| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,152,360 | 1,133,003,000 | 15.59% | ||
| 2 | M&T BANK CORP | 5,592,899 | 624,169,000 | 8.59% | ||
| 3 | WELLS FARGO & COMPANY/MN | 5,482,598 | 611,856,000 | 8.42% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 4,250,092 | 474,311,000 | 6.53% | ||
| 5 | Valmark Advisers, Inc. | 4,081,625 | 455,509,000 | 6.27% | ||
| 6 | UBS Group AG | 2,626,162 | 293,080,000 | 4.03% | ||
| 7 | JONES FINANCIAL COMPANIES LLLP | 2,392,407 | 266,992,000 | 3.67% | ||
| 8 | CHURCHILL MANAGEMENT Corp | 2,067,435 | 230,726,000 | 3.17% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 1,740,669 | 194,258,000 | 2.67% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 1,270,575 | 141,796,000 | 1.95% | ||
| 11 | Horizon Investments, LLC | 1,148,376 | 128,159,000 | 1.76% | ||
| 12 | LPL Financial LLC | 1,126,249 | 125,689,000 | 1.73% | ||
| 13 | TIEDEMANN TRUST CO | 1,081,988 | 120,749,000 | 1.66% | ||
| 14 | BANK OF MONTREAL /CAN/ | 928,970 | 103,673,000 | 1.43% | ||
| 15 | J.P. Morgan Private Wealth Advisors LLC | 676,000 | 75,442,000 | 1.04% | ||
| 16 | STIFEL FINANCIAL CORP | 675,815 | 75,420,000 | 1.04% | ||
| 17 | GOLDMAN SACHS GROUP INC | 659,652 | 73,617,000 | 1.01% | ||
| 18 | AXA S.A. | 602,098 | 67,194,000 | 0.92% | ||
| 19 | FIRST HAWAIIAN BANK | 592,558 | 66,130,000 | 0.91% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 553,672 | 61,796,000 | 0.85% | ||
| 21 | Commonwealth Equity Services, Inc | 513,610 | 57,319,000 | 0.79% | ||
| 22 | Homrich & Berg | 510,381 | 56,959,000 | 0.78% | ||
| 23 | Simply Money Advisors | 509,327 | 56,841,000 | 0.78% | ||
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 454,077 | 50,675,000 | 0.70% | ||
| 25 | FundX Investment Group, LLC | 441,266 | 49,245,000 | 0.68% | ||
| 26 | Clark Capital Management Group, Inc. | 436,199 | 48,680,000 | 0.67% | ||
| 27 | KEYBANK NATIONAL ASSOCIATION/OH | 404,439 | 45,136,000 | 0.62% | ||
| 28 | FIRSTMERIT BANK N A TRUSTEE | 373,754 | 41,711,000 | 0.57% | ||
| 29 | ROYAL BANK OF CANADA | 351,910 | 39,274,000 | 0.54% | ||
| 30 | BB&T SECURITIES, LLC | 31,738 | 35,419,000 | 0.49% | ||
| 31 | MUFG Americas Holdings Corp | 310,493 | 34,651,000 | 0.48% | ||
| 32 | RAYMOND JAMES & ASSOCIATES | 283,943 | 31,688,000 | 0.44% | ||
| 33 | US BANCORP \DE\ | 282,597 | 31,537,000 | 0.43% | ||
| 34 | TD Ameritrade Trust Co | 273,360 | 30,824,000 | 0.42% | ||
| 35 | AMERIPRISE FINANCIAL INC | 244,583 | 27,292,000 | 0.38% | ||
| 36 | Sigma Investment Management Co | 243,349 | 27,158,000 | 0.37% | ||
| 37 | 1834 INVESTMENT ADVISORS CO | 235,863 | 26,322,000 | 0.36% | ||
| 38 | COURIER CAPITAL LLC | 232,851 | 25,986,000 | 0.36% | ||
| 39 | HUNTINGTON NATIONAL BANK | 225,437 | 25,159,000 | 0.35% | PRN | |
| 40 | BOKF, NA | 215,773 | 24,080,000 | 0.33% | ||
| 41 | Steinberg Global Asset Management | 212,295 | 23,692,000 | 0.33% | ||
| 42 | Baker Avenue Asset Management, LP | 211,535 | 23,607,000 | 0.32% | ||
| 43 | Capital Analysts, LLC | 190,332 | 21,241,093 | 0.29% | ||
| 44 | COMERICA BANK | 185,352 | 20,684,000 | 0.28% | ||
| 45 | Ameritas Investment Partners, Inc. | 183,180 | 20,442,000 | 0.28% | ||
| 46 | Orion Porfolio Solutions, LLC | 179,611 | 20,045,000 | 0.28% | ||
| 47 | Live Your Vision, LLC | 177,144 | 19,601,000 | 0.27% | ||
| 48 | JPMORGAN CHASE & CO | 175,254 | 19,559,000 | 0.27% | ||
| 49 | AFFINITY WEALTH MANAGEMENT LLC | 152,044 | 16,968,000 | 0.23% | ||
| 50 | EisnerAmper Wealth Management Corporate Benefits, LLC | 149,263 | 16,657,000 | 0.23% |
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.
