| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 8,264,601 | 694,476,000 | 14.97% | ||
| 2 | Valmark Advisers, Inc. | 5,458,823 | 469,027,000 | 10.11% | ||
| 3 | WELLS FARGO & COMPANY/MN | 5,407,256 | 454,371,000 | 9.79% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 3,556,659 | 298,867,000 | 6.44% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 2,368,089 | 198,990,000 | 4.29% | ||
| 6 | UBS Group AG | 2,103,412 | 176,750,000 | 3.81% | ||
| 7 | FMR LLC | 1,731,192 | 145,472,000 | 3.14% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 1,703,974 | 143,185,000 | 3.09% | ||
| 9 | M&T BANK CORP | 1,593,864 | 133,932,000 | 2.89% | ||
| 10 | Betterment LLC | 1,145,476 | 96,254,000 | 2.07% | ||
| 11 | LPL Financial LLC | 781,210 | 67,973,000 | 1.47% | ||
| 12 | FRANKLIN RESOURCES INC | 728,841 | 61,244,000 | 1.32% | ||
| 13 | Atria Investments, Inc | 5,032 | 59,881,000 | 1.29% | ||
| 14 | GUGGENHEIM CAPITAL LLC | 674,939 | 56,715,000 | 1.22% | ||
| 15 | FIRST HAWAIIAN BANK | 668,926 | 56,209,000 | 1.21% | ||
| 16 | STIFEL FINANCIAL CORP | 660,725 | 55,521,000 | 1.20% | ||
| 17 | US BANCORP \DE\ | 544,272 | 45,735,000 | 0.99% | ||
| 18 | KEYBANK NATIONAL ASSOCIATION/OH | 489,752 | 41,154,000 | 0.89% | ||
| 19 | Commonwealth Equity Services, Inc | 480,737 | 40,396,000 | 0.87% | ||
| 20 | ROYAL BANK OF CANADA | 470,863 | 39,566,000 | 0.85% | ||
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 449,485 | 37,770,000 | 0.81% | ||
| 22 | Berkshire Money Management, Inc. | 400,478 | 37,553,000 | 0.81% | ||
| 23 | Efficient Advisors, LLC | 441,093 | 37,065,000 | 0.80% | ||
| 24 | BANK OF MONTREAL /CAN/ | 391,514 | 32,899,000 | 0.71% | ||
| 25 | MUFG Americas Holdings Corp | 344,737 | 29,071,000 | 0.63% | ||
| 26 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 325,875 | 28,348,000 | 0.61% | ||
| 27 | FIRSTMERIT BANK N A TRUSTEE | 333,228 | 28,002,000 | 0.60% | ||
| 28 | FutureAdvisor, Inc. | 319,907 | 26,882,000 | 0.58% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 308,444 | 25,919,000 | 0.56% | ||
| 30 | TD Ameritrade Trust Co | 297,138 | 24,969,000 | 0.54% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 295,564 | 24,837,000 | 0.54% | ||
| 32 | Polaris Wealth Advisory Group, LLC | 294,965 | 24,786,000 | 0.53% | ||
| 33 | Raymond James Financial Services Advisors, Inc. | 286,707 | 24,092,000 | 0.52% | ||
| 34 | Ameritas Investment Partners, Inc. | 281,697 | 23,670,000 | 0.51% | ||
| 35 | SEI INVESTMENTS CO | 277,438 | 23,313,000 | 0.50% | ||
| 36 | COURIER CAPITAL LLC | 259,875 | 21,837,000 | 0.47% | ||
| 37 | Capital Analysts, LLC | 253,650 | 21,314,292 | 0.46% | ||
| 38 | LVZ, Inc. | 221,588 | 18,620,000 | 0.40% | ||
| 39 | JPMORGAN CHASE & CO | 217,362 | 18,264,000 | 0.39% | ||
| 40 | QUEST INVESTMENT MANAGEMENT LLC | 189,860 | 15,954,000 | 0.34% | ||
| 41 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 187,685 | 15,771,000 | 0.34% | ||
| 42 | GOLDMAN SACHS GROUP INC | 185,056 | 15,550,000 | 0.34% | ||
| 43 | 1834 INVESTMENT ADVISORS CO | 179,694 | 15,100,000 | 0.33% | ||
| 44 | IndexIQ Advisors LLC | 176,905 | 14,865,000 | 0.32% | ||
| 45 | AMERICAN INTERNATIONAL GROUP, INC. | 173,304 | 14,562,000 | 0.31% | ||
| 46 | FIRST CITIZENS BANK & TRUST CO | 168,319 | 14,144,000 | 0.30% | ||
| 47 | Composition Wealth, LLC | 163,532 | 13,742,000 | 0.30% | ||
| 48 | Noven Financial Group, Inc. | 155,498 | 13,066,000 | 0.28% | ||
| 49 | ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 150,000 | 12,605,000 | 0.27% | Call | |
| 50 | JANE STREET GROUP, LLC | 150,000 | 12,605,000 | 0.27% | Call |
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.
