| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 4,927,947 | 459,432,000 | 12.61% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,504,567 | 326,730,000 | 8.97% | ||
| 3 | MORGAN STANLEY | 2,895,245 | 269,923,000 | 7.41% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,996,827 | 186,163,000 | 5.11% | ||
| 5 | JPMORGAN CHASE & CO | 1,842,493 | 171,776,000 | 4.71% | ||
| 6 | M&T BANK CORP | 1,621,021 | 151,126,000 | 4.15% | ||
| 7 | JONES FINANCIAL COMPANIES LLLP | 1,511,614 | 140,928,000 | 3.87% | ||
| 8 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,375,162 | 128,206,000 | 3.52% | ||
| 9 | UBS Group AG | 1,354,099 | 126,243,000 | 3.46% | ||
| 10 | CIBC Private Wealth Group LLC | 1,019,912 | 95,086,000 | 2.61% | ||
| 11 | Commonwealth Equity Services, Inc | 903,641 | 84,246,000 | 2.31% | ||
| 12 | SUNTRUST BANKS INC | 837,180 | 78,048,000 | 2.14% | ||
| 13 | STEPHENS INC /AR/ | 705,470 | 65,771,000 | 1.81% | ||
| 14 | COMMERCE BANK | 659,373 | 61,474,000 | 1.69% | ||
| 15 | FMR LLC | 633,625 | 59,073,000 | 1.62% | ||
| 16 | JOHNSON INVESTMENT COUNSEL INC | 594,724 | 55,446,000 | 1.52% | ||
| 17 | GOLDMAN SACHS GROUP INC | 565,027 | 52,677,000 | 1.45% | ||
| 18 | SYNOVUS FINANCIAL CORP | 543,551 | 50,677,000 | 1.39% | ||
| 19 | Polaris Wealth Advisory Group, LLC | 505,599 | 47,137,000 | 1.29% | ||
| 20 | TEACHERS ADVISORS, LLC | 505,391 | 47,118,000 | 1.29% | ||
| 21 | VOYA INVESTMENT MANAGEMENT LLC | 461,496 | 43,025,000 | 1.18% | ||
| 22 | LPL Financial LLC | 453,977 | 42,325,000 | 1.16% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 425,612 | 39,760,000 | 1.09% | ||
| 24 | Accredited Investors Inc. | 419,047 | 39,068,000 | 1.07% | ||
| 25 | US BANCORP \DE\ | 395,654 | 36,886,000 | 1.01% | ||
| 26 | Bank of New York Mellon Corp | 371,729 | 34,657,000 | 0.95% | ||
| 27 | CITIGROUP INC | 367,117 | 34,226,000 | 0.94% | ||
| 28 | MANAGED ACCOUNT ADVISORS LLC | 331,543 | 30,910,000 | 0.85% | ||
| 29 | KEYBANK NATIONAL ASSOCIATION/OH | 308,456 | 28,757,000 | 0.79% | ||
| 30 | INSIGHT 2811, INC. | 304,237 | 28,364,000 | 0.78% | ||
| 31 | COMERICA BANK | 238,604 | 22,246,000 | 0.61% | ||
| 32 | Covenant Multifamily Offices, LLC | 234,534 | 21,866,000 | 0.60% | ||
| 33 | FIFTH THIRD BANCORP | 203,945 | 19,014,000 | 0.52% | ||
| 34 | HSBC HOLDINGS PLC | 178,445 | 16,636,000 | 0.46% | ||
| 35 | TIAA CREF TRUST CO FSB/MO | 159,154 | 14,838,000 | 0.41% | ||
| 36 | Neuberger Berman Group LLC | 155,690 | 14,514,000 | 0.40% | ||
| 37 | Noven Financial Group, Inc. | 153,034 | 14,267,000 | 0.39% | ||
| 38 | Orion Porfolio Solutions, LLC | 149,195 | 13,909,000 | 0.38% | ||
| 39 | AMG National Trust Bank | 142,068 | 13,245,000 | 0.36% | ||
| 40 | BOKF, NA | 140,558 | 13,103,000 | 0.36% | ||
| 41 | JMG Financial Group, Ltd. | 131,977 | 12,304,000 | 0.34% | ||
| 42 | CITY NATIONAL BANK | 129,043 | 12,031,000 | 0.33% | ||
| 43 | ENVESTNET ASSET MANAGEMENT INC | 123,163 | 11,482,000 | 0.32% | ||
| 44 | MUFG Americas Holdings Corp | 117,358 | 10,941,000 | 0.30% | ||
| 45 | RAYMOND JAMES & ASSOCIATES | 116,398 | 10,854,000 | 0.30% | ||
| 46 | TRUIST FINANCIAL CORP | 113,008 | 10,536,000 | 0.29% | ||
| 47 | CREDIT SUISSE AG/ | 106,930 | 9,969,000 | 0.27% | ||
| 48 | Beaumont Financial Partners, LLC | 104,005 | 9,696,000 | 0.27% | ||
| 49 | BANK OF MONTREAL /CAN/ | 101,668 | 9,479,000 | 0.26% | ||
| 50 | ParenteBeard Wealth Management, LLC | 865 | 9,275,000 | 0.25% |
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.
