| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 450,648 | 40,409,000 | 13.02% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 260,238 | 23,336,000 | 7.52% | ||
| 3 | FormulaFolio Investments, LLC | 245,918 | 22,052,000 | 7.11% | ||
| 4 | BlackRock Finance, Inc. | 207,928 | 18,645,000 | 6.01% | ||
| 5 | WBI INVESTMENTS, LLC | 186,905 | 16,760,000 | 5.40% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 144,367 | 12,945,000 | 4.17% | ||
| 7 | Checchi Capital Advisers, LLC | 137,558 | 12,335,000 | 3.97% | ||
| 8 | FDx Advisors, Inc. | 126,239 | 11,320,000 | 3.65% | ||
| 9 | I.G. INVESTMENT MANAGEMENT, LTD. | 125,979 | 11,297,000 | 3.64% | ||
| 10 | PANAGORA ASSET MANAGEMENT INC | 109,704 | 9,837,000 | 3.17% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 106,588 | 9,558,000 | 3.08% | ||
| 12 | MORGAN STANLEY | 102,237 | 9,168,000 | 2.95% | ||
| 13 | Personal Capital Advisors Corp | 101,833 | 9,131,000 | 2.94% | ||
| 14 | UBS Group AG | 74,950 | 6,721,000 | 2.17% | ||
| 15 | KEYBANK NATIONAL ASSOCIATION/OH | 70,990 | 6,366,000 | 2.05% | ||
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 69,544 | 6,236,000 | 2.01% | PRN | |
| 17 | BlackRock Investment Management, LLC | 67,613 | 6,063,000 | 1.95% | ||
| 18 | ROYAL BANK OF CANADA | 66,844 | 5,994,000 | 1.93% | ||
| 19 | LEUTHOLD GROUP, LLC | 63,979 | 5,737,000 | 1.85% | ||
| 20 | JANE STREET GROUP, LLC | 58,053 | 5,206,000 | 1.68% | ||
| 21 | First Allied Advisory Services, Inc. | 50,515 | 4,525,000 | 1.46% | ||
| 22 | LPL Financial LLC | 48,220 | 4,311,000 | 1.39% | ||
| 23 | QS Investors, LLC | 44,435 | 3,984,000 | 1.28% | ||
| 24 | Compagnie Lombard Odier SCmA | 43,276 | 3,881,000 | 1.25% | ||
| 25 | SYNOVUS FINANCIAL CORP | 40,500 | 3,632,000 | 1.17% | ||
| 26 | Family Firm, Inc. | 40,162 | 3,601,000 | 1.16% | ||
| 27 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 33,287 | 2,985,000 | 0.96% | ||
| 28 | STERLING INVESTMENT ADVISORS LLC /ADV | 30,555 | 2,740,000 | 0.88% | ||
| 29 | Garde Capital, Inc. | 28,768 | 2,580,000 | 0.83% | ||
| 30 | Frontier Wealth Management LLC | 28,286 | 2,536,000 | 0.82% | ||
| 31 | CLEAR INVESTMENT RESEARCH, LLC | 21,750 | 1,950,000 | 0.63% | ||
| 32 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 21,085 | 1,891,000 | 0.61% | ||
| 33 | Commonwealth Equity Services, Inc | 20,866 | 1,871,000 | 0.60% | ||
| 34 | Ameritas Investment Partners, Inc. | 20,807 | 1,865,000 | 0.60% | ||
| 35 | Investors Capital Advisory Services | 20,641 | 1,850,000 | 0.60% | ||
| 36 | ALESCO ADVISORS LLC | 20,290 | 1,819,000 | 0.59% | ||
| 37 | HL FINANCIAL SERVICES LLC | 19,459 | 1,745,000 | 0.56% | ||
| 38 | Virtu KCG Holdings LLC | 10,257 | 920,000 | 0.30% | ||
| 39 | Invesco Ltd. | 10,081 | 904,000 | 0.29% | ||
| 40 | BB&T SECURITIES, LLC | 9,474 | 849,000 | 0.27% | ||
| 41 | Sumitomo Mitsui DS Asset Management Company, Ltd | 9,176 | 822,000 | 0.26% | ||
| 42 | KANALY TRUST CO | 8,240 | 739,000 | 0.24% | ||
| 43 | Cambridge Investment Research Advisors, Inc. | 8,194 | 735,000 | 0.24% | ||
| 44 | CAPSTONE ASSET MANAGEMENT CO | 8,090 | 725,000 | 0.23% | ||
| 45 | BAR HARBOR WEALTH MANAGEMENT | 7,214 | 647,000 | 0.21% | ||
| 46 | VALENTINE VENTURES LLC | 6,997 | 627,000 | 0.20% | ||
| 47 | AXA S.A. | 5,585 | 501,000 | 0.16% | ||
| 48 | Cetera Advisors LLC | 5,435 | 489,000 | 0.16% | ||
| 49 | Stratos Wealth Partners, LTD. | 5,014 | 450,000 | 0.14% | ||
| 50 | COLONY GROUP LLC | 4,650 | 417,000 | 0.13% |
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.
