| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 16,793,226 | 1,694,029,000 | 55.53% | ||
| 2 | F-Squared Investment Management, LLC | 2,909,734 | 320,856,000 | 10.52% | ||
| 3 | Transamerica Financial Advisors, LLC | 1,884,878 | 207,846,000 | 6.81% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,175,731 | 129,648,000 | 4.25% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 764,017 | 84,248,000 | 2.76% | ||
| 6 | BlackRock Institutional Trust Company, N.A. | 621,890 | 68,576,000 | 2.25% | ||
| 7 | IndexIQ Advisors LLC | 576,787 | 63,602,000 | 2.09% | ||
| 8 | WELLS FARGO & COMPANY/MN | 469,690 | 51,793,000 | 1.70% | ||
| 9 | MORGAN STANLEY | 450,735 | 49,702,000 | 1.63% | ||
| 10 | Prospera Financial Services Inc | 371,393 | 40,953,000 | 1.34% | ||
| 11 | ROYAL BANK OF CANADA | 350,080 | 38,602,000 | 1.27% | ||
| 12 | Betterment LLC | 263,007 | 29,002,000 | 0.95% | ||
| 13 | UBS Group AG | 209,321 | 23,082,000 | 0.76% | ||
| 14 | Brookstone Capital Management | 168,269 | 18,555,000 | 0.61% | ||
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 145,544 | 16,051,000 | 0.53% | ||
| 16 | Sage Advisory Services, Ltd.Co. | 136,292 | 15,028,000 | 0.49% | ||
| 17 | MANAGED ACCOUNT ADVISORS LLC | 130,668 | 14,409,000 | 0.47% | ||
| 18 | FDx Advisors, Inc. | 99,700 | 10,989,000 | 0.36% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 95,844 | 10,569,000 | 0.35% | ||
| 20 | Atria Investments, Inc | 90,310 | 9,958,000 | 0.33% | ||
| 21 | BANK OF NOVA SCOTIA | 83,150 | 9,172,000 | 0.30% | ||
| 22 | Virtu KCG Holdings LLC | 57,698 | 6,362,000 | 0.21% | ||
| 23 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 57,250 | 6,313,000 | 0.21% | ||
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 56,451 | 6,225,000 | 0.20% | ||
| 25 | BB&T SECURITIES, LLC | 5,557 | 6,127,000 | 0.20% | ||
| 26 | Bank of New York Mellon Corp | 55,098 | 6,076,000 | 0.20% | ||
| 27 | Winslow, Evans & Crocker, Inc. | 54,728 | 6,034,858 | 0.20% | ||
| 28 | D.A. DAVIDSON & CO. | 53,095 | 5,854,000 | 0.19% | ||
| 29 | ETRADE Capital Management LLC | 50,649 | 5,585,000 | 0.18% | ||
| 30 | DRW Securities, LLC | 49,245 | 5,430,000 | 0.18% | ||
| 31 | JANE STREET GROUP, LLC | 45,879 | 5,059,000 | 0.17% | ||
| 32 | CURIAN CAPITAL LLC | 41,195 | 4,543,000 | 0.15% | ||
| 33 | CITIGROUP INC | 40,953 | 4,516,000 | 0.15% | ||
| 34 | OPPENHEIMER & CO INC | 39,993 | 4,410,000 | 0.14% | ||
| 35 | Destination Wealth Management | 38,605 | 4,257,000 | 0.14% | ||
| 36 | Hilltop Holdings Inc. | 38,431 | 4,238,000 | 0.14% | ||
| 37 | FolioMetrix LLC | 37,234 | 4,106,000 | 0.13% | ||
| 38 | LPL Financial LLC | 36,137 | 3,985,000 | 0.13% | ||
| 39 | SCOTIA CAPITAL INC. | 30,766 | 3,396,000 | 0.11% | ||
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28,599 | 3,154,000 | 0.10% | ||
| 41 | AMERICAN ASSET MANAGEMENT INC. | 28,000 | 3,088,000 | 0.10% | ||
| 42 | Stratos Wealth Partners, LTD. | 27,972 | 3,084,000 | 0.10% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 26,797 | 2,955,000 | 0.10% | ||
| 44 | Virtu Financial LLC | 26,245 | 2,894,000 | 0.09% | ||
| 45 | Ifrah Financial Services, Inc. | 20,778 | 2,291,000 | 0.08% | ||
| 46 | Janney Montgomery Scott LLC | 19,533 | 2,154,000 | 0.07% | ||
| 47 | ALESCO ADVISORS LLC | 18,425 | 2,032,000 | 0.07% | ||
| 48 | KEYBANK NATIONAL ASSOCIATION/OH | 16,103 | 1,776,000 | 0.06% | ||
| 49 | SUNTRUST BANKS INC | 15,846 | 1,746,000 | 0.06% | ||
| 50 | Freedom Investment Management, Inc. | 15,686 | 1,730,000 | 0.06% |
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.
