| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,762,989 | 81,450,000 | 17.15% | ||
| 2 | MORGAN STANLEY | 1,372,823 | 63,808,000 | 13.44% | ||
| 3 | AVIANCE CAPITAL MANAGEMENT, LLC | 1,179,749 | 54,835,000 | 11.55% | ||
| 4 | IndexIQ Advisors LLC | 828,262 | 38,498,000 | 8.11% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 770,204 | 35,799,000 | 7.54% | ||
| 6 | WELLS FARGO & COMPANY/MN | 527,531 | 24,520,000 | 5.16% | ||
| 7 | UBS Group AG | 478,379 | 22,235,000 | 4.68% | ||
| 8 | Astor Investment Management LLC | 339,473 | 15,779,000 | 3.32% | ||
| 9 | Orion Porfolio Solutions, LLC | 232,771 | 10,820,000 | 2.28% | ||
| 10 | SPINNAKER TRUST | 197,275 | 9,169,000 | 1.93% | ||
| 11 | STATE STREET CORP | 187,305 | 8,706,000 | 1.83% | ||
| 12 | Gradient Investments LLC | 166,992 | 7,762,000 | 1.63% | ||
| 13 | JPMORGAN CHASE & CO | 135,399 | 6,294,000 | 1.33% | ||
| 14 | GUGGENHEIM CAPITAL LLC | 125,365 | 5,828,000 | 1.23% | ||
| 15 | CIBC WORLD MARKET INC. | 119,703 | 5,564,000 | 1.17% | ||
| 16 | VICUS CAPITAL | 116,966 | 5,437,000 | 1.14% | ||
| 17 | AGILIS PARTNERS LLC | 115,224 | 5,356,000 | 1.13% | ||
| 18 | ROYAL BANK OF CANADA | 98,163 | 4,563,000 | 0.96% | ||
| 19 | ENVESTNET ASSET MANAGEMENT INC | 97,501 | 4,532,000 | 0.95% | ||
| 20 | STIFEL FINANCIAL CORP | 97,315 | 4,522,000 | 0.95% | ||
| 21 | Efficient Market Advisors, LLC | 95,788 | 4,452,000 | 0.94% | ||
| 22 | Virtu KCG Holdings LLC | 92,212 | 4,286,000 | 0.90% | ||
| 23 | AMERIPRISE FINANCIAL INC | 84,585 | 3,932,000 | 0.83% | ||
| 24 | EMERSON INVESTMENT MANAGEMENT, LLC | 81,535 | 3,790,000 | 0.80% | ||
| 25 | JANE STREET GROUP, LLC | 73,638 | 3,423,000 | 0.72% | ||
| 26 | New England Investment & Retirement Group, Inc. | 71,384 | 3,318,000 | 0.70% | ||
| 27 | FC ADVISORY LLC | 62,552 | 2,907,000 | 0.61% | ||
| 28 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 48,361 | 2,241,000 | 0.47% | ||
| 29 | AEGON USA Investment Management, LLC | 44,900 | 2,087,000 | 0.44% | PRN | |
| 30 | Hillsdale Investment Management Inc. | 43,850 | 2,038,000 | 0.43% | ||
| 31 | Private Advisor Group, LLC | 33,988 | 1,580,000 | 0.33% | ||
| 32 | Neuberger Berman Group LLC | 31,490 | 1,464,000 | 0.31% | ||
| 33 | Argentus Capital Management, LLC | 29,822 | 1,378,000 | 0.29% | ||
| 34 | BAILARD, INC. | 26,125 | 1,214,000 | 0.26% | ||
| 35 | HUTCHENS INVESTMENT MANAGEMENT INC | 24,300 | 1,129,000 | 0.24% | ||
| 36 | GRIMES & Co WEALTH MANAGEMENT, LLC | 22,893 | 1,064,000 | 0.22% | ||
| 37 | B. Riley Wealth Advisors, Inc. | 47,436 | 1,029,000 | 0.22% | ||
| 38 | Accuvest Global Advisors | 21,190 | 985,000 | 0.21% | ||
| 39 | RISK PARADIGM GROUP, LLC | 20,598 | 957,395 | 0.20% | ||
| 40 | COURIER CAPITAL LLC | 19,163 | 891,000 | 0.19% | ||
| 41 | SHEETS SMITH WEALTH MANAGEMENT | 18,367 | 854,000 | 0.18% | ||
| 42 | Transamerica Financial Advisors, LLC | 17,800 | 828,000 | 0.17% | ||
| 43 | Kovack Advisors, Inc. | 16,933 | 787,000 | 0.17% | ||
| 44 | Raymond James Financial Services Advisors, Inc. | 16,584 | 771,000 | 0.16% | ||
| 45 | SEI INVESTMENTS CO | 15,536 | 722,000 | 0.15% | ||
| 46 | INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 14,645 | 676,000 | 0.14% | ||
| 47 | Tortoise Investment Management, LLC | 14,489 | 673,000 | 0.14% | ||
| 48 | BESSEMER GROUP INC | 14,050 | 653,000 | 0.14% | ||
| 49 | REGIONS FINANCIAL CORP | 11,200 | 521,000 | 0.11% | ||
| 50 | OPPENHEIMER & CO INC | 11,035 | 513,000 | 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.
