| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 206,854 | 5,386,000 | 22.86% | ||
| 2 | RAYMOND JAMES & ASSOCIATES | 182,723 | 4,758,000 | 20.20% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 140,175 | 3,650,000 | 15.49% | ||
| 4 | ASSETMARK, INC | 81,433 | 2,120,000 | 9.00% | ||
| 5 | Hilltop Holdings Inc. | 72,972 | 1,900,000 | 8.07% | ||
| 6 | ROYAL BANK OF CANADA | 42,418 | 1,104,000 | 4.69% | ||
| 7 | LPL Financial LLC | 32,989 | 858,000 | 3.64% | ||
| 8 | STRINGER ASSET MANAGEMENT, LLC | 31,721 | 826,000 | 3.51% | ||
| 9 | AMERIPRISE FINANCIAL INC | 24,848 | 647,000 | 2.75% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 18,798 | 489,000 | 2.08% | ||
| 11 | Atria Investments, Inc | 15,900 | 414,000 | 1.76% | ||
| 12 | MORGAN STANLEY | 14,174 | 369,000 | 1.57% | ||
| 13 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13,340 | 347,000 | 1.47% | ||
| 14 | ADVISOR GROUP, INC. | 8,854 | 231,000 | 0.98% | ||
| 15 | BENJAMIN F. EDWARDS & COMPANY, INC. | 8,283 | 216,000 | 0.92% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,833 | 126,000 | 0.53% | ||
| 17 | Carroll Financial Associates, Inc. | 3,450 | 89,000 | 0.38% | ||
| 18 | WELLS FARGO & COMPANY/MN | 1,000 | 26,000 | 0.11% | ||
| 19 | IFP ADVISORS, INC | 0 | 0 | 0.00% |
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.
