| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7,211,957 | 626,720,000 | 17.14% | ||
| 2 | WELLS FARGO & COMPANY/MN | 4,321,147 | 375,507,000 | 10.27% | ||
| 3 | Valmark Advisers, Inc. | 4,300,755 | 373,736,000 | 10.22% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 2,510,214 | 218,137,000 | 5.97% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,500,812 | 130,420,000 | 3.57% | ||
| 6 | UBS AG | 1,484,949 | 129,042,000 | 3.53% | ||
| 7 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,420,118 | 123,408,000 | 3.38% | ||
| 8 | BANK OF MONTREAL /CAN/ | 1,328,436 | 115,442,000 | 3.16% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 1,243,330 | 108,045,000 | 2.96% | ||
| 10 | WILMINGTON TRUST CO | 1,149,444 | 99,887,000 | 2.73% | ||
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 955,476 | 83,031,000 | 2.27% | ||
| 12 | FIRST HAWAIIAN BANK | 819,203 | 71,189,000 | 1.95% | ||
| 13 | LPL Financial LLC | 652,223 | 56,678,000 | 1.55% | ||
| 14 | STIFEL FINANCIAL CORP | 546,102 | 47,456,000 | 1.30% | ||
| 15 | KEYBANK NATIONAL ASSOCIATION/OH | 482,608 | 41,939,000 | 1.15% | ||
| 16 | Efficient Advisors, LLC | 468,355 | 40,700,000 | 1.11% | ||
| 17 | Wilmington Trust, National Association | 436,232 | 37,909,000 | 1.04% | ||
| 18 | ROYAL BANK OF CANADA | 413,574 | 35,941,000 | 0.98% | ||
| 19 | FIRSTMERIT BANK N A TRUSTEE | 385,128 | 33,468,000 | 0.92% | ||
| 20 | FMR LLC | 368,116 | 31,989,000 | 0.88% | ||
| 21 | MUFG Americas Holdings Corp | 344,564 | 29,942,000 | 0.82% | ||
| 22 | US BANCORP \DE\ | 333,863 | 29,013,000 | 0.79% | ||
| 23 | TD Ameritrade Trust Co | 312,318 | 27,140,000 | 0.74% | ||
| 24 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 307,167 | 26,773,000 | 0.73% | ||
| 25 | AXIS CAPITAL HOLDINGS LTD | 306,563 | 26,640,000 | 0.73% | ||
| 26 | COURIER CAPITAL LLC | 246,597 | 21,429,000 | 0.59% | ||
| 27 | Commonwealth Equity Services, Inc | 227,838 | 19,799,000 | 0.54% | ||
| 28 | GOLDMAN SACHS GROUP INC | 218,999 | 19,031,000 | 0.52% | ||
| 29 | Orion Porfolio Solutions, LLC | 194,239 | 16,879,000 | 0.46% | ||
| 30 | NATIONAL PLANNING CORP | 192,686 | 16,858,000 | 0.46% | ||
| 31 | QUEST INVESTMENT MANAGEMENT LLC | 189,860 | 16,499,000 | 0.45% | ||
| 32 | Steinberg Global Asset Management | 184,263 | 16,012,000 | 0.44% | ||
| 33 | JPMORGAN CHASE & CO | 180,159 | 15,656,000 | 0.43% | ||
| 34 | Capital Analysts, LLC | 168,279 | 14,623,518 | 0.40% | ||
| 35 | 1834 INVESTMENT ADVISORS CO | 160,683 | 13,963,000 | 0.38% | ||
| 36 | BOKF, NA | 158,021 | 13,732,000 | 0.38% | ||
| 37 | TODD ASSET MANAGEMENT LLC | 153,030 | 13,298,000 | 0.36% | ||
| 38 | ALESCO ADVISORS LLC | 152,008 | 13,209,000 | 0.36% | ||
| 39 | Polaris Wealth Advisory Group, LLC | 149,615 | 13,002,000 | 0.36% | ||
| 40 | Veritable, L.P. | 147,113 | 12,784,000 | 0.35% | ||
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 146,381 | 12,720,000 | 0.35% | ||
| 42 | AXA S.A. | 140,991 | 12,252,000 | 0.34% | ||
| 43 | North Star Investment Management Corp. | 130,214 | 11,316,000 | 0.31% | ||
| 44 | GHP Investment Advisors, Inc. | 128,223 | 11,143,000 | 0.30% | ||
| 45 | LVZ, Inc. | 128,100 | 11,132,000 | 0.30% | ||
| 46 | SMITH, MOORE & CO. | 119,963 | 10,425,000 | 0.29% | ||
| 47 | FIRST CITIZENS BANK & TRUST CO | 119,123 | 10,352,000 | 0.28% | ||
| 48 | FIFTH THIRD BANCORP | 102,110 | 8,873,000 | 0.24% | ||
| 49 | J.P. Morgan Private Wealth Advisors LLC | 98,596 | 8,568,000 | 0.23% | ||
| 50 | JONES FINANCIAL COMPANIES LLLP | 98,416 | 8,552,000 | 0.23% |
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.
