| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 3,878,300 | 57,127,000 | 24.69% | ||
| 2 | FINANCIAL STRATEGY NETWORK, LLC | 2,224,618 | 31,063,000 | 13.42% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,317,015 | 19,400,000 | 8.38% | ||
| 4 | MORGAN STANLEY | 1,227,498 | 18,081,000 | 7.81% | ||
| 5 | Country Club Trust Company, n.a. | 737,005 | 10,856,000 | 4.69% | ||
| 6 | ADVISOR CONSULTANT NETWORK INC | 737,005 | 10,856,000 | 4.69% | ||
| 7 | UBS Group AG | 667,115 | 9,827,000 | 4.25% | ||
| 8 | JONES FINANCIAL COMPANIES LLLP | 652,965 | 9,618,000 | 4.16% | ||
| 9 | Creative Planning | 475,859 | 7,010,000 | 3.03% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 459,311 | 6,765,000 | 2.92% | ||
| 11 | LPL Financial LLC | 361,269 | 5,300,000 | 2.29% | ||
| 12 | AMERIPRISE FINANCIAL INC | 276,033 | 4,046,000 | 1.75% | ||
| 13 | Orion Porfolio Solutions, LLC | 218,542 | 3,219,000 | 1.39% | ||
| 14 | Capital Investment Advisors, LLC | 202,728 | 2,986,000 | 1.29% | ||
| 15 | ROYAL BANK OF CANADA | 183,837 | 2,707,000 | 1.17% | ||
| 16 | ADVISOR GROUP, INC. | 151,179 | 2,226,000 | 0.96% | ||
| 17 | FIRST AMERICAN TRUST, FSB | 131,611 | 1,938,000 | 0.84% | ||
| 18 | THOMASPARTNERS, INC. | 122,320 | 1,802,000 | 0.78% | ||
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 107,207 | 1,579,000 | 0.68% | ||
| 20 | BOSTON ADVISORS LLC | 101,483 | 1,495,000 | 0.65% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 89,339 | 1,316,000 | 0.57% | ||
| 22 | RAYMOND JAMES & ASSOCIATES | 84,904 | 1,251,000 | 0.54% | ||
| 23 | SYNOVUS FINANCIAL CORP | 70,665 | 1,041,000 | 0.45% | ||
| 24 | ZIONS BANCORPORATION | 70,789 | 1,021,000 | 0.44% | ||
| 25 | Capital Advisors, Ltd. LLC | 68,032 | 1,002,000 | 0.43% | ||
| 26 | INVESTMENT CENTERS OF AMERICA INC | 64,160 | 943,000 | 0.41% | ||
| 27 | Commonwealth Equity Services, Inc | 59,996 | 884,000 | 0.38% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 59,921 | 883,000 | 0.38% | ||
| 29 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 56,230 | 828,000 | 0.36% | ||
| 30 | First Personal Financial Services | 54,464 | 802,000 | 0.35% | ||
| 31 | Concert Wealth Management Inc. | 54,297 | 793,000 | 0.34% | ||
| 32 | NATIONAL PLANNING CORP | 55,512 | 779,000 | 0.34% | ||
| 33 | Forest Hill Capital, LLC | 47,500 | 700,000 | 0.30% | ||
| 34 | BB&T SECURITIES, LLC | 43,378 | 638,000 | 0.28% | ||
| 35 | NATIXIS ADVISORS, LLC | 43,248 | 637,000 | 0.28% | ||
| 36 | MSI Financial Services Inc | 40,664 | 599,000 | 0.26% | ||
| 37 | Raab & Moskowitz Asset Management LLC | 40,125 | 591,000 | 0.26% | ||
| 38 | CORNERSTONE WEALTH MANAGEMENT, LLC | 38,068 | 559,000 | 0.24% | ||
| 39 | Raymond James Financial Services Advisors, Inc. | 37,233 | 548,000 | 0.24% | ||
| 40 | STRID GROUP, LLC | 33,196 | 489,000 | 0.21% | ||
| 41 | M&T BANK CORP | 32,037 | 472,000 | 0.20% | ||
| 42 | PNC FINANCIAL SERVICES GROUP, INC. | 30,828 | 454,000 | 0.20% | ||
| 43 | STIFEL FINANCIAL CORP | 27,553 | 408,000 | 0.18% | ||
| 44 | Cetera Advisor Networks LLC | 26,964 | 397,000 | 0.17% | ||
| 45 | Essex Financial Services, Inc. | 25,050 | 369,000 | 0.16% | ||
| 46 | COMMERCE BANK | 23,060 | 340,000 | 0.15% | ||
| 47 | Koshinski Asset Management, Inc. | 22,968 | 338,000 | 0.15% | ||
| 48 | Janney Montgomery Scott LLC | 22,241 | 328,000 | 0.14% | ||
| 49 | JANE STREET GROUP, LLC | 22,111 | 326,000 | 0.14% | ||
| 50 | Bienville Capital Management, LLC | 22,160 | 326,000 | 0.14% |
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.
