| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | 1,636,979 | 166,186,000 | 9.13% | ||
| 2 | Windhaven Investment Management, Inc. | 1,597,495 | 162,162,000 | 8.91% | ||
| 3 | Charles Schwab Investment Advisory, Inc. | 1,416,106 | 143,749,000 | 7.90% | ||
| 4 | RiverFront Investment Group, LLC | 1,223,712 | 124,218,000 | 6.83% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,135,957 | 115,311,000 | 6.34% | ||
| 6 | BB&T SECURITIES, LLC | 89,774 | 91,129,000 | 5.01% | ||
| 7 | AMERIPRISE FINANCIAL INC | 705,337 | 71,791,000 | 3.95% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 676,902 | 68,712,000 | 3.78% | ||
| 9 | WELLS FARGO & COMPANY/MN | 634,703 | 64,429,000 | 3.54% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 625,134 | 63,457,000 | 3.49% | ||
| 11 | MORGAN STANLEY | 618,415 | 62,775,000 | 3.45% | ||
| 12 | CURIAN CAPITAL LLC | 578,817 | 58,756,000 | 3.23% | ||
| 13 | Sage Advisory Services, Ltd.Co. | 496,937 | 50,439,000 | 2.77% | ||
| 14 | ROYAL BANK OF CANADA | 462,638 | 46,961,000 | 2.58% | ||
| 15 | Commonwealth Equity Services, Inc | 325,262 | 33,017,000 | 1.81% | ||
| 16 | UBS Group AG | 316,402 | 32,118,000 | 1.76% | ||
| 17 | LPL Financial LLC | 241,039 | 24,494,000 | 1.35% | ||
| 18 | ASSETMARK, INC | 207,304 | 21,043,000 | 1.16% | ||
| 19 | Bank of New York Mellon Corp | 197,337 | 20,031,000 | 1.10% | ||
| 20 | BARCLAYS PLC | 195,817 | 19,778,000 | 1.09% | ||
| 21 | Orion Porfolio Solutions, LLC | 191,073 | 19,396,000 | 1.07% | ||
| 22 | FDx Advisors, Inc. | 187,200 | 19,005,000 | 1.04% | ||
| 23 | Braver Wealth Management, LLC | 173,133 | 17,574,736 | 0.97% | ||
| 24 | Capital Advantage, Inc. | 147,583 | 14,981,000 | 0.82% | ||
| 25 | AFAM CAPITAL, INC. | 136,599 | 13,866,000 | 0.76% | ||
| 26 | Financial Management Professionals, Inc. | 134,035 | 13,606,000 | 0.75% | ||
| 27 | SouthState Bank Corp | 131,704 | 13,369,000 | 0.73% | ||
| 28 | Estate Counselors, LLC | 116,305 | 11,806,000 | 0.65% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 108,005 | 10,964,000 | 0.60% | ||
| 30 | CEDAR HILL ASSOCIATES, LLC | 104,085 | 10,566,000 | 0.58% | ||
| 31 | ETRADE Capital Management LLC | 101,767 | 10,330,000 | 0.57% | ||
| 32 | Steinberg Global Asset Management | 92,034 | 9,342,000 | 0.51% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 91,033 | 9,241,000 | 0.51% | ||
| 34 | Buckingham Capital Management, Inc. | 84,108 | 8,538,000 | 0.47% | ||
| 35 | BlackRock Finance, Inc. | 81,811 | 8,305,000 | 0.46% | ||
| 36 | Stadion Money Management, LLC | 81,784 | 8,302,000 | 0.46% | ||
| 37 | CAPE ANN SAVINGS BANK | 74,024 | 7,514,000 | 0.41% | ||
| 38 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67,226 | 6,824,000 | 0.37% | ||
| 39 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 66,956 | 6,806,000 | 0.37% | ||
| 40 | CREDIT SUISSE AG/ | 57,342 | 5,821,000 | 0.32% | ||
| 41 | HUNTINGTON NATIONAL BANK | 54,482 | 5,531,000 | 0.30% | ||
| 42 | STIFEL FINANCIAL CORP | 52,472 | 5,303,000 | 0.29% | ||
| 43 | Live Your Vision, LLC | 46,453 | 4,715,000 | 0.26% | ||
| 44 | CABOT WEALTH MANAGEMENT INC | 45,777 | 4,647,000 | 0.26% | ||
| 45 | Aspen Investment Management Inc | 44,154 | 4,482,000 | 0.25% | ||
| 46 | Valmark Advisers, Inc. | 44,057 | 4,472,000 | 0.25% | ||
| 47 | TD Capital Management LLC | 44,042 | 4,471,000 | 0.25% | ||
| 48 | Transamerica Financial Advisors, LLC | 42,904 | 4,356,000 | 0.24% | ||
| 49 | CIBC Private Wealth Group LLC | 37,576 | 3,814,000 | 0.21% | ||
| 50 | JPMORGAN CHASE & CO | 37,438 | 3,801,000 | 0.21% |
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.
