| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,405,261 | 1,368,499,000 | 16.63% | ||
| 2 | WELLS FARGO & COMPANY/MN | 7,071,610 | 930,058,000 | 11.30% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 6,723,091 | 884,223,000 | 10.75% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 4,748,175 | 624,481,000 | 7.59% | ||
| 5 | Valmark Advisers, Inc. | 3,415,774 | 449,243,000 | 5.46% | ||
| 6 | JONES FINANCIAL COMPANIES LLLP | 2,931,618 | 385,566,000 | 4.69% | ||
| 7 | M&T BANK CORP | 2,724,001 | 358,260,000 | 4.35% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 1,925,208 | 253,204,000 | 3.08% | ||
| 9 | CHURCHILL MANAGEMENT Corp | 1,467,136 | 192,958,000 | 2.35% | ||
| 10 | AMERIPRISE FINANCIAL INC | 1,207,401 | 158,818,000 | 1.93% | ||
| 11 | FMR LLC | 1,127,804 | 148,329,000 | 1.80% | ||
| 12 | STIFEL FINANCIAL CORP | 957,203 | 125,721,000 | 1.53% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 843,975 | 111,000,000 | 1.35% | ||
| 14 | Commonwealth Equity Services, Inc | 706,659 | 92,940,000 | 1.13% | ||
| 15 | J.P. Morgan Private Wealth Advisors LLC | 641,002 | 84,305,000 | 1.02% | ||
| 16 | KEYBANK NATIONAL ASSOCIATION/OH | 595,835 | 78,364,000 | 0.95% | ||
| 17 | AXA S.A. | 570,948 | 75,091,000 | 0.91% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 516,970 | 67,994,000 | 0.83% | ||
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 492,063 | 64,716,000 | 0.79% | ||
| 20 | COURIER CAPITAL LLC | 463,147 | 60,913,000 | 0.74% | ||
| 21 | Raymond James Financial Services Advisors, Inc. | 388,112 | 51,045,000 | 0.62% | ||
| 22 | ROYAL BANK OF CANADA | 376,333 | 49,496,000 | 0.60% | ||
| 23 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 361,824 | 47,587,000 | 0.58% | ||
| 24 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 332,913 | 43,785,000 | 0.53% | ||
| 25 | FIRST HAWAIIAN BANK | 324,487 | 42,675,000 | 0.52% | ||
| 26 | US BANCORP \DE\ | 307,948 | 40,501,000 | 0.49% | ||
| 27 | BANK OF MONTREAL /CAN/ | 302,776 | 39,821,000 | 0.48% | ||
| 28 | Clark Capital Management Group, Inc. | 302,054 | 39,726,000 | 0.48% | ||
| 29 | HUNTINGTON NATIONAL BANK | 275,133 | 36,185,000 | 0.44% | ||
| 30 | SII INVESTMENTS INC/WI | 242,696 | 31,924,000 | 0.39% | ||
| 31 | 1834 INVESTMENT ADVISORS CO | 234,308 | 30,816,000 | 0.37% | ||
| 32 | Ameritas Investment Partners, Inc. | 229,051 | 30,124,000 | 0.37% | ||
| 33 | REGIONS FINANCIAL CORP | 214,136 | 28,163,000 | 0.34% | ||
| 34 | SEI INVESTMENTS CO | 202,031 | 26,571,000 | 0.32% | ||
| 35 | WOLVERINE ASSET MANAGEMENT LLC | 200,000 | 26,304,000 | 0.32% | Put | |
| 36 | MUFG Americas Holdings Corp | 196,804 | 25,883,000 | 0.31% | ||
| 37 | FIFTH THIRD BANCORP | 191,124 | 25,137,000 | 0.31% | ||
| 38 | HUNTINGTON NATIONAL BANK | 187,004 | 24,595,000 | 0.30% | PRN | |
| 39 | Steinberg Global Asset Management | 177,953 | 23,404,000 | 0.28% | ||
| 40 | GOLDMAN SACHS GROUP INC | 176,760 | 23,248,000 | 0.28% | ||
| 41 | BNP PARIBAS FINANCIAL MARKETS | 164,185 | 21,593,612 | 0.26% | ||
| 42 | Mariner, LLC | 157,835 | 20,758,000 | 0.25% | ||
| 43 | NOMURA HOLDINGS INC | 150,000 | 19,737,000 | 0.24% | Call | |
| 44 | BOKF, NA | 150,060 | 19,736,000 | 0.24% | ||
| 45 | JPMORGAN CHASE & CO | 147,865 | 19,447,000 | 0.24% | ||
| 46 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 146,954 | 19,327,000 | 0.23% | ||
| 47 | FOUNDERS FINANCIAL SECURITIES LLC | 142,833 | 18,785,000 | 0.23% | ||
| 48 | MONROE BANK & TRUST/MI | 142,325 | 18,718,000 | 0.23% | ||
| 49 | Cambridge Investment Research Advisors, Inc. | 137,187 | 18,043,000 | 0.22% | ||
| 50 | INVESTMENT CENTERS OF AMERICA INC | 137,171 | 18,042,000 | 0.22% |
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.
