| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,405,379 | 1,070,897,000 | 14.54% | ||
| 2 | WELLS FARGO & COMPANY/MN | 5,920,312 | 674,094,000 | 9.15% | ||
| 3 | M&T BANK CORP | 5,111,415 | 581,986,000 | 7.90% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 4,363,356 | 496,812,000 | 6.74% | ||
| 5 | Valmark Advisers, Inc. | 4,110,353 | 468,005,000 | 6.35% | ||
| 6 | UBS Group AG | 3,213,799 | 365,923,000 | 4.97% | ||
| 7 | JONES FINANCIAL COMPANIES LLLP | 2,618,153 | 298,102,000 | 4.05% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 2,111,941 | 240,466,000 | 3.26% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 1,800,612 | 205,017,000 | 2.78% | ||
| 10 | CHURCHILL MANAGEMENT Corp | 1,431,705 | 163,014,000 | 2.21% | ||
| 11 | TIEDEMANN TRUST CO | 1,148,990 | 130,823,000 | 1.78% | ||
| 12 | LPL Financial LLC | 901,198 | 103,178,000 | 1.40% | ||
| 13 | J.P. Morgan Private Wealth Advisors LLC | 729,181 | 83,025,000 | 1.13% | ||
| 14 | Simply Money Advisors | 683,988 | 77,879,000 | 1.06% | ||
| 15 | STIFEL FINANCIAL CORP | 678,849 | 77,206,000 | 1.05% | ||
| 16 | AXA S.A. | 659,898 | 75,136,000 | 1.02% | ||
| 17 | BANK OF MONTREAL /CAN/ | 641,925 | 73,089,000 | 0.99% | ||
| 18 | ROYAL BANK OF CANADA | 621,348 | 70,747,000 | 0.96% | ||
| 19 | GUGGENHEIM CAPITAL LLC | 614,683 | 69,988,000 | 0.95% | ||
| 20 | Homrich & Berg | 566,155 | 64,462,000 | 0.88% | ||
| 21 | Commonwealth Equity Services, Inc | 489,362 | 55,719,000 | 0.76% | ||
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 482,833 | 54,975,000 | 0.75% | ||
| 23 | FIRST HAWAIIAN BANK | 466,703 | 53,139,000 | 0.72% | ||
| 24 | KEYBANK NATIONAL ASSOCIATION/OH | 463,620 | 52,788,000 | 0.72% | ||
| 25 | Sage Advisory Services, Ltd.Co. | 439,869 | 50,075,000 | 0.68% | ||
| 26 | FundX Investment Group, LLC | 410,836 | 46,778,000 | 0.64% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 362,565 | 41,290,000 | 0.56% | ||
| 28 | RAYMOND JAMES & ASSOCIATES | 359,769 | 40,963,000 | 0.56% | ||
| 29 | FIRSTMERIT BANK N A TRUSTEE | 347,916 | 39,614,000 | 0.54% | ||
| 30 | US BANCORP \DE\ | 341,750 | 38,912,000 | 0.53% | ||
| 31 | AMERIPRISE FINANCIAL INC | 298,818 | 34,150,000 | 0.46% | ||
| 32 | MUFG Americas Holdings Corp | 281,925 | 32,100,000 | 0.44% | ||
| 33 | BNP PARIBAS FINANCIAL MARKETS | 249,348 | 28,390,763 | 0.39% | ||
| 34 | Sigma Investment Management Co | 247,707 | 28,204,000 | 0.38% | ||
| 35 | TD Ameritrade Trust Co | 237,632 | 27,057,000 | 0.37% | ||
| 36 | 1834 INVESTMENT ADVISORS CO | 236,309 | 26,906,000 | 0.37% | ||
| 37 | GOLDMAN SACHS GROUP INC | 236,193 | 26,893,000 | 0.37% | ||
| 38 | COURIER CAPITAL LLC | 234,030 | 26,647,000 | 0.36% | ||
| 39 | Ameritas Investment Partners, Inc. | 212,856 | 24,235,000 | 0.33% | ||
| 40 | Orion Porfolio Solutions, LLC | 207,452 | 23,620,000 | 0.32% | ||
| 41 | BOKF, NA | 204,814 | 23,320,000 | 0.32% | ||
| 42 | HUNTINGTON NATIONAL BANK | 197,137 | 22,446,000 | 0.30% | PRN | |
| 43 | COMERICA BANK | 195,248 | 22,230,000 | 0.30% | ||
| 44 | JPMORGAN CHASE & CO | 194,568 | 22,154,000 | 0.30% | ||
| 45 | Baker Avenue Asset Management, LP | 194,550 | 22,151,000 | 0.30% | ||
| 46 | Capital Analysts, LLC | 191,699 | 21,826,905 | 0.30% | ||
| 47 | Calvert Investment Management, Inc. | 190,400 | 21,679,000 | 0.29% | ||
| 48 | Live Your Vision, LLC | 176,228 | 20,220,000 | 0.27% | ||
| 49 | LVZ, Inc. | 164,913 | 19,631,000 | 0.27% | ||
| 50 | Steinberg Global Asset Management | 168,230 | 19,155,000 | 0.26% |
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.
