| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 8,903,118 | 800,659,000 | 12.81% | ||
| 2 | WELLS FARGO & COMPANY/MN | 5,936,510 | 533,871,000 | 8.54% | ||
| 3 | Valmark Advisers, Inc. | 4,997,162 | 449,426,000 | 7.19% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 4,072,489 | 366,239,000 | 5.86% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 3,832,818 | 344,685,000 | 5.51% | ||
| 6 | FMR LLC | 2,418,939 | 217,559,000 | 3.48% | ||
| 7 | UBS Group AG | 2,399,318 | 215,771,000 | 3.45% | ||
| 8 | GOLDMAN SACHS GROUP INC | 2,142,647 | 192,688,000 | 3.08% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 1,713,147 | 154,064,000 | 2.46% | ||
| 10 | Horizon Investments, LLC | 1,680,791 | 151,154,000 | 2.42% | ||
| 11 | LPL Financial LLC | 1,614,259 | 143,637,000 | 2.30% | ||
| 12 | M&T BANK CORP | 1,542,942 | 138,756,000 | 2.22% | ||
| 13 | FRANKLIN RESOURCES INC | 1,457,553 | 131,093,000 | 2.10% | ||
| 14 | SCOTTRADE INVESTMENT MANAGEMENT | 1,442,202 | 129,697,000 | 2.08% | ||
| 15 | Betterment LLC | 1,392,679 | 125,244,000 | 2.00% | ||
| 16 | STIFEL FINANCIAL CORP | 822,424 | 73,960,000 | 1.18% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 804,232 | 72,306,000 | 1.16% | ||
| 18 | FIRST HAWAIIAN BANK | 633,165 | 56,940,000 | 0.91% | ||
| 19 | GUGGENHEIM CAPITAL LLC | 627,186 | 56,409,000 | 0.90% | ||
| 20 | Commonwealth Equity Services, Inc | 593,933 | 53,412,000 | 0.85% | ||
| 21 | ROYAL BANK OF CANADA | 565,442 | 50,851,000 | 0.81% | ||
| 22 | US BANCORP \DE\ | 524,225 | 47,143,000 | 0.75% | ||
| 23 | KEYBANK NATIONAL ASSOCIATION/OH | 515,637 | 46,371,000 | 0.74% | ||
| 24 | Raymond James Financial Services Advisors, Inc. | 509,378 | 45,809,000 | 0.73% | ||
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 466,407 | 41,944,000 | 0.67% | ||
| 26 | HOME FEDERAL BANK OF TENNESSEE | 439,695 | 39,542,000 | 0.63% | ||
| 27 | Efficient Advisors, LLC | 431,694 | 38,822,000 | 0.62% | ||
| 28 | BlackRock Finance, Inc. | 421,671 | 37,921,000 | 0.61% | ||
| 29 | MUFG Americas Holdings Corp | 376,467 | 33,855,000 | 0.54% | ||
| 30 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 359,155 | 32,299,000 | 0.52% | ||
| 31 | RAYMOND JAMES & ASSOCIATES | 352,469 | 31,698,000 | 0.51% | ||
| 32 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 343,503 | 31,006,000 | 0.50% | ||
| 33 | FIRSTMERIT BANK N A TRUSTEE | 338,552 | 30,446,000 | 0.49% | ||
| 34 | BANK OF MONTREAL /CAN/ | 320,813 | 28,851,000 | 0.46% | ||
| 35 | Baker Avenue Asset Management, LP | 317,119 | 28,518,000 | 0.46% | ||
| 36 | JPMORGAN CHASE & CO | 299,463 | 26,934,000 | 0.43% | ||
| 37 | BNP PARIBAS FINANCIAL MARKETS | 294,658 | 26,498,594 | 0.42% | ||
| 38 | COURIER CAPITAL LLC | 273,611 | 24,606,000 | 0.39% | ||
| 39 | Ameritas Investment Partners, Inc. | 273,226 | 24,573,000 | 0.39% | ||
| 40 | Capital Analysts, LLC | 272,327 | 24,490,373 | 0.39% | ||
| 41 | TD Ameritrade Trust Co | 264,794 | 23,813,000 | 0.38% | ||
| 42 | Polaris Wealth Advisory Group, LLC | 253,237 | 22,774,000 | 0.36% | ||
| 43 | AMERIPRISE FINANCIAL INC | 236,813 | 21,294,000 | 0.34% | ||
| 44 | Mariner, LLC | 236,365 | 21,256,000 | 0.34% | ||
| 45 | FCG ADVISORS, LLC | 225,289 | 20,260,000 | 0.32% | ||
| 46 | PARK AVENUE SECURITIES LLC | 207,840 | 18,762,000 | 0.30% | ||
| 47 | J. Goldman & Co LP | 206,600 | 18,580,000 | 0.30% | ||
| 48 | Clark Capital Management Group, Inc. | 204,727 | 18,411,099 | 0.29% | ||
| 49 | 1834 INVESTMENT ADVISORS CO | 202,352 | 18,197,000 | 0.29% | ||
| 50 | Janney Montgomery Scott LLC | 201,019 | 18,078,000 | 0.29% |
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.
