| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,582,785 | 1,072,883,000 | 12.95% | ||
| 2 | WELLS FARGO & COMPANY/MN | 7,216,788 | 731,638,000 | 8.83% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 6,498,622 | 658,829,000 | 7.95% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 5,776,733 | 585,646,000 | 7.07% | ||
| 5 | Valmark Advisers, Inc. | 4,394,873 | 445,552,000 | 5.38% | ||
| 6 | UBS Group AG | 3,231,546 | 327,614,000 | 3.95% | ||
| 7 | JONES FINANCIAL COMPANIES LLLP | 2,867,925 | 290,751,000 | 3.51% | ||
| 8 | FMR LLC | 1,996,232 | 202,378,000 | 2.44% | ||
| 9 | SCOTTRADE INVESTMENT MANAGEMENT | 1,975,903 | 187,632,000 | 2.26% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 1,744,567 | 176,865,000 | 2.13% | ||
| 11 | Betterment LLC | 1,508,360 | 152,918,000 | 1.85% | ||
| 12 | LPL Financial LLC | 1,473,039 | 150,559,000 | 1.82% | ||
| 13 | M&T BANK CORP | 1,401,418 | 142,076,000 | 1.71% | ||
| 14 | FRANKLIN RESOURCES INC | 1,291,304 | 130,912,000 | 1.58% | ||
| 15 | STIFEL FINANCIAL CORP | 1,267,138 | 128,429,000 | 1.55% | ||
| 16 | ROYAL BANK OF CANADA | 995,309 | 100,906,000 | 1.22% | ||
| 17 | Commonwealth Equity Services, Inc | 827,226 | 83,864,000 | 1.01% | ||
| 18 | KEYBANK NATIONAL ASSOCIATION/OH | 606,710 | 61,509,000 | 0.74% | ||
| 19 | GUGGENHEIM CAPITAL LLC | 577,395 | 58,536,000 | 0.71% | ||
| 20 | FIRST HAWAIIAN BANK | 543,334 | 55,083,000 | 0.66% | ||
| 21 | Composition Wealth, LLC | 531,039 | 53,837,000 | 0.65% | ||
| 22 | Janney Montgomery Scott LLC | 521,088 | 52,828,000 | 0.64% | ||
| 23 | Sage Advisory Services, Ltd.Co. | 516,687 | 52,377,000 | 0.63% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 479,873 | 48,293,000 | 0.58% | ||
| 25 | JPMORGAN CHASE & CO | 474,641 | 48,119,000 | 0.58% | ||
| 26 | RAYMOND JAMES & ASSOCIATES | 469,523 | 47,600,000 | 0.57% | ||
| 27 | HOME FEDERAL BANK OF TENNESSEE | 461,162 | 46,753,000 | 0.56% | ||
| 28 | Quantitative Advantage, LLC | 448,913 | 45,511,000 | 0.55% | ||
| 29 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 431,126 | 43,708,000 | 0.53% | ||
| 30 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 411,476 | 41,715,000 | 0.50% | ||
| 31 | AXA S.A. | 403,441 | 40,901,000 | 0.49% | ||
| 32 | Efficient Advisors, LLC | 397,001 | 40,248,000 | 0.49% | ||
| 33 | BANK OF HAWAII | 396,239 | 40,171,000 | 0.48% | ||
| 34 | BANK OF MONTREAL /CAN/ | 396,176 | 39,388,000 | 0.48% | ||
| 35 | US BANCORP \DE\ | 383,338 | 38,863,000 | 0.47% | ||
| 36 | AMERIPRISE FINANCIAL INC | 371,869 | 37,714,000 | 0.46% | ||
| 37 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 344,889 | 35,289,000 | 0.43% | ||
| 38 | BlackRock Finance, Inc. | 347,827 | 35,263,000 | 0.43% | ||
| 39 | Raymond James Financial Services Advisors, Inc. | 347,492 | 35,228,000 | 0.43% | ||
| 40 | Capital Analysts, LLC | 345,697 | 35,047,000 | 0.42% | ||
| 41 | HUNTINGTON NATIONAL BANK | 335,289 | 33,992,000 | 0.41% | ||
| 42 | MUFG Americas Holdings Corp | 323,150 | 32,761,000 | 0.40% | ||
| 43 | ALLIANCEBERNSTEIN L.P. | 315,840 | 32,020,000 | 0.39% | ||
| 44 | COURIER CAPITAL LLC | 292,443 | 29,648,000 | 0.36% | ||
| 45 | UMB Bank, n.a. | 274,933 | 27,872,000 | 0.34% | ||
| 46 | Ameritas Investment Partners, Inc. | 272,436 | 27,619,000 | 0.33% | ||
| 47 | TRUE PRIVATE WEALTH ADVISORS | 271,023 | 27,584,000 | 0.33% | ||
| 48 | FDx Advisors, Inc. | 266,249 | 26,992,000 | 0.33% | ||
| 49 | TD Ameritrade Trust Co | 253,771 | 25,727,000 | 0.31% | ||
| 50 | Mariner, LLC | 247,907 | 25,133,000 | 0.30% |
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.
