| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | QS Investors, LLC | 5,334,436 | 60,279,000 | 26.92% | ||
| 2 | WELLS FARGO & COMPANY/MN | 3,886,618 | 43,919,000 | 19.61% | ||
| 3 | Efficient Market Advisors, LLC | 1,691,190 | 19,110,000 | 8.53% | ||
| 4 | BRINKER CAPITAL INC | 1,425,435 | 16,107,000 | 7.19% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,257,604 | 14,211,000 | 6.35% | ||
| 6 | MORGAN STANLEY | 834,546 | 9,430,000 | 4.21% | ||
| 7 | Janney Capital Management LLC | 713,690 | 8,065,000 | 3.60% | ||
| 8 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 387,640 | 4,380,000 | 1.96% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 379,138 | 4,284,000 | 1.91% | ||
| 10 | UBS Group AG | 377,289 | 4,263,000 | 1.90% | ||
| 11 | CREDIT SUISSE AG/ | 242,788 | 2,744,000 | 1.23% | ||
| 12 | GOLDMAN SACHS GROUP INC | 229,805 | 2,597,000 | 1.16% | ||
| 13 | Madrona Financial Services, LLC | 215,823 | 2,439,000 | 1.09% | ||
| 14 | Orion Porfolio Solutions, LLC | 215,019 | 2,430,000 | 1.09% | ||
| 15 | INSIGHT 2811, INC. | 196,720 | 2,223,000 | 0.99% | ||
| 16 | Institute for Wealth Management, LLC. | 174,057 | 1,967,000 | 0.88% | ||
| 17 | LPL Financial LLC | 149,354 | 1,701,000 | 0.76% | ||
| 18 | SII INVESTMENTS INC/WI | 141,572 | 1,604,000 | 0.72% | ||
| 19 | VSR Financial Services, Inc. | 141,944 | 1,604,000 | 0.72% | ||
| 20 | Virtu KCG Holdings LLC | 117,017 | 1,322,000 | 0.59% | ||
| 21 | TELEMUS CAPITAL, LLC | 115,268 | 1,303,000 | 0.58% | ||
| 22 | COLONY GROUP LLC | 112,380 | 1,270,000 | 0.57% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 100,880 | 1,142,000 | 0.51% | ||
| 24 | FIFTH THIRD BANCORP | 95,680 | 1,081,000 | 0.48% | ||
| 25 | Mirae Asset Global Investments Co., Ltd. | 90,000 | 1,017,000 | 0.45% | ||
| 26 | Pinnacle Summer Investments, Inc. | 89,222 | 1,009,000 | 0.45% | ||
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78,316 | 885,000 | 0.40% | ||
| 28 | Janney Montgomery Scott LLC | 76,598 | 866,000 | 0.39% | ||
| 29 | CURIAN CAPITAL LLC | 74,636 | 843,000 | 0.38% | ||
| 30 | JUNCTURE WEALTH STRATEGIES, LLC | 65,204 | 737,000 | 0.33% | ||
| 31 | JANE STREET GROUP, LLC | 64,919 | 734,000 | 0.33% | ||
| 32 | IBBOTSON ASSOCIATES INC | 64,959 | 734,000 | 0.33% | ||
| 33 | D.A. DAVIDSON & CO. | 52,610 | 594,000 | 0.27% | ||
| 34 | Beacon Capital Management, Inc. | 49,620 | 561,000 | 0.25% | ||
| 35 | AMERICAN INTERNATIONAL GROUP, INC. | 41,403 | 467,851 | 0.21% | ||
| 36 | BRIGHTON JONES LLC | 40,000 | 452,000 | 0.20% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 39,474 | 446,000 | 0.20% | ||
| 38 | COLDSTREAM CAPITAL MANAGEMENT INC | 36,191 | 409,000 | 0.18% | ||
| 39 | Invesco Ltd. | 34,374 | 388,000 | 0.17% | ||
| 40 | Cetera Advisors LLC | 33,233 | 373,000 | 0.17% | ||
| 41 | Private Advisor Group, LLC | 25,706 | 290,000 | 0.13% | ||
| 42 | Commonwealth Equity Services, Inc | 25,491 | 288,000 | 0.13% | ||
| 43 | ROYAL BANK OF CANADA | 23,914 | 271,000 | 0.12% | ||
| 44 | INTEGRATED WEALTH COUNSEL, LLC | 23,900 | 270,000 | 0.12% | ||
| 45 | TRUSTMARK BANK TRUST DEPARTMENT | 23,500 | 266,000 | 0.12% | ||
| 46 | WFG Advisors, LP | 19,473 | 220,000 | 0.10% | ||
| 47 | PNC FINANCIAL SERVICES GROUP, INC. | 16,241 | 184,000 | 0.08% | ||
| 48 | NATIONAL PLANNING CORP | 15,030 | 179,000 | 0.08% | ||
| 49 | Verition Fund Management LLC | 14,934 | 169,000 | 0.08% | ||
| 50 | Investors Capital Advisory Services | 14,213 | 160,000 | 0.07% |
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.
