| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,715,590 | 415,633,000 | 11.35% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 8,969,902 | 383,733,000 | 10.48% | ||
| 3 | Windhaven Investment Management, Inc. | 7,363,484 | 315,010,000 | 8.61% | ||
| 4 | UBS Group AG | 5,350,919 | 228,912,000 | 6.25% | ||
| 5 | WELLS FARGO & COMPANY/MN | 4,909,811 | 210,041,000 | 5.74% | ||
| 6 | Invesco Ltd. | 4,390,583 | 187,830,000 | 5.13% | ||
| 7 | HSBC HOLDINGS PLC | 3,989,924 | 170,689,000 | 4.66% | ||
| 8 | Gradient Investments LLC | 3,460,319 | 148,032,000 | 4.04% | ||
| 9 | AMERIPRISE FINANCIAL INC | 2,304,259 | 98,573,000 | 2.69% | ||
| 10 | LPL Financial LLC | 2,251,562 | 96,795,000 | 2.64% | ||
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 1,972,591 | 84,386,000 | 2.31% | ||
| 12 | Gateway Advisory, LLC | 1,439,164 | 62,158,000 | 1.70% | ||
| 13 | ROYAL BANK OF CANADA | 1,446,982 | 61,903,000 | 1.69% | ||
| 14 | Rampart Investment Management Company, LLC | 1,317,252 | 56,352,000 | 1.54% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 1,289,066 | 55,146,000 | 1.51% | ||
| 16 | GOLDMAN SACHS GROUP INC | 1,232,314 | 52,718,000 | 1.44% | ||
| 17 | FundX Investment Group, LLC | 1,118,185 | 47,836,000 | 1.31% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 1,068,629 | 45,717,000 | 1.25% | ||
| 19 | MSI Financial Services Inc | 945,109 | 40,432,000 | 1.10% | ||
| 20 | STRID GROUP, LLC | 694,610 | 29,892,000 | 0.82% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 624,851 | 26,726,000 | 0.73% | ||
| 22 | LIDO ADVISORS, LLC | 619,535 | 26,504,000 | 0.72% | ||
| 23 | Arrow Investment Advisors, LLC | 601,063 | 25,719,000 | 0.70% | ||
| 24 | Commonwealth Equity Services, Inc | 574,792 | 24,590,000 | 0.67% | ||
| 25 | Evensky & Katz LLC | 499,142 | 21,353,000 | 0.58% | ||
| 26 | Private Advisor Group, LLC | 496,558 | 21,346,000 | 0.58% | ||
| 27 | RETIREMENT DESIGN & MANAGEMENT INC /ADV | 489,965 | 20,961,000 | 0.57% | ||
| 28 | CREDIT SUISSE AG/ | 475,750 | 20,353,000 | 0.56% | ||
| 29 | Orion Porfolio Solutions, LLC | 440,015 | 18,824,000 | 0.51% | ||
| 30 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 434,934 | 18,607,000 | 0.51% | ||
| 31 | Stadion Money Management, LLC | 426,018 | 18,225,000 | 0.50% | ||
| 32 | STIFEL FINANCIAL CORP | 407,035 | 17,414,000 | 0.48% | ||
| 33 | OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 370,000 | 15,829,000 | 0.43% | ||
| 34 | JPMORGAN CHASE & CO | 360,266 | 15,416,000 | 0.42% | ||
| 35 | HighTower Advisors, LLC | 356,666 | 15,248,000 | 0.42% | ||
| 36 | New England Private Wealth Advisors LLC | 345,440 | 14,772,000 | 0.40% | ||
| 37 | NOMURA HOLDINGS INC | 325,000 | 13,858,000 | 0.38% | ||
| 38 | NATIONAL PLANNING CORP | 313,578 | 13,393,000 | 0.37% | ||
| 39 | Berkshire Money Management, Inc. | 284,022 | 12,150,000 | 0.33% | ||
| 40 | VECTOR WEALTH MANAGEMENT, LLC | 280,626 | 12,005,000 | 0.33% | ||
| 41 | Financial Advisory Group | 276,162 | 11,814,000 | 0.32% | ||
| 42 | Prospera Financial Services Inc | 271,393 | 11,610,000 | 0.32% | ||
| 43 | ENVESTNET ASSET MANAGEMENT INC | 259,530 | 11,103,000 | 0.30% | ||
| 44 | Janney Montgomery Scott LLC | 284,479 | 10,972,000 | 0.30% | ||
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 254,019 | 10,867,000 | 0.30% | ||
| 46 | ADVISOR GROUP, INC. | 253,494 | 10,842,000 | 0.30% | ||
| 47 | 3D ASSET MANAGEMENT, INC | 249,148 | 10,659,000 | 0.29% | ||
| 48 | Cetera Advisor Networks LLC | 247,647 | 10,599,000 | 0.29% | ||
| 49 | First Allied Advisory Services, Inc. | 243,788 | 10,413,000 | 0.28% | ||
| 50 | BAIRD FINANCIAL GROUP, INC. | 241,381 | 10,347,000 | 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.
