| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 3,732,407 | 403,806,000 | 8.66% | ||
| 2 | WELLS FARGO & COMPANY/MN | 2,838,359 | 307,082,000 | 6.58% | ||
| 3 | FRANKLIN RESOURCES INC | 2,274,695 | 246,099,000 | 5.28% | ||
| 4 | ROYAL BANK OF CANADA | 2,022,637 | 218,832,000 | 4.69% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,976,604 | 213,849,000 | 4.58% | ||
| 6 | UBS Group AG | 1,883,953 | 203,825,000 | 4.37% | ||
| 7 | ASSETMARK, INC | 1,651,277 | 178,652,000 | 3.83% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 1,601,021 | 173,214,000 | 3.71% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 1,579,407 | 170,875,000 | 3.66% | ||
| 10 | MORGAN STANLEY | 1,501,088 | 162,402,000 | 3.48% | ||
| 11 | BlackRock Finance, Inc. | 1,424,194 | 154,084,000 | 3.30% | ||
| 12 | MATSON MONEY. INC. | 1,215,212 | 131,474,000 | 2.82% | ||
| 13 | GOLDMAN SACHS GROUP INC | 1,162,255 | 125,745,000 | 2.70% | ||
| 14 | KEYBANK NATIONAL ASSOCIATION/OH | 1,015,459 | 109,863,000 | 2.36% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 998,127 | 107,990,000 | 2.32% | ||
| 16 | Simply Money Advisors | 721,955 | 78,108,000 | 1.67% | ||
| 17 | AMERIPRISE FINANCIAL INC | 688,465 | 74,453,000 | 1.60% | ||
| 18 | BLACKROCK ADVISORS LLC | 596,433 | 64,528,000 | 1.38% | ||
| 19 | Bank of New York Mellon Corp | 569,079 | 61,569,000 | 1.32% | ||
| 20 | THOMASPARTNERS, INC. | 510,683 | 55,251,000 | 1.18% | ||
| 21 | Cerity Partners OCIO LLC | 452,719 | 48,979,000 | 1.05% | ||
| 22 | Haverford Trust Co | 452,110 | 48,914,000 | 1.05% | ||
| 23 | Sage Advisory Services, Ltd.Co. | 408,913 | 44,244,000 | 0.95% | ||
| 24 | FDx Advisors, Inc. | 398,883 | 43,155,000 | 0.93% | ||
| 25 | US BANCORP \DE\ | 394,736 | 42,708,000 | 0.92% | ||
| 26 | LPL Financial LLC | 379,492 | 41,057,000 | 0.88% | ||
| 27 | STIFEL FINANCIAL CORP | 371,997 | 40,238,000 | 0.86% | ||
| 28 | Capital Analysts, LLC | 294,987 | 31,915,000 | 0.68% | ||
| 29 | ALLSTATE CORP | 294,600 | 31,873,000 | 0.68% | ||
| 30 | CAPITAL ONE, NATIONAL ASSOCIATION | 278,980 | 30,183,000 | 0.65% | ||
| 31 | ARKANSAS FINANCIAL GROUP, INC. | 254,329 | 27,516,000 | 0.59% | ||
| 32 | BANCO ITAU HOLDING FINANCEIRA S A | 240,038 | 25,970,000 | 0.56% | ||
| 33 | EASTERN BANK | 237,851 | 25,733,000 | 0.55% | ||
| 34 | Fund Evaluation Group, LLC | 233,835 | 25,299,000 | 0.54% | ||
| 35 | Sabal Trust CO | 219,298 | 23,727,000 | 0.51% | ||
| 36 | WOLVERINE TRADING LP /BD | 217,667 | 23,549,000 | 0.50% | ||
| 37 | Brookstone Capital Management | 216,703 | 23,445,000 | 0.50% | ||
| 38 | WRAPMANAGER INC | 216,644 | 23,439,000 | 0.50% | ||
| 39 | Bangor Savings Bank | 203,734 | 22,042,000 | 0.47% | ||
| 40 | Janney Montgomery Scott LLC | 199,132 | 21,544,000 | 0.46% | ||
| 41 | BB&T SECURITIES, LLC | 186,864 | 20,807,000 | 0.45% | ||
| 42 | JAMES INVESTMENT RESEARCH, INC. | 181,210 | 19,605,000 | 0.42% | ||
| 43 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 169,886 | 18,380,000 | 0.39% | ||
| 44 | DAVENPORT & Co LLC | 155,031 | 16,772,000 | 0.36% | ||
| 45 | ZIONS BANCORPORATION | 151,559 | 16,398,000 | 0.35% | ||
| 46 | PRUDENTIAL FINANCIAL INC | 150,000 | 16,229,000 | 0.35% | ||
| 47 | D. SCOTT NEAL, INC. | 143,021 | 15,473,000 | 0.33% | ||
| 48 | TELEMUS CAPITAL, LLC | 138,323 | 14,965,000 | 0.32% | ||
| 49 | BAIRD FINANCIAL GROUP, INC. | 132,837 | 14,372,000 | 0.31% | ||
| 50 | Psagot Value Holdings Ltd. | 126,467 | 13,683,000 | 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.
