| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | QS Investors, LLC | 5,434,912 | 57,067,000 | 25.73% | ||
| 2 | WELLS FARGO & COMPANY/MN | 4,176,181 | 43,850,000 | 19.77% | ||
| 3 | Efficient Market Advisors, LLC | 1,803,488 | 18,936,000 | 8.54% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,336,883 | 14,037,000 | 6.33% | ||
| 5 | UBS Group AG | 1,066,338 | 11,197,000 | 5.05% | ||
| 6 | MORGAN STANLEY | 989,642 | 10,391,000 | 4.69% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 770,256 | 8,088,000 | 3.65% | ||
| 8 | Janney Capital Management LLC | 695,848 | 7,306,000 | 3.29% | ||
| 9 | IBBOTSON ASSOCIATES INC | 565,150 | 5,934,000 | 2.68% | ||
| 10 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 399,898 | 4,199,000 | 1.89% | ||
| 11 | AMERIPRISE FINANCIAL INC | 338,342 | 3,546,000 | 1.60% | ||
| 12 | AVIANCE CAPITAL MANAGEMENT, LLC | 277,572 | 2,915,000 | 1.31% | ||
| 13 | Orion Porfolio Solutions, LLC | 202,019 | 2,121,000 | 0.96% | ||
| 14 | CREDIT SUISSE AG/ | 189,915 | 1,994,000 | 0.90% | ||
| 15 | INSIGHT 2811, INC. | 188,940 | 1,984,000 | 0.89% | ||
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 175,038 | 1,834,000 | 0.83% | ||
| 17 | LPL Financial LLC | 150,298 | 1,640,000 | 0.74% | ||
| 18 | Institute for Wealth Management, LLC. | 154,093 | 1,618,000 | 0.73% | ||
| 19 | VSR Financial Services, Inc. | 151,062 | 1,586,000 | 0.72% | ||
| 20 | SII INVESTMENTS INC/WI | 137,272 | 1,438,000 | 0.65% | ||
| 21 | COLONY GROUP LLC | 127,454 | 1,338,000 | 0.60% | ||
| 22 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 126,842 | 1,332,000 | 0.60% | ||
| 23 | TELEMUS CAPITAL, LLC | 119,134 | 1,251,000 | 0.56% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 113,515 | 1,192,000 | 0.54% | ||
| 25 | SNS Financial Group, LLC | 110,611 | 1,161,000 | 0.52% | ||
| 26 | PineBridge Investments, L.P. | 104,000 | 1,090,000 | 0.49% | ||
| 27 | Mirae Asset Global Investments Co., Ltd. | 90,000 | 945,000 | 0.43% | ||
| 28 | Virtu KCG Holdings LLC | 86,836 | 912,000 | 0.41% | ||
| 29 | FIFTH THIRD BANCORP | 82,438 | 866,000 | 0.39% | ||
| 30 | Janney Montgomery Scott LLC | 74,595 | 783,000 | 0.35% | ||
| 31 | JANE STREET GROUP, LLC | 67,264 | 706,000 | 0.32% | ||
| 32 | Invesco Ltd. | 59,045 | 620,000 | 0.28% | ||
| 33 | JUNCTURE WEALTH STRATEGIES, LLC | 55,289 | 581,000 | 0.26% | ||
| 34 | PACIFIC FINANCIAL GROUP INC | 54,954 | 577,000 | 0.26% | ||
| 35 | D.A. DAVIDSON & CO. | 54,560 | 572,000 | 0.26% | ||
| 36 | CURIAN CAPITAL LLC | 48,148 | 506,000 | 0.23% | ||
| 37 | ROYAL BANK OF CANADA | 47,460 | 498,000 | 0.22% | ||
| 38 | AMERICAN INTERNATIONAL GROUP, INC. | 44,554 | 469,000 | 0.21% | ||
| 39 | GOLDMAN SACHS GROUP INC | 44,070 | 463,000 | 0.21% | ||
| 40 | BRIGHTON JONES LLC | 40,000 | 420,000 | 0.19% | ||
| 41 | Cambridge Investment Research Advisors, Inc. | 37,745 | 396,000 | 0.18% | ||
| 42 | Freedom Investment Management, Inc. | 11,169 | 367,000 | 0.17% | ||
| 43 | Beacon Capital Management, Inc. | 33,851 | 355,000 | 0.16% | ||
| 44 | Cetera Advisors LLC | 32,604 | 341,000 | 0.15% | ||
| 45 | TRUSTMARK BANK TRUST DEPARTMENT | 23,500 | 247,000 | 0.11% | ||
| 46 | COLDSTREAM CAPITAL MANAGEMENT INC | 20,536 | 216,000 | 0.10% | ||
| 47 | Commonwealth Equity Services, Inc | 18,849 | 198,000 | 0.09% | ||
| 48 | WFG Advisors, LP | 17,739 | 186,000 | 0.08% | ||
| 49 | Stanford Investment Group, Inc. | 17,708 | 186,000 | 0.08% | ||
| 50 | NATIONAL PLANNING CORP | 15,030 | 167,000 | 0.08% |
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.
