| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,174,305 | 965,046,000 | 16.61% | ||
| 2 | WELLS FARGO & COMPANY/MN | 4,838,379 | 508,949,000 | 8.76% | ||
| 3 | Valmark Advisers, Inc. | 4,240,272 | 446,034,000 | 7.68% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 4,078,143 | 428,979,000 | 7.38% | ||
| 5 | WILMINGTON TRUST CO | 2,935,954 | 308,832,000 | 5.31% | ||
| 6 | JONES FINANCIAL COMPANIES LLLP | 2,071,415 | 217,892,000 | 3.75% | ||
| 7 | UBS AG | 2,047,807 | 215,408,000 | 3.71% | ||
| 8 | Wilmington Trust Investment Management, LLC | 1,464,421 | 154,109,000 | 2.65% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 1,340,794 | 141,039,000 | 2.43% | ||
| 10 | TIEDEMANN TRUST CO | 1,182,755 | 124,413,000 | 2.14% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 1,161,135 | 122,140,000 | 2.10% | ||
| 12 | Wilmington Trust, National Association | 947,275 | 99,643,000 | 1.71% | ||
| 13 | LPL Financial LLC | 846,115 | 89,003,000 | 1.53% | ||
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 835,115 | 87,846,000 | 1.51% | ||
| 15 | STATE STREET CORP | 782,260 | 82,286,000 | 1.42% | ||
| 16 | GOLDMAN SACHS GROUP INC | 745,495 | 78,419,000 | 1.35% | ||
| 17 | FIRST HAWAIIAN BANK | 640,218 | 67,344,000 | 1.16% | ||
| 18 | STIFEL FINANCIAL CORP | 560,332 | 58,941,000 | 1.01% | ||
| 19 | Commonwealth Equity Services, Inc | 496,910 | 52,270,000 | 0.90% | ||
| 20 | J.P. Morgan Private Wealth Advisors LLC | 483,175 | 50,825,000 | 0.87% | ||
| 21 | Homrich & Berg | 479,976 | 50,489,000 | 0.87% | ||
| 22 | AXA S.A. | 466,398 | 49,060,000 | 0.84% | ||
| 23 | KEYBANK NATIONAL ASSOCIATION/OH | 377,367 | 39,695,000 | 0.68% | ||
| 24 | JPMORGAN CHASE & CO | 369,496 | 38,868,000 | 0.67% | ||
| 25 | FIRSTMERIT BANK N A TRUSTEE | 352,667 | 37,097,000 | 0.64% | ||
| 26 | Simply Money Advisors | 337,247 | 35,475,000 | 0.61% | ||
| 27 | MUFG Americas Holdings Corp | 318,858 | 33,541,000 | 0.58% | ||
| 28 | Orion Porfolio Solutions, LLC | 316,731 | 33,317,000 | 0.57% | ||
| 29 | US BANCORP \DE\ | 291,859 | 30,701,000 | 0.53% | ||
| 30 | BANK OF MONTREAL /CAN/ | 288,246 | 30,322,000 | 0.52% | ||
| 31 | TD Ameritrade Trust Co | 283,131 | 29,783,000 | 0.51% | ||
| 32 | ROYAL BANK OF CANADA | 257,637 | 27,100,000 | 0.47% | ||
| 33 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 137,100 | 27,008,000 | 0.46% | ||
| 34 | HUNTINGTON NATIONAL BANK | 249,167 | 26,210,000 | 0.45% | PRN | |
| 35 | IndexIQ Advisors LLC | 230,655 | 24,263,000 | 0.42% | ||
| 36 | COURIER CAPITAL LLC | 228,379 | 24,023,000 | 0.41% | ||
| 37 | BOKF, NA | 228,036 | 23,987,000 | 0.41% | ||
| 38 | 1834 INVESTMENT ADVISORS CO | 227,835 | 23,966,000 | 0.41% | ||
| 39 | RAYMOND JAMES & ASSOCIATES | 214,087 | 22,520,000 | 0.39% | ||
| 40 | Baker Avenue Asset Management, LP | 209,544 | 22,042,000 | 0.38% | ||
| 41 | Live Your Vision, LLC | 193,643 | 20,369,000 | 0.35% | ||
| 42 | AMERIPRISE FINANCIAL INC | 189,405 | 19,907,000 | 0.34% | ||
| 43 | AFFINITY WEALTH MANAGEMENT LLC | 178,384 | 18,764,000 | 0.32% | ||
| 44 | CITIGROUP INC | 177,221 | 18,642,000 | 0.32% | ||
| 45 | TODD ASSET MANAGEMENT LLC | 155,830 | 16,392,000 | 0.28% | ||
| 46 | Capital Analysts, LLC | 155,155 | 16,320,831 | 0.28% | ||
| 47 | TOMPKINS FINANCIAL CORP | 151,332 | 15,919,000 | 0.27% | ||
| 48 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 149,963 | 15,775,000 | 0.27% | ||
| 49 | Ameritas Investment Partners, Inc. | 140,405 | 14,769,000 | 0.25% | ||
| 50 | Steinberg Global Asset Management | 137,710 | 14,486,000 | 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.
