| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 6,482,448 | 131,204,000 | 47.24% | ||
| 2 | BB&T SECURITIES, LLC | 107,534 | 21,764,000 | 7.84% | ||
| 3 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 721,903 | 14,611,000 | 5.26% | ||
| 4 | Legacy Private Trust Co. | 664,033 | 13,440,000 | 4.84% | ||
| 5 | ROYAL BANK OF CANADA | 538,139 | 10,892,000 | 3.92% | ||
| 6 | MORGAN STANLEY | 476,272 | 9,639,000 | 3.47% | ||
| 7 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 467,645 | 9,465,000 | 3.41% | ||
| 8 | Forvis Mazars Wealth Advisors, LLC | 437,859 | 8,862,000 | 3.19% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 434,593 | 8,796,000 | 3.17% | ||
| 10 | RiverFront Investment Group, LLC | 349,392 | 7,071,000 | 2.55% | ||
| 11 | UBS AG | 265,332 | 5,370,000 | 1.93% | ||
| 12 | Kinsight, LLC | 257,719 | 5,216,000 | 1.88% | ||
| 13 | HSBC HOLDINGS PLC | 232,412 | 4,704,000 | 1.69% | ||
| 14 | EVERGREEN CAPITAL MANAGEMENT LLC | 204,752 | 4,144,000 | 1.49% | ||
| 15 | JFS WEALTH ADVISORS, LLC | 149,599 | 3,028,000 | 1.09% | ||
| 16 | Argentus Capital Management, LLC | 141,854 | 2,871,000 | 1.03% | ||
| 17 | STATE STREET CORP | 102,800 | 2,081,000 | 0.75% | ||
| 18 | MID CONTINENT CAPITAL LLC/IL | 99,340 | 2,011,000 | 0.72% | ||
| 19 | HighTower Advisors, LLC | 90,955 | 1,841,000 | 0.66% | ||
| 20 | Commonwealth Equity Services, Inc | 68,637 | 1,389,000 | 0.50% | ||
| 21 | AMERIPRISE FINANCIAL INC | 58,966 | 1,194,000 | 0.43% | ||
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,062 | 953,000 | 0.34% | ||
| 23 | LPL Financial LLC | 44,711 | 886,000 | 0.32% | ||
| 24 | Daiwa Securities Group Inc. | 43,000 | 870,000 | 0.31% | ||
| 25 | RAYMOND JAMES & ASSOCIATES | 36,270 | 734,000 | 0.26% | ||
| 26 | Private Advisor Group, LLC | 28,591 | 579,000 | 0.21% | ||
| 27 | WELLS FARGO & COMPANY/MN | 24,437 | 494,000 | 0.18% | ||
| 28 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20,558 | 416,000 | 0.15% | ||
| 29 | MADISON INVESTMENT HOLDINGS INC | 20,298 | 411,000 | 0.15% | ||
| 30 | Tillar-Wenstrup Advisors, LLC | 17,060 | 345,000 | 0.12% | ||
| 31 | Welch Group, LLC | 16,717 | 338,000 | 0.12% | ||
| 32 | M Holdings Securities, Inc. | 14,943 | 326,000 | 0.12% | ||
| 33 | Placemark Investments, Inc. | 15,465 | 314,000 | 0.11% | ||
| 34 | SG Americas Securities, LLC | 14,821 | 300,000 | 0.11% | ||
| 35 | Marquette Asset Management, LLC | 11,792 | 239,000 | 0.09% | ||
| 36 | BANK OF MONTREAL /CAN/ | 8,397 | 170,000 | 0.06% | ||
| 37 | Creative Planning | 8,392 | 170,000 | 0.06% | ||
| 38 | MSI Financial Services Inc | 6,591 | 133,000 | 0.05% | ||
| 39 | Carroll Financial Associates, Inc. | 6,500 | 128,000 | 0.05% | ||
| 40 | DEUTSCHE BANK AG\ | 3,620 | 73,000 | 0.03% | ||
| 41 | ALLIANCEBERNSTEIN L.P. | 2,735 | 55,000 | 0.02% | ||
| 42 | SYNOVUS FINANCIAL CORP | 1,888 | 39,000 | 0.01% | ||
| 43 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1,253 | 25,000 | 0.01% | ||
| 44 | CITIGROUP INC | 1,051 | 21,000 | 0.01% | ||
| 45 | GLENMEDE TRUST CO NA | 1,000 | 20,000 | 0.01% | ||
| 46 | PATHSTONE FAMILY OFFICE, LLC | 926 | 19,000 | 0.01% | ||
| 47 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 783 | 16,000 | 0.01% | ||
| 48 | ENVESTNET ASSET MANAGEMENT INC | 745 | 15,000 | 0.01% | ||
| 49 | WFG Advisors, LP | 667 | 14,000 | 0.01% | ||
| 50 | US BANCORP \DE\ | 563 | 11,000 | 0.00% |
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.
