| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 3,915,591 | 381,261,000 | 9.16% | ||
| 2 | TIAA CREF TRUST CO FSB/MO | 3,803,934 | 370,389,000 | 8.90% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 3,455,053 | 336,418,000 | 8.09% | ||
| 4 | MORGAN STANLEY | 2,803,091 | 272,937,000 | 6.56% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 2,216,270 | 215,798,000 | 5.19% | ||
| 6 | UBS Group AG | 2,089,111 | 203,417,000 | 4.89% | ||
| 7 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,910,985 | 186,073,000 | 4.47% | ||
| 8 | FMR LLC | 1,794,872 | 174,767,000 | 4.20% | ||
| 9 | JONES FINANCIAL COMPANIES LLLP | 1,421,533 | 138,415,000 | 3.33% | ||
| 10 | Commonwealth Equity Services, Inc | 1,151,370 | 112,109,000 | 2.69% | ||
| 11 | COMMERCE BANK | 953,945 | 92,886,000 | 2.23% | ||
| 12 | M&T BANK CORP | 843,371 | 82,120,000 | 1.97% | ||
| 13 | JPMORGAN CHASE & CO | 821,220 | 79,963,000 | 1.92% | ||
| 14 | STEPHENS INC /AR/ | 801,157 | 78,009,000 | 1.87% | ||
| 15 | CIBC Private Wealth Group LLC | 788,634 | 76,789,000 | 1.85% | ||
| 16 | GOLDMAN SACHS GROUP INC | 749,508 | 72,979,000 | 1.75% | ||
| 17 | SUNTRUST BANKS INC | 607,091 | 59,111,000 | 1.42% | ||
| 18 | SYNOVUS FINANCIAL CORP | 563,540 | 54,879,000 | 1.32% | ||
| 19 | TEACHERS ADVISORS, LLC | 476,753 | 46,421,000 | 1.12% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 449,475 | 43,762,000 | 1.05% | ||
| 21 | US BANCORP \DE\ | 421,968 | 41,087,000 | 0.99% | ||
| 22 | JOHNSON INVESTMENT COUNSEL INC | 358,023 | 34,860,000 | 0.84% | ||
| 23 | ROYAL BANK OF CANADA | 350,128 | 34,091,000 | 0.82% | ||
| 24 | AMERIPRISE FINANCIAL INC | 318,369 | 30,980,000 | 0.74% | ||
| 25 | Bank of New York Mellon Corp | 302,704 | 29,474,000 | 0.71% | ||
| 26 | Neuberger Berman Group LLC | 280,404 | 27,303,000 | 0.66% | ||
| 27 | Polaris Wealth Advisory Group, LLC | 275,880 | 26,862,000 | 0.65% | ||
| 28 | HSBC HOLDINGS PLC | 273,189 | 26,600,000 | 0.64% | ||
| 29 | TRUIST FINANCIAL CORP | 208,816 | 20,333,000 | 0.49% | ||
| 30 | STIFEL FINANCIAL CORP | 197,320 | 19,225,000 | 0.46% | ||
| 31 | ZIONS BANCORPORATION | 189,303 | 18,434,000 | 0.44% | ||
| 32 | KEYBANK NATIONAL ASSOCIATION/OH | 186,506 | 18,160,000 | 0.44% | ||
| 33 | FIFTH THIRD BANCORP | 177,967 | 17,329,000 | 0.42% | ||
| 34 | Creative Planning | 176,849 | 17,220,000 | 0.41% | ||
| 35 | Raymond James Financial Services Advisors, Inc. | 160,941 | 15,671,000 | 0.38% | ||
| 36 | MANNING & NAPIER ADVISORS LLC | 157,530 | 15,337,000 | 0.37% | PRN | |
| 37 | UMB Bank, n.a. | 155,442 | 15,136,000 | 0.36% | ||
| 38 | BOKF, NA | 152,554 | 14,854,000 | 0.36% | ||
| 39 | Noven Financial Group, Inc. | 150,814 | 14,685,000 | 0.35% | ||
| 40 | AMG National Trust Bank | 144,473 | 14,067,000 | 0.34% | ||
| 41 | Accredited Investors Inc. | 142,818 | 13,906,000 | 0.33% | ||
| 42 | RAYMOND JAMES & ASSOCIATES | 141,333 | 13,762,000 | 0.33% | ||
| 43 | CREDIT SUISSE AG/ | 132,501 | 12,902,000 | 0.31% | ||
| 44 | ENVESTNET ASSET MANAGEMENT INC | 123,746 | 12,049,000 | 0.29% | ||
| 45 | NorthRock Partners, LLC | 123,277 | 12,004,000 | 0.29% | ||
| 46 | BRINKER CAPITAL INC | 120,037 | 11,688,000 | 0.28% | ||
| 47 | Covenant Multifamily Offices, LLC | 118,726 | 11,560,000 | 0.28% | ||
| 48 | JMG Financial Group, Ltd. | 118,541 | 11,542,000 | 0.28% | ||
| 49 | INSIGHT 2811, INC. | 115,272 | 11,224,000 | 0.27% | ||
| 50 | LPL Financial LLC | 112,509 | 10,954,000 | 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.
