| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 8,575,257 | 759,167,000 | 13.54% | ||
| 2 | WELLS FARGO & COMPANY/MN | 5,687,049 | 503,474,000 | 8.98% | ||
| 3 | Valmark Advisers, Inc. | 5,061,986 | 441,506,000 | 7.88% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 4,099,886 | 362,963,000 | 6.47% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 2,923,377 | 258,777,000 | 4.62% | ||
| 6 | UBS Group AG | 2,395,758 | 212,096,000 | 3.78% | ||
| 7 | GOLDMAN SACHS GROUP INC | 2,007,831 | 177,753,000 | 3.17% | ||
| 8 | Horizon Investments, LLC | 1,816,080 | 160,778,000 | 2.87% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 1,765,451 | 156,295,000 | 2.79% | ||
| 10 | FMR LLC | 1,724,008 | 152,626,000 | 2.72% | ||
| 11 | LPL Financial LLC | 1,667,241 | 146,250,000 | 2.61% | ||
| 12 | M&T BANK CORP | 1,448,809 | 128,263,000 | 2.29% | ||
| 13 | Betterment LLC | 1,250,949 | 110,747,000 | 1.98% | ||
| 14 | SCOTTRADE INVESTMENT MANAGEMENT | 1,229,840 | 108,878,000 | 1.94% | ||
| 15 | STIFEL FINANCIAL CORP | 779,793 | 76,653,000 | 1.37% | ||
| 16 | GUGGENHEIM CAPITAL LLC | 651,391 | 57,668,000 | 1.03% | ||
| 17 | FIRST HAWAIIAN BANK | 650,965 | 57,630,000 | 1.03% | ||
| 18 | Commonwealth Equity Services, Inc | 559,774 | 49,557,000 | 0.88% | ||
| 19 | ROYAL BANK OF CANADA | 559,579 | 49,540,000 | 0.88% | ||
| 20 | US BANCORP \DE\ | 541,397 | 47,929,000 | 0.85% | ||
| 21 | KEYBANK NATIONAL ASSOCIATION/OH | 524,236 | 46,411,000 | 0.83% | ||
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 451,406 | 39,963,000 | 0.71% | ||
| 23 | Efficient Advisors, LLC | 441,011 | 39,043,000 | 0.70% | ||
| 24 | HOME FEDERAL BANK OF TENNESSEE | 437,964 | 38,773,000 | 0.69% | ||
| 25 | FRANKLIN RESOURCES INC | 430,998 | 38,156,000 | 0.68% | ||
| 26 | MUFG Americas Holdings Corp | 385,946 | 34,168,000 | 0.61% | ||
| 27 | SEI INVESTMENTS CO | 369,641 | 32,724,000 | 0.58% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 342,978 | 30,364,000 | 0.54% | ||
| 29 | BANK OF MONTREAL /CAN/ | 338,229 | 29,944,000 | 0.53% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 333,797 | 29,576,000 | 0.53% | ||
| 31 | BlackRock Finance, Inc. | 331,850 | 29,379,000 | 0.52% | ||
| 32 | FIRSTMERIT BANK N A TRUSTEE | 331,597 | 29,356,000 | 0.52% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 319,474 | 28,283,000 | 0.50% | ||
| 34 | DAVIS SELECTED ADVISERS | 316,410 | 28,012,000 | 0.50% | ||
| 35 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 335,485 | 27,506,000 | 0.49% | ||
| 36 | TD Ameritrade Trust Co | 286,893 | 25,399,000 | 0.45% | ||
| 37 | JPMORGAN CHASE & CO | 285,432 | 25,269,000 | 0.45% | ||
| 38 | Capital Analysts, LLC | 274,318 | 24,285,396 | 0.43% | ||
| 39 | Polaris Wealth Advisory Group, LLC | 270,654 | 23,961,000 | 0.43% | ||
| 40 | Ameritas Investment Partners, Inc. | 270,243 | 23,924,000 | 0.43% | ||
| 41 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 268,619 | 23,781,000 | 0.42% | ||
| 42 | COURIER CAPITAL LLC | 264,534 | 23,419,000 | 0.42% | ||
| 43 | Baker Avenue Asset Management, LP | 211,491 | 18,723,000 | 0.33% | ||
| 44 | 1834 INVESTMENT ADVISORS CO | 194,167 | 17,190,000 | 0.31% | ||
| 45 | AMERICAN INTERNATIONAL GROUP, INC. | 174,726 | 15,468,000 | 0.28% | ||
| 46 | AMERIPRISE FINANCIAL INC | 171,937 | 15,216,000 | 0.27% | ||
| 47 | FOUNDERS FINANCIAL SECURITIES LLC | 162,287 | 14,367,000 | 0.26% | ||
| 48 | Composition Wealth, LLC | 160,259 | 14,188,000 | 0.25% | ||
| 49 | AXA S.A. | 159,841 | 14,151,000 | 0.25% | ||
| 50 | Mariner, LLC | 157,619 | 13,953,000 | 0.25% |
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.
