| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,768,934 | 975,330,000 | 16.56% | ||
| 2 | WELLS FARGO & COMPANY/MN | 4,698,737 | 469,119,000 | 7.97% | ||
| 3 | Valmark Advisers, Inc. | 4,140,992 | 413,437,000 | 7.02% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 3,634,938 | 362,912,000 | 6.16% | ||
| 5 | WILMINGTON TRUST CO | 2,831,927 | 282,739,000 | 4.80% | ||
| 6 | UBS AG | 1,996,622 | 199,343,000 | 3.39% | ||
| 7 | JONES FINANCIAL COMPANIES LLLP | 1,993,407 | 199,022,000 | 3.38% | ||
| 8 | LPL Financial LLC | 1,645,034 | 164,240,000 | 2.79% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 1,578,055 | 157,553,000 | 2.68% | ||
| 10 | Sage Advisory Services, Ltd.Co. | 1,450,311 | 144,698,000 | 2.46% | ||
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 1,355,906 | 135,375,000 | 2.30% | ||
| 12 | Wilmington Trust Investment Management, LLC | 1,317,762 | 131,484,000 | 2.23% | ||
| 13 | ROYAL BANK OF CANADA | 1,200,981 | 119,906,000 | 2.04% | ||
| 14 | Wilmington Trust, National Association | 998,333 | 99,673,000 | 1.69% | ||
| 15 | Simply Money Advisors | 935,899 | 93,440,000 | 1.59% | ||
| 16 | TIEDEMANN TRUST CO | 906,241 | 90,462,000 | 1.54% | ||
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 872,196 | 87,080,000 | 1.48% | ||
| 18 | Quantitative Advantage, LLC | 642,654 | 64,163,000 | 1.09% | ||
| 19 | FIRST HAWAIIAN BANK | 627,875 | 62,688,000 | 1.06% | ||
| 20 | Commonwealth Equity Services, Inc | 561,916 | 56,102,000 | 0.95% | ||
| 21 | AXA S.A. | 548,598 | 54,772,000 | 0.93% | ||
| 22 | STIFEL FINANCIAL CORP | 521,394 | 52,056,000 | 0.88% | ||
| 23 | Homrich & Berg | 471,843 | 47,108,000 | 0.80% | ||
| 24 | J.P. Morgan Private Wealth Advisors LLC | 438,554 | 43,785,000 | 0.74% | ||
| 25 | KEYBANK NATIONAL ASSOCIATION/OH | 383,659 | 38,305,000 | 0.65% | ||
| 26 | GOLDMAN SACHS GROUP INC | 368,719 | 36,813,000 | 0.63% | ||
| 27 | JPMORGAN CHASE & CO | 368,279 | 36,769,000 | 0.62% | ||
| 28 | FIRSTMERIT BANK N A TRUSTEE | 346,753 | 34,620,000 | 0.59% | ||
| 29 | MUFG Americas Holdings Corp | 338,181 | 33,764,000 | 0.57% | ||
| 30 | FDx Advisors, Inc. | 326,000 | 32,548,000 | 0.55% | ||
| 31 | US BANCORP \DE\ | 315,954 | 31,545,000 | 0.54% | ||
| 32 | BANK OF MONTREAL /CAN/ | 310,348 | 30,985,000 | 0.53% | ||
| 33 | Orion Porfolio Solutions, LLC | 302,669 | 30,218,000 | 0.51% | ||
| 34 | BB&T SECURITIES, LLC | 28,471 | 28,425,000 | 0.48% | ||
| 35 | TD Ameritrade Trust Co | 273,119 | 27,268,000 | 0.46% | ||
| 36 | BNP PARIBAS FINANCIAL MARKETS | 266,786 | 26,678,600 | 0.45% | ||
| 37 | HUNTINGTON NATIONAL BANK | 260,276 | 25,986,000 | 0.44% | PRN | |
| 38 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 137,100 | 25,794,000 | 0.44% | ||
| 39 | RAYMOND JAMES & ASSOCIATES | 250,908 | 25,051,000 | 0.43% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 246,922 | 24,652,000 | 0.42% | ||
| 41 | BOKF, NA | 229,492 | 22,912,000 | 0.39% | ||
| 42 | 1834 INVESTMENT ADVISORS CO | 226,601 | 22,624,000 | 0.38% | ||
| 43 | COURIER CAPITAL LLC | 226,005 | 22,564,000 | 0.38% | ||
| 44 | Clark Capital Management Group, Inc. | 220,078 | 21,973,000 | 0.37% | ||
| 45 | AMERIPRISE FINANCIAL INC | 206,965 | 20,631,000 | 0.35% | ||
| 46 | Live Your Vision, LLC | 202,572 | 20,225,000 | 0.34% | ||
| 47 | Baker Avenue Asset Management, LP | 197,709 | 19,739,000 | 0.34% | ||
| 48 | TODD ASSET MANAGEMENT LLC | 197,280 | 19,696,000 | 0.33% | ||
| 49 | CITIGROUP INC | 173,654 | 17,338,000 | 0.29% | ||
| 50 | Steinberg Global Asset Management | 158,999 | 15,874,000 | 0.27% |
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.
