| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | F-Squared Investment Management, LLC | 5,438,595 | 277,042,000 | 20.45% | ||
| 2 | MORGAN STANLEY | 4,809,233 | 244,983,000 | 18.09% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,307,986 | 168,509,000 | 12.44% | ||
| 4 | BB&T SECURITIES, LLC | 203,955 | 103,894,000 | 7.67% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,415,878 | 72,124,000 | 5.32% | ||
| 6 | UBS AG | 1,190,608 | 60,650,000 | 4.48% | ||
| 7 | LPL Financial LLC | 809,509 | 41,236,000 | 3.04% | ||
| 8 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 806,464 | 41,081,000 | 3.03% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 550,583 | 28,047,000 | 2.07% | ||
| 10 | Beaumont Financial Partners, LLC | 469,508 | 23,917,000 | 1.77% | ||
| 11 | BBVA USA Bancshares, Inc. | 465,594 | 23,717,000 | 1.75% | ||
| 12 | ROYAL BANK OF CANADA | 436,034 | 22,211,000 | 1.64% | ||
| 13 | FIRST TRUST ADVISORS LP | 409,409 | 20,855,000 | 1.54% | ||
| 14 | GOLDMAN SACHS GROUP INC | 366,159 | 18,652,000 | 1.38% | ||
| 15 | STIFEL FINANCIAL CORP | 281,138 | 14,321,000 | 1.06% | ||
| 16 | Placemark Investments, Inc. | 267,763 | 13,643,000 | 1.01% | ||
| 17 | Commonwealth Equity Services, Inc | 246,369 | 12,550,000 | 0.93% | ||
| 18 | ABERDEEN ASSET MANAGEMENT PLC/UK | 233,948 | 11,695,000 | 0.86% | ||
| 19 | Hoxton Financial, Inc. | 201,978 | 10,289,000 | 0.76% | ||
| 20 | ENVESTNET ASSET MANAGEMENT INC | 151,703 | 7,728,000 | 0.57% | ||
| 21 | CITIGROUP INC | 128,973 | 6,570,000 | 0.49% | ||
| 22 | AMERIPRISE FINANCIAL INC | 122,177 | 6,221,000 | 0.46% | ||
| 23 | JPMORGAN CHASE & CO | 118,312 | 6,026,000 | 0.44% | ||
| 24 | SG Americas Securities, LLC | 112,011 | 5,706,000 | 0.42% | ||
| 25 | Robert W. Baird & Co. Inc | 110,629 | 5,635,000 | 0.42% | ||
| 26 | HighTower Advisors, LLC | 92,936 | 4,734,000 | 0.35% | ||
| 27 | TOWER TRUST Co | 88,098 | 4,487,000 | 0.33% | ||
| 28 | Janney Montgomery Scott LLC | 86,768 | 4,419,962 | 0.33% | ||
| 29 | CREDIT SUISSE AG/ | 85,662 | 4,364,000 | 0.32% | ||
| 30 | HL FINANCIAL SERVICES LLC | 79,632 | 4,056,000 | 0.30% | ||
| 31 | IFC Holdings Incorporated/FL | 76,882 | 3,833,000 | 0.28% | ||
| 32 | STEPHENS INC /AR/ | 74,039 | 3,772,000 | 0.28% | ||
| 33 | BENJAMIN F. EDWARDS & COMPANY, INC. | 70,140 | 3,573,000 | 0.26% | ||
| 34 | VSR Financial Services, Inc. | 57,744 | 2,941,000 | 0.22% | ||
| 35 | SII INVESTMENTS INC/WI | 57,807 | 2,931,000 | 0.22% | ||
| 36 | Financial Management Professionals, Inc. | 57,147 | 2,911,000 | 0.21% | ||
| 37 | SignalPoint Asset Management, LLC | 56,516 | 2,879,000 | 0.21% | ||
| 38 | DEUTSCHE BANK AG\ | 54,993 | 2,799,000 | 0.21% | ||
| 39 | AMERICAN INTERNATIONAL GROUP, INC. | 52,949 | 2,697,222 | 0.20% | ||
| 40 | Raymond James Financial Services Advisors, Inc. | 52,176 | 2,658,000 | 0.20% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 49,362 | 2,556,000 | 0.19% | ||
| 42 | MSI Financial Services Inc | 48,353 | 2,463,000 | 0.18% | ||
| 43 | D.A. DAVIDSON & CO. | 47,392 | 2,414,000 | 0.18% | ||
| 44 | SUNTRUST BANKS INC | 47,084 | 2,398,000 | 0.18% | ||
| 45 | STERNE AGEE GROUP, INC. | 46,906 | 2,389,000 | 0.18% | ||
| 46 | THRIVENT FINANCIAL FOR LUTHERANS | 44,612 | 2,273,000 | 0.17% | ||
| 47 | B. Riley Wealth Management, Inc. | 43,056 | 2,193,000 | 0.16% | ||
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,990 | 2,088,000 | 0.15% | ||
| 49 | NewSquare Capital LLC | 39,413 | 2,008,000 | 0.15% | ||
| 50 | Private Advisor Group, LLC | 38,660 | 1,969,000 | 0.15% |
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.
