| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7,309,075 | 685,371,000 | 13.56% | ||
| 2 | Valmark Advisers, Inc. | 5,267,779 | 493,960,000 | 9.77% | ||
| 3 | WELLS FARGO & COMPANY/MN | 5,230,426 | 490,456,000 | 9.70% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 3,215,249 | 301,494,000 | 5.96% | ||
| 5 | UBS Group AG | 2,080,732 | 195,110,000 | 3.86% | ||
| 6 | LPL Financial LLC | 1,747,679 | 163,880,000 | 3.24% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 1,692,749 | 158,728,000 | 3.14% | ||
| 8 | M&T BANK CORP | 1,671,673 | 156,752,000 | 3.10% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 1,480,382 | 138,815,000 | 2.75% | ||
| 10 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,408,339 | 132,060,000 | 2.61% | ||
| 11 | BANK OF MONTREAL /CAN/ | 1,330,481 | 124,758,000 | 2.47% | ||
| 12 | GOLDMAN SACHS GROUP INC | 1,217,336 | 114,150,000 | 2.26% | ||
| 13 | Betterment LLC | 968,790 | 90,843,000 | 1.80% | ||
| 14 | FIRST HAWAIIAN BANK | 804,869 | 75,473,000 | 1.49% | ||
| 15 | FRANKLIN RESOURCES INC | 726,556 | 68,129,000 | 1.35% | ||
| 16 | Quantitative Advantage, LLC | 663,169 | 62,185,000 | 1.23% | ||
| 17 | Commonwealth Equity Services, Inc | 565,836 | 53,058,000 | 1.05% | ||
| 18 | STIFEL FINANCIAL CORP | 526,560 | 49,375,000 | 0.98% | ||
| 19 | ROYAL BANK OF CANADA | 490,780 | 46,021,000 | 0.91% | ||
| 20 | KEYBANK NATIONAL ASSOCIATION/OH | 485,677 | 45,542,000 | 0.90% | ||
| 21 | FMR LLC | 475,095 | 44,550,000 | 0.88% | ||
| 22 | VAN ECK ASSOCIATES CORP | 459,042 | 43,044,000 | 0.85% | ||
| 23 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 446,421 | 41,861,000 | 0.83% | ||
| 24 | Efficient Advisors, LLC | 431,367 | 40,449,000 | 0.80% | ||
| 25 | Berkshire Money Management, Inc. | 417,343 | 39,134,000 | 0.77% | ||
| 26 | FIRSTMERIT BANK N A TRUSTEE | 414,068 | 38,827,000 | 0.77% | ||
| 27 | TD Ameritrade Trust Co | 374,344 | 35,469,000 | 0.70% | ||
| 28 | MUFG Americas Holdings Corp | 354,374 | 33,230,000 | 0.66% | ||
| 29 | US BANCORP \DE\ | 318,284 | 29,846,000 | 0.59% | ||
| 30 | Polaris Wealth Advisory Group, LLC | 316,897 | 29,715,000 | 0.59% | ||
| 31 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 311,512 | 28,611,000 | 0.57% | ||
| 32 | JPMORGAN CHASE & CO | 258,248 | 24,216,000 | 0.48% | ||
| 33 | COURIER CAPITAL LLC | 256,012 | 24,006,000 | 0.47% | ||
| 34 | Capital Analysts, LLC | 227,737 | 21,354,960 | 0.42% | ||
| 35 | Ameritas Investment Partners, Inc. | 220,091 | 20,638,000 | 0.41% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 208,122 | 19,515,000 | 0.39% | ||
| 37 | FutureAdvisor, Inc. | 203,635 | 19,092,000 | 0.38% | ||
| 38 | RAYMOND JAMES & ASSOCIATES | 194,848 | 18,271,000 | 0.36% | ||
| 39 | QUEST INVESTMENT MANAGEMENT LLC | 189,860 | 17,803,000 | 0.35% | ||
| 40 | Steinberg Global Asset Management | 188,095 | 17,637,000 | 0.35% | ||
| 41 | AMERICAN INTERNATIONAL GROUP, INC. | 186,646 | 17,501,833 | 0.35% | ||
| 42 | BB&T SECURITIES, LLC | 18,148 | 17,017,000 | 0.34% | ||
| 43 | 1834 INVESTMENT ADVISORS CO | 175,739 | 16,479,000 | 0.33% | ||
| 44 | LVZ, Inc. | 171,905 | 16,120,000 | 0.32% | ||
| 45 | Orion Porfolio Solutions, LLC | 171,646 | 16,095,000 | 0.32% | ||
| 46 | DAVIS SELECTED ADVISERS | 165,396 | 15,509,000 | 0.31% | ||
| 47 | FIRST CITIZENS BANK & TRUST CO | 164,618 | 15,436,000 | 0.31% | ||
| 48 | AFFINITY WEALTH MANAGEMENT LLC | 159,564 | 14,962,000 | 0.30% | ||
| 49 | AMERIPRISE FINANCIAL INC | 153,539 | 14,398,000 | 0.28% | ||
| 50 | BOKF, NA | 146,365 | 13,724,000 | 0.27% |
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.
