| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,443,053 | 78,416,000 | 17.40% | ||
| 2 | MORGAN STANLEY | 961,791 | 52,264,000 | 11.60% | ||
| 3 | Kiwi Wealth Investments Limited Partnership | 754,523 | 41,001,000 | 9.10% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 639,747 | 34,764,000 | 7.71% | ||
| 5 | LPL Financial LLC | 480,794 | 26,126,000 | 5.80% | ||
| 6 | UBS AG | 400,171 | 21,745,000 | 4.83% | ||
| 7 | Astor Investment Management LLC | 370,132 | 20,113,000 | 4.46% | ||
| 8 | BANK OF STOCKTON | 259,245 | 14,088,000 | 3.13% | ||
| 9 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 233,847 | 12,707,000 | 2.82% | ||
| 10 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 209,415 | 11,379,611 | 2.53% | ||
| 11 | Financial Architects, Inc | 188,594 | 10,248,000 | 2.27% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 177,844 | 9,664,000 | 2.14% | ||
| 13 | Commonwealth Equity Services, Inc | 155,970 | 8,475,000 | 1.88% | ||
| 14 | AMERIPRISE FINANCIAL INC | 147,525 | 8,016,000 | 1.78% | ||
| 15 | SII INVESTMENTS INC/WI | 146,029 | 7,926,000 | 1.76% | ||
| 16 | Legacy Private Trust Co. | 108,256 | 5,883,000 | 1.31% | ||
| 17 | Advisors Preferred, LLC | 97,756 | 5,312,061 | 1.18% | ||
| 18 | Bridgewater Advisors Inc. | 97,590 | 5,303,000 | 1.18% | ||
| 19 | Orion Porfolio Solutions, LLC | 88,000 | 4,782,000 | 1.06% | ||
| 20 | STIFEL FINANCIAL CORP | 85,951 | 4,671,000 | 1.04% | ||
| 21 | PACIFIC FINANCIAL GROUP INC | 81,751 | 4,442,000 | 0.99% | ||
| 22 | Tuttle Capital Management, LLC | 74,201 | 4,034,000 | 0.90% | ||
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 65,797 | 3,575,000 | 0.79% | ||
| 24 | NIEMANN CAPITAL MANAGEMENT INC | 64,266 | 3,492,000 | 0.77% | ||
| 25 | Country Club Trust Company, n.a. | 63,115 | 3,430,000 | 0.76% | ||
| 26 | JANE STREET GROUP, LLC | 62,058 | 3,372,000 | 0.75% | ||
| 27 | Avidian Wealth Enterprises, LLC | 61,244 | 3,328,000 | 0.74% | ||
| 28 | SIGNATUREFD, LLC | 59,735 | 3,246,000 | 0.72% | ||
| 29 | AMERICAN INTERNATIONAL GROUP, INC. | 57,108 | 3,103,249 | 0.69% | ||
| 30 | RAYMOND JAMES & ASSOCIATES | 54,505 | 2,962,000 | 0.66% | ||
| 31 | SHINE INVESTMENT ADVISORY SERVICES INC | 54,310 | 2,951,000 | 0.65% | ||
| 32 | ROYAL BANK OF CANADA | 44,324 | 2,408,000 | 0.53% | ||
| 33 | MID CONTINENT CAPITAL LLC/IL | 39,983 | 2,172,000 | 0.48% | ||
| 34 | BLAIR WILLIAM & CO/IL | 37,375 | 2,030,000 | 0.45% | ||
| 35 | Placemark Investments, Inc. | 35,703 | 1,939,000 | 0.43% | ||
| 36 | CITIGROUP INC | 30,487 | 1,656,000 | 0.37% | ||
| 37 | First Allied Advisory Services, Inc. | 28,452 | 1,542,000 | 0.34% | ||
| 38 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,848 | 1,513,000 | 0.34% | ||
| 39 | OPPENHEIMER & CO INC | 25,127 | 1,365,000 | 0.30% | ||
| 40 | ALESCO ADVISORS LLC | 23,119 | 1,256,000 | 0.28% | ||
| 41 | AVIANCE CAPITAL MANAGEMENT, LLC | 22,726 | 1,235,000 | 0.27% | ||
| 42 | BNP PARIBAS FINANCIAL MARKETS | 18,518 | 1,006,268 | 0.22% | ||
| 43 | VSR Financial Services, Inc. | 17,995 | 978,000 | 0.22% | ||
| 44 | Concert Wealth Management Inc. | 17,891 | 946,000 | 0.21% | ||
| 45 | GREENLEAF TRUST | 15,600 | 848,000 | 0.19% | ||
| 46 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14,987 | 814,000 | 0.18% | ||
| 47 | HighTower Advisors, LLC | 13,820 | 751,000 | 0.17% | ||
| 48 | CREDIT SUISSE AG/ | 12,894 | 701,000 | 0.16% | ||
| 49 | BBVA USA Bancshares, Inc. | 10,723 | 583,000 | 0.13% | ||
| 50 | GOLDMAN SACHS GROUP INC | 10,404 | 565,000 | 0.13% |
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.
