| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST TRUST ADVISORS LP | 12,325,608 | 459,745,000 | 23.08% | ||
| 2 | F-Squared Investment Management, LLC | 8,216,623 | 306,480,000 | 15.39% | ||
| 3 | MORGAN STANLEY | 7,921,106 | 295,458,000 | 14.83% | ||
| 4 | WELLS FARGO & COMPANY/MN | 7,211,528 | 268,990,000 | 13.50% | ||
| 5 | UBS Group AG | 2,546,993 | 95,003,000 | 4.77% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 1,919,164 | 71,585,000 | 3.59% | ||
| 7 | BB&T SECURITIES, LLC | 165,831 | 61,854,000 | 3.11% | ||
| 8 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1,040,083 | 38,795,000 | 1.95% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 1,014,669 | 37,847,000 | 1.90% | ||
| 10 | Beaumont Financial Partners, LLC | 865,900 | 32,298,000 | 1.62% | ||
| 11 | ROYAL BANK OF CANADA | 717,688 | 26,770,000 | 1.34% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 664,309 | 24,779,000 | 1.24% | ||
| 13 | Astor Investment Management LLC | 612,037 | 22,829,000 | 1.15% | ||
| 14 | LPL Financial LLC | 552,874 | 20,550,000 | 1.03% | ||
| 15 | GOLDMAN SACHS GROUP INC | 542,485 | 20,235,000 | 1.02% | ||
| 16 | AMERIPRISE FINANCIAL INC | 410,781 | 15,313,000 | 0.77% | ||
| 17 | MSI Financial Services Inc | 344,703 | 12,857,000 | 0.65% | ||
| 18 | Janney Montgomery Scott LLC | 313,021 | 11,676,000 | 0.59% | ||
| 19 | Hoxton Financial, Inc. | 296,817 | 11,071,000 | 0.56% | ||
| 20 | NewSquare Capital LLC | 291,008 | 10,855,000 | 0.54% | ||
| 21 | STIFEL FINANCIAL CORP | 277,122 | 10,337,000 | 0.52% | ||
| 22 | Transamerica Financial Advisors, LLC | 189,808 | 7,080,000 | 0.36% | ||
| 23 | Robert W. Baird & Co. Inc | 186,617 | 6,961,000 | 0.35% | ||
| 24 | SignalPoint Asset Management, LLC | 185,347 | 6,913,000 | 0.35% | ||
| 25 | AMERICAN INTERNATIONAL GROUP, INC. | 181,331 | 6,763,647 | 0.34% | ||
| 26 | BLUE CREEK INVESTMENT PARTNERS, LLC | 160,459 | 5,985,000 | 0.30% | ||
| 27 | BENJAMIN F. EDWARDS & COMPANY, INC. | 144,906 | 5,405,000 | 0.27% | ||
| 28 | HL FINANCIAL SERVICES LLC | 144,226 | 5,380,000 | 0.27% | ||
| 29 | CITIGROUP INC | 136,657 | 5,097,000 | 0.26% | ||
| 30 | JPMORGAN CHASE & CO | 136,366 | 5,087,000 | 0.26% | ||
| 31 | AVIANCE CAPITAL MANAGEMENT, LLC | 128,222 | 4,783,000 | 0.24% | ||
| 32 | CREDIT SUISSE AG/ | 127,322 | 4,749,000 | 0.24% | ||
| 33 | HighTower Advisors, LLC | 113,714 | 4,242,000 | 0.21% | ||
| 34 | NewEdge Advisors, LLC | 96,419 | 3,596,000 | 0.18% | ||
| 35 | Sigma Planning Corp | 93,861 | 3,501,000 | 0.18% | ||
| 36 | WESPAC Advisors, LLC | 91,245 | 3,403,000 | 0.17% | ||
| 37 | STERNE AGEE GROUP, INC. | 70,849 | 2,650,000 | 0.13% | ||
| 38 | VSR Financial Services, Inc. | 70,110 | 2,615,000 | 0.13% | ||
| 39 | OPPENHEIMER & CO INC | 69,505 | 2,593,000 | 0.13% | ||
| 40 | IMA Advisory Services, Inc. | 69,340 | 2,586,000 | 0.13% | ||
| 41 | OLD NATIONAL BANCORP /IN/ | 68,910 | 2,570,000 | 0.13% | ||
| 42 | Raymond James Financial Services Advisors, Inc. | 67,997 | 2,536,000 | 0.13% | ||
| 43 | STEPHENS INC /AR/ | 66,291 | 2,473,000 | 0.12% | ||
| 44 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 63,182 | 2,338,000 | 0.12% | ||
| 45 | NAVELLIER & ASSOCIATES INC | 54,115 | 2,018,000 | 0.10% | ||
| 46 | Regal Investment Advisors LLC | 50,175 | 1,872,000 | 0.09% | ||
| 47 | JANE STREET GROUP, LLC | 48,411 | 1,806,000 | 0.09% | ||
| 48 | BAROMETER CAPITAL MANAGEMENT INC. | 45,000 | 1,679,000 | 0.08% | ||
| 49 | IFC Holdings Incorporated/FL | 42,230 | 1,560,000 | 0.08% | ||
| 50 | PNC FINANCIAL SERVICES GROUP, INC. | 41,085 | 1,534,000 | 0.08% |
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.
