| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 3,166,205 | 365,032,000 | 36.35% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 939,483 | 108,313,000 | 10.78% | ||
| 3 | Hefren-Tillotson, Inc. | 567,961 | 65,480,000 | 6.52% | ||
| 4 | Charles Schwab Investment Advisory, Inc. | 378,582 | 43,647,000 | 4.35% | ||
| 5 | Legacy Private Trust Co. | 341,051 | 39,319,000 | 3.91% | ||
| 6 | Mariner, LLC | 324,946 | 37,464,000 | 3.73% | ||
| 7 | UBS Group AG | 284,571 | 32,808,000 | 3.27% | ||
| 8 | Cerity Partners OCIO LLC | 275,715 | 31,788,000 | 3.17% | ||
| 9 | MORGAN STANLEY | 253,344 | 29,208,000 | 2.91% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 210,121 | 24,225,000 | 2.41% | ||
| 11 | WELLS FARGO & COMPANY/MN | 161,524 | 18,622,000 | 1.85% | ||
| 12 | Frontier Wealth Management LLC | 140,361 | 16,182,000 | 1.61% | ||
| 13 | AMERIPRISE FINANCIAL INC | 132,840 | 15,357,000 | 1.53% | ||
| 14 | DELPHI PRIVATE ADVISORS LLC | 103,252 | 11,904,000 | 1.19% | ||
| 15 | Kinsight, LLC | 91,963 | 10,602,000 | 1.06% | ||
| 16 | ROYAL BANK OF CANADA | 82,071 | 9,462,000 | 0.94% | ||
| 17 | JFS WEALTH ADVISORS, LLC | 80,364 | 9,265,000 | 0.92% | ||
| 18 | BADGLEY PHELPS & BELL INC | 77,069 | 8,885,000 | 0.88% | ||
| 19 | Commonwealth Equity Services, Inc | 73,548 | 8,479,000 | 0.84% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 70,419 | 8,119,000 | 0.81% | ||
| 21 | LPL Financial LLC | 63,419 | 7,367,000 | 0.73% | ||
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 57,692 | 6,651,000 | 0.66% | ||
| 23 | Callan Capital, LLC | 54,926 | 6,332,000 | 0.63% | ||
| 24 | Cetera Advisor Networks LLC | 46,293 | 5,337,000 | 0.53% | ||
| 25 | Cambridge Investment Research Advisors, Inc. | 41,384 | 4,771,000 | 0.48% | ||
| 26 | US BANCORP \DE\ | 36,162 | 4,169,000 | 0.42% | ||
| 27 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 33,560 | 3,869,000 | 0.39% | ||
| 28 | Forvis Mazars Wealth Advisors, LLC | 32,969 | 3,801,000 | 0.38% | ||
| 29 | MADISON INVESTMENT HOLDINGS INC | 32,504 | 3,747,000 | 0.37% | ||
| 30 | Mosaic Financial Partners, Inc. | 32,333 | 3,728,000 | 0.37% | ||
| 31 | Estate Counselors, LLC | 30,190 | 3,481,000 | 0.35% | ||
| 32 | JANE STREET GROUP, LLC | 27,090 | 3,123,000 | 0.31% | ||
| 33 | GENTRUST, LLC | 25,813 | 2,976,000 | 0.30% | ||
| 34 | ALBION FINANCIAL GROUP /UT | 23,295 | 2,686,000 | 0.27% | ||
| 35 | HighTower Advisors, LLC | 22,316 | 2,579,000 | 0.26% | ||
| 36 | Tillar-Wenstrup Advisors, LLC | 21,822 | 2,516,000 | 0.25% | ||
| 37 | LVW Advisors, LLC | 20,988 | 2,420,000 | 0.24% | ||
| 38 | Private Advisor Group, LLC | 17,361 | 2,025,000 | 0.20% | ||
| 39 | PNC FINANCIAL SERVICES GROUP, INC. | 15,032 | 1,733,000 | 0.17% | ||
| 40 | New England Private Wealth Advisors LLC | 14,655 | 1,691,000 | 0.17% | ||
| 41 | CREDIT SUISSE AG/ | 14,213 | 1,639,000 | 0.16% | ||
| 42 | Tower Research Capital LLC (TRC) | 13,875 | 1,600,000 | 0.16% | ||
| 43 | Carroll Financial Associates, Inc. | 13,007 | 1,498,000 | 0.15% | ||
| 44 | J.P. Morgan Private Wealth Advisors LLC | 10,534 | 1,215,000 | 0.12% | ||
| 45 | CENTRAL TRUST Co | 9,185 | 1,059,000 | 0.11% | ||
| 46 | Private Wealth Advisors, Inc. | 9,026 | 1,041,000 | 0.10% | ||
| 47 | SHEETS SMITH WEALTH MANAGEMENT | 8,865 | 1,022,000 | 0.10% | ||
| 48 | Arbor Investment Advisors, LLC | 8,709 | 1,004,000 | 0.10% | ||
| 49 | VICUS CAPITAL | 8,302 | 957,000 | 0.10% | ||
| 50 | M Holdings Securities, Inc. | 8,182 | 943,000 | 0.09% |
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.
