| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST TRUST ADVISORS LP | 16,433,682 | 564,004,000 | 47.76% | ||
| 2 | MORGAN STANLEY | 4,373,635 | 150,104,000 | 12.71% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,775,415 | 129,572,000 | 10.97% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,391,173 | 47,746,000 | 4.04% | ||
| 5 | UBS Group AG | 1,225,274 | 42,051,000 | 3.56% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 651,055 | 22,345,000 | 1.89% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 535,536 | 18,381,000 | 1.56% | ||
| 8 | ROYAL BANK OF CANADA | 466,639 | 16,015,000 | 1.36% | ||
| 9 | NewSquare Capital LLC | 415,406 | 14,257,000 | 1.21% | ||
| 10 | NAVELLIER & ASSOCIATES INC | 358,066 | 12,289,000 | 1.04% | ||
| 11 | Janney Montgomery Scott LLC | 326,251 | 11,197,000 | 0.95% | ||
| 12 | AMERIPRISE FINANCIAL INC | 288,968 | 9,916,000 | 0.84% | ||
| 13 | LPL Financial LLC | 246,085 | 8,377,000 | 0.71% | ||
| 14 | HL FINANCIAL SERVICES LLC | 242,996 | 8,340,000 | 0.71% | ||
| 15 | STIFEL FINANCIAL CORP | 226,765 | 7,789,000 | 0.66% | ||
| 16 | Astor Investment Management LLC | 219,407 | 7,530,000 | 0.64% | ||
| 17 | O'DELL GROUP, LLC | 212,194 | 7,283,000 | 0.62% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 177,192 | 6,084,000 | 0.52% | ||
| 19 | Shamrock Asset Management LLC | 167,737 | 5,757,000 | 0.49% | ||
| 20 | CWM, LLC | 156,805 | 5,382,000 | 0.46% | ||
| 21 | BENJAMIN F. EDWARDS & COMPANY, INC. | 154,747 | 5,311,000 | 0.45% | ||
| 22 | BAIRD FINANCIAL GROUP, INC. | 153,398 | 5,265,000 | 0.45% | ||
| 23 | IFC Holdings Incorporated/FL | 134,592 | 4,611,000 | 0.39% | ||
| 24 | Transamerica Financial Advisors, LLC | 132,828 | 4,559,000 | 0.39% | ||
| 25 | SignalPoint Asset Management, LLC | 120,388 | 4,132,000 | 0.35% | ||
| 26 | CREDIT SUISSE AG/ | 116,297 | 3,991,000 | 0.34% | ||
| 27 | NewEdge Advisors, LLC | 104,098 | 3,517,000 | 0.30% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 98,335 | 3,335,000 | 0.28% | ||
| 29 | STEPHENS INC /AR/ | 84,054 | 2,885,000 | 0.24% | ||
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 79,148 | 2,716,000 | 0.23% | ||
| 31 | Beaumont Financial Partners, LLC | 77,274 | 2,652,000 | 0.22% | ||
| 32 | BAROMETER CAPITAL MANAGEMENT INC. | 69,500 | 2,385,000 | 0.20% | ||
| 33 | GLOBAL FINANCIAL PRIVATE CAPITAL, INC | 66,815 | 2,293,000 | 0.19% | ||
| 34 | Gateway Advisory, LLC | 64,720 | 2,188,000 | 0.19% | ||
| 35 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 58,730 | 2,016,000 | 0.17% | ||
| 36 | D.A. DAVIDSON & CO. | 54,329 | 1,864,000 | 0.16% | ||
| 37 | BB&T SECURITIES, LLC | 52,857 | 1,814,000 | 0.15% | ||
| 38 | ATWOOD & PALMER INC | 50,095 | 1,719,000 | 0.15% | ||
| 39 | Dorsey Wright & Associates | 50,056 | 1,718,000 | 0.15% | ||
| 40 | GOLDMAN SACHS GROUP INC | 50,000 | 1,716,000 | 0.15% | ||
| 41 | Independent Portfolio Consultants, Inc. | 40,575 | 1,393,000 | 0.12% | ||
| 42 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 34,695 | 1,190,000 | 0.10% | ||
| 43 | First Horizon Advisors, Inc. | 32,813 | 1,134,000 | 0.10% | ||
| 44 | JPMORGAN CHASE & CO | 32,635 | 1,120,000 | 0.09% | ||
| 45 | Atria Investments, Inc | 31,032 | 1,065,000 | 0.09% | ||
| 46 | INDEPENDENT ADVISOR ALLIANCE | 31,165 | 1,055,000 | 0.09% | ||
| 47 | Main Management LLC | 30,000 | 1,030,000 | 0.09% | ||
| 48 | SPC Financial, Inc. | 29,894 | 1,026,000 | 0.09% | ||
| 49 | ADVISOR GROUP, INC. | 28,330 | 973,000 | 0.08% | ||
| 50 | JANE STREET GROUP, LLC | 26,233 | 900,000 | 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.
