| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windhaven Investment Management, Inc. | 11,679,834 | 443,366,000 | 19.75% | ||
| 2 | MORGAN STANLEY | 4,876,000 | 185,093,000 | 8.24% | ||
| 3 | WELLS FARGO & COMPANY/MN | 4,274,078 | 162,243,000 | 7.23% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 3,938,352 | 149,499,000 | 6.66% | ||
| 5 | UBS Group AG | 3,491,662 | 132,544,000 | 5.90% | ||
| 6 | Stadion Money Management, LLC | 3,065,267 | 116,358,000 | 5.18% | ||
| 7 | HSBC HOLDINGS PLC | 2,914,550 | 110,637,000 | 4.93% | ||
| 8 | LPL Financial LLC | 2,207,884 | 83,811,000 | 3.73% | ||
| 9 | Invesco Ltd. | 1,791,776 | 68,016,000 | 3.03% | ||
| 10 | Kiwi Wealth Investments Limited Partnership | 1,702,767 | 64,637,000 | 2.88% | ||
| 11 | Rampart Investment Management Company, LLC | 1,430,318 | 54,295,000 | 2.42% | ||
| 12 | FundX Investment Group, LLC | 804,992 | 30,557,000 | 1.36% | ||
| 13 | HighTower Advisors, LLC | 789,854 | 29,983,000 | 1.34% | ||
| 14 | GOLDMAN SACHS GROUP INC | 712,634 | 27,052,000 | 1.20% | ||
| 15 | ROYAL BANK OF CANADA | 683,043 | 25,927,000 | 1.15% | ||
| 16 | BB&T SECURITIES, LLC | 56,680 | 21,515,000 | 0.96% | ||
| 17 | AMERIPRISE FINANCIAL INC | 564,827 | 21,434,000 | 0.95% | ||
| 18 | SECURIAN ASSET MANAGEMENT, INC | 528,758 | 20,071,827 | 0.89% | ||
| 19 | Commonwealth Equity Services, Inc | 523,610 | 19,876,000 | 0.89% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 479,745 | 18,211,000 | 0.81% | ||
| 21 | B. Riley Wealth Advisors, Inc. | 87,071 | 14,848,000 | 0.66% | ||
| 22 | Prospera Financial Services Inc | 385,546 | 14,635,000 | 0.65% | ||
| 23 | NOMURA HOLDINGS INC | 363,475 | 13,691,000 | 0.61% | ||
| 24 | Evensky & Katz LLC | 356,020 | 13,514,000 | 0.60% | ||
| 25 | Cambridge Investment Research Advisors, Inc. | 347,914 | 13,207,000 | 0.59% | ||
| 26 | CITIGROUP INC | 333,508 | 12,661,000 | 0.56% | ||
| 27 | NewSquare Capital LLC | 323,311 | 12,273,000 | 0.55% | ||
| 28 | New England Private Wealth Advisors LLC | 322,747 | 12,263,000 | 0.55% | ||
| 29 | PNC FINANCIAL SERVICES GROUP, INC. | 313,999 | 11,920,000 | 0.53% | ||
| 30 | Financial Advisory Group | 309,065 | 11,732,000 | 0.52% | ||
| 31 | CREDIT SUISSE AG/ | 303,483 | 11,520,000 | 0.51% | ||
| 32 | TOMPKINS FINANCIAL CORP | 301,705 | 11,449,000 | 0.51% | ||
| 33 | AHL Partners LLP | 282,942 | 10,740,000 | 0.48% | ||
| 34 | AMERICAN INTERNATIONAL GROUP, INC. | 267,892 | 10,169,172 | 0.45% | ||
| 35 | JPMORGAN CHASE & CO | 266,087 | 10,101,000 | 0.45% | ||
| 36 | STIFEL FINANCIAL CORP | 232,618 | 8,830,000 | 0.39% | ||
| 37 | Friedenthal Financial | 228,394 | 8,670,000 | 0.39% | ||
| 38 | UBS Group AG | 225,800 | 8,571,000 | 0.38% | Put | |
| 39 | Private Advisor Group, LLC | 224,571 | 8,525,000 | 0.38% | ||
| 40 | Janney Montgomery Scott LLC | 222,361 | 8,440,821 | 0.38% | ||
| 41 | Jacobus Wealth Management, Inc. | 209,710 | 7,961,000 | 0.35% | ||
| 42 | Raymond James Financial Services Advisors, Inc. | 207,488 | 7,876,000 | 0.35% | ||
| 43 | FIFTH THIRD BANCORP | 204,191 | 7,751,000 | 0.35% | ||
| 44 | Orion Porfolio Solutions, LLC | 199,529 | 7,574,000 | 0.34% | ||
| 45 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 195,156 | 7,408,000 | 0.33% | ||
| 46 | BNP PARIBAS FINANCIAL MARKETS | 194,670 | 7,389,674 | 0.33% | ||
| 47 | First Allied Asset Management, Inc. | 189,632 | 7,201,000 | 0.32% | ||
| 48 | ENVESTNET ASSET MANAGEMENT INC | 187,883 | 7,132,000 | 0.32% | ||
| 49 | MSI Financial Services Inc | 179,928 | 6,830,000 | 0.30% | ||
| 50 | Robert W. Baird & Co. Inc | 167,720 | 6,367,000 | 0.28% |
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.
