| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,612,492 | 76,658,000 | 11.60% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,590,623 | 75,618,000 | 11.44% | ||
| 3 | RiverFront Investment Group, LLC | 1,538,247 | 73,128,000 | 11.07% | ||
| 4 | ROYAL BANK OF CANADA | 1,119,185 | 53,207,000 | 8.05% | ||
| 5 | WELLS FARGO & COMPANY/MN | 802,942 | 38,172,000 | 5.78% | ||
| 6 | Horizon Investments, LLC | 729,983 | 34,703,000 | 5.25% | ||
| 7 | Gradient Investments LLC | 679,986 | 32,327,000 | 4.89% | ||
| 8 | AVIANCE CAPITAL MANAGEMENT, LLC | 659,675 | 31,361,000 | 4.75% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 429,446 | 20,416,000 | 3.09% | ||
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 387,200 | 18,407,000 | 2.79% | ||
| 11 | NOTTINGHAM ADVISORS, INC. | 313,998 | 14,927,000 | 2.26% | ||
| 12 | STATE STREET CORP | 303,479 | 14,428,000 | 2.18% | ||
| 13 | Orion Porfolio Solutions, LLC | 287,704 | 13,677,000 | 2.07% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 237,617 | 11,301,000 | 1.71% | ||
| 15 | SPINNAKER TRUST | 230,540 | 10,960,000 | 1.66% | ||
| 16 | STIFEL FINANCIAL CORP | 226,395 | 10,768,000 | 1.63% | ||
| 17 | Legacy Private Trust Co. | 210,895 | 10,026,000 | 1.52% | ||
| 18 | JPMORGAN CHASE & CO | 188,480 | 8,960,000 | 1.36% | ||
| 19 | LPL Financial LLC | 182,644 | 8,654,000 | 1.31% | ||
| 20 | IndexIQ Advisors LLC | 173,224 | 8,235,000 | 1.25% | ||
| 21 | GUGGENHEIM CAPITAL LLC | 157,170 | 7,472,000 | 1.13% | ||
| 22 | New England Investment & Retirement Group, Inc. | 142,464 | 6,773,000 | 1.03% | ||
| 23 | CIBC WORLD MARKET INC. | 129,878 | 6,174,000 | 0.93% | ||
| 24 | AMERIPRISE FINANCIAL INC | 121,414 | 5,772,000 | 0.87% | ||
| 25 | BB&T SECURITIES, LLC | 111,094 | 5,281,000 | 0.80% | ||
| 26 | Janney Montgomery Scott LLC | 110,633 | 5,259,000 | 0.80% | ||
| 27 | Hillsdale Investment Management Inc. | 81,250 | 3,863,000 | 0.58% | ||
| 28 | AEGON USA Investment Management, LLC | 79,000 | 3,756,000 | 0.57% | ||
| 29 | BOSTON FINANCIAL MANGEMENT LLC | 77,995 | 3,708,000 | 0.56% | ||
| 30 | J.P. Morgan Private Wealth Advisors LLC | 69,545 | 3,306,000 | 0.50% | ||
| 31 | Efficient Market Advisors, LLC | 66,746 | 3,173,000 | 0.48% | ||
| 32 | Bluefin Trading, LLC | 50,000 | 2,377,000 | 0.36% | ||
| 33 | Atria Investments, Inc | 48,981 | 2,329,000 | 0.35% | ||
| 34 | CITADEL ADVISORS LLC | 48,338 | 2,298,000 | 0.35% | ||
| 35 | B. Riley Wealth Advisors, Inc. | 41,039 | 1,952,000 | 0.30% | ||
| 36 | Simplicity Solutions, LLC | 38,481 | 1,829,000 | 0.28% | ||
| 37 | OLD MISSION CAPITAL LLC | 33,375 | 1,587,000 | 0.24% | ||
| 38 | Accuvest Global Advisors | 33,280 | 1,582,000 | 0.24% | ||
| 39 | MILLENNIUM MANAGEMENT LLC | 29,871 | 1,420,000 | 0.21% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 29,411 | 1,398,000 | 0.21% | ||
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,388 | 1,397,000 | 0.21% | ||
| 42 | HighTower Advisors, LLC | 27,609 | 1,313,000 | 0.20% | ||
| 43 | Neuberger Berman Group LLC | 27,099 | 1,288,000 | 0.19% | ||
| 44 | Raymond James Financial Services Advisors, Inc. | 26,209 | 1,246,000 | 0.19% | ||
| 45 | REGIONS FINANCIAL CORP | 25,400 | 1,208,000 | 0.18% | ||
| 46 | HIGHLAND CAPITAL MANAGEMENT LP | 25,000 | 1,189,000 | 0.18% | ||
| 47 | Crow Point Partners, LLC | 22,758 | 1,081,000 | 0.16% | ||
| 48 | Transamerica Financial Advisors, LLC | 21,529 | 1,024,000 | 0.15% | ||
| 49 | CULLEN/FROST BANKERS, INC. | 20,777 | 988,000 | 0.15% | ||
| 50 | GRIMES & Co WEALTH MANAGEMENT, LLC | 19,616 | 933,000 | 0.14% |
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.
