| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windhaven Investment Management, Inc. | 11,189,925 | 409,999,000 | 21.77% | ||
| 2 | MORGAN STANLEY | 4,176,448 | 153,026,000 | 8.12% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,955,983 | 144,948,000 | 7.70% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 3,722,004 | 136,375,000 | 7.24% | ||
| 5 | UBS Group AG | 2,827,414 | 103,597,000 | 5.50% | ||
| 6 | HSBC HOLDINGS PLC | 2,589,550 | 94,881,000 | 5.04% | ||
| 7 | Invesco Ltd. | 2,434,536 | 89,202,000 | 4.74% | ||
| 8 | LPL Financial LLC | 1,726,912 | 64,034,000 | 3.40% | ||
| 9 | GOLDMAN SACHS GROUP INC | 1,027,099 | 37,633,000 | 2.00% | ||
| 10 | ROYAL BANK OF CANADA | 922,172 | 33,788,000 | 1.79% | ||
| 11 | Prospera Financial Services Inc | 766,973 | 28,102,000 | 1.49% | ||
| 12 | AMERIPRISE FINANCIAL INC | 742,090 | 27,165,000 | 1.44% | ||
| 13 | Transamerica Financial Advisors, LLC | 702,017 | 25,722,000 | 1.37% | ||
| 14 | SECURIAN ASSET MANAGEMENT, INC | 678,758 | 24,869,847 | 1.32% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 625,589 | 22,922,000 | 1.22% | ||
| 16 | CREDIT SUISSE AG/ | 624,309 | 22,874,000 | 1.21% | ||
| 17 | NewSquare Capital LLC | 561,039 | 20,556,000 | 1.09% | ||
| 18 | Commonwealth Equity Services, Inc | 549,081 | 20,118,000 | 1.07% | ||
| 19 | NOMURA HOLDINGS INC | 516,475 | 18,835,000 | 1.00% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 418,779 | 15,344,000 | 0.81% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 417,252 | 15,288,000 | 0.81% | ||
| 22 | HighTower Advisors, LLC | 407,098 | 14,916,000 | 0.79% | ||
| 23 | MSI Financial Services Inc | 382,322 | 14,008,000 | 0.74% | ||
| 24 | Evensky & Katz LLC | 377,888 | 13,845,000 | 0.74% | ||
| 25 | New England Private Wealth Advisors LLC | 334,097 | 12,238,000 | 0.65% | ||
| 26 | Kiwi Wealth Investments Limited Partnership | 324,980 | 11,907,000 | 0.63% | ||
| 27 | PNC FINANCIAL SERVICES GROUP, INC. | 301,697 | 11,054,000 | 0.59% | ||
| 28 | ENVESTNET ASSET MANAGEMENT INC | 301,275 | 11,039,000 | 0.59% | ||
| 29 | Private Advisor Group, LLC | 298,096 | 10,922,000 | 0.58% | ||
| 30 | Financial Advisory Group | 295,490 | 10,827,000 | 0.57% | ||
| 31 | MANAGED ACCOUNT ADVISORS LLC | 270,199 | 9,900,000 | 0.53% | ||
| 32 | First Allied Advisory Services, Inc. | 252,406 | 9,284,000 | 0.49% | ||
| 33 | Cetera Advisor Networks LLC | 238,994 | 9,074,000 | 0.48% | ||
| 34 | AMERICAN INTERNATIONAL GROUP, INC. | 235,552 | 8,630,634 | 0.46% | ||
| 35 | STIFEL FINANCIAL CORP | 228,500 | 8,372,000 | 0.44% | ||
| 36 | JPMORGAN CHASE & CO | 213,547 | 7,825,000 | 0.42% | ||
| 37 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 211,533 | 7,751,000 | 0.41% | ||
| 38 | Orion Porfolio Solutions, LLC | 207,842 | 7,615,000 | 0.40% | ||
| 39 | Jacobus Wealth Management, Inc. | 205,695 | 7,537,000 | 0.40% | ||
| 40 | Janney Montgomery Scott LLC | 194,047 | 7,109,887 | 0.38% | ||
| 41 | HARFST & ASSOCIATES, INC. | 192,794 | 7,063,000 | 0.37% | ||
| 42 | BANK OF MONTREAL /CAN/ | 184,636 | 6,765,000 | 0.36% | ||
| 43 | Capital Advisors, Ltd. LLC | 175,108 | 6,416,000 | 0.34% | ||
| 44 | CITIGROUP INC | 172,947 | 6,337,000 | 0.34% | ||
| 45 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 165,819 | 6,084,000 | 0.32% | ||
| 46 | BNP PARIBAS FINANCIAL MARKETS | 153,004 | 5,606,067 | 0.30% | ||
| 47 | WOODMONT INVESTMENT COUNSEL LLC | 144,673 | 5,301,000 | 0.28% | ||
| 48 | Klingman & Associates, LLC | 135,917 | 4,980,000 | 0.26% | ||
| 49 | BAIRD FINANCIAL GROUP, INC. | 130,147 | 4,769,000 | 0.25% | ||
| 50 | Ironsides Asset Advisors, LLC | 129,159 | 4,732,000 | 0.25% |
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.
