| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,861,738 | 128,544,000 | 22.84% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 4,834,201 | 127,816,000 | 22.71% | ||
| 3 | AVIANCE CAPITAL MANAGEMENT, LLC | 1,365,481 | 36,103,000 | 6.41% | ||
| 4 | BALASA DINVERNO & FOLTZ LLC | 1,183,073 | 25,720,000 | 4.57% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 969,935 | 25,645,000 | 4.56% | ||
| 6 | MORGAN STANLEY | 818,225 | 21,635,000 | 3.84% | ||
| 7 | Gradient Investments LLC | 765,436 | 20,238,000 | 3.60% | ||
| 8 | Linscomb Wealth, Inc. | 530,781 | 14,034,000 | 2.49% | ||
| 9 | SHINE INVESTMENT ADVISORY SERVICES INC | 505,123 | 13,355,000 | 2.37% | ||
| 10 | WELLS FARGO & COMPANY/MN | 481,209 | 12,723,000 | 2.26% | ||
| 11 | GUGGENHEIM CAPITAL LLC | 465,936 | 12,320,000 | 2.19% | ||
| 12 | UBS AG | 427,077 | 11,292,000 | 2.01% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 391,740 | 10,358,000 | 1.84% | ||
| 14 | Bluefin Trading, LLC | 386,852 | 10,228,000 | 1.82% | ||
| 15 | STIFEL FINANCIAL CORP | 296,332 | 7,835,000 | 1.39% | ||
| 16 | Cetera Advisor Networks LLC | 267,426 | 7,063,000 | 1.25% | ||
| 17 | ATWOOD & PALMER INC | 226,780 | 5,996,000 | 1.07% | ||
| 18 | Summit Asset Management, LLC | 192,366 | 5,086,000 | 0.90% | ||
| 19 | GHP Investment Advisors, Inc. | 183,849 | 4,861,000 | 0.86% | ||
| 20 | ROYAL BANK OF CANADA | 165,767 | 4,383,000 | 0.78% | ||
| 21 | COURIER CAPITAL LLC | 164,503 | 4,349,000 | 0.77% | ||
| 22 | LPL Financial LLC | 157,490 | 4,144,000 | 0.74% | ||
| 23 | TD Capital Management LLC | 154,691 | 4,090,000 | 0.73% | ||
| 24 | Carnegie Investment Counsel | 151,482 | 4,005,000 | 0.71% | ||
| 25 | PRING TURNER CAPITAL GROUP INC | 146,526 | 3,874,000 | 0.69% | ||
| 26 | Prospera Financial Services Inc | 125,073 | 3,307,000 | 0.59% | ||
| 27 | JANE STREET GROUP, LLC | 104,259 | 2,757,000 | 0.49% | ||
| 28 | Cambridge Investment Research Advisors, Inc. | 99,354 | 2,627,000 | 0.47% | ||
| 29 | Commonwealth Equity Services, Inc | 93,642 | 2,476,000 | 0.44% | ||
| 30 | DUBUQUE BANK & TRUST CO | 86,840 | 2,296,000 | 0.41% | ||
| 31 | AMERIPRISE FINANCIAL INC | 82,897 | 2,192,000 | 0.39% | ||
| 32 | PacWest Financial Management Inc | 78,877 | 1,795,000 | 0.32% | ||
| 33 | DAVENPORT & Co LLC | 66,669 | 1,762,728 | 0.31% | ||
| 34 | Capital Advisors, Ltd. LLC | 57,889 | 1,530,000 | 0.27% | ||
| 35 | Confluence Wealth Management LLC | 48,382 | 1,279,000 | 0.23% | ||
| 36 | Taylor, Cottrill LLC | 47,905 | 1,267,000 | 0.23% | ||
| 37 | Parasol Investment Management, LLC | 45,680 | 1,208,000 | 0.21% | ||
| 38 | AMERICAN INTERNATIONAL GROUP, INC. | 41,056 | 1,085,511 | 0.19% | ||
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38,334 | 1,014,000 | 0.18% | ||
| 40 | HighTower Advisors, LLC | 33,806 | 894,000 | 0.16% | ||
| 41 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 30,233 | 799,000 | 0.14% | ||
| 42 | Beacon Capital Management, Inc. | 27,089 | 716,000 | 0.13% | ||
| 43 | WMS Partners, LLC | 26,990 | 714,000 | 0.13% | ||
| 44 | LINCOLN NATIONAL CORP | 22,223 | 588,000 | 0.10% | ||
| 45 | CADENCE BANK NA | 20,011 | 529,000 | 0.09% | ||
| 46 | SUNTRUST BANKS INC | 19,264 | 509,000 | 0.09% | ||
| 47 | M&T BANK CORP | 17,395 | 460,000 | 0.08% | ||
| 48 | Saba Capital Management, L.P. | 17,272 | 457,000 | 0.08% | ||
| 49 | West Coast Financial LLC | 16,678 | 441,000 | 0.08% | ||
| 50 | Segment Wealth Management, LLC | 16,372 | 433,000 | 0.08% |
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.
