| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,253,373 | 293,085,000 | 17.51% | ||
| 2 | F-Squared Investment Management, LLC | 4,711,237 | 262,840,000 | 15.70% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,374,155 | 188,245,000 | 11.25% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 2,768,214 | 154,439,000 | 9.23% | ||
| 5 | FIRST TRUST ADVISORS LP | 2,087,447 | 116,459,000 | 6.96% | ||
| 6 | BB&T SECURITIES, LLC | 165,427 | 92,291,000 | 5.51% | ||
| 7 | UBS AG | 1,460,520 | 81,482,000 | 4.87% | ||
| 8 | LPL Financial LLC | 770,252 | 42,526,000 | 2.54% | ||
| 9 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 591,425 | 32,996,000 | 1.97% | ||
| 10 | Shamrock Asset Management LLC | 590,231 | 32,929,000 | 1.97% | ||
| 11 | Beaumont Financial Partners, LLC | 546,325 | 30,479,000 | 1.82% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 529,432 | 29,537,000 | 1.76% | ||
| 13 | BBVA USA Bancshares, Inc. | 451,750 | 25,203,000 | 1.51% | ||
| 14 | ROYAL BANK OF CANADA | 439,205 | 24,503,000 | 1.46% | ||
| 15 | STIFEL FINANCIAL CORP | 319,085 | 17,802,000 | 1.06% | ||
| 16 | GOLDMAN SACHS GROUP INC | 250,763 | 13,990,000 | 0.84% | ||
| 17 | Placemark Investments, Inc. | 234,517 | 13,083,000 | 0.78% | ||
| 18 | Commonwealth Equity Services, Inc | 227,422 | 12,688,000 | 0.76% | ||
| 19 | Astor Investment Management LLC | 198,698 | 11,085,000 | 0.66% | ||
| 20 | Hoxton Financial, Inc. | 197,741 | 11,032,000 | 0.66% | ||
| 21 | First Horizon Advisors, Inc. | 184,253 | 10,279,000 | 0.61% | ||
| 22 | AMERIPRISE FINANCIAL INC | 167,499 | 9,335,000 | 0.56% | ||
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 157,280 | 8,775,000 | 0.52% | ||
| 24 | ENVESTNET ASSET MANAGEMENT INC | 141,256 | 7,881,000 | 0.47% | ||
| 25 | JPMORGAN CHASE & CO | 140,799 | 7,856,000 | 0.47% | ||
| 26 | CITIGROUP INC | 139,698 | 7,794,000 | 0.47% | ||
| 27 | Robert W. Baird & Co. Inc | 121,032 | 6,752,000 | 0.40% | SH | |
| 28 | Janney Montgomery Scott LLC | 116,144 | 6,479,674 | 0.39% | ||
| 29 | ABERDEEN ASSET MANAGEMENT PLC/UK | 108,974 | 6,080,000 | 0.36% | ||
| 30 | STEPHENS INC /AR/ | 103,277 | 5,762,000 | 0.34% | ||
| 31 | Accuvest Global Advisors | 101,520 | 5,664,000 | 0.34% | ||
| 32 | NewSquare Capital LLC | 93,113 | 5,195,000 | 0.31% | ||
| 33 | HL FINANCIAL SERVICES LLC | 92,532 | 5,163,000 | 0.31% | ||
| 34 | BENJAMIN F. EDWARDS & COMPANY, INC. | 89,241 | 4,979,000 | 0.30% | ||
| 35 | OLD NATIONAL BANCORP /IN/ | 84,680 | 4,724,000 | 0.28% | ||
| 36 | CREDIT SUISSE AG/ | 81,834 | 4,566,000 | 0.27% | ||
| 37 | IFC Holdings Incorporated/FL | 81,825 | 4,563,000 | 0.27% | ||
| 38 | SII INVESTMENTS INC/WI | 68,003 | 3,787,000 | 0.23% | ||
| 39 | VSR Financial Services, Inc. | 65,392 | 3,648,000 | 0.22% | ||
| 40 | HighTower Advisors, LLC | 58,242 | 3,249,000 | 0.19% | ||
| 41 | MSI Financial Services Inc | 56,319 | 3,142,000 | 0.19% | ||
| 42 | SignalPoint Asset Management, LLC | 56,012 | 3,125,000 | 0.19% | ||
| 43 | First Allied Advisory Services, Inc. | 54,609 | 3,064,000 | 0.18% | ||
| 44 | D.A. DAVIDSON & CO. | 52,512 | 2,929,000 | 0.18% | ||
| 45 | Raymond James Financial Services Advisors, Inc. | 50,945 | 2,842,000 | 0.17% | ||
| 46 | STERNE AGEE GROUP, INC. | 44,495 | 2,510,000 | 0.15% | ||
| 47 | B. Riley Wealth Management, Inc. | 43,406 | 2,421,000 | 0.14% | ||
| 48 | OPPENHEIMER & CO INC | 41,540 | 2,318,000 | 0.14% | ||
| 49 | AMERICAN INTERNATIONAL GROUP, INC. | 41,389 | 2,309,093 | 0.14% | ||
| 50 | NEW ENGLAND SECURITIES CORP /MA/ | 37,637 | 2,100,000 | 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.
