| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VestGen Investment Management | 1,692,725 | 41,776,000 | 20.06% | ||
| 2 | QS Investors, LLC | 1,280,747 | 31,609,000 | 15.18% | ||
| 3 | ROYAL BANK OF CANADA | 1,245,504 | 30,739,000 | 14.76% | ||
| 4 | WBI INVESTMENTS, LLC | 904,482 | 22,323,000 | 10.72% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 822,844 | 20,308,000 | 9.75% | ||
| 6 | WELLS FARGO & COMPANY/MN | 583,948 | 14,412,000 | 6.92% | ||
| 7 | AFAM CAPITAL, INC. | 311,794 | 7,695,000 | 3.69% | ||
| 8 | LPL Financial LLC | 278,149 | 6,812,000 | 3.27% | ||
| 9 | Transamerica Financial Advisors, LLC | 166,502 | 4,110,000 | 1.97% | ||
| 10 | PRUDENTIAL PLC | 164,081 | 4,050,000 | 1.94% | ||
| 11 | Gradient Investments LLC | 147,007 | 3,628,000 | 1.74% | ||
| 12 | GUGGENHEIM CAPITAL LLC | 133,192 | 3,287,000 | 1.58% | ||
| 13 | Allianz Asset Management GmbH | 122,000 | 3,011,000 | 1.45% | ||
| 14 | Cambria Investment Management, L.P. | 99,169 | 2,447,000 | 1.17% | ||
| 15 | Hillsdale Investment Management Inc. | 83,825 | 2,069,000 | 0.99% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 76,041 | 1,877,000 | 0.90% | ||
| 17 | MORGAN STANLEY | 50,900 | 1,256,000 | 0.60% | ||
| 18 | Hilltop Holdings Inc. | 45,289 | 1,117,000 | 0.54% | ||
| 19 | IFP ADVISORS, INC | 43,289 | 1,068,000 | 0.51% | ||
| 20 | BANK OF AMERICA CORP /DE/ | 33,604 | 829,000 | 0.40% | ||
| 21 | Mirae Asset Global Investments Co., Ltd. | 30,000 | 740,000 | 0.36% | ||
| 22 | D.A. DAVIDSON & CO. | 27,278 | 672,000 | 0.32% | ||
| 23 | ADVISOR GROUP, INC. | 26,866 | 663,000 | 0.32% | ||
| 24 | Weatherstone Capital Management | 17,913 | 442,000 | 0.21% | ||
| 25 | Virtu KCG Holdings LLC | 14,126 | 349,000 | 0.17% | ||
| 26 | First Allied Advisory Services, Inc. | 12,039 | 297,000 | 0.14% | ||
| 27 | INVESTMENT CENTERS OF AMERICA INC | 9,061 | 223,000 | 0.11% | ||
| 28 | GENEOS WEALTH MANAGEMENT INC. | 7,009 | 172,000 | 0.08% | ||
| 29 | UBS Group AG | 5,112 | 126,000 | 0.06% | ||
| 30 | Shamrock Asset Management LLC | 2,241 | 55,000 | 0.03% | ||
| 31 | Hudock, Inc. | 1,909 | 47,000 | 0.02% | ||
| 32 | US BANCORP \DE\ | 990 | 24,000 | 0.01% | ||
| 33 | Mariner, LLC | 600 | 15,000 | 0.01% | ||
| 34 | CITIGROUP INC | 500 | 12,000 | 0.01% | ||
| 35 | MSI Financial Services Inc | 328 | 8,000 | 0.00% | ||
| 36 | Advisors Asset Management, Inc. | 155 | 4,000 | 0.00% | ||
| 37 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.
