| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,340,426 | 997,744,000 | 15.96% | ||
| 2 | M&T BANK CORP | 5,432,997 | 580,352,000 | 9.28% | ||
| 3 | WELLS FARGO & COMPANY/MN | 5,009,980 | 535,166,000 | 8.56% | ||
| 4 | Valmark Advisers, Inc. | 4,235,572 | 452,444,000 | 7.24% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 4,064,935 | 434,217,000 | 6.95% | ||
| 6 | UBS AG | 2,258,144 | 241,215,000 | 3.86% | ||
| 7 | JONES FINANCIAL COMPANIES LLLP | 2,145,063 | 229,136,000 | 3.67% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 1,575,877 | 168,335,000 | 2.69% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 1,299,578 | 138,821,000 | 2.22% | ||
| 10 | TIEDEMANN TRUST CO | 1,240,178 | 132,469,000 | 2.12% | ||
| 11 | LPL Financial LLC | 961,448 | 101,135,000 | 1.62% | ||
| 12 | Horizon Investments, LLC | 856,337 | 91,474,000 | 1.46% | ||
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 738,696 | 78,907,000 | 1.26% | ||
| 14 | GOLDMAN SACHS GROUP INC | 670,149 | 71,585,000 | 1.15% | ||
| 15 | FIRST HAWAIIAN BANK | 648,234 | 69,244,000 | 1.11% | ||
| 16 | STIFEL FINANCIAL CORP | 644,730 | 68,870,000 | 1.10% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 573,960 | 61,116,000 | 0.98% | ||
| 18 | J.P. Morgan Private Wealth Advisors LLC | 558,679 | 59,678,000 | 0.95% | ||
| 19 | AXA S.A. | 558,298 | 59,637,000 | 0.95% | ||
| 20 | Commonwealth Equity Services, Inc | 542,655 | 57,966,000 | 0.93% | ||
| 21 | Homrich & Berg | 552,292 | 52,820,000 | 0.85% | ||
| 22 | BANK OF MONTREAL /CAN/ | 482,677 | 51,560,000 | 0.82% | ||
| 23 | Clark Capital Management Group, Inc. | 478,924 | 51,159,000 | 0.82% | ||
| 24 | JPMORGAN CHASE & CO | 432,562 | 46,206,000 | 0.74% | ||
| 25 | KEYBANK NATIONAL ASSOCIATION/OH | 376,763 | 40,246,000 | 0.64% | ||
| 26 | FIRSTMERIT BANK N A TRUSTEE | 373,085 | 39,853,000 | 0.64% | ||
| 27 | Simply Money Advisors | 324,542 | 34,668,000 | 0.55% | ||
| 28 | MUFG Americas Holdings Corp | 319,559 | 34,136,000 | 0.55% | ||
| 29 | Orion Porfolio Solutions, LLC | 307,172 | 32,812,000 | 0.52% | ||
| 30 | ROYAL BANK OF CANADA | 294,651 | 31,475,000 | 0.50% | ||
| 31 | US BANCORP \DE\ | 290,775 | 31,061,000 | 0.50% | ||
| 32 | TD Ameritrade Trust Co | 286,752 | 30,631,000 | 0.49% | ||
| 33 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 137,100 | 27,181,000 | 0.43% | ||
| 34 | HUNTINGTON NATIONAL BANK | 246,709 | 26,353,000 | 0.42% | PRN | |
| 35 | 1834 INVESTMENT ADVISORS CO | 231,321 | 24,710,000 | 0.40% | ||
| 36 | COURIER CAPITAL LLC | 231,115 | 24,688,000 | 0.39% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 229,738 | 24,541,000 | 0.39% | ||
| 38 | NATIONAL PLANNING CORP | 221,425 | 23,566,000 | 0.38% | ||
| 39 | Baker Avenue Asset Management, LP | 219,180 | 23,413,000 | 0.37% | ||
| 40 | BOKF, NA | 216,309 | 23,106,000 | 0.37% | ||
| 41 | AMERIPRISE FINANCIAL INC | 209,813 | 22,152,000 | 0.35% | ||
| 42 | IndexIQ Advisors LLC | 202,303 | 21,610,000 | 0.35% | ||
| 43 | Ameritas Investment Partners, Inc. | 171,191 | 18,287,000 | 0.29% | ||
| 44 | Live Your Vision, LLC | 178,635 | 18,203,000 | 0.29% | ||
| 45 | Capital Analysts, LLC | 169,866 | 18,145,101 | 0.29% | ||
| 46 | Steinberg Global Asset Management | 157,069 | 16,778,000 | 0.27% | ||
| 47 | TODD ASSET MANAGEMENT LLC | 149,400 | 15,959,000 | 0.26% | ||
| 48 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 148,855 | 15,901,000 | 0.25% | ||
| 49 | TWO SIGMA INVESTMENTS, LP | 145,057 | 15,495,000 | 0.25% | ||
| 50 | BB&T SECURITIES, LLC | 13,116 | 14,010,000 | 0.22% |
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.
