| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST TRUST ADVISORS LP | 26,726,348 | 694,351,000 | 50.71% | ||
| 2 | MORGAN STANLEY | 6,414,437 | 166,646,000 | 12.17% | ||
| 3 | WELLS FARGO & COMPANY/MN | 4,371,968 | 113,584,000 | 8.30% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,993,683 | 51,796,000 | 3.78% | ||
| 5 | UBS Group AG | 1,959,563 | 50,909,000 | 3.72% | ||
| 6 | BANK OF MONTREAL /CAN/ | 1,657,600 | 43,064,000 | 3.15% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 957,718 | 24,881,000 | 1.82% | ||
| 8 | MSI Financial Services Inc | 878,325 | 22,819,000 | 1.67% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 850,500 | 22,096,000 | 1.61% | ||
| 10 | CAVALIER INVESTMENTS, LLC | 759,637 | 19,735,369 | 1.44% | ||
| 11 | Shamrock Asset Management LLC | 652,606 | 16,955,000 | 1.24% | ||
| 12 | LPL Financial LLC | 603,253 | 15,323,000 | 1.12% | ||
| 13 | Janney Montgomery Scott LLC | 448,636 | 11,656,000 | 0.85% | ||
| 14 | STIFEL FINANCIAL CORP | 430,529 | 11,185,000 | 0.82% | ||
| 15 | ROYAL BANK OF CANADA | 401,411 | 10,429,000 | 0.76% | ||
| 16 | Beaumont Financial Partners, LLC | 301,189 | 7,825,000 | 0.57% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 258,447 | 6,714,000 | 0.49% | ||
| 18 | Transamerica Financial Advisors, LLC | 190,462 | 4,949,000 | 0.36% | ||
| 19 | First Horizon Advisors, Inc. | 173,132 | 4,391,000 | 0.32% | ||
| 20 | Astor Investment Management LLC | 162,328 | 4,217,000 | 0.31% | ||
| 21 | LifePlan Financial Group, Inc | 149,025 | 3,872,000 | 0.28% | ||
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 143,065 | 3,717,000 | 0.27% | ||
| 23 | NewSquare Capital LLC | 136,033 | 3,534,000 | 0.26% | ||
| 24 | BB&T SECURITIES, LLC | 114,879 | 2,984,000 | 0.22% | ||
| 25 | AMERIPRISE FINANCIAL INC | 105,232 | 2,733,000 | 0.20% | ||
| 26 | HL FINANCIAL SERVICES LLC | 104,869 | 2,724,000 | 0.20% | ||
| 27 | MILLENNIUM MANAGEMENT LLC | 92,028 | 2,391,000 | 0.17% | ||
| 28 | BAIRD FINANCIAL GROUP, INC. | 89,623 | 2,328,000 | 0.17% | ||
| 29 | AVIANCE CAPITAL MANAGEMENT, LLC | 66,384 | 1,725,000 | 0.13% | ||
| 30 | Private Advisor Group, LLC | 65,732 | 1,708,000 | 0.12% | ||
| 31 | RISK PARADIGM GROUP, LLC | 60,126 | 1,562,073 | 0.11% | ||
| 32 | ATWOOD & PALMER INC | 59,785 | 1,553,000 | 0.11% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 63,455 | 1,547,000 | 0.11% | ||
| 34 | CWM, LLC | 58,064 | 1,509,000 | 0.11% | ||
| 35 | JPMORGAN CHASE & CO | 57,142 | 1,485,000 | 0.11% | ||
| 36 | IFC Holdings Incorporated/FL | 50,953 | 1,331,000 | 0.10% | ||
| 37 | SignalPoint Asset Management, LLC | 49,049 | 1,274,000 | 0.09% | ||
| 38 | Tower Research Capital LLC (TRC) | 47,765 | 1,241,000 | 0.09% | ||
| 39 | BENJAMIN F. EDWARDS & COMPANY, INC. | 47,107 | 1,224,000 | 0.09% | ||
| 40 | Commonwealth Equity Services, Inc | 46,303 | 1,203,000 | 0.09% | ||
| 41 | Atria Investments, Inc | 46,136 | 1,199,000 | 0.09% | ||
| 42 | VSR Financial Services, Inc. | 44,762 | 1,163,000 | 0.08% | ||
| 43 | PNC FINANCIAL SERVICES GROUP, INC. | 39,316 | 1,021,000 | 0.07% | ||
| 44 | NewEdge Advisors, LLC | 37,552 | 974,000 | 0.07% | ||
| 45 | STEPHENS INC /AR/ | 35,829 | 931,000 | 0.07% | ||
| 46 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 35,624 | 925,000 | 0.07% | ||
| 47 | Regal Investment Advisors LLC | 34,271 | 890,000 | 0.07% | ||
| 48 | GIRARD SECURITIES, INC. | 33,930 | 883,000 | 0.06% | ||
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,742 | 877,000 | 0.06% | ||
| 50 | First Heartland Consultants, Inc. | 32,466 | 843,000 | 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.
