| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,141,900 | 1,235,182,000 | 13.30% | ||
| 2 | WELLS FARGO & COMPANY/MN | 6,808,139 | 829,164,000 | 8.92% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 5,809,296 | 707,517,000 | 7.62% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 5,068,807 | 617,330,000 | 6.64% | ||
| 5 | UBS Group AG | 3,783,214 | 460,758,000 | 4.96% | ||
| 6 | Valmark Advisers, Inc. | 3,336,772 | 406,385,000 | 4.37% | ||
| 7 | JONES FINANCIAL COMPANIES LLLP | 2,873,427 | 349,954,000 | 3.77% | ||
| 8 | M&T BANK CORP | 2,857,720 | 348,041,000 | 3.75% | ||
| 9 | Horizon Investments, LLC | 2,002,629 | 243,900,000 | 2.63% | ||
| 10 | SCOTTRADE INVESTMENT MANAGEMENT | 1,894,878 | 230,531,000 | 2.48% | ||
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 1,815,128 | 221,064,000 | 2.38% | ||
| 12 | CHURCHILL MANAGEMENT Corp | 1,414,703 | 172,297,000 | 1.85% | ||
| 13 | FMR LLC | 1,166,358 | 142,051,000 | 1.53% | ||
| 14 | AMERIPRISE FINANCIAL INC | 1,045,528 | 127,228,000 | 1.37% | ||
| 15 | Homrich & Berg | 916,364 | 111,604,000 | 1.20% | ||
| 16 | CREDIT SUISSE AG/ | 915,000 | 111,438,000 | 1.20% | ||
| 17 | STIFEL FINANCIAL CORP | 843,017 | 102,663,000 | 1.11% | ||
| 18 | Commonwealth Equity Services, Inc | 696,843 | 84,869,000 | 0.91% | ||
| 19 | J.P. Morgan Private Wealth Advisors LLC | 633,006 | 77,094,000 | 0.83% | ||
| 20 | AXA S.A. | 602,048 | 73,323,000 | 0.79% | ||
| 21 | KEYBANK NATIONAL ASSOCIATION/OH | 561,839 | 68,427,000 | 0.74% | ||
| 22 | GUGGENHEIM CAPITAL LLC | 516,896 | 62,953,000 | 0.68% | ||
| 23 | RAYMOND JAMES & ASSOCIATES | 479,604 | 58,413,000 | 0.63% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 472,595 | 57,552,000 | 0.62% | ||
| 25 | COURIER CAPITAL LLC | 457,341 | 55,700,000 | 0.60% | ||
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 454,711 | 55,379,000 | 0.60% | ||
| 27 | Raymond James Financial Services Advisors, Inc. | 401,442 | 48,892,000 | 0.53% | ||
| 28 | ROYAL BANK OF CANADA | 369,199 | 44,964,000 | 0.48% | ||
| 29 | FIRST HAWAIIAN BANK | 362,320 | 44,127,000 | 0.47% | ||
| 30 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 355,635 | 43,313,000 | 0.47% | ||
| 31 | Janney Montgomery Scott LLC | 349,847 | 42,608,000 | 0.46% | ||
| 32 | JPMORGAN CHASE & CO | 348,530 | 42,447,000 | 0.46% | ||
| 33 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 334,224 | 40,705,000 | 0.44% | ||
| 34 | BANK OF HAWAII | 309,516 | 37,696,000 | 0.41% | ||
| 35 | US BANCORP \DE\ | 301,011 | 36,660,000 | 0.39% | ||
| 36 | HUNTINGTON NATIONAL BANK | 294,781 | 35,901,000 | 0.39% | ||
| 37 | BANK OF MONTREAL /CAN/ | 287,205 | 34,623,000 | 0.37% | ||
| 38 | BlackRock Investment Management, LLC | 248,093 | 30,215,000 | 0.33% | ||
| 39 | 1834 INVESTMENT ADVISORS CO | 235,039 | 28,625,000 | 0.31% | ||
| 40 | SEI INVESTMENTS CO | 234,219 | 28,525,000 | 0.31% | ||
| 41 | TRUE PRIVATE WEALTH ADVISORS | 221,470 | 27,814,000 | 0.30% | ||
| 42 | Ameritas Investment Partners, Inc. | 224,596 | 27,353,000 | 0.29% | ||
| 43 | IFC Holdings Incorporated/FL | 217,704 | 26,509,000 | 0.29% | ||
| 44 | Capital Analysts, LLC | 212,603 | 25,893,000 | 0.28% | ||
| 45 | Composition Wealth, LLC | 209,457 | 25,510,000 | 0.27% | ||
| 46 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 209,423 | 25,506,000 | 0.27% | ||
| 47 | GOLDMAN SACHS GROUP INC | 207,945 | 25,326,000 | 0.27% | ||
| 48 | SII INVESTMENTS INC/WI | 200,689 | 24,423,000 | 0.26% | ||
| 49 | MUFG Americas Holdings Corp | 198,099 | 24,126,000 | 0.26% | ||
| 50 | FOUNDERS FINANCIAL SECURITIES LLC | 188,734 | 22,986,000 | 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.
