| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 7,293,842 | 127,715,000 | 23.23% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,580,922 | 62,702,000 | 11.41% | ||
| 3 | Orion Porfolio Solutions, LLC | 3,002,350 | 52,571,000 | 9.56% | ||
| 4 | WELLS FARGO & COMPANY/MN | 2,163,524 | 37,883,000 | 6.89% | ||
| 5 | MORGAN STANLEY | 2,063,927 | 36,140,000 | 6.57% | ||
| 6 | BB&T SECURITIES, LLC | 133,583 | 23,390,000 | 4.26% | ||
| 7 | ParenteBeard Wealth Management, LLC | 392 | 22,398,000 | 4.07% | ||
| 8 | ROYAL BANK OF CANADA | 1,008,658 | 17,662,000 | 3.21% | ||
| 9 | UBS Group AG | 844,552 | 14,788,000 | 2.69% | ||
| 10 | Country Club Trust Company, n.a. | 810,379 | 14,190,000 | 2.58% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 671,043 | 11,750,000 | 2.14% | ||
| 12 | JONES FINANCIAL COMPANIES LLLP | 563,750 | 9,872,000 | 1.80% | ||
| 13 | Capital Investment Advisors, LLC | 550,924 | 9,647,000 | 1.76% | ||
| 14 | LPL Financial LLC | 538,866 | 9,436,000 | 1.72% | ||
| 15 | Commonwealth Equity Services, Inc | 469,700 | 8,224,000 | 1.50% | ||
| 16 | AMERIPRISE FINANCIAL INC | 403,049 | 7,039,000 | 1.28% | ||
| 17 | AMERICAN INTERNATIONAL GROUP, INC. | 302,871 | 5,303,280 | 0.96% | ||
| 18 | First Personal Financial Services | 292,397 | 5,119,000 | 0.93% | ||
| 19 | ASSETMARK, INC | 292,160 | 5,116,000 | 0.93% | ||
| 20 | Robert W. Baird & Co. Inc | 258,010 | 4,518,000 | 0.82% | ||
| 21 | COLDSTREAM CAPITAL MANAGEMENT INC | 253,769 | 4,443,000 | 0.81% | ||
| 22 | ENVESTNET ASSET MANAGEMENT INC | 251,538 | 4,404,000 | 0.80% | ||
| 23 | CREDIT SUISSE AG/ | 246,781 | 4,321,000 | 0.79% | ||
| 24 | Creative Planning | 203,338 | 3,560,000 | 0.65% | ||
| 25 | MSI Financial Services Inc | 201,047 | 3,520,000 | 0.64% | ||
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 180,342 | 3,157,000 | 0.57% | ||
| 27 | THOMASPARTNERS, INC. | 172,712 | 3,024,000 | 0.55% | ||
| 28 | Citizens Business Bank | 162,803 | 2,851,000 | 0.52% | ||
| 29 | Janney Montgomery Scott LLC | 134,242 | 2,350,582 | 0.43% | ||
| 30 | NATIONAL PLANNING CORP | 126,012 | 2,152,285 | 0.39% | ||
| 31 | INVESTMENT CENTERS OF AMERICA INC | 119,172 | 2,093,000 | 0.38% | ||
| 32 | Placemark Investments, Inc. | 81,011 | 1,418,000 | 0.26% | ||
| 33 | Capital Advisors, Ltd. LLC | 80,073 | 1,402,000 | 0.26% | ||
| 34 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 78,955 | 1,383,000 | 0.25% | ||
| 35 | JANUS HENDERSON GROUP PLC | 75,545 | 1,323,000 | 0.24% | ||
| 36 | SYNOVUS FINANCIAL CORP | 70,097 | 1,229,000 | 0.22% | ||
| 37 | East Coast Asset Management, LLC. | 66,994 | 1,173,000 | 0.21% | ||
| 38 | Klingman & Associates, LLC | 58,740 | 1,028,000 | 0.19% | ||
| 39 | Private Advisor Group, LLC | 56,643 | 992,000 | 0.18% | ||
| 40 | Forest Hill Capital, LLC | 55,000 | 963,000 | 0.18% | ||
| 41 | Ballentine Partners, LLC | 53,522 | 937,000 | 0.17% | ||
| 42 | FIRST AMERICAN TRUST, FSB | 51,700 | 905,000 | 0.16% | ||
| 43 | Concert Wealth Management Inc. | 45,952 | 812,000 | 0.15% | ||
| 44 | Cetera Advisor Networks LLC | 44,592 | 784,000 | 0.14% | ||
| 45 | NORTHSTAR INVESTMENT ADVISORS LLC | 42,125 | 738,000 | 0.13% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 40,993 | 718,000 | 0.13% | ||
| 47 | M&T BANK CORP | 40,469 | 709,000 | 0.13% | ||
| 48 | Cetera Advisors LLC | 39,662 | 705,000 | 0.13% | ||
| 49 | RAYMOND JAMES & ASSOCIATES | 39,619 | 694,000 | 0.13% | ||
| 50 | Cambridge Investment Research Advisors, Inc. | 38,629 | 676,000 | 0.12% |
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.
