| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | F-Squared Investment Management, LLC | 6,874,934 | 268,604,000 | 23.54% | ||
| 2 | MORGAN STANLEY | 4,338,088 | 169,489,000 | 14.85% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,545,601 | 138,526,000 | 12.14% | ||
| 4 | FIRST TRUST ADVISORS LP | 2,683,583 | 104,848,000 | 9.19% | ||
| 5 | BB&T SECURITIES, LLC | 202,427 | 79,088,000 | 6.93% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 1,327,617 | 51,870,000 | 4.54% | ||
| 7 | UBS AG | 1,302,664 | 50,895,000 | 4.46% | ||
| 8 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 857,595 | 33,506,000 | 2.94% | ||
| 9 | Beaumont Financial Partners, LLC | 780,124 | 30,479,000 | 2.67% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 622,905 | 24,337,000 | 2.13% | ||
| 11 | LPL Financial LLC | 481,229 | 18,604,000 | 1.63% | ||
| 12 | ROYAL BANK OF CANADA | 330,309 | 12,905,000 | 1.13% | ||
| 13 | Placemark Investments, Inc. | 330,006 | 12,898,000 | 1.13% | ||
| 14 | Hoxton Financial, Inc. | 277,313 | 10,835,000 | 0.95% | ||
| 15 | STIFEL FINANCIAL CORP | 252,036 | 9,847,000 | 0.86% | ||
| 16 | Astor Investment Management LLC | 231,559 | 9,047,000 | 0.79% | ||
| 17 | BBVA USA Bancshares, Inc. | 209,905 | 8,201,000 | 0.72% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 178,865 | 6,988,000 | 0.61% | ||
| 19 | AMERIPRISE FINANCIAL INC | 176,698 | 6,904,000 | 0.60% | ||
| 20 | JPMORGAN CHASE & CO | 168,430 | 6,581,000 | 0.58% | ||
| 21 | MSI Financial Services Inc | 142,401 | 5,564,000 | 0.49% | ||
| 22 | CREDIT SUISSE AG/ | 134,400 | 5,251,000 | 0.46% | ||
| 23 | NewSquare Capital LLC | 132,777 | 5,188,000 | 0.45% | ||
| 24 | CITIGROUP INC | 128,322 | 5,014,000 | 0.44% | ||
| 25 | HL FINANCIAL SERVICES LLC | 109,301 | 4,270,000 | 0.37% | ||
| 26 | Robert W. Baird & Co. Inc | 98,558 | 3,851,000 | 0.34% | SH | |
| 27 | Janney Montgomery Scott LLC | 86,848 | 3,393,151 | 0.30% | ||
| 28 | OLD NATIONAL BANCORP /IN/ | 86,767 | 3,390,000 | 0.30% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 83,838 | 3,287,000 | 0.29% | ||
| 30 | BENJAMIN F. EDWARDS & COMPANY, INC. | 78,974 | 3,085,000 | 0.27% | ||
| 31 | AMERICAN INTERNATIONAL GROUP, INC. | 67,868 | 2,651,603 | 0.23% | ||
| 32 | STERNE AGEE GROUP, INC. | 66,252 | 2,584,000 | 0.23% | ||
| 33 | NEW ENGLAND SECURITIES CORP /MA/ | 60,357 | 2,358,000 | 0.21% | ||
| 34 | SignalPoint Asset Management, LLC | 57,302 | 2,239,000 | 0.20% | ||
| 35 | Regal Investment Advisors LLC | 51,231 | 2,002,000 | 0.18% | ||
| 36 | SII INVESTMENTS INC/WI | 47,156 | 1,840,000 | 0.16% | ||
| 37 | Raymond James Financial Services Advisors, Inc. | 46,806 | 1,829,000 | 0.16% | ||
| 38 | NATIONAL PLANNING CORP | 45,437 | 1,794,000 | 0.16% | ||
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,243 | 1,690,000 | 0.15% | ||
| 40 | IFC Holdings Incorporated/FL | 41,968 | 1,642,000 | 0.14% | ||
| 41 | Prospera Financial Services Inc | 43,722 | 1,356,000 | 0.12% | ||
| 42 | STEPHENS INC /AR/ | 34,464 | 1,347,000 | 0.12% | ||
| 43 | Commonwealth Equity Services, Inc | 32,754 | 1,280,000 | 0.11% | ||
| 44 | OPPENHEIMER & CO INC | 29,722 | 1,161,000 | 0.10% | ||
| 45 | B. Riley Wealth Management, Inc. | 27,548 | 1,076,000 | 0.09% | ||
| 46 | Virtu Financial LLC | 26,978 | 1,054,000 | 0.09% | ||
| 47 | First Allied Advisory Services, Inc. | 26,864 | 1,051,000 | 0.09% | ||
| 48 | DEUTSCHE BANK AG\ | 26,514 | 1,035,000 | 0.09% | ||
| 49 | VSR Financial Services, Inc. | 26,187 | 1,023,000 | 0.09% | ||
| 50 | FOUNDERS FINANCIAL SECURITIES LLC | 24,326 | 950,000 | 0.08% |
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.