7,333,000 | 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.
