| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CURIAN CAPITAL LLC | 1,740,286 | 176,030,000 | 9.99% | ||
| 2 | MORGAN STANLEY | 1,623,421 | 164,210,000 | 9.32% | ||
| 3 | Windhaven Investment Management, Inc. | 1,285,599 | 130,038,000 | 7.38% | ||
| 4 | F-Squared Investment Management, LLC | 1,191,367 | 120,507,000 | 6.84% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,111,442 | 112,423,000 | 6.38% | ||
| 6 | WELLS FARGO & COMPANY/MN | 845,881 | 85,561,000 | 4.86% | ||
| 7 | UBS Group AG | 819,669 | 82,910,000 | 4.71% | ||
| 8 | Orion Porfolio Solutions, LLC | 679,180 | 68,699,000 | 3.90% | ||
| 9 | TD Capital Management LLC | 584,156 | 59,087,000 | 3.35% | ||
| 10 | FIDUCIARY TRUST CO | 493,894 | 49,957,000 | 2.84% | ||
| 11 | Brookstone Capital Management | 478,989 | 48,450,000 | 2.75% | ||
| 12 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 332,259 | 33,608,000 | 1.91% | ||
| 13 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 327,500 | 33,127,000 | 1.88% | ||
| 14 | ROYAL BANK OF CANADA | 319,611 | 32,329,000 | 1.84% | ||
| 15 | Cornerstone Advisors, Inc. | 295,406 | 29,880,000 | 1.70% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 282,067 | 28,531,000 | 1.62% | ||
| 17 | GOLDMAN SACHS GROUP INC | 240,876 | 24,365,000 | 1.38% | ||
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 229,620 | 23,226,000 | 1.32% | ||
| 19 | LPL Financial LLC | 214,503 | 21,699,000 | 1.23% | ||
| 20 | Transamerica Financial Advisors, LLC | 203,441 | 20,578,000 | 1.17% | ||
| 21 | Steinberg Global Asset Management | 163,139 | 16,501,000 | 0.94% | ||
| 22 | Chevy Chase Trust Holdings, LLC | 153,801 | 15,557,000 | 0.88% | ||
| 23 | JOHNSON INVESTMENT COUNSEL INC | 142,802 | 14,444,000 | 0.82% | ||
| 24 | Allianz Asset Management GmbH | 142,603 | 14,424,000 | 0.82% | ||
| 25 | Shamrock Asset Management LLC | 140,918 | 14,254,000 | 0.81% | ||
| 26 | Main Management LLC | 140,688 | 14,231,000 | 0.81% | ||
| 27 | HOWLAND CAPITAL MANAGEMENT LLC | 139,287 | 14,089,000 | 0.80% | ||
| 28 | Atria Investments, Inc | 123,508 | 12,493,000 | 0.71% | ||
| 29 | SEI INVESTMENTS CO | 120,956 | 12,235,000 | 0.69% | ||
| 30 | Smithfield Trust Co | 111,969 | 11,326,000 | 0.64% | ||
| 31 | Richard Bernstein Advisors LLC | 108,947 | 11,020,000 | 0.63% | ||
| 32 | Stratos Wealth Partners, LTD. | 103,162 | 10,435,000 | 0.59% | ||
| 33 | Salient Capital Advisors, LLC | 84,934 | 8,591,000 | 0.49% | ||
| 34 | Creative Planning | 79,204 | 8,011,000 | 0.45% | ||
| 35 | Lowe Wealth Advisors, LLC | 72,549 | 7,338,000 | 0.42% | ||
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 72,355 | 7,319,000 | 0.42% | ||
| 37 | Parasol Investment Management, LLC | 70,605 | 7,142,000 | 0.41% | ||
| 38 | WHITTIER TRUST CO | 67,363 | 6,813,000 | 0.39% | ||
| 39 | Composition Wealth, LLC | 64,281 | 6,502,000 | 0.37% | ||
| 40 | Weatherstone Capital Management | 63,960 | 6,470,000 | 0.37% | ||
| 41 | ALPS ADVISORS INC | 61,984 | 6,270,000 | 0.36% | ||
| 42 | Quantitative Advantage, LLC | 57,212 | 5,787,000 | 0.33% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 56,389 | 5,704,000 | 0.32% | ||
| 44 | PARSONS CAPITAL MANAGEMENT INC/RI | 55,553 | 5,619,000 | 0.32% | ||
| 45 | EVERMAY WEALTH MANAGEMENT LLC | 54,895 | 5,553,000 | 0.32% | ||
| 46 | STALEY CAPITAL ADVISERS INC | 53,040 | 5,365,000 | 0.30% | ||
| 47 | TRUSTMARK BANK TRUST DEPARTMENT | 51,990 | 5,259,000 | 0.30% | ||
| 48 | FIRST TRUST ADVISORS LP | 51,389 | 5,198,000 | 0.30% | ||
| 49 | AMERICAN INTERNATIONAL GROUP, INC. | 50,933 | 5,151,874 | 0.29% | ||
| 50 | STIFEL FINANCIAL CORP | 50,100 | 5,061,000 | 0.29% |
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.
