| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 6,937,828 | 118,567,000 | 26.48% | ||
| 2 | Orion Porfolio Solutions, LLC | 2,952,404 | 50,456,000 | 11.27% | ||
| 3 | MORGAN STANLEY | 1,988,844 | 33,990,000 | 7.59% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,855,198 | 31,706,000 | 7.08% | ||
| 5 | WELLS FARGO & COMPANY/MN | 1,623,456 | 27,744,000 | 6.20% | ||
| 6 | ROYAL BANK OF CANADA | 1,005,513 | 17,184,000 | 3.84% | ||
| 7 | UBS Group AG | 939,483 | 16,056,000 | 3.59% | ||
| 8 | Country Club Trust Company, n.a. | 863,077 | 14,750,000 | 3.29% | ||
| 9 | LPL Financial LLC | 559,132 | 9,405,000 | 2.10% | ||
| 10 | JONES FINANCIAL COMPANIES LLLP | 538,951 | 9,210,000 | 2.06% | ||
| 11 | GOLDMAN SACHS GROUP INC | 525,857 | 8,987,000 | 2.01% | ||
| 12 | Commonwealth Equity Services, Inc | 479,524 | 8,195,000 | 1.83% | ||
| 13 | AMERIPRISE FINANCIAL INC | 429,149 | 7,347,000 | 1.64% | ||
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 350,814 | 5,995,000 | 1.34% | ||
| 15 | First Personal Financial Services | 306,882 | 5,245,000 | 1.17% | ||
| 16 | ROBLE, BELKO & COMPANY, INC | 261,605 | 4,471,000 | 1.00% | ||
| 17 | AMERICAN INTERNATIONAL GROUP, INC. | 259,321 | 4,431,796 | 0.99% | ||
| 18 | CREDIT SUISSE AG/ | 244,970 | 4,187,000 | 0.94% | ||
| 19 | Creative Planning | 209,099 | 3,574,000 | 0.80% | ||
| 20 | ENVESTNET ASSET MANAGEMENT INC | 205,215 | 3,507,000 | 0.78% | ||
| 21 | COLDSTREAM CAPITAL MANAGEMENT INC | 204,980 | 3,503,000 | 0.78% | ||
| 22 | BB&T SECURITIES, LLC | 169,705 | 2,900,000 | 0.65% | ||
| 23 | Janney Montgomery Scott LLC | 165,555 | 2,829,330 | 0.63% | ||
| 24 | INVESTMENT CENTERS OF AMERICA INC | 163,988 | 2,804,000 | 0.63% | ||
| 25 | Genesis Wealth Advisors, LLC | 162,118 | 2,770,602 | 0.62% | ||
| 26 | GUPTA WEALTH MANAGEMENT LLC | 161,651 | 2,763,000 | 0.62% | ||
| 27 | THOMASPARTNERS, INC. | 145,380 | 2,484,000 | 0.55% | ||
| 28 | Citizens Business Bank | 139,474 | 2,384,000 | 0.53% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 128,658 | 2,198,000 | 0.49% | ||
| 30 | NATIONAL PLANNING CORP | 125,640 | 2,050,000 | 0.46% | ||
| 31 | MSI Financial Services Inc | 112,015 | 1,914,000 | 0.43% | ||
| 32 | Private Advisor Group, LLC | 111,560 | 1,908,000 | 0.43% | ||
| 33 | Capital Advisors, Ltd. LLC | 92,715 | 1,584,000 | 0.35% | ||
| 34 | SYNOVUS FINANCIAL CORP | 79,482 | 1,358,000 | 0.30% | ||
| 35 | JANUS HENDERSON GROUP PLC | 75,545 | 1,291,000 | 0.29% | ||
| 36 | ZIONS BANCORPORATION | 69,129 | 1,182,000 | 0.26% | ||
| 37 | JANE STREET GROUP, LLC | 67,708 | 1,157,000 | 0.26% | ||
| 38 | FIRST AMERICAN TRUST, FSB | 66,961 | 1,144,000 | 0.26% | ||
| 39 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 65,555 | 1,120,000 | 0.25% | ||
| 40 | RAYMOND JAMES & ASSOCIATES | 62,171 | 1,062,000 | 0.24% | ||
| 41 | Cambridge Investment Research Advisors, Inc. | 61,595 | 1,053,000 | 0.24% | ||
| 42 | Forest Hill Capital, LLC | 61,500 | 1,051,000 | 0.23% | ||
| 43 | East Coast Asset Management, LLC. | 58,907 | 1,007,000 | 0.22% | ||
| 44 | Klingman & Associates, LLC | 58,740 | 1,004,000 | 0.22% | ||
| 45 | NORTHSTAR INVESTMENT ADVISORS LLC | 55,714 | 952,000 | 0.21% | ||
| 46 | Ballentine Partners, LLC | 53,522 | 915,000 | 0.20% | ||
| 47 | Raab & Moskowitz Asset Management LLC | 51,000 | 871,000 | 0.19% | ||
| 48 | Strategic Advisors LLC | 49,986 | 854,000 | 0.19% | ||
| 49 | Concert Wealth Management Inc. | 47,659 | 813,000 | 0.18% | ||
| 50 | MANAGED ACCOUNT ADVISORS LLC | 47,063 | 804,000 | 0.18% |
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.
