| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | 1,565,179 | 143,402,000 | 12.87% | ||
| 2 | Charles Schwab Investment Advisory, Inc. | 1,561,552 | 143,069,000 | 12.84% | ||
| 3 | Windhaven Investment Management, Inc. | 1,277,189 | 117,016,000 | 10.50% | ||
| 4 | WELLS FARGO & COMPANY/MN | 862,380 | 79,011,000 | 7.09% | ||
| 5 | RiverFront Investment Group, LLC | 666,471 | 61,062,000 | 5.48% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 587,493 | 53,826,000 | 4.83% | ||
| 7 | AMERIPRISE FINANCIAL INC | 470,891 | 43,121,000 | 3.87% | ||
| 8 | MORGAN STANLEY | 449,052 | 41,142,000 | 3.69% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 388,022 | 35,551,000 | 3.19% | ||
| 10 | Commonwealth Equity Services, Inc | 303,867 | 27,840,000 | 2.50% | ||
| 11 | FLOW TRADERS U.S. LLC | 290,608 | 26,626,000 | 2.39% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 277,565 | 25,430,000 | 2.28% | ||
| 13 | LPL Financial LLC | 266,460 | 24,368,000 | 2.19% | ||
| 14 | ROYAL BANK OF CANADA | 243,476 | 22,307,000 | 2.00% | ||
| 15 | Orion Porfolio Solutions, LLC | 175,417 | 16,072,000 | 1.44% | ||
| 16 | ASSETMARK, INC | 163,248 | 14,957,000 | 1.34% | ||
| 17 | UBS Group AG | 157,843 | 14,462,000 | 1.30% | ||
| 18 | Goelzer Investment Management, Inc. | 135,323 | 12,398,000 | 1.11% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 132,629 | 12,151,000 | 1.09% | ||
| 20 | GOLDMAN SACHS GROUP INC | 129,060 | 11,824,000 | 1.06% | ||
| 21 | Buckingham Capital Management, Inc. | 128,838 | 11,804,000 | 1.06% | ||
| 22 | CEDAR HILL ASSOCIATES, LLC | 123,785 | 11,341,000 | 1.02% | ||
| 23 | AFAM CAPITAL, INC. | 91,038 | 8,341,000 | 0.75% | ||
| 24 | CAPE ANN SAVINGS BANK | 83,855 | 7,683,000 | 0.69% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 75,663 | 6,932,000 | 0.62% | ||
| 26 | Valmark Advisers, Inc. | 67,553 | 6,189,000 | 0.56% | ||
| 27 | RAND WEALTH, LLC | 52,681 | 4,827,000 | 0.43% | ||
| 28 | CITIGROUP INC | 50,672 | 4,643,000 | 0.42% | ||
| 29 | BB&T SECURITIES, LLC | 49,612 | 4,545,000 | 0.41% | ||
| 30 | Live Your Vision, LLC | 48,077 | 4,405,000 | 0.40% | ||
| 31 | Bluefin Trading, LLC | 45,027 | 4,125,000 | 0.37% | ||
| 32 | Burt Wealth Advisors | 43,979 | 4,029,000 | 0.36% | ||
| 33 | CARDAN CAPITAL PARTNERS, LLC | 41,069 | 3,763,000 | 0.34% | ||
| 34 | AVIANCE CAPITAL MANAGEMENT, LLC | 39,195 | 3,591,000 | 0.32% | ||
| 35 | Aspen Investment Management Inc | 38,910 | 3,565,000 | 0.32% | ||
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38,360 | 3,514,000 | 0.32% | ||
| 37 | CURIAN CAPITAL LLC | 36,898 | 3,381,000 | 0.30% | ||
| 38 | HUNTINGTON NATIONAL BANK | 34,001 | 3,115,000 | 0.28% | PRN | |
| 39 | CIBC Private Wealth Group LLC | 32,655 | 2,992,000 | 0.27% | ||
| 40 | BRR OpCo, LLC | 32,045 | 2,936,000 | 0.26% | ||
| 41 | STIFEL FINANCIAL CORP | 23,461 | 2,792,000 | 0.25% | ||
| 42 | Efficient Market Advisors, LLC | 30,411 | 2,786,000 | 0.25% | ||
| 43 | HBK Sorce Advisory LLC | 29,054 | 2,662,000 | 0.24% | ||
| 44 | CREDIT SUISSE AG/ | 28,736 | 2,633,000 | 0.24% | ||
| 45 | Hillsdale Investment Management Inc. | 27,100 | 2,483,000 | 0.22% | ||
| 46 | BAIRD FINANCIAL GROUP, INC. | 25,106 | 2,300,000 | 0.21% | ||
| 47 | MILLENNIUM MANAGEMENT LLC | 22,831 | 2,092,000 | 0.19% | ||
| 48 | Creative Planning | 22,595 | 2,070,000 | 0.19% | ||
| 49 | Cambridge Investment Research Advisors, Inc. | 22,365 | 2,049,000 | 0.18% | ||
| 50 | IRON Financial LLC | 22,069 | 2,031,000 | 0.18% |
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.
