| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7,216,130 | 651,474,000 | 15.02% | ||
| 2 | Valmark Advisers, Inc. | 5,323,867 | 480,639,000 | 11.08% | ||
| 3 | WELLS FARGO & COMPANY/MN | 4,741,371 | 428,050,000 | 9.87% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 3,178,245 | 286,932,000 | 6.62% | ||
| 5 | UBS AG | 1,672,216 | 150,968,000 | 3.48% | ||
| 6 | LPL Financial LLC | 1,654,854 | 149,400,000 | 3.45% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 1,500,308 | 135,449,000 | 3.12% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1,465,644 | 132,318,000 | 3.05% | ||
| 9 | BANK OF MONTREAL /CAN/ | 1,345,391 | 121,462,000 | 2.80% | ||
| 10 | WILMINGTON TRUST CO | 1,097,450 | 99,078,000 | 2.28% | ||
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 909,390 | 82,100,000 | 1.89% | ||
| 12 | FIRST HAWAIIAN BANK | 845,188 | 76,304,000 | 1.76% | ||
| 13 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 845,118 | 76,297,000 | 1.76% | ||
| 14 | Quantitative Advantage, LLC | 723,399 | 65,308,000 | 1.51% | ||
| 15 | STIFEL FINANCIAL CORP | 583,888 | 52,713,000 | 1.22% | ||
| 16 | KEYBANK NATIONAL ASSOCIATION/OH | 490,756 | 44,305,000 | 1.02% | ||
| 17 | Efficient Advisors, LLC | 449,006 | 40,536,000 | 0.93% | ||
| 18 | Commonwealth Equity Services, Inc | 424,324 | 38,308,000 | 0.88% | ||
| 19 | ROYAL BANK OF CANADA | 421,942 | 38,092,000 | 0.88% | ||
| 20 | Simply Money Advisors | 421,848 | 38,084,000 | 0.88% | ||
| 21 | Wilmington Trust, National Association | 409,177 | 36,940,000 | 0.85% | ||
| 22 | FIRSTMERIT BANK N A TRUSTEE | 386,937 | 34,932,000 | 0.81% | ||
| 23 | FMR LLC | 382,553 | 34,537,000 | 0.80% | ||
| 24 | TD Ameritrade Trust Co | 370,396 | 33,439,000 | 0.77% | ||
| 25 | Polaris Wealth Advisory Group, LLC | 359,781 | 32,481,000 | 0.75% | ||
| 26 | MUFG Americas Holdings Corp | 357,748 | 32,297,000 | 0.74% | ||
| 27 | GOLDMAN SACHS GROUP INC | 316,345 | 28,560,000 | 0.66% | ||
| 28 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 309,488 | 28,026,000 | 0.65% | ||
| 29 | US BANCORP \DE\ | 310,093 | 27,995,000 | 0.65% | ||
| 30 | AXIS CAPITAL HOLDINGS LTD | 308,873 | 27,885,000 | 0.64% | ||
| 31 | COURIER CAPITAL LLC | 249,296 | 22,506,000 | 0.52% | ||
| 32 | Orion Porfolio Solutions, LLC | 232,396 | 20,981,000 | 0.48% | ||
| 33 | NATIONAL PLANNING CORP | 210,554 | 19,009,000 | 0.44% | ||
| 34 | JPMORGAN CHASE & CO | 201,152 | 18,160,000 | 0.42% | ||
| 35 | QUEST INVESTMENT MANAGEMENT LLC | 189,860 | 17,141,000 | 0.40% | ||
| 36 | AXA S.A. | 185,091 | 16,710,000 | 0.39% | ||
| 37 | Capital Analysts, LLC | 179,863 | 16,238,036 | 0.37% | ||
| 38 | 1834 INVESTMENT ADVISORS CO | 165,080 | 14,903,000 | 0.34% | ||
| 39 | Ameritas Investment Partners, Inc. | 163,939 | 14,801,000 | 0.34% | ||
| 40 | Steinberg Global Asset Management | 159,631 | 14,412,000 | 0.33% | ||
| 41 | BOKF, NA | 156,553 | 14,133,000 | 0.33% | ||
| 42 | ALESCO ADVISORS LLC | 150,032 | 13,545,000 | 0.31% | ||
| 43 | Veritable, L.P. | 142,300 | 12,847,000 | 0.30% | ||
| 44 | TODD ASSET MANAGEMENT LLC | 141,600 | 12,784,000 | 0.29% | ||
| 45 | FIRST CITIZENS BANK & TRUST CO | 140,091 | 12,647,000 | 0.29% | ||
| 46 | RAYMOND JAMES & ASSOCIATES | 135,508 | 12,234,000 | 0.28% | ||
| 47 | North Star Investment Management Corp. | 131,952 | 11,913,000 | 0.27% | ||
| 48 | CREDIT SUISSE AG/ | 129,865 | 11,724,000 | 0.27% | ||
| 49 | GHP Investment Advisors, Inc. | 128,966 | 11,643,000 | 0.27% | ||
| 50 | AFFINITY WEALTH MANAGEMENT LLC | 126,969 | 11,463,000 | 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.
