| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Kiwi Wealth Investments Limited Partnership | 746,992 | 35,699,000 | 11.69% | ||
| 2 | MORGAN STANLEY | 741,929 | 35,457,000 | 11.61% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 573,922 | 27,428,000 | 8.98% | ||
| 4 | LPL Financial LLC | 530,736 | 26,420,000 | 8.65% | ||
| 5 | WELLS FARGO & COMPANY/MN | 467,720 | 22,353,000 | 7.32% | ||
| 6 | QS Investors, LLC | 454,560 | 21,723,000 | 7.11% | ||
| 7 | BANK OF STOCKTON | 250,000 | 11,948,000 | 3.91% | ||
| 8 | UBS Group AG | 232,268 | 11,100,000 | 3.63% | ||
| 9 | GOLDMAN SACHS GROUP INC | 213,907 | 10,223,000 | 3.35% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 208,579 | 9,968,000 | 3.26% | ||
| 11 | Financial Architects, Inc | 205,421 | 9,817,000 | 3.21% | ||
| 12 | CREDIT SUISSE AG/ | 197,048 | 9,417,000 | 3.08% | ||
| 13 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 183,883 | 8,788,000 | 2.88% | ||
| 14 | SII INVESTMENTS INC/WI | 160,963 | 7,693,000 | 2.52% | ||
| 15 | HighTower Advisors, LLC | 151,996 | 7,260,000 | 2.38% | ||
| 16 | PARK AVENUE SECURITIES LLC | 137,219 | 6,558,000 | 2.15% | ||
| 17 | Commonwealth Equity Services, Inc | 92,047 | 4,399,000 | 1.44% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 78,585 | 3,756,000 | 1.23% | ||
| 19 | Virtu Financial LLC | 68,576 | 3,277,000 | 1.07% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 59,675 | 2,852,000 | 0.93% | ||
| 21 | SHINE INVESTMENT ADVISORY SERVICES INC | 58,489 | 2,795,000 | 0.92% | ||
| 22 | Transamerica Financial Advisors, LLC | 50,720 | 2,424,000 | 0.79% | ||
| 23 | ROYAL BANK OF CANADA | 39,436 | 1,884,000 | 0.62% | ||
| 24 | VICUS CAPITAL | 36,904 | 1,764,000 | 0.58% | ||
| 25 | IndexIQ Advisors LLC | 31,843 | 1,522,000 | 0.50% | ||
| 26 | REZNY WEALTH MANAGEMENT, INC. | 25,510 | 1,219,000 | 0.40% | ||
| 27 | CITIGROUP INC | 21,631 | 1,034,000 | 0.34% | ||
| 28 | HRT FINANCIAL LP | 20,290 | 969,000 | 0.32% | ||
| 29 | Orion Porfolio Solutions, LLC | 19,000 | 908,000 | 0.30% | ||
| 30 | AMERICAN INTERNATIONAL GROUP, INC. | 18,365 | 878,000 | 0.29% | ||
| 31 | GREENLEAF TRUST | 15,600 | 746,000 | 0.24% | ||
| 32 | MILLENNIUM MANAGEMENT LLC | 15,385 | 735,000 | 0.24% | ||
| 33 | ALESCO ADVISORS LLC | 15,276 | 730,000 | 0.24% | ||
| 34 | VSR Financial Services, Inc. | 14,969 | 715,000 | 0.23% | ||
| 35 | CIBC Private Wealth Group LLC | 13,335 | 637,000 | 0.21% | ||
| 36 | BB&T SECURITIES, LLC | 13,118 | 626,000 | 0.20% | ||
| 37 | PEDDOCK CAPITAL ADVISORS, LLC | 12,679 | 606,000 | 0.20% | ||
| 38 | MID CONTINENT CAPITAL LLC/IL | 12,615 | 603,000 | 0.20% | ||
| 39 | First Allied Advisory Services, Inc. | 12,036 | 576,000 | 0.19% | ||
| 40 | MSI Financial Services Inc | 12,037 | 575,000 | 0.19% | ||
| 41 | HT Partners LLC | 9,279 | 442,000 | 0.14% | ||
| 42 | JPMORGAN CHASE & CO | 8,620 | 412,000 | 0.13% | ||
| 43 | SIGNATUREFD, LLC | 8,080 | 386,000 | 0.13% | ||
| 44 | US BANCORP \DE\ | 7,448 | 356,000 | 0.12% | ||
| 45 | BANK OF MONTREAL /CAN/ | 7,282 | 348,000 | 0.11% | ||
| 46 | Evanson Asset Management, LLC | 7,149 | 342,000 | 0.11% | ||
| 47 | Kovack Advisors, Inc. | 6,579 | 314,000 | 0.10% | ||
| 48 | Advisory Services Network, LLC | 6,379 | 305,000 | 0.10% | ||
| 49 | B. Riley Wealth Advisors, Inc. | 6,097 | 292,000 | 0.10% | ||
| 50 | CITADEL ADVISORS LLC | 5,942 | 284,000 | 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.
