| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 3,979,271 | 55,153,000 | 23.39% | ||
| 2 | FINANCIAL STRATEGY NETWORK, LLC | 1,974,362 | 28,756,000 | 12.20% | ||
| 3 | MORGAN STANLEY | 1,106,745 | 15,339,000 | 6.51% | ||
| 4 | WELLS FARGO & COMPANY/MN | 815,206 | 11,299,000 | 4.79% | ||
| 5 | Country Club Trust Company, n.a. | 730,502 | 10,125,000 | 4.29% | ||
| 6 | LPL Financial LLC | 759,056 | 10,103,000 | 4.29% | ||
| 7 | JONES FINANCIAL COMPANIES LLLP | 633,479 | 8,780,000 | 3.72% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 579,276 | 8,029,000 | 3.41% | ||
| 9 | UBS Group AG | 539,247 | 7,474,000 | 3.17% | ||
| 10 | Creative Planning | 421,203 | 5,837,000 | 2.48% | ||
| 11 | GOLDMAN SACHS GROUP INC | 402,457 | 5,578,000 | 2.37% | ||
| 12 | ROYAL BANK OF CANADA | 312,305 | 4,328,000 | 1.84% | ||
| 13 | Orion Porfolio Solutions, LLC | 309,802 | 4,293,000 | 1.82% | ||
| 14 | GFS Advisors, LLC | 58,212 | 4,200,000 | 1.78% | ||
| 15 | USCA RIA LLC | 58,212 | 4,200,000 | 1.78% | ||
| 16 | AMERIPRISE FINANCIAL INC | 258,743 | 3,586,000 | 1.52% | ||
| 17 | Capital Investment Advisors, LLC | 254,892 | 3,533,000 | 1.50% | ||
| 18 | HENGEHOLD CAPITAL MANAGEMENT LLC | 214,213 | 2,969,000 | 1.26% | ||
| 19 | Raymond James Financial Services Advisors, Inc. | 197,834 | 2,742,000 | 1.16% | ||
| 20 | AMERICAN INTERNATIONAL GROUP, INC. | 163,349 | 2,264,000 | 0.96% | ||
| 21 | THOMASPARTNERS, INC. | 134,166 | 1,860,000 | 0.79% | ||
| 22 | First Personal Financial Services | 132,287 | 1,833,000 | 0.78% | ||
| 23 | NATIONAL PLANNING CORP | 121,496 | 1,700,000 | 0.72% | ||
| 24 | JANE STREET GROUP, LLC | 116,631 | 1,617,000 | 0.69% | ||
| 25 | Commonwealth Equity Services, Inc | 115,121 | 1,596,000 | 0.68% | ||
| 26 | JANUS HENDERSON GROUP PLC | 114,838 | 1,593,000 | 0.68% | ||
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 102,271 | 1,418,000 | 0.60% | ||
| 28 | ENVESTNET ASSET MANAGEMENT INC | 97,345 | 1,349,000 | 0.57% | ||
| 29 | BOSTON ADVISORS LLC | 87,002 | 1,206,000 | 0.51% | ||
| 30 | CITADEL ADVISORS LLC | 86,679 | 1,202,000 | 0.51% | ||
| 31 | BB&T SECURITIES, LLC | 84,107 | 1,165,000 | 0.49% | ||
| 32 | RAYMOND JAMES & ASSOCIATES | 83,711 | 1,160,000 | 0.49% | ||
| 33 | INVESTMENT CENTERS OF AMERICA INC | 78,136 | 1,082,000 | 0.46% | ||
| 34 | ZIONS BANCORPORATION | 73,904 | 1,076,000 | 0.46% | ||
| 35 | FIRST AMERICAN TRUST, FSB | 75,281 | 1,043,000 | 0.44% | ||
| 36 | SYNOVUS FINANCIAL CORP | 70,627 | 978,000 | 0.41% | ||
| 37 | GUPTA WEALTH MANAGEMENT LLC | 70,398 | 976,000 | 0.41% | ||
| 38 | Capital Advisors, Ltd. LLC | 68,294 | 947,000 | 0.40% | ||
| 39 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 64,060 | 888,000 | 0.38% | ||
| 40 | Concert Wealth Management Inc. | 61,610 | 852,000 | 0.36% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 59,305 | 822,000 | 0.35% | ||
| 42 | Virtu KCG Holdings LLC | 55,551 | 770,000 | 0.33% | ||
| 43 | Forest Hill Capital, LLC | 47,500 | 658,000 | 0.28% | ||
| 44 | OLD MISSION CAPITAL LLC | 47,079 | 653,000 | 0.28% | ||
| 45 | NORTHSTAR INVESTMENT ADVISORS LLC | 46,936 | 651,000 | 0.28% | ||
| 46 | NATIXIS ADVISORS, LLC | 45,740 | 634,000 | 0.27% | ||
| 47 | MSI Financial Services Inc | 40,700 | 564,000 | 0.24% | ||
| 48 | Raab & Moskowitz Asset Management LLC | 40,300 | 558,000 | 0.24% | ||
| 49 | M&T BANK CORP | 38,937 | 540,000 | 0.23% | ||
| 50 | PNC FINANCIAL SERVICES GROUP, INC. | 32,722 | 454,000 | 0.19% |
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.
