| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,847,257 | 935,095,000 | 13.84% | ||
| 2 | WELLS FARGO & COMPANY/MN | 6,217,531 | 590,417,000 | 8.74% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 5,383,653 | 511,232,000 | 7.57% | ||
| 4 | Valmark Advisers, Inc. | 4,755,045 | 451,539,000 | 6.68% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 4,590,478 | 435,912,000 | 6.45% | ||
| 6 | UBS Group AG | 2,847,051 | 270,356,000 | 4.00% | ||
| 7 | FMR LLC | 2,144,844 | 203,674,000 | 3.01% | ||
| 8 | SCOTTRADE INVESTMENT MANAGEMENT | 1,975,903 | 187,632,000 | 2.78% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 1,716,305 | 162,979,000 | 2.41% | ||
| 10 | Betterment LLC | 1,512,858 | 143,661,000 | 2.13% | ||
| 11 | M&T BANK CORP | 1,445,952 | 137,308,000 | 2.03% | ||
| 12 | JONES FINANCIAL COMPANIES LLLP | 1,407,476 | 133,654,000 | 1.98% | ||
| 13 | STIFEL FINANCIAL CORP | 1,073,900 | 102,053,000 | 1.51% | ||
| 14 | FRANKLIN RESOURCES INC | 867,117 | 82,341,000 | 1.22% | ||
| 15 | LPL Financial LLC | 863,392 | 81,280,000 | 1.20% | ||
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 738,336 | 70,112,000 | 1.04% | ||
| 17 | Commonwealth Equity Services, Inc | 646,482 | 61,390,000 | 0.91% | ||
| 18 | GUGGENHEIM CAPITAL LLC | 593,701 | 56,378,000 | 0.83% | ||
| 19 | KEYBANK NATIONAL ASSOCIATION/OH | 584,287 | 55,484,000 | 0.82% | ||
| 20 | FIRST HAWAIIAN BANK | 576,446 | 54,739,000 | 0.81% | ||
| 21 | US BANCORP \DE\ | 560,584 | 53,233,000 | 0.79% | ||
| 22 | ROYAL BANK OF CANADA | 527,114 | 50,054,000 | 0.74% | ||
| 23 | Composition Wealth, LLC | 521,000 | 49,474,000 | 0.73% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 478,686 | 45,439,000 | 0.67% | ||
| 25 | HOME FEDERAL BANK OF TENNESSEE | 461,553 | 43,829,000 | 0.65% | ||
| 26 | Efficient Advisors, LLC | 414,282 | 39,340,000 | 0.58% | ||
| 27 | Janney Montgomery Scott LLC | 411,761 | 39,101,000 | 0.58% | ||
| 28 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 393,868 | 37,402,000 | 0.55% | ||
| 29 | JPMORGAN CHASE & CO | 393,524 | 37,369,000 | 0.55% | ||
| 30 | Raymond James Financial Services Advisors, Inc. | 378,414 | 35,935,000 | 0.53% | ||
| 31 | BlackRock Finance, Inc. | 365,308 | 34,690,000 | 0.51% | ||
| 32 | BANK OF HAWAII | 364,255 | 34,590,000 | 0.51% | ||
| 33 | BANK OF MONTREAL /CAN/ | 363,303 | 34,499,000 | 0.51% | ||
| 34 | RAYMOND JAMES & ASSOCIATES | 350,987 | 33,330,000 | 0.49% | ||
| 35 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 343,316 | 32,134,000 | 0.48% | ||
| 36 | MUFG Americas Holdings Corp | 325,381 | 30,898,000 | 0.46% | ||
| 37 | HUNTINGTON NATIONAL BANK | 325,332 | 30,894,000 | 0.46% | ||
| 38 | Capital Analysts, LLC | 322,212 | 30,597,325 | 0.45% | ||
| 39 | COURIER CAPITAL LLC | 292,562 | 27,782,000 | 0.41% | ||
| 40 | AMERIPRISE FINANCIAL INC | 292,214 | 27,671,000 | 0.41% | ||
| 41 | AXA S.A. | 287,041 | 27,257,000 | 0.40% | ||
| 42 | Ameritas Investment Partners, Inc. | 285,065 | 27,069,000 | 0.40% | ||
| 43 | Mariner, LLC | 275,051 | 26,119,000 | 0.39% | ||
| 44 | UMB Bank, n.a. | 261,536 | 24,835,000 | 0.37% | ||
| 45 | TD Ameritrade Trust Co | 258,268 | 24,525,000 | 0.36% | ||
| 46 | Polaris Wealth Advisory Group, LLC | 244,325 | 23,201,000 | 0.34% | ||
| 47 | Horizon Investments, LLC | 235,648 | 22,377,000 | 0.33% | ||
| 48 | FCG ADVISORS, LLC | 227,197 | 21,575,000 | 0.32% | ||
| 49 | BOKF, NA | 204,749 | 19,443,000 | 0.29% | ||
| 50 | GOLDMAN SACHS GROUP INC | 201,508 | 19,135,000 | 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.
