| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4,624,594 | 425,093,000 | 10.47% | ||
| 2 | WELLS FARGO & COMPANY/MN | 4,226,588 | 388,507,000 | 9.56% | ||
| 3 | MORGAN STANLEY | 3,371,349 | 309,894,000 | 7.63% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 2,083,075 | 191,475,000 | 4.71% | ||
| 5 | FMR LLC | 2,025,246 | 186,262,000 | 4.59% | ||
| 6 | UBS Group AG | 1,962,316 | 180,376,000 | 4.44% | ||
| 7 | JONES FINANCIAL COMPANIES LLLP | 1,709,366 | 157,124,000 | 3.87% | ||
| 8 | M&T BANK CORP | 1,540,783 | 141,630,000 | 3.49% | ||
| 9 | LPL Financial LLC | 1,518,722 | 138,071,000 | 3.40% | ||
| 10 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,362,321 | 125,225,000 | 3.08% | ||
| 11 | JPMORGAN CHASE & CO | 1,302,585 | 119,798,000 | 2.95% | ||
| 12 | CIBC Private Wealth Group LLC | 1,223,356 | 112,450,000 | 2.77% | ||
| 13 | Commonwealth Equity Services, Inc | 1,144,652 | 105,216,000 | 2.59% | ||
| 14 | COMMERCE BANK | 865,113 | 79,521,000 | 1.96% | ||
| 15 | SUNTRUST BANKS INC | 681,964 | 62,684,000 | 1.54% | ||
| 16 | STEPHENS INC /AR/ | 606,235 | 55,725,000 | 1.37% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 589,771 | 54,548,000 | 1.34% | ||
| 18 | SYNOVUS FINANCIAL CORP | 577,427 | 53,072,000 | 1.31% | ||
| 19 | JOHNSON INVESTMENT COUNSEL INC | 562,933 | 51,744,000 | 1.27% | ||
| 20 | TEACHERS ADVISORS, LLC | 525,452 | 48,326,000 | 1.19% | ||
| 21 | US BANCORP \DE\ | 426,295 | 39,185,000 | 0.96% | ||
| 22 | Polaris Wealth Advisory Group, LLC | 403,389 | 37,080,000 | 0.91% | ||
| 23 | CITIGROUP INC | 378,245 | 34,787,000 | 0.86% | ||
| 24 | ZIONS BANCORPORATION | 322,151 | 29,612,000 | 0.73% | ||
| 25 | GOLDMAN SACHS GROUP INC | 296,201 | 27,227,000 | 0.67% | ||
| 26 | ROYAL BANK OF CANADA | 283,418 | 26,052,000 | 0.64% | ||
| 27 | Accredited Investors Inc. | 270,190 | 24,836,000 | 0.61% | ||
| 28 | TIAA CREF TRUST CO FSB/MO | 261,045 | 23,995,000 | 0.59% | ||
| 29 | HSBC HOLDINGS PLC | 253,857 | 23,335,000 | 0.57% | ||
| 30 | RAYMOND JAMES & ASSOCIATES | 240,005 | 22,063,000 | 0.54% | ||
| 31 | KEYBANK NATIONAL ASSOCIATION/OH | 229,311 | 21,078,000 | 0.52% | ||
| 32 | Creative Planning | 213,580 | 19,632,000 | 0.48% | ||
| 33 | FIFTH THIRD BANCORP | 201,197 | 18,494,000 | 0.46% | ||
| 34 | ENVESTNET ASSET MANAGEMENT INC | 199,311 | 18,321,000 | 0.45% | ||
| 35 | Bank of New York Mellon Corp | 191,235 | 17,579,000 | 0.43% | ||
| 36 | AMG National Trust Bank | 172,427 | 15,849,000 | 0.39% | ||
| 37 | SIGNATUREFD, LLC | 171,404 | 15,755,000 | 0.39% | ||
| 38 | NorthRock Partners, LLC | 158,302 | 14,555,000 | 0.36% | ||
| 39 | BOKF, NA | 152,734 | 14,039,000 | 0.35% | ||
| 40 | TRUIST FINANCIAL CORP | 151,816 | 13,955,000 | 0.34% | ||
| 41 | AMERIPRISE FINANCIAL INC | 150,907 | 13,868,000 | 0.34% | ||
| 42 | AMERICAN INTERNATIONAL GROUP, INC. | 137,594 | 12,650,000 | 0.31% | ||
| 43 | JMG Financial Group, Ltd. | 130,633 | 12,008,000 | 0.30% | ||
| 44 | Cetera Advisor Networks LLC | 126,550 | 11,636,000 | 0.29% | ||
| 45 | Neuberger Berman Group LLC | 125,244 | 11,512,000 | 0.28% | ||
| 46 | BRINKER CAPITAL INC | 118,319 | 10,876,000 | 0.27% | ||
| 47 | Covenant Multifamily Offices, LLC | 117,801 | 10,828,000 | 0.27% | ||
| 48 | STIFEL FINANCIAL CORP | 117,183 | 10,660,000 | 0.26% | ||
| 49 | Cetera Advisors LLC | 115,733 | 10,648,000 | 0.26% | ||
| 50 | BISHOP & CO INVESTMENT MANAGEMENT, LLC | 110,207 | 10,130,000 | 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.
