| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,495,729 | 882,153,000 | 13.40% | ||
| 2 | WELLS FARGO & COMPANY/MN | 5,925,067 | 550,438,000 | 8.36% | ||
| 3 | Valmark Advisers, Inc. | 4,859,576 | 451,455,000 | 6.86% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 4,619,109 | 429,115,000 | 6.52% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 4,307,348 | 400,152,000 | 6.08% | ||
| 6 | UBS Group AG | 2,665,323 | 247,609,000 | 3.76% | ||
| 7 | FMR LLC | 2,215,606 | 205,830,000 | 3.13% | ||
| 8 | Horizon Investments, LLC | 1,954,151 | 181,541,000 | 2.76% | ||
| 9 | FRANKLIN RESOURCES INC | 1,899,136 | 176,430,000 | 2.68% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 1,722,760 | 160,044,000 | 2.43% | ||
| 11 | SCOTTRADE INVESTMENT MANAGEMENT | 1,672,686 | 155,393,000 | 2.36% | ||
| 12 | M&T BANK CORP | 1,613,907 | 149,932,000 | 2.28% | ||
| 13 | Betterment LLC | 1,420,566 | 131,971,000 | 2.01% | ||
| 14 | STIFEL FINANCIAL CORP | 948,274 | 88,097,000 | 1.34% | ||
| 15 | LPL Financial LLC | 866,205 | 80,176,000 | 1.22% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 679,094 | 63,087,000 | 0.96% | ||
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 662,846 | 61,645,000 | 0.94% | ||
| 18 | Commonwealth Equity Services, Inc | 626,019 | 58,157,000 | 0.88% | ||
| 19 | GUGGENHEIM CAPITAL LLC | 623,462 | 57,920,000 | 0.88% | ||
| 20 | FIRST HAWAIIAN BANK | 595,595 | 55,331,000 | 0.84% | ||
| 21 | KEYBANK NATIONAL ASSOCIATION/OH | 571,255 | 53,070,000 | 0.81% | ||
| 22 | US BANCORP \DE\ | 549,202 | 51,020,000 | 0.78% | ||
| 23 | ROYAL BANK OF CANADA | 535,062 | 49,708,000 | 0.76% | ||
| 24 | HOME FEDERAL BANK OF TENNESSEE | 455,068 | 42,276,000 | 0.64% | ||
| 25 | Efficient Advisors, LLC | 424,150 | 39,404,000 | 0.60% | ||
| 26 | Janney Montgomery Scott LLC | 414,689 | 38,288,000 | 0.58% | ||
| 27 | JPMORGAN CHASE & CO | 384,595 | 35,729,000 | 0.54% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 382,777 | 35,559,000 | 0.54% | ||
| 29 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 375,127 | 34,849,000 | 0.53% | ||
| 30 | MUFG Americas Holdings Corp | 374,435 | 34,785,000 | 0.53% | ||
| 31 | BANK OF MONTREAL /CAN/ | 372,820 | 34,635,000 | 0.53% | ||
| 32 | BlackRock Finance, Inc. | 357,051 | 33,170,000 | 0.50% | ||
| 33 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 345,509 | 33,021,000 | 0.50% | ||
| 34 | RAYMOND JAMES & ASSOCIATES | 353,442 | 32,835,000 | 0.50% | ||
| 35 | FIRSTMERIT BANK N A TRUSTEE | 339,771 | 31,565,000 | 0.48% | ||
| 36 | AXA S.A. | 329,341 | 30,596,000 | 0.46% | ||
| 37 | Composition Wealth, LLC | 309,394 | 29,550,000 | 0.45% | ||
| 38 | GOLDMAN SACHS GROUP INC | 312,397 | 29,022,000 | 0.44% | ||
| 39 | Capital Analysts, LLC | 294,435 | 27,353,083 | 0.42% | ||
| 40 | AMERIPRISE FINANCIAL INC | 290,050 | 26,882,000 | 0.41% | ||
| 41 | COURIER CAPITAL LLC | 287,623 | 26,720,000 | 0.41% | ||
| 42 | FCG ADVISORS, LLC | 282,707 | 26,263,000 | 0.40% | ||
| 43 | Ameritas Investment Partners, Inc. | 278,981 | 25,917,000 | 0.39% | ||
| 44 | Mariner, LLC | 268,222 | 24,917,000 | 0.38% | ||
| 45 | PARK AVENUE SECURITIES LLC | 265,361 | 24,657,000 | 0.37% | ||
| 46 | TD Ameritrade Trust Co | 263,355 | 24,466,000 | 0.37% | ||
| 47 | Baker Avenue Asset Management, LP | 260,554 | 24,205,000 | 0.37% | ||
| 48 | JONES FINANCIAL COMPANIES LLLP | 252,622 | 23,469,000 | 0.36% | ||
| 49 | Polaris Wealth Advisory Group, LLC | 250,113 | 23,236,000 | 0.35% | ||
| 50 | 1834 INVESTMENT ADVISORS CO | 197,415 | 18,340,000 | 0.28% |
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.
