| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,998,216 | 55,307,000 | 14.10% | ||
| 2 | MORGAN STANLEY | 1,873,845 | 51,864,000 | 13.22% | ||
| 3 | RiverFront Investment Group, LLC | 1,683,370 | 46,591,000 | 11.87% | ||
| 4 | Hefren-Tillotson, Inc. | 1,682,636 | 46,572,000 | 11.87% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,141,493 | 31,594,000 | 8.05% | ||
| 6 | UBS Group AG | 1,073,202 | 29,704,000 | 7.57% | ||
| 7 | BRINKER CAPITAL INC | 920,670 | 25,482,000 | 6.49% | ||
| 8 | BB&T SECURITIES, LLC | 68,777 | 19,036,000 | 4.85% | ||
| 9 | LPL Financial LLC | 461,001 | 12,760,000 | 3.25% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 431,340 | 11,939,000 | 3.04% | ||
| 11 | Orion Porfolio Solutions, LLC | 379,274 | 10,497,000 | 2.68% | ||
| 12 | ROYAL BANK OF CANADA | 211,859 | 5,863,000 | 1.49% | ||
| 13 | AMERICAN INTERNATIONAL GROUP, INC. | 157,259 | 4,352,622 | 1.11% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 136,896 | 3,789,000 | 0.97% | ||
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 126,668 | 3,506,000 | 0.89% | ||
| 16 | NewEdge Advisors, LLC | 126,639 | 3,505,000 | 0.89% | ||
| 17 | STIFEL FINANCIAL CORP | 110,390 | 3,055,000 | 0.78% | ||
| 18 | Baker Avenue Asset Management, LP | 96,090 | 2,660,000 | 0.68% | ||
| 19 | Regal Investment Advisors LLC | 92,084 | 2,549,000 | 0.65% | ||
| 20 | JPMORGAN CHASE & CO | 79,440 | 2,199,000 | 0.56% | ||
| 21 | Commonwealth Equity Services, Inc | 77,233 | 2,138,000 | 0.54% | ||
| 22 | Janney Montgomery Scott LLC | 69,492 | 1,923,400 | 0.49% | ||
| 23 | First Heartland Consultants, Inc. | 45,531 | 1,260,000 | 0.32% | ||
| 24 | Placemark Investments, Inc. | 44,440 | 1,231,000 | 0.31% | ||
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,213 | 1,194,000 | 0.30% | ||
| 26 | AMERIPRISE FINANCIAL INC | 41,468 | 1,148,000 | 0.29% | ||
| 27 | NIEMANN CAPITAL MANAGEMENT INC | 29,442 | 815,000 | 0.21% | ||
| 28 | First Allied Advisory Services, Inc. | 27,739 | 760,000 | 0.19% | ||
| 29 | Cetera Advisor Networks LLC | 25,213 | 695,000 | 0.18% | ||
| 30 | DEUTSCHE BANK AG\ | 22,681 | 627,000 | 0.16% | ||
| 31 | Koshinski Asset Management, Inc. | 22,359 | 619,000 | 0.16% | ||
| 32 | JANE STREET GROUP, LLC | 18,948 | 524,000 | 0.13% | ||
| 33 | BSW Wealth Partners | 18,800 | 520,000 | 0.13% | ||
| 34 | M&T BANK CORP | 18,573 | 514,000 | 0.13% | ||
| 35 | Cambridge Investment Research Advisors, Inc. | 17,871 | 495,000 | 0.13% | ||
| 36 | Cetera Advisors LLC | 16,385 | 453,000 | 0.12% | ||
| 37 | Raymond James Financial Services Advisors, Inc. | 15,820 | 438,000 | 0.11% | ||
| 38 | Investors Capital Advisory Services | 14,286 | 395,000 | 0.10% | ||
| 39 | PARK NATIONAL CORP /OH/ | 14,143 | 391,450 | 0.10% | ||
| 40 | HL FINANCIAL SERVICES LLC | 13,730 | 380,000 | 0.10% | ||
| 41 | Sigma Planning Corp | 10,076 | 279,000 | 0.07% | ||
| 42 | B. Riley Wealth Management, Inc. | 9,284 | 256,000 | 0.07% | ||
| 43 | SII INVESTMENTS INC/WI | 9,225 | 255,000 | 0.06% | ||
| 44 | OPPENHEIMER & CO INC | 8,244 | 228,000 | 0.06% | ||
| 45 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7,700 | 213,000 | 0.05% | ||
| 46 | Stratos Wealth Partners, LTD. | 7,057 | 195,324 | 0.05% | ||
| 47 | Creative Planning | 6,524 | 181,000 | 0.05% | ||
| 48 | Psagot Value Holdings Ltd. | 5,500 | 152,000 | 0.04% | ||
| 49 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 5,015 | 139,000 | 0.04% | ||
| 50 | NEXT Financial Group, Inc | 4,694 | 130,000 | 0.03% |
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.