| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,305,149 | 1,078,373,000 | 12.71% | ||
| 2 | WELLS FARGO & COMPANY/MN | 6,529,509 | 756,704,000 | 8.92% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 4,931,759 | 571,541,000 | 6.73% | ||
| 4 | M&T BANK CORP | 3,696,902 | 428,433,000 | 5.05% | ||
| 5 | Valmark Advisers, Inc. | 3,588,020 | 415,816,000 | 4.90% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 3,269,092 | 378,855,000 | 4.46% | ||
| 7 | UBS Group AG | 3,108,939 | 360,295,000 | 4.25% | ||
| 8 | JONES FINANCIAL COMPANIES LLLP | 2,728,908 | 316,253,000 | 3.73% | ||
| 9 | LPL Financial LLC | 2,455,377 | 283,940,000 | 3.35% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 1,917,841 | 222,258,000 | 2.62% | ||
| 11 | SCOTTRADE INVESTMENT MANAGEMENT | 1,371,112 | 158,898,000 | 1.87% | ||
| 12 | Horizon Investments, LLC | 1,307,571 | 151,534,000 | 1.79% | ||
| 13 | FMR LLC | 1,289,322 | 149,419,000 | 1.76% | ||
| 14 | CHURCHILL MANAGEMENT Corp | 1,263,954 | 146,480,000 | 1.73% | ||
| 15 | Homrich & Berg | 871,824 | 101,036,000 | 1.19% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 820,314 | 95,067,000 | 1.12% | ||
| 17 | ROYAL BANK OF CANADA | 780,104 | 90,406,000 | 1.07% | ||
| 18 | STIFEL FINANCIAL CORP | 777,594 | 90,113,000 | 1.06% | ||
| 19 | AXA S.A. | 725,748 | 84,107,000 | 0.99% | ||
| 20 | J.P. Morgan Private Wealth Advisors LLC | 662,029 | 76,723,000 | 0.90% | ||
| 21 | STATE STREET CORP | 627,872 | 72,764,000 | 0.86% | ||
| 22 | GUGGENHEIM CAPITAL LLC | 561,831 | 65,111,000 | 0.77% | ||
| 23 | Commonwealth Equity Services, Inc | 532,553 | 61,718,000 | 0.73% | ||
| 24 | KEYBANK NATIONAL ASSOCIATION/OH | 529,924 | 61,413,000 | 0.72% | ||
| 25 | Simply Money Advisors | 494,031 | 57,253,000 | 0.67% | ||
| 26 | GOLDMAN SACHS GROUP INC | 491,794 | 56,994,000 | 0.67% | ||
| 27 | Sage Advisory Services, Ltd.Co. | 454,371 | 52,684,000 | 0.62% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 446,117 | 51,677,000 | 0.61% | ||
| 29 | AMERIPRISE FINANCIAL INC | 441,155 | 51,202,000 | 0.60% | ||
| 30 | FIRST HAWAIIAN BANK | 426,406 | 49,416,000 | 0.58% | ||
| 31 | FundX Investment Group, LLC | 426,187 | 49,391,000 | 0.58% | ||
| 32 | RAYMOND JAMES & ASSOCIATES | 410,398 | 47,561,000 | 0.56% | ||
| 33 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 397,964 | 46,120,000 | 0.54% | ||
| 34 | TIEDEMANN TRUST CO | 330,518 | 38,304,000 | 0.45% | ||
| 35 | FCG ADVISORS, LLC | 310,023 | 35,929,000 | 0.42% | ||
| 36 | FIRSTMERIT BANK N A TRUSTEE | 309,496 | 35,868,000 | 0.42% | ||
| 37 | COURIER CAPITAL LLC | 289,836 | 33,589,000 | 0.40% | ||
| 38 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 282,820 | 32,776,000 | 0.39% | ||
| 39 | US BANCORP \DE\ | 277,940 | 32,210,000 | 0.38% | ||
| 40 | Quantitative Advantage, LLC | 250,241 | 29,000,000 | 0.34% | ||
| 41 | 1834 INVESTMENT ADVISORS CO | 241,414 | 27,977,000 | 0.33% | ||
| 42 | BANK OF MONTREAL /CAN/ | 239,050 | 27,705,000 | 0.33% | ||
| 43 | Capital Analysts, LLC | 222,284 | 25,760,574 | 0.30% | ||
| 44 | MUFG Americas Holdings Corp | 220,410 | 25,544,000 | 0.30% | ||
| 45 | VAN ECK ASSOCIATES CORP | 216,653 | 25,108,000 | 0.30% | ||
| 46 | Ameritas Investment Partners, Inc. | 212,411 | 24,616,000 | 0.29% | ||
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 212,000 | 24,569,000 | 0.29% | Call | |
| 48 | SILICON VALLEY CAPITAL PARTNERS | 209,651 | 24,296,000 | 0.29% | ||
| 49 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 205,958 | 23,869,000 | 0.28% | ||
| 50 | HUNTINGTON NATIONAL BANK | 206,706 | 23,555,000 | 0.28% | PRN |
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.
