| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST TRUST ADVISORS LP | 10,694,638 | 477,302,000 | 28.91% | ||
| 2 | MORGAN STANLEY | 5,987,569 | 267,226,000 | 16.19% | ||
| 3 | WELLS FARGO & COMPANY/MN | 5,224,996 | 233,191,000 | 14.13% | ||
| 4 | UBS Group AG | 2,133,790 | 95,231,000 | 5.77% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,710,252 | 76,329,000 | 4.62% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 858,700 | 38,324,000 | 2.32% | ||
| 7 | BB&T SECURITIES, LLC | 82,891 | 36,994,000 | 2.24% | ||
| 8 | Beaumont Financial Partners, LLC | 723,685 | 32,298,000 | 1.96% | ||
| 9 | LPL Financial LLC | 677,636 | 30,209,000 | 1.83% | ||
| 10 | Shamrock Asset Management LLC | 520,985 | 23,252,000 | 1.41% | ||
| 11 | ROYAL BANK OF CANADA | 511,067 | 22,809,000 | 1.38% | ||
| 12 | MSI Financial Services Inc | 398,918 | 17,804,000 | 1.08% | ||
| 13 | AVIANCE CAPITAL MANAGEMENT, LLC | 394,479 | 17,606,000 | 1.07% | ||
| 14 | AMERIPRISE FINANCIAL INC | 379,051 | 16,875,000 | 1.02% | ||
| 15 | Astor Investment Management LLC | 342,707 | 15,295,000 | 0.93% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 329,264 | 14,695,000 | 0.89% | ||
| 17 | STIFEL FINANCIAL CORP | 263,075 | 11,741,000 | 0.71% | ||
| 18 | Janney Montgomery Scott LLC | 256,557 | 11,450,000 | 0.69% | ||
| 19 | Hoxton Financial, Inc. | 256,213 | 11,435,000 | 0.69% | ||
| 20 | NewSquare Capital LLC | 238,953 | 10,664,000 | 0.65% | ||
| 21 | BBVA USA Bancshares, Inc. | 233,263 | 10,411,000 | 0.63% | ||
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 234,556 | 10,201,000 | 0.62% | ||
| 23 | First Horizon Advisors, Inc. | 175,692 | 7,893,000 | 0.48% | ||
| 24 | Transamerica Financial Advisors, LLC | 155,854 | 6,956,000 | 0.42% | ||
| 25 | Cerity Partners OCIO LLC | 153,379 | 6,845,000 | 0.41% | ||
| 26 | CREDIT SUISSE AG/ | 144,703 | 6,458,000 | 0.39% | ||
| 27 | Robert W. Baird & Co. Inc | 142,894 | 6,377,000 | 0.39% | ||
| 28 | BLUE CREEK INVESTMENT PARTNERS, LLC | 140,740 | 6,281,000 | 0.38% | ||
| 29 | BENJAMIN F. EDWARDS & COMPANY, INC. | 121,739 | 5,433,000 | 0.33% | ||
| 30 | JPMORGAN CHASE & CO | 119,111 | 5,316,000 | 0.32% | ||
| 31 | Riggs Asset Managment Co. Inc. | 117,617 | 5,249,000 | 0.32% | ||
| 32 | HL FINANCIAL SERVICES LLC | 117,357 | 5,238,000 | 0.32% | ||
| 33 | SII INVESTMENTS INC/WI | 113,463 | 5,054,000 | 0.31% | ||
| 34 | Commonwealth Equity Services, Inc | 109,762 | 4,899,000 | 0.30% | ||
| 35 | SignalPoint Asset Management, LLC | 101,868 | 4,546,000 | 0.28% | ||
| 36 | BKS ADVISORS, LLC | 87,417 | 3,901,000 | 0.24% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 84,864 | 3,806,000 | 0.23% | ||
| 38 | NewEdge Advisors, LLC | 77,679 | 3,467,000 | 0.21% | ||
| 39 | WESPAC Advisors, LLC | 77,506 | 3,459,000 | 0.21% | ||
| 40 | OLD NATIONAL BANCORP /IN/ | 73,529 | 3,282,000 | 0.20% | ||
| 41 | VSR Financial Services, Inc. | 69,137 | 3,086,000 | 0.19% | ||
| 42 | Financial Management Professionals, Inc. | 65,820 | 2,938,000 | 0.18% | ||
| 43 | SCOTIA CAPITAL INC. | 65,466 | 2,922,000 | 0.18% | ||
| 44 | STERNE AGEE GROUP, INC. | 64,774 | 2,912,000 | 0.18% | ||
| 45 | Raymond James Financial Services Advisors, Inc. | 63,483 | 2,833,000 | 0.17% | ||
| 46 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 57,221 | 2,554,000 | 0.15% | ||
| 47 | OPPENHEIMER & CO INC | 53,807 | 2,401,000 | 0.15% | ||
| 48 | Regal Investment Advisors LLC | 51,042 | 2,278,000 | 0.14% | ||
| 49 | AMERICAN INTERNATIONAL GROUP, INC. | 49,594 | 2,213,379 | 0.13% | ||
| 50 | CITIGROUP INC | 47,502 | 2,120,000 | 0.13% |
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.
