| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | QS Investors, LLC | 5,283,643 | 58,015,000 | 20.23% | ||
| 2 | WELLS FARGO & COMPANY/MN | 4,924,308 | 54,069,000 | 18.86% | ||
| 3 | BRINKER CAPITAL INC | 4,800,075 | 52,705,000 | 18.38% | ||
| 4 | MORGAN STANLEY | 1,587,335 | 17,429,000 | 6.08% | ||
| 5 | Efficient Market Advisors, LLC | 1,392,838 | 15,293,000 | 5.33% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 1,313,841 | 14,426,000 | 5.03% | ||
| 7 | Gradient Investments LLC | 934,469 | 10,260,000 | 3.58% | ||
| 8 | Janney Capital Management LLC | 709,340 | 7,789,000 | 2.72% | SH | |
| 9 | UBS Group AG | 500,181 | 5,492,000 | 1.92% | ||
| 10 | GOLDMAN SACHS GROUP INC | 392,099 | 4,305,000 | 1.50% | ||
| 11 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 359,869 | 3,951,000 | 1.38% | ||
| 12 | CREDIT SUISSE AG/ | 236,417 | 2,596,000 | 0.91% | ||
| 13 | Placemark Investments, Inc. | 218,662 | 2,401,000 | 0.84% | ||
| 14 | Orion Porfolio Solutions, LLC | 214,790 | 2,358,000 | 0.82% | ||
| 15 | Madrona Financial Services, LLC | 209,978 | 2,306,000 | 0.80% | ||
| 16 | LPL Financial LLC | 201,065 | 2,208,000 | 0.77% | ||
| 17 | Institute for Wealth Management, LLC. | 193,691 | 2,127,000 | 0.74% | ||
| 18 | SignalPoint Asset Management, LLC | 173,878 | 1,909,000 | 0.67% | ||
| 19 | ENVESTNET ASSET MANAGEMENT INC | 173,581 | 1,906,000 | 0.66% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 172,027 | 1,889,000 | 0.66% | ||
| 21 | VSR Financial Services, Inc. | 171,743 | 1,886,000 | 0.66% | ||
| 22 | JUNCTURE WEALTH STRATEGIES, LLC | 145,522 | 1,598,000 | 0.56% | ||
| 23 | SII INVESTMENTS INC/WI | 135,225 | 1,482,000 | 0.52% | ||
| 24 | COLONY GROUP LLC | 122,785 | 1,348,000 | 0.47% | ||
| 25 | ROYAL BANK OF CANADA | 117,123 | 1,286,000 | 0.45% | ||
| 26 | TELEMUS CAPITAL, LLC | 111,483 | 1,224,000 | 0.43% | ||
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 105,449 | 1,158,000 | 0.40% | ||
| 28 | FIFTH THIRD BANCORP | 98,551 | 1,082,000 | 0.38% | ||
| 29 | Mirae Asset Global Investments Co., Ltd. | 90,000 | 988,000 | 0.34% | ||
| 30 | Pinnacle Summer Investments, Inc. | 86,273 | 942,000 | 0.33% | ||
| 31 | Janney Montgomery Scott LLC | 82,867 | 909,874 | 0.32% | ||
| 32 | AMERICAN INTERNATIONAL GROUP, INC. | 74,572 | 818,805 | 0.29% | ||
| 33 | CURIAN CAPITAL LLC | 68,445 | 752,000 | 0.26% | ||
| 34 | Virtu KCG Holdings LLC | 64,002 | 703,000 | 0.25% | ||
| 35 | D.A. DAVIDSON & CO. | 61,450 | 674,000 | 0.24% | ||
| 36 | Beacon Capital Management, Inc. | 59,568 | 654,000 | 0.23% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 52,971 | 582,000 | 0.20% | ||
| 38 | BRIGHTON JONES LLC | 40,000 | 439,000 | 0.15% | ||
| 39 | COLDSTREAM CAPITAL MANAGEMENT INC | 36,191 | 397,000 | 0.14% | ||
| 40 | IBBOTSON ASSOCIATES INC | 34,677 | 381,000 | 0.13% | ||
| 41 | Private Advisor Group, LLC | 25,752 | 283,000 | 0.10% | ||
| 42 | TRUSTMARK BANK TRUST DEPARTMENT | 24,830 | 273,000 | 0.10% | ||
| 43 | INTEGRATED WEALTH COUNSEL, LLC | 24,360 | 267,000 | 0.09% | ||
| 44 | Commonwealth Equity Services, Inc | 22,251 | 244,000 | 0.09% | ||
| 45 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19,532 | 214,000 | 0.07% | ||
| 46 | WFG Advisors, LP | 19,445 | 214,000 | 0.07% | ||
| 47 | Invesco Ltd. | 19,002 | 209,000 | 0.07% | ||
| 48 | Bank of New York Mellon Corp | 18,274 | 201,000 | 0.07% | ||
| 49 | PNC FINANCIAL SERVICES GROUP, INC. | 16,377 | 181,000 | 0.06% | ||
| 50 | JANE STREET GROUP, LLC | 16,421 | 180,000 | 0.06% |
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.
