| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 5,435,438 | 107,893,000 | 18.30% | ||
| 2 | Invesco Ltd. | 5,053,622 | 100,314,000 | 17.01% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 3,236,565 | 64,246,000 | 10.89% | ||
| 4 | Orion Porfolio Solutions, LLC | 2,566,831 | 50,952,000 | 8.64% | ||
| 5 | Charles Schwab Investment Advisory, Inc. | 1,906,106 | 37,837,000 | 6.42% | ||
| 6 | Legacy Private Trust Co. | 1,050,408 | 20,851,000 | 3.54% | ||
| 7 | ROYAL BANK OF CANADA | 900,614 | 17,877,000 | 3.03% | ||
| 8 | MORGAN STANLEY | 897,656 | 17,818,000 | 3.02% | ||
| 9 | RiverFront Investment Group, LLC | 861,289 | 17,096,000 | 2.90% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 845,506 | 16,783,000 | 2.85% | ||
| 11 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 783,920 | 15,560,812 | 2.64% | ||
| 12 | CITIGROUP INC | 730,084 | 14,492,000 | 2.46% | ||
| 13 | Kinsight, LLC | 608,187 | 12,073,000 | 2.05% | ||
| 14 | Freestone Capital Holdings, LLC | 607,809 | 12,065,000 | 2.05% | ||
| 15 | UBS Group AG | 579,373 | 11,501,000 | 1.95% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 409,267 | 8,125,000 | 1.38% | ||
| 17 | WELLS FARGO & COMPANY/MN | 393,858 | 7,818,000 | 1.33% | ||
| 18 | JANE STREET GROUP, LLC | 363,120 | 7,208,000 | 1.22% | ||
| 19 | AMERIPRISE FINANCIAL INC | 355,751 | 7,027,000 | 1.19% | ||
| 20 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 307,565 | 6,105,000 | 1.04% | ||
| 21 | FOSTER & MOTLEY INC | 294,615 | 5,848,000 | 0.99% | ||
| 22 | Frontier Wealth Management LLC | 172,588 | 3,426,000 | 0.58% | ||
| 23 | JFS WEALTH ADVISORS, LLC | 133,324 | 2,646,000 | 0.45% | ||
| 24 | IFP ADVISORS, INC | 128,642 | 2,554,000 | 0.43% | ||
| 25 | CIBC WORLD MARKET INC. | 126,140 | 2,504,000 | 0.42% | ||
| 26 | Janney Montgomery Scott LLC | 103,263 | 2,050,000 | 0.35% | ||
| 27 | HL FINANCIAL SERVICES LLC | 99,685 | 1,979,000 | 0.34% | ||
| 28 | LPL Financial LLC | 97,858 | 1,942,000 | 0.33% | ||
| 29 | Daiwa Securities Group Inc. | 71,000 | 1,409,000 | 0.24% | ||
| 30 | ADVISOR GROUP, INC. | 69,813 | 1,386,000 | 0.24% | ||
| 31 | First Allied Advisory Services, Inc. | 49,660 | 987,000 | 0.17% | ||
| 32 | BB&T SECURITIES, LLC | 43,063 | 854,000 | 0.14% | ||
| 33 | HSBC HOLDINGS PLC | 39,500 | 784,000 | 0.13% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 30,283 | 601,000 | 0.10% | ||
| 35 | Raymond James Financial Services Advisors, Inc. | 30,225 | 600,000 | 0.10% | ||
| 36 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 28,831 | 572,000 | 0.10% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 28,570 | 567,000 | 0.10% | ||
| 38 | REGIONS FINANCIAL CORP | 27,569 | 547,000 | 0.09% | ||
| 39 | NATIXIS | 23,680 | 470,000 | 0.08% | ||
| 40 | BRIDGEWORTH, LLC | 21,505 | 457,000 | 0.08% | ||
| 41 | STATE STREET CORP | 20,100 | 399,000 | 0.07% | ||
| 42 | HighTower Advisors, LLC | 18,942 | 377,000 | 0.06% | ||
| 43 | Private Advisor Group, LLC | 17,573 | 350,000 | 0.06% | ||
| 44 | M Holdings Securities, Inc. | 16,807 | 334,000 | 0.06% | ||
| 45 | SHEETS SMITH WEALTH MANAGEMENT | 15,374 | 305,000 | 0.05% | ||
| 46 | SVA Wealth Management, LLC | 13,962 | 277,000 | 0.05% | ||
| 47 | Commonwealth Equity Services, Inc | 12,512 | 248,000 | 0.04% | ||
| 48 | STIFEL FINANCIAL CORP | 11,397 | 228,000 | 0.04% | ||
| 49 | CHILTON CAPITAL MANAGEMENT LLC | 11,342 | 225,000 | 0.04% | ||
| 50 | Atria Investments, Inc | 10,887 | 216,000 | 0.04% |
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.
