| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 5,771,934 | 768,382,000 | 26.08% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,792,837 | 187,172,000 | 6.35% | ||
| 3 | MORGAN STANLEY | 1,689,265 | 176,359,000 | 5.99% | ||
| 4 | F-Squared Investment Management, LLC | 1,569,552 | 163,861,000 | 5.56% | ||
| 5 | BLACKROCK ADVISORS LLC | 1,549,875 | 161,807,000 | 5.49% | ||
| 6 | BB&T SECURITIES, LLC | 99,541 | 103,921,000 | 3.53% | ||
| 7 | GOLDMAN SACHS GROUP INC | 958,489 | 100,066,000 | 3.40% | ||
| 8 | ASSETMARK, INC | 876,497 | 91,506,000 | 3.11% | ||
| 9 | Pinnacle Advisory Group, Inc. | 856,149 | 89,382,000 | 3.03% | ||
| 10 | Transamerica Financial Advisors, LLC | 844,901 | 88,208,000 | 2.99% | ||
| 11 | WELLS FARGO & COMPANY/MN | 815,203 | 85,106,000 | 2.89% | ||
| 12 | UBS Group AG | 571,204 | 59,634,000 | 2.02% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 483,498 | 50,477,000 | 1.71% | ||
| 14 | Giralda Advisors, LLC | 421,750 | 44,031,000 | 1.49% | ||
| 15 | Placemark Investments, Inc. | 410,709 | 42,878,000 | 1.46% | ||
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 340,868 | 35,587,000 | 1.21% | ||
| 17 | LPL Financial LLC | 338,043 | 35,292,000 | 1.20% | ||
| 18 | Beaumont Financial Partners, LLC | 332,221 | 34,684,000 | 1.18% | ||
| 19 | BlackRock Investment Management, LLC | 292,054 | 30,490,000 | 1.03% | ||
| 20 | PNC FINANCIAL SERVICES GROUP, INC. | 240,539 | 25,113,000 | 0.85% | ||
| 21 | AVIANCE CAPITAL MANAGEMENT, LLC | 229,614 | 23,972,000 | 0.81% | ||
| 22 | CINQUE PARTNERS LLC | 208,108 | 21,726,000 | 0.74% | ||
| 23 | Prospera Financial Services Inc | 202,633 | 21,155,000 | 0.72% | ||
| 24 | ROYAL BANK OF CANADA | 191,175 | 19,959,000 | 0.68% | ||
| 25 | PACIFIC FINANCIAL GROUP INC | 189,007 | 19,732,000 | 0.67% | ||
| 26 | Arrow Investment Advisors, LLC | 179,624 | 18,753,000 | 0.64% | ||
| 27 | HSBC HOLDINGS PLC | 144,667 | 15,112,000 | 0.51% | ||
| 28 | Atria Investments, Inc | 135,731 | 14,170,000 | 0.48% | ||
| 29 | Quantitative Advantage, LLC | 127,051 | 13,264,000 | 0.45% | ||
| 30 | JPMORGAN CHASE & CO | 123,968 | 12,942,000 | 0.44% | ||
| 31 | CITIGROUP INC | 111,553 | 11,647,000 | 0.40% | ||
| 32 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 100,705 | 10,514,000 | 0.36% | ||
| 33 | OPPENHEIMER & CO INC | 97,090 | 10,136,000 | 0.34% | ||
| 34 | Tower Research Capital LLC (TRC) | 95,494 | 9,970,000 | 0.34% | ||
| 35 | Baker Avenue Asset Management, LP | 89,640 | 9,358,000 | 0.32% | ||
| 36 | HOWARD CAPITAL MANAGEMENT | 85,839 | 8,962,000 | 0.30% | ||
| 37 | BENJAMIN F. EDWARDS & COMPANY, INC. | 82,843 | 8,649,000 | 0.29% | ||
| 38 | Advisors Preferred, LLC | 79,662 | 8,316,712 | 0.28% | ||
| 39 | Clark Capital Management Group, Inc. | 78,860 | 8,233,000 | 0.28% | ||
| 40 | Brookstone Capital Management | 78,359 | 8,181,000 | 0.28% | ||
| 41 | AMERICAN INTERNATIONAL GROUP, INC. | 74,005 | 7,726,121 | 0.26% | ||
| 42 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 70,303 | 7,340,000 | 0.25% | ||
| 43 | Stillwater Capital Advisors, LLC | 66,349 | 7,209,000 | 0.24% | ||
| 44 | BlackRock Finance, Inc. | 67,252 | 7,021,000 | 0.24% | ||
| 45 | HT Partners LLC | 65,382 | 6,826,000 | 0.23% | ||
| 46 | Capital Investment Advisors, LLC | 63,578 | 6,638,000 | 0.23% | ||
| 47 | Mawer Investment Management Ltd. | 63,160 | 6,594,000 | 0.22% | ||
| 48 | US FINANCIAL ADVISORS, LLC | 60,751 | 6,342,000 | 0.22% | ||
| 49 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 59,309 | 6,192,000 | 0.21% | ||
| 50 | FUKOKU MUTUAL LIFE INSURANCE CO | 59,000 | 6,160,000 | 0.21% |
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.
