| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST TRUST ADVISORS LP | 20,646,370 | 707,551,000 | 37.47% | ||
| 2 | MORGAN STANLEY | 8,607,185 | 294,968,000 | 15.62% | ||
| 3 | WELLS FARGO & COMPANY/MN | 6,381,390 | 218,690,000 | 11.58% | ||
| 4 | UBS Group AG | 2,520,676 | 86,384,000 | 4.57% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 2,238,096 | 76,699,000 | 4.06% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 1,083,677 | 37,138,000 | 1.97% | ||
| 7 | Astor Investment Management LLC | 899,658 | 30,831,000 | 1.63% | ||
| 8 | Raymond James Financial Services Advisors, Inc. | 806,867 | 27,653,000 | 1.46% | ||
| 9 | HAYS ADVISORY LLC | 754,299 | 25,850,000 | 1.37% | ||
| 10 | ROYAL BANK OF CANADA | 717,339 | 24,583,000 | 1.30% | ||
| 11 | Transamerica Financial Advisors, LLC | 660,258 | 22,628,000 | 1.20% | ||
| 12 | Shamrock Asset Management LLC | 655,887 | 22,477,000 | 1.19% | ||
| 13 | GOLDMAN SACHS GROUP INC | 575,617 | 19,726,000 | 1.04% | ||
| 14 | MSI Financial Services Inc | 559,685 | 19,180,000 | 1.02% | ||
| 15 | LPL Financial LLC | 503,726 | 17,792,000 | 0.94% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 467,115 | 16,008,000 | 0.85% | ||
| 17 | AMERIPRISE FINANCIAL INC | 424,999 | 14,567,000 | 0.77% | ||
| 18 | NewSquare Capital LLC | 415,360 | 14,234,000 | 0.75% | ||
| 19 | STIFEL FINANCIAL CORP | 383,512 | 13,143,000 | 0.70% | ||
| 20 | Beaumont Financial Partners, LLC | 339,584 | 12,666,000 | 0.67% | ||
| 21 | AVIANCE CAPITAL MANAGEMENT, LLC | 366,654 | 12,565,000 | 0.67% | ||
| 22 | Janney Montgomery Scott LLC | 321,083 | 11,004,000 | 0.58% | ||
| 23 | Hoxton Financial, Inc. | 305,721 | 10,477,000 | 0.55% | ||
| 24 | CREDIT SUISSE AG/ | 250,328 | 8,579,000 | 0.45% | ||
| 25 | BB&T SECURITIES, LLC | 215,842 | 7,396,000 | 0.39% | ||
| 26 | BAIRD FINANCIAL GROUP, INC. | 208,716 | 7,153,000 | 0.38% | ||
| 27 | CITADEL ADVISORS LLC | 186,381 | 6,387,000 | 0.34% | ||
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 186,020 | 6,375,000 | 0.34% | ||
| 29 | JPMORGAN CHASE & CO | 185,801 | 6,367,000 | 0.34% | ||
| 30 | SignalPoint Asset Management, LLC | 184,928 | 6,337,000 | 0.34% | ||
| 31 | BLUE CREEK INVESTMENT PARTNERS, LLC | 174,442 | 5,978,000 | 0.32% | ||
| 32 | First Horizon Advisors, Inc. | 171,869 | 5,890,000 | 0.31% | ||
| 33 | HL FINANCIAL SERVICES LLC | 157,471 | 5,397,000 | 0.29% | ||
| 34 | LifePlan Financial Group, Inc | 144,179 | 4,941,000 | 0.26% | ||
| 35 | BENJAMIN F. EDWARDS & COMPANY, INC. | 133,230 | 4,566,000 | 0.24% | ||
| 36 | BKS ADVISORS, LLC | 128,393 | 4,400,000 | 0.23% | ||
| 37 | Tower Research Capital LLC (TRC) | 117,365 | 4,022,000 | 0.21% | ||
| 38 | AMERICAN INTERNATIONAL GROUP, INC. | 115,104 | 3,944,000 | 0.21% | ||
| 39 | SUNTRUST BANKS INC | 105,992 | 3,632,000 | 0.19% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 89,490 | 3,111,000 | 0.16% | ||
| 41 | CITIGROUP INC | 82,899 | 2,841,000 | 0.15% | ||
| 42 | Hudock, Inc. | 75,032 | 2,571,000 | 0.14% | ||
| 43 | Virtu Financial LLC | 68,397 | 2,344,000 | 0.12% | ||
| 44 | WESPAC Advisors, LLC | 67,299 | 2,306,000 | 0.12% | ||
| 45 | IMA Advisory Services, Inc. | 68,740 | 2,287,000 | 0.12% | SH | |
| 46 | OPPENHEIMER & CO INC | 64,974 | 2,227,000 | 0.12% | ||
| 47 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 64,468 | 2,209,000 | 0.12% | ||
| 48 | HighTower Advisors, LLC | 61,729 | 2,116,000 | 0.11% | ||
| 49 | STEPHENS INC /AR/ | 60,947 | 2,089,000 | 0.11% | ||
| 50 | OLD NATIONAL BANCORP /IN/ | 58,574 | 2,007,000 | 0.11% |
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.