| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,779,201 | 1,132,432,000 | 13.04% | ||
| 2 | WELLS FARGO & COMPANY/MN | 6,780,433 | 785,175,000 | 9.04% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 5,278,787 | 611,283,000 | 7.04% | ||
| 4 | M&T BANK CORP | 4,017,430 | 465,218,000 | 5.36% | ||
| 5 | UBS Group AG | 3,551,653 | 411,282,000 | 4.73% | ||
| 6 | Valmark Advisers, Inc. | 3,581,463 | 407,763,000 | 4.69% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 3,504,833 | 405,835,000 | 4.67% | ||
| 8 | LPL Financial LLC | 2,703,212 | 308,085,000 | 3.55% | ||
| 9 | JONES FINANCIAL COMPANIES LLLP | 2,654,700 | 307,414,000 | 3.54% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 1,840,496 | 213,129,000 | 2.45% | ||
| 11 | Horizon Investments, LLC | 1,519,124 | 175,915,000 | 2.03% | ||
| 12 | CHURCHILL MANAGEMENT Corp | 1,184,585 | 137,175,000 | 1.58% | ||
| 13 | SCOTTRADE INVESTMENT MANAGEMENT | 1,152,974 | 133,514,000 | 1.54% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 833,835 | 96,577,000 | 1.11% | ||
| 15 | STIFEL FINANCIAL CORP | 771,646 | 95,480,000 | 1.10% | ||
| 16 | Simply Money Advisors | 818,141 | 94,741,000 | 1.09% | ||
| 17 | ROYAL BANK OF CANADA | 790,411 | 91,529,000 | 1.05% | ||
| 18 | Homrich & Berg | 728,105 | 84,317,000 | 0.97% | ||
| 19 | AXA S.A. | 693,548 | 80,313,000 | 0.92% | ||
| 20 | J.P. Morgan Private Wealth Advisors LLC | 645,760 | 74,779,000 | 0.86% | ||
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 589,389 | 68,251,000 | 0.79% | ||
| 22 | GUGGENHEIM CAPITAL LLC | 579,648 | 67,123,000 | 0.77% | ||
| 23 | Commonwealth Equity Services, Inc | 548,637 | 63,532,000 | 0.73% | ||
| 24 | TIEDEMANN ADVISORS, LLC | 566,577 | 61,984,000 | 0.71% | ||
| 25 | KEYBANK NATIONAL ASSOCIATION/OH | 529,109 | 61,271,000 | 0.71% | ||
| 26 | GOLDMAN SACHS GROUP INC | 474,116 | 54,903,000 | 0.63% | ||
| 27 | Clark Capital Management Group, Inc. | 461,158 | 53,402,000 | 0.61% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 448,365 | 51,921,000 | 0.60% | ||
| 29 | FundX Investment Group, LLC | 444,387 | 51,460,000 | 0.59% | ||
| 30 | FIRST HAWAIIAN BANK | 434,809 | 50,350,000 | 0.58% | ||
| 31 | Sage Advisory Services, Ltd.Co. | 432,486 | 50,065,000 | 0.58% | ||
| 32 | RAYMOND JAMES & ASSOCIATES | 430,428 | 49,844,000 | 0.57% | ||
| 33 | AMERIPRISE FINANCIAL INC | 398,051 | 46,089,000 | 0.53% | ||
| 34 | TIEDEMANN TRUST CO | 381,393 | 44,165,000 | 0.51% | ||
| 35 | Quantitative Advantage, LLC | 339,744 | 39,342,000 | 0.45% | ||
| 36 | Composition Wealth, LLC | 323,429 | 37,453,000 | 0.43% | ||
| 37 | FIRSTMERIT BANK N A TRUSTEE | 310,175 | 35,918,000 | 0.41% | ||
| 38 | EisnerAmper Wealth Management Corporate Benefits, LLC | 295,836 | 34,258,000 | 0.39% | ||
| 39 | COURIER CAPITAL LLC | 285,573 | 33,069,000 | 0.38% | ||
| 40 | US BANCORP \DE\ | 283,512 | 32,830,000 | 0.38% | ||
| 41 | BANK OF MONTREAL /CAN/ | 257,527 | 29,822,000 | 0.34% | ||
| 42 | BlackRock Investment Management, LLC | 251,230 | 29,092,000 | 0.33% | ||
| 43 | JPMORGAN CHASE & CO | 247,188 | 28,624,000 | 0.33% | ||
| 44 | SEI INVESTMENTS CO | 240,569 | 27,858,000 | 0.32% | ||
| 45 | 1834 INVESTMENT ADVISORS CO | 239,705 | 27,758,000 | 0.32% | ||
| 46 | MUFG Americas Holdings Corp | 230,978 | 26,747,000 | 0.31% | ||
| 47 | Capital Analysts, LLC | 224,095 | 25,950,294 | 0.30% | ||
| 48 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 214,222 | 24,807,000 | 0.29% | ||
| 49 | Ameritas Investment Partners, Inc. | 206,674 | 23,933,000 | 0.28% | ||
| 50 | Baker Avenue Asset Management, LP | 204,411 | 23,671,000 | 0.27% |
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.
