| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windhaven Investment Management, Inc. | 11,479,408 | 435,414,000 | 20.87% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,456,930 | 169,051,000 | 8.10% | ||
| 3 | MORGAN STANLEY | 4,423,443 | 167,781,000 | 8.04% | ||
| 4 | WELLS FARGO & COMPANY/MN | 4,157,607 | 157,698,000 | 7.56% | ||
| 5 | UBS Group AG | 3,125,202 | 118,539,000 | 5.68% | ||
| 6 | HSBC HOLDINGS PLC | 2,710,800 | 102,821,000 | 4.93% | ||
| 7 | LPL Financial LLC | 2,346,256 | 88,782,000 | 4.26% | ||
| 8 | Invesco Ltd. | 2,090,584 | 79,296,000 | 3.80% | ||
| 9 | FundX Investment Group, LLC | 1,153,286 | 43,744,000 | 2.10% | ||
| 10 | ROYAL BANK OF CANADA | 836,185 | 31,717,000 | 1.52% | ||
| 11 | Kiwi Wealth Investments Limited Partnership | 829,086 | 31,447,000 | 1.51% | ||
| 12 | AMERIPRISE FINANCIAL INC | 695,591 | 26,372,000 | 1.26% | ||
| 13 | HighTower Advisors, LLC | 668,721 | 25,365,000 | 1.22% | ||
| 14 | Gradient Investments LLC | 638,852 | 24,232,000 | 1.16% | ||
| 15 | BB&T SECURITIES, LLC | 61,168 | 23,201,000 | 1.11% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 605,025 | 22,949,000 | 1.10% | ||
| 17 | NOMURA HOLDINGS INC | 584,275 | 22,011,000 | 1.06% | ||
| 18 | Commonwealth Equity Services, Inc | 548,217 | 20,794,000 | 1.00% | ||
| 19 | SECURIAN ASSET MANAGEMENT, INC | 528,758 | 20,055,895 | 0.96% | ||
| 20 | Prospera Financial Services Inc | 505,609 | 19,178,000 | 0.92% | ||
| 21 | NewSquare Capital LLC | 455,232 | 17,267,000 | 0.83% | ||
| 22 | CREDIT SUISSE AG/ | 413,721 | 15,692,000 | 0.75% | ||
| 23 | MSI Financial Services Inc | 391,751 | 14,859,000 | 0.71% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 375,745 | 14,252,000 | 0.68% | ||
| 25 | Evensky & Katz LLC | 361,395 | 13,708,000 | 0.66% | ||
| 26 | New England Private Wealth Advisors LLC | 350,421 | 13,153,000 | 0.63% | ||
| 27 | PNC FINANCIAL SERVICES GROUP, INC. | 332,067 | 12,596,000 | 0.60% | ||
| 28 | AMERICAN INTERNATIONAL GROUP, INC. | 321,988 | 12,213,005 | 0.59% | ||
| 29 | Transamerica Financial Advisors, LLC | 311,028 | 11,798,000 | 0.57% | ||
| 30 | ENVESTNET ASSET MANAGEMENT INC | 297,497 | 11,284,000 | 0.54% | ||
| 31 | TOMPKINS FINANCIAL CORP | 294,724 | 11,178,000 | 0.54% | ||
| 32 | Financial Advisory Group | 293,842 | 11,145,000 | 0.53% | ||
| 33 | Private Advisor Group, LLC | 283,264 | 10,744,000 | 0.52% | ||
| 34 | GOLDMAN SACHS GROUP INC | 270,816 | 10,272,000 | 0.49% | ||
| 35 | GUGGENHEIM CAPITAL LLC | 260,281 | 9,872,000 | 0.47% | ||
| 36 | Cetera Advisor Networks LLC | 238,994 | 9,072,000 | 0.43% | ||
| 37 | JPMORGAN CHASE & CO | 234,974 | 8,912,000 | 0.43% | ||
| 38 | Janney Montgomery Scott LLC | 231,993 | 8,799,000 | 0.42% | ||
| 39 | STIFEL FINANCIAL CORP | 226,537 | 8,593,000 | 0.41% | ||
| 40 | CITIGROUP INC | 225,784 | 8,563,000 | 0.41% | ||
| 41 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 219,816 | 8,338,000 | 0.40% | ||
| 42 | Raymond James Financial Services Advisors, Inc. | 217,303 | 8,242,000 | 0.40% | ||
| 43 | Friedenthal Financial | 214,157 | 8,123,000 | 0.39% | ||
| 44 | MANAGED ACCOUNT ADVISORS LLC | 213,271 | 8,089,000 | 0.39% | ||
| 45 | Jacobus Wealth Management, Inc. | 203,982 | 7,737,000 | 0.37% | ||
| 46 | Cetera Advisors LLC | 186,826 | 7,101,000 | 0.34% | ||
| 47 | Robert W. Baird & Co. Inc | 176,077 | 6,679,000 | 0.32% | ||
| 48 | Capital Advisors, Ltd. LLC | 172,052 | 6,526,000 | 0.31% | ||
| 49 | First Allied Advisory Services, Inc. | 168,580 | 6,395,000 | 0.31% | ||
| 50 | BNP PARIBAS FINANCIAL MARKETS | 165,810 | 6,289,173 | 0.30% |
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.
