| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7,962,746 | 734,244,000 | 15.44% | ||
| 2 | WELLS FARGO & COMPANY/MN | 5,450,854 | 502,624,000 | 10.57% | ||
| 3 | Valmark Advisers, Inc. | 5,430,855 | 500,779,000 | 10.53% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 3,328,380 | 306,910,000 | 6.45% | ||
| 5 | UBS Group AG | 2,281,647 | 210,391,000 | 4.42% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 2,065,607 | 190,470,000 | 4.00% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 1,710,878 | 157,760,000 | 3.32% | ||
| 8 | M&T BANK CORP | 1,577,016 | 145,416,000 | 3.06% | ||
| 9 | Betterment LLC | 1,014,949 | 93,588,000 | 1.97% | ||
| 10 | BANK OF MONTREAL /CAN/ | 967,952 | 89,255,000 | 1.88% | ||
| 11 | LPL Financial LLC | 791,724 | 73,108,000 | 1.54% | ||
| 12 | FRANKLIN RESOURCES INC | 725,274 | 66,878,000 | 1.41% | ||
| 13 | FIRST HAWAIIAN BANK | 690,964 | 63,713,000 | 1.34% | ||
| 14 | GUGGENHEIM CAPITAL LLC | 675,032 | 62,245,000 | 1.31% | ||
| 15 | STIFEL FINANCIAL CORP | 652,130 | 60,133,000 | 1.26% | ||
| 16 | Commonwealth Equity Services, Inc | 514,900 | 47,479,000 | 1.00% | ||
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 486,463 | 44,857,000 | 0.94% | ||
| 18 | KEYBANK NATIONAL ASSOCIATION/OH | 481,729 | 44,420,000 | 0.93% | ||
| 19 | FMR LLC | 465,934 | 42,964,000 | 0.90% | ||
| 20 | Efficient Advisors, LLC | 444,324 | 40,971,000 | 0.86% | ||
| 21 | ROYAL BANK OF CANADA | 441,727 | 40,731,000 | 0.86% | ||
| 22 | Berkshire Money Management, Inc. | 413,032 | 38,086,000 | 0.80% | ||
| 23 | US BANCORP \DE\ | 392,282 | 36,172,000 | 0.76% | ||
| 24 | FIRSTMERIT BANK N A TRUSTEE | 362,511 | 33,427,000 | 0.70% | ||
| 25 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 322,124 | 30,231,000 | 0.64% | ||
| 26 | MUFG Americas Holdings Corp | 327,268 | 30,177,000 | 0.63% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 325,116 | 29,987,000 | 0.63% | ||
| 28 | TD Ameritrade Trust Co | 322,780 | 29,764,000 | 0.63% | ||
| 29 | FutureAdvisor, Inc. | 313,736 | 29,130,000 | 0.61% | ||
| 30 | Polaris Wealth Advisory Group, LLC | 297,796 | 27,460,000 | 0.58% | ||
| 31 | Ameritas Investment Partners, Inc. | 265,107 | 24,445,000 | 0.51% | ||
| 32 | COURIER CAPITAL LLC | 260,249 | 23,998,000 | 0.50% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 251,275 | 23,170,000 | 0.49% | ||
| 34 | Calvert Investment Management, Inc. | 236,900 | 21,845,000 | 0.46% | ||
| 35 | Capital Analysts, LLC | 234,618 | 21,634,168 | 0.45% | ||
| 36 | LVZ, Inc. | 209,992 | 19,708,000 | 0.41% | ||
| 37 | JPMORGAN CHASE & CO | 202,512 | 18,673,000 | 0.39% | ||
| 38 | GOLDMAN SACHS GROUP INC | 197,791 | 18,239,000 | 0.38% | ||
| 39 | QUEST INVESTMENT MANAGEMENT LLC | 189,860 | 17,507,000 | 0.37% | ||
| 40 | 1834 INVESTMENT ADVISORS CO | 177,971 | 16,411,000 | 0.35% | ||
| 41 | Orion Porfolio Solutions, LLC | 175,913 | 16,221,000 | 0.34% | ||
| 42 | AFFINITY WEALTH MANAGEMENT LLC | 161,947 | 14,933,000 | 0.31% | ||
| 43 | AMERIPRISE FINANCIAL INC | 158,975 | 14,600,000 | 0.31% | ||
| 44 | FIRST CITIZENS BANK & TRUST CO | 158,089 | 14,577,000 | 0.31% | ||
| 45 | ALESCO ADVISORS LLC | 145,229 | 13,392,000 | 0.28% | ||
| 46 | BOKF, NA | 144,445 | 13,319,000 | 0.28% | ||
| 47 | MV CAPITAL MANAGEMENT, INC. | 144,248 | 13,301,000 | 0.28% | PRN | |
| 48 | North Star Investment Management Corp. | 140,403 | 12,947,000 | 0.27% | ||
| 49 | Steinberg Global Asset Management | 139,007 | 12,818,000 | 0.27% | ||
| 50 | FIFTH THIRD BANCORP | 135,756 | 12,518,000 | 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.
