| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windhaven Investment Management, Inc. | 9,237,635 | 989,628,000 | 30.01% | ||
| 2 | Allianz Asset Management GmbH | 1,857,979 | 198,562,000 | 6.02% | ||
| 3 | RiverFront Investment Group, LLC | 1,832,224 | 195,809,000 | 5.94% | ||
| 4 | CURIAN CAPITAL LLC | 1,432,071 | 153,045,000 | 4.64% | ||
| 5 | Charles Schwab Investment Advisory, Inc. | 1,208,446 | 129,147,000 | 3.92% | ||
| 6 | MORGAN STANLEY | 970,147 | 103,679,000 | 3.14% | ||
| 7 | ASSETMARK, INC | 936,564 | 100,091,000 | 3.03% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 913,260 | 97,599,000 | 2.96% | ||
| 9 | BB&T SECURITIES, LLC | 90,614 | 96,839,000 | 2.94% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 871,506 | 93,138,000 | 2.82% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 830,214 | 88,725,000 | 2.69% | ||
| 12 | AMERIPRISE FINANCIAL INC | 765,251 | 80,731,000 | 2.45% | ||
| 13 | F-Squared Investment Management, LLC | 594,871 | 63,574,000 | 1.93% | ||
| 14 | ROYAL BANK OF CANADA | 545,781 | 58,328,000 | 1.77% | ||
| 15 | UBS AG | 508,620 | 54,356,000 | 1.65% | ||
| 16 | Sage Advisory Services, Ltd.Co. | 500,585 | 53,488,000 | 1.62% | ||
| 17 | WELLS FARGO & COMPANY/MN | 451,461 | 48,247,000 | 1.46% | ||
| 18 | CITIGROUP INC | 428,656 | 45,811,000 | 1.39% | ||
| 19 | LPL Financial LLC | 368,729 | 39,406,000 | 1.19% | ||
| 20 | Weatherstone Capital Management | 364,424 | 38,946,000 | 1.18% | ||
| 21 | Robert W. Baird & Co. Inc | 348,574 | 37,252,000 | 1.13% | ||
| 22 | Bank of New York Mellon Corp | 344,774 | 36,846,000 | 1.12% | ||
| 23 | Orion Porfolio Solutions, LLC | 306,938 | 32,802,000 | 0.99% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 304,002 | 32,489,000 | 0.99% | ||
| 25 | Commonwealth Equity Services, Inc | 277,548 | 29,662,000 | 0.90% | ||
| 26 | JPMORGAN CHASE & CO | 212,497 | 22,709,000 | 0.69% | ||
| 27 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 168,266 | 17,983,000 | 0.55% | ||
| 28 | FDx Advisors, Inc. | 162,483 | 17,365,000 | 0.53% | ||
| 29 | AFAM CAPITAL, INC. | 151,920 | 16,236,000 | 0.49% | ||
| 30 | MassMutual Private Wealth & Trust, FSB | 147,285 | 15,740,348 | 0.48% | ||
| 31 | Mirae Asset Global Investments Co., Ltd. | 140,250 | 14,989,000 | 0.45% | ||
| 32 | Capital Advantage, Inc. | 138,188 | 14,768,000 | 0.45% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 133,398 | 14,258,000 | 0.43% | ||
| 34 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 104,816 | 11,202,000 | 0.34% | ||
| 35 | Estate Counselors, LLC | 99,055 | 10,586,000 | 0.32% | ||
| 36 | Parasol Investment Management, LLC | 91,472 | 9,776,000 | 0.30% | ||
| 37 | CEDAR HILL ASSOCIATES, LLC | 90,590 | 9,681,000 | 0.29% | ||
| 38 | Placemark Investments, Inc. | 90,578 | 9,680,000 | 0.29% | ||
| 39 | ETRADE Capital Management LLC | 85,624 | 9,151,000 | 0.28% | ||
| 40 | BlackRock Finance, Inc. | 81,811 | 8,743,000 | 0.27% | ||
| 41 | 3D ASSET MANAGEMENT, INC | 77,196 | 8,250,000 | 0.25% | ||
| 42 | Live Your Vision, LLC | 75,964 | 8,118,000 | 0.25% | ||
| 43 | HUNTINGTON NATIONAL BANK | 71,531 | 7,644,000 | 0.23% | PRN | |
| 44 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 68,758 | 7,348,000 | 0.22% | ||
| 45 | CAPE ANN SAVINGS BANK | 65,618 | 7,012,000 | 0.21% | ||
| 46 | LEUTHOLD GROUP, LLC | 64,449 | 6,888,000 | 0.21% | ||
| 47 | CREDIT SUISSE AG/ | 58,518 | 6,254,000 | 0.19% | ||
| 48 | SUNTRUST BANKS INC | 56,105 | 5,995,000 | 0.18% | ||
| 49 | Quantitative Advantage, LLC | 49,300 | 5,269,000 | 0.16% | ||
| 50 | Curbstone Financial Management Corp | 46,092 | 4,926,000 | 0.15% |
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.
