| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 2,003,142 | 53,944,000 | 16.25% | ||
| 2 | MORGAN STANLEY | 1,986,149 | 53,487,000 | 16.11% | ||
| 3 | Hefren-Tillotson, Inc. | 1,741,046 | 46,886,000 | 14.12% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,472,695 | 39,660,000 | 11.95% | ||
| 5 | UBS Group AG | 1,090,359 | 29,363,000 | 8.85% | ||
| 6 | BRINKER CAPITAL INC | 825,537 | 22,232,000 | 6.70% | ||
| 7 | LPL Financial LLC | 518,032 | 13,904,000 | 4.19% | ||
| 8 | Orion Porfolio Solutions, LLC | 341,099 | 9,186,000 | 2.77% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 299,212 | 8,058,000 | 2.43% | ||
| 10 | ROYAL BANK OF CANADA | 233,785 | 6,296,000 | 1.90% | ||
| 11 | JPMORGAN CHASE & CO | 184,551 | 4,970,000 | 1.50% | ||
| 12 | STIFEL FINANCIAL CORP | 148,557 | 4,001,000 | 1.21% | ||
| 13 | Baker Avenue Asset Management, LP | 121,909 | 3,283,000 | 0.99% | ||
| 14 | Regal Investment Advisors LLC | 117,064 | 3,153,000 | 0.95% | ||
| 15 | BB&T SECURITIES, LLC | 11,476 | 3,090,000 | 0.93% | ||
| 16 | AMERICAN INTERNATIONAL GROUP, INC. | 111,390 | 2,999,726 | 0.90% | ||
| 17 | Commonwealth Equity Services, Inc | 98,003 | 2,639,000 | 0.79% | ||
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 85,839 | 2,312,000 | 0.70% | ||
| 19 | JANE STREET GROUP, LLC | 64,110 | 1,726,000 | 0.52% | ||
| 20 | NewEdge Advisors, LLC | 61,788 | 1,664,000 | 0.50% | ||
| 21 | AMERIPRISE FINANCIAL INC | 55,458 | 1,494,000 | 0.45% | ||
| 22 | Cetera Advisors LLC | 55,407 | 1,487,000 | 0.45% | ||
| 23 | Transamerica Financial Advisors, LLC | 46,158 | 1,244,000 | 0.37% | ||
| 24 | First Heartland Consultants, Inc. | 45,321 | 1,220,000 | 0.37% | ||
| 25 | Janney Montgomery Scott LLC | 42,710 | 1,150,000 | 0.35% | ||
| 26 | CREDIT SUISSE AG/ | 37,402 | 1,007,000 | 0.30% | ||
| 27 | First Allied Advisory Services, Inc. | 33,740 | 904,000 | 0.27% | ||
| 28 | Cetera Advisor Networks LLC | 30,039 | 809,000 | 0.24% | ||
| 29 | LVM CAPITAL MANAGEMENT LTD/MI | 23,790 | 641,000 | 0.19% | ||
| 30 | Koshinski Asset Management, Inc. | 23,647 | 637,000 | 0.19% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 21,858 | 589,000 | 0.18% | ||
| 32 | BSW Wealth Partners | 21,196 | 571,000 | 0.17% | ||
| 33 | PARK NATIONAL CORP /OH/ | 21,028 | 566,000 | 0.17% | ||
| 34 | BKS ADVISORS, LLC | 20,026 | 539,000 | 0.16% | ||
| 35 | Virtu Financial LLC | 19,263 | 519,000 | 0.16% | ||
| 36 | M&T BANK CORP | 18,422 | 496,000 | 0.15% | ||
| 37 | Investors Capital Advisory Services | 16,141 | 434,000 | 0.13% | ||
| 38 | NEXT Financial Group, Inc | 15,996 | 430,000 | 0.13% | ||
| 39 | Raymond James Financial Services Advisors, Inc. | 15,820 | 426,000 | 0.13% | ||
| 40 | HL FINANCIAL SERVICES LLC | 13,956 | 376,000 | 0.11% | ||
| 41 | Psagot Value Holdings Ltd. | 13,000 | 350,000 | 0.11% | ||
| 42 | MSI Financial Services Inc | 10,064 | 271,000 | 0.08% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 9,349 | 252,000 | 0.08% | ||
| 44 | B. Riley Wealth Management, Inc. | 9,287 | 250,000 | 0.08% | ||
| 45 | Sigma Planning Corp | 9,240 | 249,000 | 0.08% | ||
| 46 | OPPENHEIMER & CO INC | 9,262 | 249,000 | 0.08% | ||
| 47 | SII INVESTMENTS INC/WI | 9,225 | 247,000 | 0.07% | ||
| 48 | PNC FINANCIAL SERVICES GROUP, INC. | 8,562 | 231,000 | 0.07% | ||
| 49 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,060 | 217,000 | 0.07% | ||
| 50 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7,480 | 201,000 | 0.06% |
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.
