| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 7,097,361 | 137,192,000 | 28.76% | ||
| 2 | Orion Porfolio Solutions, LLC | 3,021,295 | 58,401,000 | 12.24% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 2,605,747 | 50,369,000 | 10.56% | ||
| 4 | MORGAN STANLEY | 1,797,277 | 34,741,000 | 7.28% | ||
| 5 | WELLS FARGO & COMPANY/MN | 1,612,755 | 31,175,000 | 6.54% | ||
| 6 | UBS AG | 876,485 | 16,942,000 | 3.55% | ||
| 7 | Country Club Trust Company, n.a. | 758,339 | 14,659,000 | 3.07% | ||
| 8 | Raymond James Financial Services Advisors, Inc. | 561,444 | 10,853,000 | 2.28% | ||
| 9 | ROYAL BANK OF CANADA | 561,012 | 10,844,000 | 2.27% | ||
| 10 | LPL Financial LLC | 525,865 | 10,165,000 | 2.13% | ||
| 11 | Capital Investment Advisors, LLC | 462,211 | 8,935,000 | 1.87% | ||
| 12 | Commonwealth Equity Services, Inc | 451,417 | 8,726,000 | 1.83% | ||
| 13 | AMERIPRISE FINANCIAL INC | 343,208 | 6,638,000 | 1.39% | ||
| 14 | ASSETMARK, INC | 279,754 | 5,408,000 | 1.13% | ||
| 15 | CREDIT SUISSE AG/ | 278,979 | 5,393,000 | 1.13% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 267,301 | 5,167,000 | 1.08% | ||
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 261,668 | 5,058,000 | 1.06% | ||
| 18 | AMERICAN INTERNATIONAL GROUP, INC. | 256,785 | 4,963,653 | 1.04% | ||
| 19 | COLDSTREAM CAPITAL MANAGEMENT INC | 252,899 | 4,889,000 | 1.02% | ||
| 20 | THOMASPARTNERS, INC. | 167,741 | 3,243,000 | 0.68% | ||
| 21 | MSI Financial Services Inc | 147,246 | 2,846,000 | 0.60% | ||
| 22 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 140,758 | 2,721,000 | 0.57% | ||
| 23 | Citizens Business Bank | 131,891 | 2,550,000 | 0.53% | ||
| 24 | NATIONAL PLANNING CORP | 125,827 | 2,432,000 | 0.51% | ||
| 25 | INVESTMENT CENTERS OF AMERICA INC | 91,632 | 1,775,000 | 0.37% | ||
| 26 | Cetera Advisor Networks LLC | 89,235 | 1,729,000 | 0.36% | ||
| 27 | Windhaven Investment Management, Inc. | 82,154 | 1,588,000 | 0.33% | ||
| 28 | Placemark Investments, Inc. | 80,603 | 1,557,000 | 0.33% | ||
| 29 | Creative Planning | 79,141 | 1,530,000 | 0.32% | ||
| 30 | JANUS HENDERSON GROUP PLC | 75,545 | 1,460,000 | 0.31% | ||
| 31 | East Coast Asset Management, LLC. | 64,163 | 1,240,000 | 0.26% | ||
| 32 | BOKF, NA | 62,399 | 1,206,000 | 0.25% | ||
| 33 | JONES FINANCIAL COMPANIES LLLP | 62,132 | 1,201,000 | 0.25% | ||
| 34 | SYNOVUS FINANCIAL CORP | 57,375 | 1,109,000 | 0.23% | ||
| 35 | Forest Hill Capital, LLC | 55,000 | 1,063,000 | 0.22% | ||
| 36 | Ballentine Partners, LLC | 53,522 | 1,035,000 | 0.22% | ||
| 37 | Private Advisor Group, LLC | 52,126 | 1,008,000 | 0.21% | ||
| 38 | Janney Montgomery Scott LLC | 51,239 | 990,455 | 0.21% | ||
| 39 | NATIXIS ADVISORS, LLC | 49,725 | 961,000 | 0.20% | ||
| 40 | Capital Advisors, Ltd. LLC | 43,553 | 842,000 | 0.18% | ||
| 41 | JPMORGAN CHASE & CO | 43,288 | 837,000 | 0.18% | ||
| 42 | RAYMOND JAMES TRUST N.A. | 41,750 | 807,000 | 0.17% | ||
| 43 | RAYMOND JAMES & ASSOCIATES | 39,929 | 772,000 | 0.16% | ||
| 44 | Concert Wealth Management Inc. | 38,534 | 716,000 | 0.15% | ||
| 45 | Cetera Advisors LLC | 36,193 | 696,000 | 0.15% | ||
| 46 | CITIGROUP INC | 33,480 | 647,000 | 0.14% | ||
| 47 | Cambridge Investment Research Advisors, Inc. | 32,506 | 628,000 | 0.13% | ||
| 48 | DEUTSCHE BANK AG\ | 28,787 | 555,000 | 0.12% | ||
| 49 | ParenteBeard Wealth Management, LLC | 28,406 | 549,000 | 0.12% | ||
| 50 | NORTHSTAR INVESTMENT ADVISORS LLC | 24,505 | 474,000 | 0.10% |
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.
