| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST TRUST ADVISORS LP | 15,510,210 | 548,441,000 | 45.55% | ||
| 2 | MORGAN STANLEY | 4,007,963 | 141,722,000 | 11.77% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,328,924 | 117,711,000 | 9.78% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,346,361 | 47,607,000 | 3.95% | ||
| 5 | UBS Group AG | 1,050,100 | 37,132,000 | 3.08% | ||
| 6 | MML INVESTORS SERVICES, INC. | 960,446 | 33,961,000 | 2.82% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 848,174 | 29,992,000 | 2.49% | ||
| 8 | Raymond James Financial Services Advisors, Inc. | 751,662 | 26,580,000 | 2.21% | ||
| 9 | NAVELLIER & ASSOCIATES INC | 506,486 | 17,909,000 | 1.49% | ||
| 10 | ROYAL BANK OF CANADA | 446,338 | 15,783,000 | 1.31% | ||
| 11 | NewSquare Capital LLC | 398,887 | 13,406,000 | 1.11% | ||
| 12 | Janney Montgomery Scott LLC | 333,849 | 11,805,000 | 0.98% | ||
| 13 | LPL Financial LLC | 248,112 | 8,773,000 | 0.73% | ||
| 14 | BAIRD FINANCIAL GROUP, INC. | 236,248 | 8,354,000 | 0.69% | ||
| 15 | O'DELL GROUP, LLC | 219,675 | 7,768,000 | 0.65% | ||
| 16 | AMERIPRISE FINANCIAL INC | 217,832 | 7,700,000 | 0.64% | ||
| 17 | SUNTRUST BANKS INC | 217,327 | 7,684,000 | 0.64% | ||
| 18 | STIFEL FINANCIAL CORP | 206,955 | 7,313,000 | 0.61% | ||
| 19 | Astor Investment Management LLC | 201,462 | 7,124,000 | 0.59% | ||
| 20 | HL FINANCIAL SERVICES LLC | 200,927 | 7,105,000 | 0.59% | ||
| 21 | CWM, LLC | 159,283 | 5,632,000 | 0.47% | ||
| 22 | BENJAMIN F. EDWARDS & COMPANY, INC. | 156,268 | 5,526,000 | 0.46% | ||
| 23 | ENVESTNET ASSET MANAGEMENT INC | 155,763 | 5,507,000 | 0.46% | ||
| 24 | Shamrock Asset Management LLC | 154,265 | 5,455,000 | 0.45% | ||
| 25 | Transamerica Financial Advisors, LLC | 122,154 | 4,320,000 | 0.36% | ||
| 26 | SignalPoint Asset Management, LLC | 120,278 | 4,253,000 | 0.35% | ||
| 27 | NewEdge Advisors, LLC | 111,959 | 4,015,978 | 0.33% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 109,505 | 3,858,000 | 0.32% | ||
| 29 | CREDIT SUISSE AG/ | 108,513 | 3,837,000 | 0.32% | ||
| 30 | BB&T SECURITIES, LLC | 87,748 | 3,102,000 | 0.26% | ||
| 31 | EP Wealth Advisors, LLC | 86,575 | 3,061,000 | 0.25% | ||
| 32 | STEPHENS INC /AR/ | 83,829 | 2,964,000 | 0.25% | ||
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 76,719 | 2,713,000 | 0.23% | ||
| 34 | Gateway Advisory, LLC | 72,680 | 2,570,000 | 0.21% | ||
| 35 | Beaumont Financial Partners, LLC | 72,111 | 2,550,000 | 0.21% | ||
| 36 | BAROMETER CAPITAL MANAGEMENT INC. | 67,700 | 2,394,000 | 0.20% | ||
| 37 | GLOBAL FINANCIAL PRIVATE CAPITAL, INC | 61,359 | 2,170,000 | 0.18% | ||
| 38 | D.A. DAVIDSON & CO. | 57,670 | 2,039,000 | 0.17% | ||
| 39 | ATWOOD & PALMER INC | 52,595 | 1,860,000 | 0.15% | ||
| 40 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 52,517 | 1,857,000 | 0.15% | ||
| 41 | GOLDMAN SACHS GROUP INC | 50,467 | 1,785,000 | 0.15% | ||
| 42 | Dorsey Wright & Associates | 49,690 | 1,757,000 | 0.15% | ||
| 43 | SPC Financial, Inc. | 35,954 | 1,271,000 | 0.11% | ||
| 44 | IFC Holdings Incorporated/FL | 35,570 | 1,255,000 | 0.10% | ||
| 45 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 34,333 | 1,214,000 | 0.10% | ||
| 46 | IHT WEALTH MANAGEMENT, LLC | 210 | 1,178,000 | 0.10% | ||
| 47 | JPMORGAN CHASE & CO | 32,872 | 1,162,000 | 0.10% | ||
| 48 | Main Management LLC | 30,000 | 1,061,000 | 0.09% | ||
| 49 | ADVISOR GROUP, INC. | 29,374 | 1,037,000 | 0.09% | ||
| 50 | Atria Investments, Inc | 29,273 | 1,035,000 | 0.09% |
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.
