| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 4,201,354 | 44,198,000 | 22.12% | ||
| 2 | QS Investors, LLC | 3,760,541 | 39,561,000 | 19.80% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,799,684 | 18,933,000 | 9.48% | ||
| 4 | Efficient Market Advisors, LLC | 1,282,524 | 13,492,000 | 6.75% | ||
| 5 | MORGAN STANLEY | 1,170,511 | 12,314,000 | 6.16% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 732,926 | 7,710,000 | 3.86% | ||
| 7 | IBBOTSON ASSOCIATES INC | 645,962 | 6,796,000 | 3.40% | ||
| 8 | Janney Capital Management LLC | 644,054 | 6,775,000 | 3.39% | ||
| 9 | PineBridge Investments, L.P. | 550,000 | 5,786,000 | 2.90% | ||
| 10 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 427,228 | 4,494,000 | 2.25% | ||
| 11 | AVIANCE CAPITAL MANAGEMENT, LLC | 353,927 | 3,723,000 | 1.86% | ||
| 12 | AMERIPRISE FINANCIAL INC | 337,093 | 3,546,000 | 1.77% | ||
| 13 | LPL Financial LLC | 275,754 | 2,849,000 | 1.43% | ||
| 14 | UBS Group AG | 210,197 | 2,211,000 | 1.11% | ||
| 15 | Orion Porfolio Solutions, LLC | 202,019 | 2,125,000 | 1.06% | ||
| 16 | CREDIT SUISSE AG/ | 185,758 | 1,954,000 | 0.98% | ||
| 17 | COLONY GROUP LLC | 161,426 | 1,698,000 | 0.85% | ||
| 18 | TELEMUS CAPITAL, LLC | 150,383 | 1,582,000 | 0.79% | ||
| 19 | Institute for Wealth Management, LLC. | 146,952 | 1,546,000 | 0.77% | ||
| 20 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 125,664 | 1,322,000 | 0.66% | ||
| 21 | SII INVESTMENTS INC/WI | 115,581 | 1,213,000 | 0.61% | ||
| 22 | CITADEL ADVISORS LLC | 106,441 | 1,120,000 | 0.56% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 98,335 | 1,035,000 | 0.52% | ||
| 24 | BRINKER CAPITAL INC | 93,770 | 986,000 | 0.49% | ||
| 25 | Mirae Asset Global Investments Co., Ltd. | 90,000 | 947,000 | 0.47% | ||
| 26 | COLDSTREAM CAPITAL MANAGEMENT INC | 84,312 | 887,000 | 0.44% | ||
| 27 | FIFTH THIRD BANCORP | 74,280 | 781,000 | 0.39% | ||
| 28 | Janney Montgomery Scott LLC | 63,065 | 663,000 | 0.33% | ||
| 29 | Invesco Ltd. | 55,408 | 583,000 | 0.29% | ||
| 30 | PACIFIC FINANCIAL GROUP INC | 54,059 | 569,000 | 0.28% | ||
| 31 | CAPITAL ASSET ADVISORY SERVICES LLC | 52,948 | 557,000 | 0.28% | ||
| 32 | Virtu KCG Holdings LLC | 49,710 | 523,000 | 0.26% | ||
| 33 | Atria Investments, Inc | 51,669 | 505,000 | 0.25% | ||
| 34 | JUNCTURE WEALTH STRATEGIES, LLC | 42,774 | 450,000 | 0.23% | ||
| 35 | AMERICAN INTERNATIONAL GROUP, INC. | 42,200 | 444,000 | 0.22% | ||
| 36 | BRIGHTON JONES LLC | 40,000 | 421,000 | 0.21% | ||
| 37 | GOLDMAN SACHS GROUP INC | 37,765 | 397,000 | 0.20% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 37,304 | 392,000 | 0.20% | ||
| 39 | VSR Financial Services, Inc. | 36,284 | 382,000 | 0.19% | ||
| 40 | D.A. DAVIDSON & CO. | 35,835 | 376,000 | 0.19% | ||
| 41 | ROYAL BANK OF CANADA | 33,061 | 348,000 | 0.17% | ||
| 42 | Cetera Advisors LLC | 32,852 | 343,000 | 0.17% | ||
| 43 | Beacon Capital Management, Inc. | 29,379 | 309,000 | 0.15% | ||
| 44 | MSI Financial Services Inc | 24,896 | 262,000 | 0.13% | ||
| 45 | TRUSTMARK BANK TRUST DEPARTMENT | 23,500 | 247,000 | 0.12% | ||
| 46 | PNC FINANCIAL SERVICES GROUP, INC. | 20,683 | 218,000 | 0.11% | ||
| 47 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 18,405 | 194,000 | 0.10% | ||
| 48 | Commonwealth Equity Services, Inc | 17,609 | 185,000 | 0.09% | ||
| 49 | CORNERSTONE FINANCIAL PARTNERS, LLC | 16,134 | 169,000 | 0.08% | ||
| 50 | CURIAN CAPITAL LLC | 14,516 | 153,000 | 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.
