| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,130,178 | 1,064,396,000 | 13.08% | ||
| 2 | WELLS FARGO & COMPANY/MN | 6,349,408 | 740,213,000 | 9.10% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 4,757,068 | 554,579,000 | 6.82% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 3,998,882 | 466,190,000 | 5.73% | ||
| 5 | Valmark Advisers, Inc. | 3,522,779 | 410,686,000 | 5.05% | ||
| 6 | M&T BANK CORP | 3,292,202 | 383,803,000 | 4.72% | ||
| 7 | UBS Group AG | 3,203,809 | 373,500,000 | 4.59% | ||
| 8 | JONES FINANCIAL COMPANIES LLLP | 2,667,033 | 310,922,000 | 3.82% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 1,773,380 | 206,740,000 | 2.54% | ||
| 10 | SCOTTRADE INVESTMENT MANAGEMENT | 1,599,721 | 186,495,000 | 2.29% | ||
| 11 | CHURCHILL MANAGEMENT Corp | 1,329,674 | 155,013,000 | 1.91% | ||
| 12 | STATE STREET CORP | 1,227,247 | 143,072,000 | 1.76% | ||
| 13 | FMR LLC | 1,214,643 | 141,603,000 | 1.74% | ||
| 14 | Homrich & Berg | 894,438 | 104,274,000 | 1.28% | ||
| 15 | Horizon Investments, LLC | 809,064 | 94,321,000 | 1.16% | ||
| 16 | STIFEL FINANCIAL CORP | 756,935 | 88,246,000 | 1.08% | ||
| 17 | ROYAL BANK OF CANADA | 755,390 | 88,064,000 | 1.08% | ||
| 18 | AXA S.A. | 683,948 | 79,735,000 | 0.98% | ||
| 19 | J.P. Morgan Private Wealth Advisors LLC | 622,508 | 72,572,000 | 0.89% | ||
| 20 | AMERIPRISE FINANCIAL INC | 576,545 | 67,265,000 | 0.83% | ||
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 573,129 | 67,056,000 | 0.82% | ||
| 22 | GOLDMAN SACHS GROUP INC | 562,664 | 65,595,000 | 0.81% | ||
| 23 | Commonwealth Equity Services, Inc | 545,736 | 63,622,000 | 0.78% | ||
| 24 | GUGGENHEIM CAPITAL LLC | 544,489 | 63,477,000 | 0.78% | ||
| 25 | KEYBANK NATIONAL ASSOCIATION/OH | 536,145 | 62,504,000 | 0.77% | ||
| 26 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 484,423 | 56,475,000 | 0.69% | ||
| 27 | Simply Money Advisors | 461,925 | 53,851,000 | 0.66% | ||
| 28 | Sage Advisory Services, Ltd.Co. | 460,098 | 53,643,000 | 0.66% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 429,515 | 50,072,000 | 0.62% | ||
| 30 | RAYMOND JAMES & ASSOCIATES | 411,226 | 47,941,000 | 0.59% | ||
| 31 | FIRST HAWAIIAN BANK | 403,346 | 47,022,000 | 0.58% | ||
| 32 | FCG ADVISORS, LLC | 362,819 | 42,297,000 | 0.52% | ||
| 33 | COURIER CAPITAL LLC | 307,938 | 35,899,000 | 0.44% | ||
| 34 | US BANCORP \DE\ | 307,212 | 35,814,000 | 0.44% | ||
| 35 | FIRSTMERIT BANK N A TRUSTEE | 303,025 | 35,326,000 | 0.43% | ||
| 36 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 297,742 | 34,711,000 | 0.43% | ||
| 37 | BANK OF MONTREAL /CAN/ | 274,476 | 31,998,000 | 0.39% | ||
| 38 | JPMORGAN CHASE & CO | 268,169 | 31,263,000 | 0.38% | ||
| 39 | 1834 INVESTMENT ADVISORS CO | 235,762 | 27,485,000 | 0.34% | ||
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 232,165 | 27,066,000 | 0.33% | ||
| 41 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 223,000 | 25,997,000 | 0.32% | ||
| 42 | Ameritas Investment Partners, Inc. | 219,263 | 25,561,000 | 0.31% | ||
| 43 | Janney Montgomery Scott LLC | 214,894 | 25,016,000 | 0.31% | ||
| 44 | MUFG Americas Holdings Corp | 210,085 | 24,492,000 | 0.30% | ||
| 45 | HUNTINGTON NATIONAL BANK | 187,613 | 21,872,000 | 0.27% | PRN | |
| 46 | TD Ameritrade Trust Co | 186,094 | 21,695,000 | 0.27% | ||
| 47 | SEI INVESTMENTS CO | 184,805 | 21,545,000 | 0.26% | ||
| 48 | SILICON VALLEY CAPITAL PARTNERS | 181,703 | 21,183,000 | 0.26% | ||
| 49 | FDx Advisors, Inc. | 178,235 | 20,779,000 | 0.26% | ||
| 50 | VAN ECK ASSOCIATES CORP | 175,823 | 20,497,000 | 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.
