| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windhaven Investment Management, Inc. | 3,008,733 | 303,371,000 | 17.25% | ||
| 2 | Allianz Asset Management GmbH | 1,628,979 | 164,250,000 | 9.34% | ||
| 3 | Charles Schwab Investment Advisory, Inc. | 1,363,314 | 137,463,000 | 7.82% | ||
| 4 | RiverFront Investment Group, LLC | 1,248,279 | 125,864,000 | 7.16% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 871,537 | 87,876,000 | 5.00% | ||
| 6 | AMERIPRISE FINANCIAL INC | 863,567 | 87,054,000 | 4.95% | ||
| 7 | BB&T SECURITIES, LLC | 71,732 | 72,327,000 | 4.11% | ||
| 8 | WELLS FARGO & COMPANY/MN | 693,619 | 69,937,000 | 3.98% | ||
| 9 | MORGAN STANLEY | 640,469 | 64,578,000 | 3.67% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 580,836 | 58,565,000 | 3.33% | ||
| 11 | CURIAN CAPITAL LLC | 541,347 | 54,584,000 | 3.10% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 446,007 | 44,971,000 | 2.56% | ||
| 13 | UBS Group AG | 309,820 | 31,240,000 | 1.78% | ||
| 14 | Commonwealth Equity Services, Inc | 308,718 | 31,128,000 | 1.77% | ||
| 15 | LPL Financial LLC | 287,033 | 28,942,000 | 1.65% | ||
| 16 | ROYAL BANK OF CANADA | 257,034 | 25,917,000 | 1.47% | ||
| 17 | BARCLAYS PLC | 244,173 | 24,417,000 | 1.39% | ||
| 18 | ASSETMARK, INC | 187,277 | 18,883,000 | 1.07% | ||
| 19 | Orion Porfolio Solutions, LLC | 185,917 | 18,746,000 | 1.07% | ||
| 20 | Braver Wealth Management, LLC | 178,786 | 18,027,000 | 1.03% | ||
| 21 | AFAM CAPITAL, INC. | 170,876 | 17,229,000 | 0.98% | ||
| 22 | Capital Advantage, Inc. | 145,088 | 14,629,000 | 0.83% | ||
| 23 | Financial Management Professionals, Inc. | 130,178 | 13,126,000 | 0.75% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 110,787 | 11,171,000 | 0.64% | ||
| 25 | TD Capital Management LLC | 103,853 | 10,471,000 | 0.60% | ||
| 26 | CEDAR HILL ASSOCIATES, LLC | 102,635 | 10,349,000 | 0.59% | ||
| 27 | Bank of New York Mellon Corp | 92,492 | 9,326,000 | 0.53% | ||
| 28 | Steinberg Global Asset Management | 83,926 | 8,462,000 | 0.48% | ||
| 29 | BlackRock Finance, Inc. | 81,811 | 8,249,000 | 0.47% | ||
| 30 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 70,912 | 7,150,000 | 0.41% | ||
| 31 | CREDIT SUISSE AG/ | 70,164 | 7,074,000 | 0.40% | ||
| 32 | CAPE ANN SAVINGS BANK | 68,709 | 6,928,000 | 0.39% | ||
| 33 | SouthState Bank Corp | 64,758 | 6,530,000 | 0.37% | ||
| 34 | LEUTHOLD GROUP, LLC | 62,355 | 6,287,000 | 0.36% | ||
| 35 | HUNTINGTON NATIONAL BANK | 55,820 | 5,628,000 | 0.32% | PRN | |
| 36 | JANE STREET GROUP, LLC | 53,796 | 5,424,000 | 0.31% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 49,293 | 4,970,000 | 0.28% | ||
| 38 | STIFEL FINANCIAL CORP | 48,837 | 4,909,000 | 0.28% | ||
| 39 | Live Your Vision, LLC | 46,130 | 4,662,000 | 0.27% | ||
| 40 | Transamerica Financial Advisors, LLC | 46,135 | 4,652,000 | 0.26% | ||
| 41 | Aspen Investment Management Inc | 43,604 | 4,397,000 | 0.25% | ||
| 42 | Placemark Investments, Inc. | 43,082 | 4,347,000 | 0.25% | ||
| 43 | HBK Sorce Advisory LLC | 42,242 | 4,259,000 | 0.24% | ||
| 44 | Robert W. Baird & Co. Inc | 41,300 | 4,165,000 | 0.24% | ||
| 45 | VestGen Investment Management | 39,909 | 4,024,000 | 0.23% | ||
| 46 | Weatherstone Capital Management | 39,700 | 4,003,000 | 0.23% | ||
| 47 | Valmark Advisers, Inc. | 38,335 | 3,865,000 | 0.22% | ||
| 48 | PALLADIEM, LLC | 33,173 | 3,345,000 | 0.19% | ||
| 49 | CIBC Private Wealth Group LLC | 32,009 | 3,228,000 | 0.18% | ||
| 50 | Verition Fund Management LLC | 29,961 | 3,021,000 | 0.17% |
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.
