| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,411,769 | 1,145,036,000 | 13.48% | ||
| 2 | WELLS FARGO & COMPANY/MN | 6,307,100 | 767,321,000 | 9.03% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 4,738,546 | 576,490,000 | 6.79% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 4,694,485 | 571,131,000 | 6.72% | ||
| 5 | UBS Group AG | 3,400,226 | 413,672,000 | 4.87% | ||
| 6 | Valmark Advisers, Inc. | 3,394,145 | 412,932,000 | 4.86% | ||
| 7 | M&T BANK CORP | 2,972,522 | 361,637,000 | 4.26% | ||
| 8 | JONES FINANCIAL COMPANIES LLLP | 2,724,566 | 331,470,000 | 3.90% | ||
| 9 | SCOTTRADE INVESTMENT MANAGEMENT | 1,894,878 | 230,531,000 | 2.71% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 1,793,652 | 218,216,000 | 2.57% | ||
| 11 | CHURCHILL MANAGEMENT Corp | 1,379,827 | 167,870,000 | 1.98% | ||
| 12 | FMR LLC | 1,189,746 | 144,744,000 | 1.70% | ||
| 13 | Horizon Investments, LLC | 994,136 | 120,947,000 | 1.42% | ||
| 14 | Homrich & Berg | 900,498 | 109,555,000 | 1.29% | ||
| 15 | AMERIPRISE FINANCIAL INC | 745,695 | 90,843,000 | 1.07% | ||
| 16 | STIFEL FINANCIAL CORP | 727,792 | 88,596,000 | 1.04% | ||
| 17 | AXA S.A. | 698,948 | 85,034,000 | 1.00% | ||
| 18 | Commonwealth Equity Services, Inc | 630,361 | 76,690,000 | 0.90% | ||
| 19 | J.P. Morgan Private Wealth Advisors LLC | 623,408 | 75,844,000 | 0.89% | ||
| 20 | STATE STREET CORP | 597,093 | 72,642,000 | 0.85% | ||
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 595,204 | 72,413,000 | 0.85% | ||
| 22 | GUGGENHEIM CAPITAL LLC | 548,388 | 66,717,000 | 0.79% | ||
| 23 | KEYBANK NATIONAL ASSOCIATION/OH | 541,361 | 65,862,000 | 0.78% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 464,403 | 56,482,000 | 0.66% | ||
| 25 | Simply Money Advisors | 438,881 | 53,394,000 | 0.63% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 435,767 | 53,015,000 | 0.62% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 431,391 | 52,485,000 | 0.62% | ||
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 395,344 | 48,097,000 | 0.57% | ||
| 29 | FIRST HAWAIIAN BANK | 390,241 | 47,476,000 | 0.56% | ||
| 30 | ROYAL BANK OF CANADA | 364,559 | 44,352,000 | 0.52% | ||
| 31 | COURIER CAPITAL LLC | 357,136 | 43,449,000 | 0.51% | ||
| 32 | US BANCORP \DE\ | 339,991 | 41,364,000 | 0.49% | ||
| 33 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 311,212 | 37,862,000 | 0.45% | ||
| 34 | FCG ADVISORS, LLC | 302,137 | 36,758,000 | 0.43% | ||
| 35 | HUNTINGTON NATIONAL BANK | 287,561 | 34,985,000 | 0.41% | ||
| 36 | JPMORGAN CHASE & CO | 272,758 | 33,184,000 | 0.39% | ||
| 37 | BANK OF MONTREAL /CAN/ | 270,073 | 32,857,000 | 0.39% | ||
| 38 | GOLDMAN SACHS GROUP INC | 260,556 | 31,699,000 | 0.37% | ||
| 39 | 1834 INVESTMENT ADVISORS CO | 235,035 | 28,594,000 | 0.34% | ||
| 40 | Ameritas Investment Partners, Inc. | 220,928 | 26,878,000 | 0.32% | ||
| 41 | Janney Montgomery Scott LLC | 212,615 | 25,867,000 | 0.30% | ||
| 42 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 211,301 | 25,707,000 | 0.30% | ||
| 43 | BANK OF HAWAII | 196,584 | 23,917,000 | 0.28% | ||
| 44 | MUFG Americas Holdings Corp | 196,486 | 23,905,000 | 0.28% | ||
| 45 | Composition Wealth, LLC | 194,112 | 23,616,000 | 0.28% | ||
| 46 | Capital Analysts, LLC | 193,721 | 23,568,156 | 0.28% | ||
| 47 | SEI INVESTMENTS CO | 193,323 | 23,519,000 | 0.28% | ||
| 48 | HUNTINGTON NATIONAL BANK | 186,776 | 22,724,000 | 0.27% | PRN | |
| 49 | IFC Holdings Incorporated/FL | 185,671 | 22,584,000 | 0.27% | ||
| 50 | TD Ameritrade Trust Co | 180,203 | 21,924,000 | 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.
