| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,507,101 | 1,197,284,000 | 15.97% | ||
| 2 | WELLS FARGO & COMPANY/MN | 5,702,290 | 649,775,000 | 8.66% | ||
| 3 | M&T BANK CORP | 5,348,745 | 609,491,000 | 8.13% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 4,380,658 | 499,176,000 | 6.66% | ||
| 5 | Valmark Advisers, Inc. | 4,072,134 | 464,020,000 | 6.19% | ||
| 6 | UBS Group AG | 2,704,738 | 308,204,000 | 4.11% | ||
| 7 | JONES FINANCIAL COMPANIES LLLP | 2,538,850 | 289,301,000 | 3.86% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 1,808,148 | 206,037,000 | 2.75% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 1,689,961 | 192,571,000 | 2.57% | ||
| 10 | CHURCHILL MANAGEMENT Corp | 1,528,010 | 174,117,000 | 2.32% | ||
| 11 | TIEDEMANN TRUST CO | 1,082,384 | 123,336,000 | 1.64% | ||
| 12 | LPL Financial LLC | 1,052,085 | 119,338,000 | 1.59% | ||
| 13 | GOLDMAN SACHS GROUP INC | 791,985 | 90,246,000 | 1.20% | ||
| 14 | J.P. Morgan Private Wealth Advisors LLC | 706,401 | 80,494,000 | 1.07% | ||
| 15 | Simply Money Advisors | 685,445 | 78,106,000 | 1.04% | ||
| 16 | AXA S.A. | 639,498 | 72,871,000 | 0.97% | ||
| 17 | BANK OF MONTREAL /CAN/ | 637,680 | 72,664,000 | 0.97% | ||
| 18 | STIFEL FINANCIAL CORP | 603,540 | 68,774,000 | 0.92% | ||
| 19 | Horizon Investments, LLC | 600,836 | 68,465,000 | 0.91% | ||
| 20 | ROYAL BANK OF CANADA | 598,171 | 68,163,000 | 0.91% | ||
| 21 | Homrich & Berg | 541,822 | 61,741,000 | 0.82% | ||
| 22 | FIRST HAWAIIAN BANK | 532,599 | 60,690,000 | 0.81% | ||
| 23 | Commonwealth Equity Services, Inc | 454,245 | 51,761,000 | 0.69% | ||
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 439,583 | 50,337,000 | 0.67% | ||
| 25 | KEYBANK NATIONAL ASSOCIATION/OH | 439,309 | 50,059,000 | 0.67% | ||
| 26 | Sage Advisory Services, Ltd.Co. | 438,446 | 49,961,000 | 0.67% | ||
| 27 | FundX Investment Group, LLC | 408,970 | 46,602,000 | 0.62% | ||
| 28 | FIRSTMERIT BANK N A TRUSTEE | 375,855 | 42,828,000 | 0.57% | ||
| 29 | BB&T SECURITIES, LLC | 36,544 | 41,642,000 | 0.56% | ||
| 30 | RAYMOND JAMES & ASSOCIATES | 343,751 | 39,171,000 | 0.52% | ||
| 31 | BNP PARIBAS FINANCIAL MARKETS | 329,907 | 37,592,903 | 0.50% | ||
| 32 | AMERIPRISE FINANCIAL INC | 294,175 | 33,510,000 | 0.45% | ||
| 33 | US BANCORP \DE\ | 280,594 | 31,973,000 | 0.43% | ||
| 34 | MUFG Americas Holdings Corp | 278,137 | 31,694,000 | 0.42% | ||
| 35 | TD Ameritrade Trust Co | 276,400 | 31,496,000 | 0.42% | ||
| 36 | 1834 INVESTMENT ADVISORS CO | 241,967 | 27,572,000 | 0.37% | ||
| 37 | COURIER CAPITAL LLC | 234,750 | 26,750,000 | 0.36% | ||
| 38 | GUGGENHEIM CAPITAL LLC | 228,765 | 26,068,000 | 0.35% | ||
| 39 | BOKF, NA | 220,879 | 25,170,000 | 0.34% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 220,451 | 25,120,000 | 0.33% | ||
| 41 | CREDIT SUISSE AG/ | 212,197 | 24,180,000 | 0.32% | ||
| 42 | HUNTINGTON NATIONAL BANK | 206,706 | 23,554,000 | 0.31% | ||
| 43 | Baker Avenue Asset Management, LP | 199,686 | 22,754,000 | 0.30% | ||
| 44 | Capital Analysts, LLC | 199,078 | 22,684,943 | 0.30% | ||
| 45 | Ameritas Investment Partners, Inc. | 198,773 | 22,650,000 | 0.30% | ||
| 46 | Orion Porfolio Solutions, LLC | 188,124 | 21,437,000 | 0.29% | ||
| 47 | JANE STREET GROUP, LLC | 176,565 | 20,120,000 | 0.27% | ||
| 48 | Live Your Vision, LLC | 173,182 | 19,734,000 | 0.26% | ||
| 49 | JPMORGAN CHASE & CO | 170,069 | 19,379,000 | 0.26% | ||
| 50 | Steinberg Global Asset Management | 162,322 | 18,496,000 | 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.
