| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST TRUST ADVISORS LP | 17,492,854 | 575,165,000 | 50.09% | ||
| 2 | MORGAN STANLEY | 3,728,612 | 122,597,000 | 10.68% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,267,469 | 107,434,000 | 9.36% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,341,112 | 44,096,000 | 3.84% | ||
| 5 | UBS Group AG | 978,591 | 32,176,000 | 2.80% | ||
| 6 | Raymond James Financial Services Advisors, Inc. | 864,661 | 28,432,000 | 2.48% | ||
| 7 | MSI Financial Services Inc | 639,666 | 21,032,000 | 1.83% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 631,727 | 20,771,000 | 1.81% | ||
| 9 | ROYAL BANK OF CANADA | 576,692 | 18,962,000 | 1.65% | ||
| 10 | NewSquare Capital LLC | 427,545 | 14,058,000 | 1.22% | ||
| 11 | Janney Montgomery Scott LLC | 319,188 | 10,495,000 | 0.91% | ||
| 12 | AMERIPRISE FINANCIAL INC | 266,804 | 8,759,000 | 0.76% | ||
| 13 | GOLDMAN SACHS GROUP INC | 249,940 | 8,218,000 | 0.72% | ||
| 14 | NAVELLIER & ASSOCIATES INC | 230,038 | 7,564,000 | 0.66% | ||
| 15 | HL FINANCIAL SERVICES LLC | 222,155 | 7,304,000 | 0.64% | ||
| 16 | LPL Financial LLC | 212,969 | 7,066,000 | 0.62% | ||
| 17 | ADVISOR GROUP, INC. | 205,154 | 6,746,000 | 0.59% | ||
| 18 | O'DELL GROUP, LLC | 198,578 | 6,529,000 | 0.57% | ||
| 19 | SignalPoint Asset Management, LLC | 193,733 | 6,370,000 | 0.55% | ||
| 20 | Shamrock Asset Management LLC | 188,284 | 6,191,000 | 0.54% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 183,637 | 6,037,000 | 0.53% | ||
| 22 | Astor Investment Management LLC | 176,333 | 5,798,000 | 0.50% | ||
| 23 | Transamerica Financial Advisors, LLC | 160,770 | 5,287,000 | 0.46% | ||
| 24 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 160,241 | 5,269,000 | 0.46% | ||
| 25 | CWM, LLC | 158,107 | 5,199,000 | 0.45% | ||
| 26 | BAIRD FINANCIAL GROUP, INC. | 134,502 | 4,422,000 | 0.39% | ||
| 27 | Beaumont Financial Partners, LLC | 122,291 | 4,021,000 | 0.35% | ||
| 28 | NewEdge Advisors, LLC | 105,217 | 3,526,000 | 0.31% | ||
| 29 | CITIGROUP INC | 106,807 | 3,512,000 | 0.31% | ||
| 30 | BAROMETER CAPITAL MANAGEMENT INC. | 104,100 | 3,423,000 | 0.30% | ||
| 31 | BENJAMIN F. EDWARDS & COMPANY, INC. | 103,998 | 3,419,000 | 0.30% | ||
| 32 | IFC Holdings Incorporated/FL | 100,126 | 3,300,000 | 0.29% | ||
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 100,043 | 3,289,000 | 0.29% | ||
| 34 | STIFEL FINANCIAL CORP | 94,374 | 3,108,000 | 0.27% | ||
| 35 | STEPHENS INC /AR/ | 79,907 | 2,627,000 | 0.23% | ||
| 36 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 64,653 | 2,126,000 | 0.19% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 63,721 | 2,081,000 | 0.18% | ||
| 38 | CREDIT SUISSE AG/ | 62,094 | 2,042,000 | 0.18% | ||
| 39 | CITADEL ADVISORS LLC | 59,819 | 1,967,000 | 0.17% | ||
| 40 | D.A. DAVIDSON & CO. | 50,304 | 1,653,000 | 0.14% | ||
| 41 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 34,547 | 1,135,000 | 0.10% | ||
| 42 | Main Management LLC | 30,000 | 986,000 | 0.09% | ||
| 43 | Sigma Planning Corp | 27,809 | 914,000 | 0.08% | ||
| 44 | SPC Financial, Inc. | 27,571 | 907,000 | 0.08% | ||
| 45 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 24,195 | 796,000 | 0.07% | ||
| 46 | Atria Investments, Inc | 21,615 | 711,000 | 0.06% | ||
| 47 | Cambridge Investment Research Advisors, Inc. | 21,316 | 701,000 | 0.06% | ||
| 48 | RISK PARADIGM GROUP, LLC | 21,255 | 698,864 | 0.06% | ||
| 49 | Cetera Advisor Networks LLC | 19,083 | 629,000 | 0.05% | ||
| 50 | FOUNDERS FINANCIAL SECURITIES LLC | 18,870 | 620,000 | 0.05% |
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.
