| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 540,914 | 59,571,000 | 7.18% | ||
| 2 | Orion Porfolio Solutions, LLC | 487,077 | 53,642,000 | 6.47% | ||
| 3 | Janney Capital Management LLC | 475,616 | 52,379,597 | 6.31% | ||
| 4 | BB&T SECURITIES, LLC | 46,138 | 50,811,000 | 6.12% | ||
| 5 | Horizon Investments, LLC | 459,799 | 50,638,000 | 6.10% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 408,744 | 45,015,000 | 5.43% | ||
| 7 | ROYAL BANK OF CANADA | 326,628 | 35,971,000 | 4.34% | ||
| 8 | UBS Group AG | 299,676 | 33,003,000 | 3.98% | ||
| 9 | LPL Financial LLC | 296,229 | 32,724,000 | 3.94% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 283,882 | 31,264,000 | 3.77% | ||
| 11 | KAYS FINANCIAL ADVISORY CORP /ADV | 228,875 | 25,206,000 | 3.04% | ||
| 12 | WELLS FARGO & COMPANY/MN | 196,096 | 21,596,000 | 2.60% | ||
| 13 | FundX Investment Group, LLC | 191,323 | 21,070,000 | 2.54% | ||
| 14 | JPMORGAN CHASE & CO | 182,629 | 20,113,000 | 2.42% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 179,208 | 19,736,000 | 2.38% | ||
| 16 | Morningstar Investment Services LLC | 178,710 | 19,681,000 | 2.37% | ||
| 17 | NORTHEAST INVESTMENT MANAGEMENT | 171,006 | 18,833,000 | 2.27% | ||
| 18 | FRONTIER INVESTMENT MGMT CO | 131,933 | 14,370,000 | 1.73% | ||
| 19 | Bartlett & Co. LLC | 104,486 | 11,507,000 | 1.39% | ||
| 20 | Baker Avenue Asset Management, LP | 101,188 | 11,144,000 | 1.34% | ||
| 21 | Commonwealth Equity Services, Inc | 99,656 | 10,975,000 | 1.32% | ||
| 22 | VICUS CAPITAL | 93,224 | 10,267,000 | 1.24% | ||
| 23 | Freedom Investment Management, Inc. | 85,845 | 9,454,000 | 1.14% | ||
| 24 | Gateway Advisory, LLC | 69,156 | 7,616,000 | 0.92% | ||
| 25 | PINNACLE ASSOCIATES LTD | 67,048 | 7,384,000 | 0.89% | ||
| 26 | Transamerica Financial Advisors, LLC | 63,092 | 6,949,000 | 0.84% | ||
| 27 | VestGen Investment Management | 57,893 | 6,376,000 | 0.77% | ||
| 28 | Peak Asset Management, LLC | 55,761 | 6,141,000 | 0.74% | ||
| 29 | QUANTUM CAPITAL MANAGEMENT | 44,212 | 4,869,000 | 0.59% | ||
| 30 | SCOTIA CAPITAL INC. | 43,587 | 4,801,000 | 0.58% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 38,064 | 4,192,000 | 0.51% | ||
| 32 | HL FINANCIAL SERVICES LLC | 37,928 | 4,177,000 | 0.50% | ||
| 33 | BANK HAPOALIM BM | 35,656 | 3,927,000 | 0.47% | PRN | |
| 34 | US BANCORP \DE\ | 32,693 | 3,600,000 | 0.43% | ||
| 35 | Winfield Associates, Inc. | 31,213 | 3,437,000 | 0.41% | ||
| 36 | PACIFIC FINANCIAL GROUP INC | 30,898 | 3,403,000 | 0.41% | ||
| 37 | AMERICAN INTERNATIONAL GROUP, INC. | 29,835 | 3,285,717 | 0.40% | ||
| 38 | STIFEL FINANCIAL CORP | 29,027 | 3,199,000 | 0.39% | ||
| 39 | MANAGED ACCOUNT ADVISORS LLC | 27,689 | 3,049,000 | 0.37% | ||
| 40 | Janney Montgomery Scott LLC | 27,231 | 2,999,000 | 0.36% | ||
| 41 | Paradigm Financial Advisors, LLC | 26,474 | 2,915,000 | 0.35% | ||
| 42 | Advisors Preferred, LLC | 26,269 | 2,893,005 | 0.35% | ||
| 43 | PATTON ALBERTSON MILLER GROUP, LLC | 26,182 | 2,883,000 | 0.35% | ||
| 44 | Pinnacle Wealth Management Advisory Group, LLC | 25,770 | 2,838,000 | 0.34% | SH | |
| 45 | CREDIT SUISSE AG/ | 23,732 | 2,614,000 | 0.32% | ||
| 46 | Private Advisor Group, LLC | 23,234 | 2,559,000 | 0.31% | ||
| 47 | Somerset Group LLC | 22,921 | 2,524,000 | 0.30% | ||
| 48 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 22,494 | 2,478,000 | 0.30% | ||
| 49 | VSR Financial Services, Inc. | 21,693 | 2,389,000 | 0.29% | ||
| 50 | BANK OF MONTREAL /CAN/ | 20,865 | 2,298,000 | 0.28% |
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.
