| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,724,220 | 1,125,614,000 | 12.20% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 8,563,154 | 898,787,000 | 9.74% | ||
| 3 | WELLS FARGO & COMPANY/MN | 7,425,179 | 779,347,000 | 8.45% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 6,013,227 | 631,148,000 | 6.84% | ||
| 5 | JONES FINANCIAL COMPANIES LLLP | 5,304,789 | 556,791,000 | 6.04% | ||
| 6 | Valmark Advisers, Inc. | 4,656,866 | 488,785,000 | 5.30% | ||
| 7 | UBS Group AG | 3,269,873 | 343,206,000 | 3.72% | ||
| 8 | SCOTTRADE INVESTMENT MANAGEMENT | 3,172,305 | 332,965,000 | 3.61% | ||
| 9 | FMR LLC | 1,889,907 | 198,365,000 | 2.15% | ||
| 10 | STIFEL FINANCIAL CORP | 1,751,794 | 183,982,000 | 1.99% | ||
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 1,619,607 | 169,994,000 | 1.84% | ||
| 12 | Betterment LLC | 1,482,171 | 155,569,000 | 1.69% | ||
| 13 | LPL Financial LLC | 1,366,829 | 143,462,000 | 1.56% | ||
| 14 | M&T BANK CORP | 1,306,418 | 137,121,000 | 1.49% | ||
| 15 | FRANKLIN RESOURCES INC | 1,153,096 | 121,029,000 | 1.31% | ||
| 16 | APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 12,110 | 115,386,000 | 1.25% | ||
| 17 | GOLDMAN SACHS GROUP INC | 838,487 | 88,008,000 | 0.95% | ||
| 18 | Composition Wealth, LLC | 767,552 | 80,562,000 | 0.87% | ||
| 19 | Commonwealth Equity Services, Inc | 758,226 | 79,583,000 | 0.86% | ||
| 20 | BlackRock Finance, Inc. | 597,426 | 62,706,000 | 0.68% | ||
| 21 | ROYAL BANK OF CANADA | 596,049 | 62,561,000 | 0.68% | ||
| 22 | KEYBANK NATIONAL ASSOCIATION/OH | 578,958 | 60,767,000 | 0.66% | ||
| 23 | AMERIPRISE FINANCIAL INC | 553,454 | 58,096,000 | 0.63% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 538,557 | 56,527,000 | 0.61% | ||
| 25 | FIRST HAWAIIAN BANK | 474,404 | 49,793,000 | 0.54% | ||
| 26 | HOME FEDERAL BANK OF TENNESSEE | 468,944 | 49,220,000 | 0.53% | ||
| 27 | MML INVESTORS SERVICES, INC. | 455,317 | 47,790,000 | 0.52% | ||
| 28 | RAYMOND JAMES & ASSOCIATES | 437,590 | 45,929,000 | 0.50% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 421,862 | 44,278,000 | 0.48% | ||
| 30 | Janney Montgomery Scott LLC | 408,619 | 42,889,000 | 0.47% | ||
| 31 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 408,133 | 42,838,000 | 0.46% | ||
| 32 | AXA S.A. | 397,641 | 41,736,000 | 0.45% | ||
| 33 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 382,015 | 40,096,000 | 0.43% | ||
| 34 | Efficient Advisors, LLC | 375,260 | 39,387,000 | 0.43% | ||
| 35 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 356,655 | 37,930,000 | 0.41% | ||
| 36 | BANK OF MONTREAL /CAN/ | 353,369 | 37,090,000 | 0.40% | ||
| 37 | HUNTINGTON NATIONAL BANK | 339,613 | 35,646,000 | 0.39% | PRN | |
| 38 | IFC Holdings Incorporated/FL | 337,072 | 35,381,000 | 0.38% | ||
| 39 | US BANCORP \DE\ | 330,315 | 34,670,000 | 0.38% | ||
| 40 | MUFG Americas Holdings Corp | 319,206 | 33,504,000 | 0.36% | ||
| 41 | UMB Bank, n.a. | 308,555 | 32,386,000 | 0.35% | ||
| 42 | SII INVESTMENTS INC/WI | 307,645 | 32,287,000 | 0.35% | ||
| 43 | PARK AVENUE SECURITIES LLC | 299,383 | 31,489,000 | 0.34% | ||
| 44 | COURIER CAPITAL LLC | 297,412 | 31,216,000 | 0.34% | ||
| 45 | Ameritas Investment Partners, Inc. | 268,551 | 28,186,000 | 0.31% | ||
| 46 | ADVISOR GROUP, INC. | 237,140 | 24,890,000 | 0.27% | ||
| 47 | TD Ameritrade Trust Co | 266,360 | 24,660,000 | 0.27% | ||
| 48 | Polaris Wealth Advisory Group, LLC | 232,862 | 24,441,000 | 0.26% | ||
| 49 | Mirae Asset Global Investments Co., Ltd. | 222,150 | 23,317,000 | 0.25% | ||
| 50 | BANK OF HAWAII | 221,599 | 23,259,000 | 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.
