| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windhaven Investment Management, Inc. | 10,296,081 | 370,247,000 | 19.34% | ||
| 2 | MORGAN STANLEY | 4,111,949 | 147,866,000 | 7.72% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 4,088,920 | 147,038,000 | 7.68% | ||
| 4 | WELLS FARGO & COMPANY/MN | 3,572,388 | 128,463,000 | 6.71% | ||
| 5 | UBS Group AG | 2,569,299 | 92,392,000 | 4.83% | ||
| 6 | Invesco Ltd. | 2,395,443 | 86,140,000 | 4.50% | ||
| 7 | HSBC HOLDINGS PLC | 1,948,324 | 70,062,000 | 3.66% | ||
| 8 | LPL Financial LLC | 1,677,442 | 61,931,000 | 3.24% | ||
| 9 | Rampart Investment Management Company, LLC | 1,528,121 | 54,951,000 | 2.87% | ||
| 10 | Gradient Investments LLC | 1,467,421 | 52,768,000 | 2.76% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 1,088,397 | 39,139,000 | 2.04% | ||
| 12 | Transamerica Financial Advisors, LLC | 1,076,264 | 38,703,000 | 2.02% | ||
| 13 | GOLDMAN SACHS GROUP INC | 992,514 | 35,691,000 | 1.86% | ||
| 14 | ROYAL BANK OF CANADA | 853,383 | 30,687,000 | 1.60% | ||
| 15 | AMERIPRISE FINANCIAL INC | 798,357 | 28,733,000 | 1.50% | ||
| 16 | Prospera Financial Services Inc | 781,064 | 28,087,000 | 1.47% | ||
| 17 | NewSquare Capital LLC | 670,648 | 24,117,000 | 1.26% | ||
| 18 | Orion Porfolio Solutions, LLC | 670,141 | 24,098,000 | 1.26% | ||
| 19 | Commonwealth Equity Services, Inc | 539,788 | 19,411,000 | 1.01% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 474,850 | 17,076,000 | 0.89% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 450,969 | 16,217,000 | 0.85% | ||
| 22 | NOMURA HOLDINGS INC | 449,900 | 16,120,000 | 0.84% | ||
| 23 | Atria Investments, Inc | 576 | 16,004,000 | 0.84% | ||
| 24 | Evensky & Katz LLC | 388,189 | 13,959,000 | 0.73% | ||
| 25 | MSI Financial Services Inc | 386,803 | 13,909,000 | 0.73% | ||
| 26 | HighTower Advisors, LLC | 384,977 | 13,838,000 | 0.72% | ||
| 27 | Private Advisor Group, LLC | 327,694 | 11,784,000 | 0.62% | ||
| 28 | New England Private Wealth Advisors LLC | 322,018 | 11,581,000 | 0.60% | ||
| 29 | ENVESTNET ASSET MANAGEMENT INC | 318,621 | 11,458,000 | 0.60% | ||
| 30 | Kiwi Wealth Investments Limited Partnership | 297,829 | 10,710,000 | 0.56% | ||
| 31 | Financial Advisory Group | 295,273 | 10,612,000 | 0.55% | ||
| 32 | PNC FINANCIAL SERVICES GROUP, INC. | 262,712 | 9,447,000 | 0.49% | ||
| 33 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 242,256 | 9,073,000 | 0.47% | ||
| 34 | STIFEL FINANCIAL CORP | 250,963 | 9,025,000 | 0.47% | ||
| 35 | First Allied Advisory Services, Inc. | 226,502 | 8,161,000 | 0.43% | ||
| 36 | Jacobus Wealth Management, Inc. | 205,695 | 7,397,000 | 0.39% | ||
| 37 | HARFST & ASSOCIATES, INC. | 201,277 | 7,238,000 | 0.38% | ||
| 38 | JPMORGAN CHASE & CO | 201,019 | 7,228,000 | 0.38% | ||
| 39 | Janney Montgomery Scott LLC | 198,929 | 7,153,000 | 0.37% | ||
| 40 | CREDIT SUISSE AG/ | 191,168 | 6,874,000 | 0.36% | ||
| 41 | FundX Investment Group, LLC | 188,673 | 6,785,000 | 0.35% | ||
| 42 | Cetera Advisor Networks LLC | 188,195 | 6,770,000 | 0.35% | ||
| 43 | SECURIAN ASSET MANAGEMENT, INC | 187,041 | 6,726,000 | 0.35% | ||
| 44 | 3D ASSET MANAGEMENT, INC | 180,668 | 6,497,000 | 0.34% | ||
| 45 | Capital Advisors, Ltd. LLC | 179,135 | 6,442,000 | 0.34% | ||
| 46 | CITIGROUP INC | 171,831 | 6,179,000 | 0.32% | ||
| 47 | AMERICAN INTERNATIONAL GROUP, INC. | 170,777 | 6,140,000 | 0.32% | ||
| 48 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 165,006 | 5,936,000 | 0.31% | ||
| 49 | BAIRD FINANCIAL GROUP, INC. | 160,166 | 5,760,000 | 0.30% | ||
| 50 | WOODMONT INVESTMENT COUNSEL LLC | 144,462 | 5,195,000 | 0.27% |
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.
