| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,529,225 | 1,440,924,000 | 12.49% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 7,667,394 | 1,049,287,000 | 9.09% | ||
| 3 | WELLS FARGO & COMPANY/MN | 7,233,074 | 989,846,000 | 8.58% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 5,032,911 | 688,754,000 | 5.97% | ||
| 5 | UBS Group AG | 3,809,634 | 521,349,000 | 4.52% | ||
| 6 | Valmark Advisers, Inc. | 3,353,547 | 458,933,000 | 3.98% | ||
| 7 | JONES FINANCIAL COMPANIES LLLP | 3,007,360 | 411,557,000 | 3.57% | ||
| 8 | SCOTTRADE INVESTMENT MANAGEMENT | 2,733,773 | 374,117,000 | 3.24% | ||
| 9 | M&T BANK CORP | 2,554,811 | 349,625,000 | 3.03% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 1,886,389 | 258,152,000 | 2.24% | ||
| 11 | LPL Financial LLC | 1,659,111 | 227,049,000 | 1.97% | ||
| 12 | CHURCHILL MANAGEMENT Corp | 1,540,203 | 210,777,000 | 1.83% | ||
| 13 | Horizon Investments, LLC | 1,421,166 | 192,511,000 | 1.67% | ||
| 14 | AMERIPRISE FINANCIAL INC | 1,341,449 | 183,650,000 | 1.59% | ||
| 15 | STIFEL FINANCIAL CORP | 1,213,697 | 166,341,000 | 1.44% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,209,842 | 165,573,000 | 1.44% | ||
| 17 | FMR LLC | 1,091,154 | 149,324,000 | 1.29% | ||
| 18 | GOLDMAN SACHS GROUP INC | 952,488 | 130,348,000 | 1.13% | ||
| 19 | Commonwealth Equity Services, Inc | 772,150 | 105,669,000 | 0.92% | ||
| 20 | Homrich & Berg | 750,731 | 102,738,000 | 0.89% | ||
| 21 | J.P. Morgan Private Wealth Advisors LLC | 691,665 | 94,655,000 | 0.82% | ||
| 22 | AXA S.A. | 649,948 | 88,945,000 | 0.77% | ||
| 23 | ADVISOR GROUP, INC. | 562,696 | 77,008,000 | 0.67% | ||
| 24 | KEYBANK NATIONAL ASSOCIATION/OH | 558,047 | 76,368,000 | 0.66% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 529,750 | 72,496,000 | 0.63% | ||
| 26 | RAYMOND JAMES & ASSOCIATES | 507,110 | 69,400,000 | 0.60% | ||
| 27 | Clark Capital Management Group, Inc. | 494,508 | 67,673,000 | 0.59% | ||
| 28 | COURIER CAPITAL LLC | 458,675 | 62,770,000 | 0.54% | ||
| 29 | HUNTINGTON NATIONAL BANK | 451,574 | 61,799,000 | 0.54% | PRN | |
| 30 | Raymond James Financial Services Advisors, Inc. | 445,525 | 60,970,000 | 0.53% | ||
| 31 | ROYAL BANK OF CANADA | 386,339 | 52,871,000 | 0.46% | ||
| 32 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 380,443 | 52,064,000 | 0.45% | ||
| 33 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 332,746 | 45,536,000 | 0.39% | ||
| 34 | Quantitative Advantage, LLC | 329,559 | 45,100,000 | 0.39% | ||
| 35 | US BANCORP \DE\ | 328,154 | 44,908,000 | 0.39% | ||
| 36 | FIRST HAWAIIAN BANK | 304,678 | 41,695,000 | 0.36% | ||
| 37 | IFC Holdings Incorporated/FL | 280,210 | 38,363,000 | 0.33% | ||
| 38 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 269,020 | 36,815,000 | 0.32% | ||
| 39 | REGIONS FINANCIAL CORP | 257,774 | 35,276,000 | 0.31% | ||
| 40 | BANK OF MONTREAL /CAN/ | 251,876 | 34,469,000 | 0.30% | ||
| 41 | SII INVESTMENTS INC/WI | 249,278 | 34,134,000 | 0.30% | ||
| 42 | MUFG Americas Holdings Corp | 235,998 | 32,297,000 | 0.28% | ||
| 43 | Composition Wealth, LLC | 235,810 | 32,271,000 | 0.28% | ||
| 44 | FIFTH THIRD BANCORP | 234,057 | 32,031,000 | 0.28% | ||
| 45 | 1834 INVESTMENT ADVISORS CO | 232,987 | 31,884,000 | 0.28% | ||
| 46 | Ameritas Investment Partners, Inc. | 228,666 | 31,292,000 | 0.27% | ||
| 47 | WOLVERINE ASSET MANAGEMENT LLC | 215,900 | 29,545,000 | 0.26% | Call | |
| 48 | WOLVERINE ASSET MANAGEMENT LLC | 205,200 | 28,081,000 | 0.24% | Put | |
| 49 | SEI INVESTMENTS CO | 194,889 | 26,670,000 | 0.23% | ||
| 50 | Cambridge Investment Research Advisors, Inc. | 181,908 | 24,894,000 | 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.