| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 4,036,458 | 56,834,000 | 26.80% | ||
| 2 | FINANCIAL STRATEGY NETWORK, LLC | 2,093,706 | 29,224,000 | 13.78% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,216,504 | 17,128,000 | 8.08% | ||
| 4 | MORGAN STANLEY | 1,113,985 | 15,684,000 | 7.40% | ||
| 5 | Country Club Trust Company, n.a. | 693,594 | 9,766,000 | 4.61% | ||
| 6 | JONES FINANCIAL COMPANIES LLLP | 634,828 | 8,939,000 | 4.22% | ||
| 7 | UBS Group AG | 503,462 | 7,089,000 | 3.34% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 491,892 | 6,926,000 | 3.27% | ||
| 9 | Creative Planning | 424,189 | 5,973,000 | 2.82% | ||
| 10 | LPL Financial LLC | 388,327 | 5,394,000 | 2.54% | ||
| 11 | Orion Porfolio Solutions, LLC | 308,542 | 4,344,000 | 2.05% | ||
| 12 | AMERIPRISE FINANCIAL INC | 284,083 | 3,732,000 | 1.76% | ||
| 13 | ROYAL BANK OF CANADA | 227,123 | 3,198,000 | 1.51% | ||
| 14 | Capital Investment Advisors, LLC | 221,403 | 3,117,000 | 1.47% | ||
| 15 | ADVISOR GROUP, INC. | 160,929 | 2,264,000 | 1.07% | ||
| 16 | THOMASPARTNERS, INC. | 130,533 | 1,838,000 | 0.87% | ||
| 17 | NATIONAL PLANNING CORP | 119,677 | 1,681,000 | 0.79% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 100,794 | 1,419,000 | 0.67% | ||
| 19 | BOSTON ADVISORS LLC | 94,357 | 1,329,000 | 0.63% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 92,858 | 1,307,000 | 0.62% | ||
| 21 | Commonwealth Equity Services, Inc | 90,914 | 1,280,000 | 0.60% | ||
| 22 | First Personal Financial Services | 87,363 | 1,230,000 | 0.58% | ||
| 23 | INVESTMENT CENTERS OF AMERICA INC | 82,486 | 1,166,000 | 0.55% | ||
| 24 | FIRST AMERICAN TRUST, FSB | 81,705 | 1,151,000 | 0.54% | ||
| 25 | SYNOVUS FINANCIAL CORP | 73,560 | 1,035,000 | 0.49% | ||
| 26 | ZIONS BANCORPORATION | 70,451 | 993,000 | 0.47% | ||
| 27 | Capital Advisors, Ltd. LLC | 68,309 | 962,000 | 0.45% | ||
| 28 | BB&T SECURITIES, LLC | 68,058 | 958,000 | 0.45% | ||
| 29 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 60,625 | 854,000 | 0.40% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 59,198 | 833,000 | 0.39% | ||
| 31 | Concert Wealth Management Inc. | 58,296 | 817,000 | 0.39% | ||
| 32 | OLD MISSION CAPITAL LLC | 54,358 | 765,000 | 0.36% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 50,647 | 713,000 | 0.34% | ||
| 34 | Forest Hill Capital, LLC | 47,500 | 669,000 | 0.32% | ||
| 35 | MSI Financial Services Inc | 43,648 | 615,000 | 0.29% | ||
| 36 | NATIXIS ADVISORS, LLC | 42,884 | 604,000 | 0.28% | ||
| 37 | Raab & Moskowitz Asset Management LLC | 40,700 | 573,000 | 0.27% | ||
| 38 | NORTHSTAR INVESTMENT ADVISORS LLC | 40,346 | 568,000 | 0.27% | ||
| 39 | JANUS HENDERSON GROUP PLC | 40,177 | 566,000 | 0.27% | ||
| 40 | GOLDMAN SACHS GROUP INC | 39,057 | 550,000 | 0.26% | ||
| 41 | JANE STREET GROUP, LLC | 36,704 | 517,000 | 0.24% | ||
| 42 | M&T BANK CORP | 32,037 | 451,000 | 0.21% | ||
| 43 | PNC FINANCIAL SERVICES GROUP, INC. | 32,006 | 451,000 | 0.21% | ||
| 44 | Virtu KCG Holdings LLC | 31,362 | 442,000 | 0.21% | ||
| 45 | Stratos Wealth Partners, LTD. | 24,160 | 340,000 | 0.16% | ||
| 46 | Koshinski Asset Management, Inc. | 23,778 | 335,000 | 0.16% | ||
| 47 | COMMERCE BANK | 23,060 | 325,000 | 0.15% | ||
| 48 | Private Advisor Group, LLC | 23,399 | 325,000 | 0.15% | ||
| 49 | Essex Financial Services, Inc. | 22,280 | 314,000 | 0.15% | ||
| 50 | Bienville Capital Management, LLC | 22,160 | 312,000 | 0.15% |
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.
