| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | QS Investors, LLC | 5,324,392 | 61,710,000 | 25.41% | ||
| 2 | WELLS FARGO & COMPANY/MN | 4,111,153 | 47,648,000 | 19.62% | ||
| 3 | Efficient Market Advisors, LLC | 1,714,563 | 19,872,000 | 8.18% | ||
| 4 | BRINKER CAPITAL INC | 1,360,667 | 15,770,000 | 6.49% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,303,361 | 15,106,000 | 6.22% | ||
| 6 | MORGAN STANLEY | 1,224,316 | 14,189,000 | 5.84% | ||
| 7 | AMERIPRISE FINANCIAL INC | 766,623 | 8,885,000 | 3.66% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 634,296 | 7,351,000 | 3.03% | ||
| 9 | IBBOTSON ASSOCIATES INC | 403,888 | 4,681,000 | 1.93% | ||
| 10 | UBS Group AG | 386,010 | 4,474,000 | 1.84% | ||
| 11 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 385,235 | 4,465,000 | 1.84% | ||
| 12 | CREDIT SUISSE AG/ | 253,089 | 2,933,000 | 1.21% | ||
| 13 | Madrona Financial Services, LLC | 219,311 | 2,542,000 | 1.05% | ||
| 14 | Orion Porfolio Solutions, LLC | 202,019 | 2,341,000 | 0.96% | ||
| 15 | INSIGHT 2811, INC. | 192,510 | 2,231,000 | 0.92% | ||
| 16 | Institute for Wealth Management, LLC. | 189,207 | 2,193,000 | 0.90% | ||
| 17 | AVIANCE CAPITAL MANAGEMENT, LLC | 152,725 | 1,770,000 | 0.73% | ||
| 18 | VSR Financial Services, Inc. | 147,744 | 1,712,000 | 0.70% | ||
| 19 | LPL Financial LLC | 145,245 | 1,650,000 | 0.68% | ||
| 20 | SII INVESTMENTS INC/WI | 140,102 | 1,625,000 | 0.67% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 129,003 | 1,495,000 | 0.62% | ||
| 22 | COLONY GROUP LLC | 121,250 | 1,405,000 | 0.58% | ||
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 113,887 | 1,320,000 | 0.54% | ||
| 24 | TELEMUS CAPITAL, LLC | 112,882 | 1,308,000 | 0.54% | ||
| 25 | FIFTH THIRD BANCORP | 92,356 | 1,070,000 | 0.44% | ||
| 26 | Mirae Asset Global Investments Co., Ltd. | 90,000 | 1,043,000 | 0.43% | ||
| 27 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 84,180 | 976,000 | 0.40% | ||
| 28 | Janney Montgomery Scott LLC | 78,089 | 905,052 | 0.37% | ||
| 29 | Private Advisor Group, LLC | 75,382 | 874,000 | 0.36% | ||
| 30 | CURIAN CAPITAL LLC | 63,937 | 741,000 | 0.31% | ||
| 31 | JUNCTURE WEALTH STRATEGIES, LLC | 58,229 | 675,000 | 0.28% | ||
| 32 | D.A. DAVIDSON & CO. | 53,786 | 623,000 | 0.26% | ||
| 33 | PACIFIC FINANCIAL GROUP INC | 51,837 | 601,000 | 0.25% | ||
| 34 | Invesco Ltd. | 51,536 | 597,000 | 0.25% | ||
| 35 | Beacon Capital Management, Inc. | 44,721 | 518,000 | 0.21% | ||
| 36 | AMERICAN INTERNATIONAL GROUP, INC. | 40,730 | 472,061 | 0.19% | ||
| 37 | BRIGHTON JONES LLC | 40,000 | 464,000 | 0.19% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 37,371 | 433,000 | 0.18% | ||
| 39 | Cetera Advisors LLC | 31,727 | 371,000 | 0.15% | ||
| 40 | Arete Wealth Advisors, LLC | 28,204 | 327,000 | 0.13% | ||
| 41 | COLDSTREAM CAPITAL MANAGEMENT INC | 26,931 | 312,000 | 0.13% | ||
| 42 | TRUSTMARK BANK TRUST DEPARTMENT | 23,500 | 272,000 | 0.11% | ||
| 43 | Commonwealth Equity Services, Inc | 22,989 | 266,000 | 0.11% | ||
| 44 | WFG Advisors, LP | 17,739 | 206,000 | 0.08% | ||
| 45 | Freedom Investment Management, Inc. | 17,664 | 205,000 | 0.08% | ||
| 46 | Stanford Investment Group, Inc. | 17,708 | 205,000 | 0.08% | ||
| 47 | NATIONAL PLANNING CORP | 15,030 | 175,000 | 0.07% | ||
| 48 | Investors Capital Advisory Services | 14,213 | 164,000 | 0.07% | ||
| 49 | HighTower Advisors, LLC | 13,648 | 158,000 | 0.07% | ||
| 50 | TWO SIGMA SECURITIES, LLC | 13,441 | 156,000 | 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.
