| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,494,195 | 68,957,000 | 14.44% | ||
| 2 | MORGAN STANLEY | 1,422,003 | 65,597,000 | 13.74% | ||
| 3 | AVIANCE CAPITAL MANAGEMENT, LLC | 1,227,291 | 56,615,000 | 11.86% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 839,599 | 38,730,000 | 8.11% | ||
| 5 | IndexIQ Advisors LLC | 788,299 | 36,364,000 | 7.62% | ||
| 6 | UBS Group AG | 591,418 | 27,282,000 | 5.71% | ||
| 7 | WELLS FARGO & COMPANY/MN | 516,410 | 23,822,000 | 4.99% | ||
| 8 | Astor Investment Management LLC | 353,844 | 16,323,000 | 3.42% | ||
| 9 | CREDIT SUISSE AG/ | 305,456 | 14,091,000 | 2.95% | ||
| 10 | Orion Porfolio Solutions, LLC | 229,892 | 10,605,000 | 2.22% | ||
| 11 | SPINNAKER TRUST | 200,678 | 9,257,000 | 1.94% | ||
| 12 | STIFEL FINANCIAL CORP | 87,350 | 8,420,000 | 1.76% | ||
| 13 | STATE STREET CORP | 174,744 | 8,062,000 | 1.69% | ||
| 14 | Gradient Investments LLC | 155,835 | 7,189,000 | 1.51% | ||
| 15 | CIBC WORLD MARKET INC. | 119,126 | 5,495,000 | 1.15% | ||
| 16 | AGILIS PARTNERS LLC | 117,808 | 5,434,000 | 1.14% | ||
| 17 | GUGGENHEIM CAPITAL LLC | 117,292 | 5,411,000 | 1.13% | ||
| 18 | Efficient Market Advisors, LLC | 98,403 | 4,539,000 | 0.95% | ||
| 19 | ROYAL BANK OF CANADA | 96,360 | 4,445,000 | 0.93% | ||
| 20 | ENVESTNET ASSET MANAGEMENT INC | 92,892 | 4,285,000 | 0.90% | ||
| 21 | EMERSON INVESTMENT MANAGEMENT, LLC | 80,010 | 3,691,000 | 0.77% | ||
| 22 | New England Investment & Retirement Group, Inc. | 79,741 | 3,678,000 | 0.77% | ||
| 23 | JPMORGAN CHASE & CO | 77,759 | 3,587,000 | 0.75% | ||
| 24 | MONROE BANK & TRUST/MI | 76,538 | 3,531,000 | 0.74% | ||
| 25 | AMERIPRISE FINANCIAL INC | 65,206 | 3,008,000 | 0.63% | ||
| 26 | FC ADVISORY LLC | 59,672 | 2,753,000 | 0.58% | ||
| 27 | RISK PARADIGM GROUP, LLC | 40,447 | 1,865,820 | 0.39% | ||
| 28 | B. Riley Wealth Advisors, Inc. | 38,678 | 1,785,000 | 0.37% | ||
| 29 | M&T BANK CORP | 36,993 | 1,707,000 | 0.36% | ||
| 30 | Argentus Capital Management, LLC | 36,639 | 1,690,000 | 0.35% | ||
| 31 | SEI INVESTMENTS CO | 33,695 | 1,554,000 | 0.33% | ||
| 32 | NATIXIS ADVISORS, LLC | 33,374 | 1,540,000 | 0.32% | ||
| 33 | Neuberger Berman Group LLC | 32,570 | 1,502,000 | 0.31% | ||
| 34 | Freedom Investment Management, Inc. | 32,525 | 1,500,000 | 0.31% | ||
| 35 | AEGON USA Investment Management, LLC | 32,000 | 1,476,000 | 0.31% | PRN | |
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,300 | 1,259,000 | 0.26% | ||
| 37 | McNamara Financial Services, Inc. | 25,150 | 1,160,000 | 0.24% | ||
| 38 | HUTCHENS INVESTMENT MANAGEMENT INC | 25,150 | 1,160,000 | 0.24% | ||
| 39 | COURIER CAPITAL LLC | 23,340 | 1,077,000 | 0.23% | ||
| 40 | GRIMES & Co WEALTH MANAGEMENT, LLC | 22,447 | 1,035,000 | 0.22% | ||
| 41 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 22,119 | 1,020,000 | 0.21% | ||
| 42 | Accuvest Global Advisors | 21,190 | 977,000 | 0.20% | ||
| 43 | Kovack Advisors, Inc. | 18,951 | 874,000 | 0.18% | ||
| 44 | Private Advisor Group, LLC | 17,773 | 820,000 | 0.17% | ||
| 45 | Transamerica Financial Advisors, LLC | 17,686 | 816,000 | 0.17% | ||
| 46 | SHEETS SMITH WEALTH MANAGEMENT | 16,073 | 741,000 | 0.16% | ||
| 47 | INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 14,645 | 676,000 | 0.14% | ||
| 48 | Raymond James Financial Services Advisors, Inc. | 14,617 | 674,000 | 0.14% | ||
| 49 | Tortoise Investment Management, LLC | 13,315 | 614,000 | 0.13% | ||
| 50 | OPPENHEIMER & CO INC | 11,801 | 544,000 | 0.11% |
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.
