| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 6,806,923 | 98,360,000 | 27.58% | ||
| 2 | Orion Porfolio Solutions, LLC | 2,952,907 | 42,669,000 | 11.96% | ||
| 3 | GOLDMAN SACHS GROUP INC | 1,949,486 | 28,170,000 | 7.90% | ||
| 4 | MORGAN STANLEY | 1,886,359 | 27,259,000 | 7.64% | ||
| 5 | WELLS FARGO & COMPANY/MN | 1,208,882 | 17,468,000 | 4.90% | ||
| 6 | Country Club Trust Company, n.a. | 878,652 | 12,696,000 | 3.56% | ||
| 7 | ROYAL BANK OF CANADA | 814,248 | 11,765,000 | 3.30% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 788,766 | 11,398,000 | 3.20% | ||
| 9 | UBS Group AG | 788,124 | 11,388,000 | 3.19% | ||
| 10 | JONES FINANCIAL COMPANIES LLLP | 667,697 | 9,648,000 | 2.71% | ||
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 488,613 | 7,060,000 | 1.98% | ||
| 12 | LPL Financial LLC | 433,290 | 6,586,000 | 1.85% | ||
| 13 | AMERIPRISE FINANCIAL INC | 450,462 | 6,509,000 | 1.82% | ||
| 14 | Creative Planning | 414,523 | 5,990,000 | 1.68% | ||
| 15 | CITADEL ADVISORS LLC | 336,933 | 4,869,000 | 1.37% | ||
| 16 | First Personal Financial Services | 292,193 | 4,223,000 | 1.18% | ||
| 17 | Commonwealth Equity Services, Inc | 253,436 | 3,662,000 | 1.03% | ||
| 18 | AMERICAN INTERNATIONAL GROUP, INC. | 249,156 | 3,600,000 | 1.01% | ||
| 19 | CREDIT SUISSE AG/ | 225,788 | 3,263,000 | 0.91% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 145,152 | 2,097,000 | 0.59% | ||
| 21 | THOMASPARTNERS, INC. | 141,552 | 2,046,000 | 0.57% | ||
| 22 | NATIONAL PLANNING CORP | 124,961 | 1,949,000 | 0.55% | ||
| 23 | GUPTA WEALTH MANAGEMENT LLC | 110,231 | 1,593,000 | 0.45% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 107,647 | 1,554,000 | 0.44% | ||
| 25 | Capital Advisors, Ltd. LLC | 104,440 | 1,509,000 | 0.42% | ||
| 26 | ENVESTNET ASSET MANAGEMENT INC | 92,960 | 1,343,000 | 0.38% | ||
| 27 | SYNOVUS FINANCIAL CORP | 78,727 | 1,137,000 | 0.32% | ||
| 28 | BOSTON ADVISORS LLC | 78,237 | 1,131,000 | 0.32% | ||
| 29 | Janney Montgomery Scott LLC | 75,730 | 1,094,000 | 0.31% | ||
| 30 | JANUS HENDERSON GROUP PLC | 75,545 | 1,092,000 | 0.31% | ||
| 31 | FIRST AMERICAN TRUST, FSB | 73,623 | 1,064,000 | 0.30% | ||
| 32 | COLDSTREAM CAPITAL MANAGEMENT INC | 72,775 | 1,052,000 | 0.29% | ||
| 33 | ZIONS BANCORPORATION | 68,317 | 1,034,000 | 0.29% | ||
| 34 | INVESTMENT CENTERS OF AMERICA INC | 70,310 | 1,019,000 | 0.29% | ||
| 35 | RAYMOND JAMES & ASSOCIATES | 63,625 | 919,000 | 0.26% | ||
| 36 | Klingman & Associates, LLC | 59,871 | 865,000 | 0.24% | ||
| 37 | NORTHSTAR INVESTMENT ADVISORS LLC | 58,981 | 852,000 | 0.24% | ||
| 38 | Private Advisor Group, LLC | 54,409 | 786,000 | 0.22% | ||
| 39 | Virtu KCG Holdings LLC | 52,743 | 762,000 | 0.21% | ||
| 40 | Forest Hill Capital, LLC | 51,500 | 744,000 | 0.21% | ||
| 41 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 51,075 | 738,000 | 0.21% | ||
| 42 | Raab & Moskowitz Asset Management LLC | 50,250 | 726,000 | 0.20% | ||
| 43 | East Coast Asset Management, LLC. | 49,028 | 708,000 | 0.20% | ||
| 44 | Cambridge Investment Research Advisors, Inc. | 48,064 | 695,000 | 0.19% | ||
| 45 | Concert Wealth Management Inc. | 47,672 | 685,000 | 0.19% | ||
| 46 | M&T BANK CORP | 38,818 | 561,000 | 0.16% | ||
| 47 | JANE STREET GROUP, LLC | 38,322 | 554,000 | 0.16% | ||
| 48 | BB&T SECURITIES, LLC | 35,099 | 507,000 | 0.14% | ||
| 49 | Essex Financial Services, Inc. | 33,382 | 482,000 | 0.14% | ||
| 50 | PNC FINANCIAL SERVICES GROUP, INC. | 33,081 | 479,000 | 0.13% |
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.
