| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 6,557,730 | 298,704,000 | 49.13% | ||
| 2 | RiverFront Investment Group, LLC | 1,129,558 | 51,451,000 | 8.46% | ||
| 3 | BB&T SECURITIES, LLC | 100,753 | 45,892,000 | 7.55% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 578,195 | 26,337,000 | 4.33% | ||
| 5 | Forvis Mazars Wealth Advisors, LLC | 470,822 | 21,446,000 | 3.53% | ||
| 6 | UBS AG | 460,169 | 20,961,000 | 3.45% | ||
| 7 | MORGAN STANLEY | 435,358 | 19,831,000 | 3.26% | ||
| 8 | WELLS FARGO & COMPANY/MN | 251,700 | 11,465,000 | 1.89% | ||
| 9 | GLENMEDE TRUST CO NA | 229,917 | 10,472,000 | 1.72% | ||
| 10 | Legacy Private Trust Co. | 200,429 | 9,130,000 | 1.50% | ||
| 11 | Carroll Financial Associates, Inc. | 165,453 | 7,536,000 | 1.24% | ||
| 12 | NOTTINGHAM ADVISORS, INC. | 165,346 | 7,531,000 | 1.24% | ||
| 13 | OPPENHEIMER & CO INC | 164,955 | 7,514,000 | 1.24% | ||
| 14 | JFS WEALTH ADVISORS, LLC | 140,299 | 6,391,000 | 1.05% | ||
| 15 | ROYAL BANK OF CANADA | 137,632 | 6,269,000 | 1.03% | ||
| 16 | Cetera Advisor Networks LLC | 134,042 | 6,105,000 | 1.00% | ||
| 17 | Private Ocean, LLC | 95,277 | 4,340,000 | 0.71% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 89,070 | 4,057,000 | 0.67% | ||
| 19 | MADISON INVESTMENT HOLDINGS INC | 78,751 | 3,587,000 | 0.59% | ||
| 20 | Commonwealth Equity Services, Inc | 69,889 | 3,183,000 | 0.52% | ||
| 21 | AMERIPRISE FINANCIAL INC | 69,725 | 3,176,000 | 0.52% | ||
| 22 | Cetera Advisors LLC | 69,289 | 3,162,000 | 0.52% | ||
| 23 | BANK OF MONTREAL /CAN/ | 62,877 | 2,864,000 | 0.47% | ||
| 24 | First Allied Asset Management, Inc. | 56,530 | 2,587,000 | 0.43% | ||
| 25 | HighTower Advisors, LLC | 51,395 | 2,341,000 | 0.39% | ||
| 26 | ENVESTNET ASSET MANAGEMENT INC | 44,729 | 2,037,000 | 0.34% | ||
| 27 | LPL Financial LLC | 41,034 | 1,869,000 | 0.31% | ||
| 28 | COMMUNITY FINANCIAL SYSTEM, INC. | 35,700 | 1,626,000 | 0.27% | ||
| 29 | FRONT BARNETT ASSOCIATES LLC | 33,255 | 1,515,000 | 0.25% | ||
| 30 | Placemark Investments, Inc. | 27,559 | 1,258,000 | 0.21% | ||
| 31 | Raymond James Financial Services Advisors, Inc. | 26,152 | 1,191,000 | 0.20% | ||
| 32 | First Allied Advisory Services, Inc. | 24,663 | 1,134,000 | 0.19% | ||
| 33 | Mosaic Financial Partners, Inc. | 24,841 | 1,132,000 | 0.19% | ||
| 34 | REGENTATLANTIC CAPITAL LLC | 24,212 | 1,103,000 | 0.18% | ||
| 35 | Cerity Partners OCIO LLC | 24,023 | 1,094,000 | 0.18% | ||
| 36 | 1st Global Advisors, Inc. | 23,289 | 1,061,000 | 0.17% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 23,226 | 1,058,000 | 0.17% | ||
| 38 | ASSETMARK, INC | 22,488 | 1,024,000 | 0.17% | ||
| 39 | Marquette Asset Management, LLC | 15,485 | 705,000 | 0.12% | ||
| 40 | MID CONTINENT CAPITAL LLC/IL | 13,180 | 600,000 | 0.10% | ||
| 41 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12,596 | 574,000 | 0.09% | ||
| 42 | Virtu KCG Holdings LLC | 11,607 | 529,000 | 0.09% | ||
| 43 | M Holdings Securities, Inc. | 10,717 | 488,000 | 0.08% | ||
| 44 | VSR Financial Services, Inc. | 10,202 | 465,000 | 0.08% | ||
| 45 | AMERICAN INTERNATIONAL GROUP, INC. | 8,040 | 366,222 | 0.06% | ||
| 46 | Cambridge Investment Research Advisors, Inc. | 5,143 | 234,000 | 0.04% | ||
| 47 | MSI Financial Services Inc | 3,890 | 177,000 | 0.03% | ||
| 48 | Waverly Advisors, LLC | 2,469 | 112,000 | 0.02% | ||
| 49 | FIFTH THIRD BANCORP | 1,807 | 82,000 | 0.01% | ||
| 50 | DEUTSCHE BANK AG\ | 1,397 | 63,000 | 0.01% |
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.
