| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STEPHENS INC /AR/ | 743,875 | 44,669,000 | 22.25% | ||
| 2 | MANAGED ACCOUNT ADVISORS LLC | 575,367 | 34,550,000 | 17.21% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 461,916 | 27,738,000 | 13.81% | ||
| 4 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 398,854 | 23,951,000 | 11.93% | ||
| 5 | WELLS FARGO & COMPANY/MN | 267,531 | 16,065,000 | 8.00% | ||
| 6 | UBS Group AG | 160,817 | 9,657,000 | 4.81% | ||
| 7 | NewSquare Capital LLC | 132,321 | 7,946,000 | 3.96% | ||
| 8 | MORGAN STANLEY | 129,585 | 7,781,000 | 3.88% | ||
| 9 | Transamerica Financial Advisors, LLC | 102,796 | 6,173,000 | 3.07% | ||
| 10 | Prospera Financial Services Inc | 97,559 | 5,858,000 | 2.92% | ||
| 11 | Private Advisor Group, LLC | 57,041 | 3,425,000 | 1.71% | ||
| 12 | ASSETMARK, INC | 42,607 | 2,559,000 | 1.27% | ||
| 13 | Blue Edge Capital, LLC | 31,233 | 1,875,510 | 0.93% | ||
| 14 | BAIRD FINANCIAL GROUP, INC. | 23,745 | 1,426,000 | 0.71% | ||
| 15 | AMERIPRISE FINANCIAL INC | 21,223 | 1,274,000 | 0.63% | ||
| 16 | Virtu KCG Holdings LLC | 17,202 | 1,033,000 | 0.51% | ||
| 17 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16,777 | 1,007,000 | 0.50% | ||
| 18 | REGIONS FINANCIAL CORP | 10,870 | 653,000 | 0.33% | ||
| 19 | FIRSTMERIT BANK N A TRUSTEE | 10,440 | 627,000 | 0.31% | ||
| 20 | STIFEL FINANCIAL CORP | 9,282 | 557,000 | 0.28% | ||
| 21 | LPL Financial LLC | 6,023 | 362,000 | 0.18% | ||
| 22 | Bluefin Trading, LLC | 5,026 | 302,000 | 0.15% | ||
| 23 | Bank of New York Mellon Corp | 4,496 | 270,000 | 0.13% | ||
| 24 | ENVESTNET ASSET MANAGEMENT INC | 4,192 | 252,000 | 0.13% | ||
| 25 | Invesco Ltd. | 3,296 | 198,000 | 0.10% | ||
| 26 | AMERICAN INTERNATIONAL GROUP, INC. | 2,466 | 148,081 | 0.07% | ||
| 27 | ROYAL BANK OF CANADA | 2,413 | 145,000 | 0.07% | ||
| 28 | PNC FINANCIAL SERVICES GROUP, INC. | 2,400 | 144,000 | 0.07% | ||
| 29 | CITIGROUP INC | 976 | 59,000 | 0.03% | ||
| 30 | REILLY FINANCIAL ADVISORS, LLC | 347 | 21,000 | 0.01% | ||
| 31 | EDMOND DE ROTHSCHILD HOLDING S.A. | 309 | 19,000 | 0.01% | ||
| 32 | FIFTH THIRD BANCORP | 259 | 16,000 | 0.01% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 220 | 13,000 | 0.01% | ||
| 34 | WFG Advisors, LP | 175 | 11,000 | 0.01% | ||
| 35 | 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.
