| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6,325,859 | 163,650,000 | 25.57% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 6,282,267 | 162,522,000 | 25.39% | ||
| 3 | AVIANCE CAPITAL MANAGEMENT, LLC | 1,417,108 | 36,661,000 | 5.73% | ||
| 4 | BALASA DINVERNO & FOLTZ LLC | 1,208,038 | 26,179,000 | 4.09% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 949,397 | 24,561,000 | 3.84% | ||
| 6 | Gradient Investments LLC | 728,735 | 18,852,000 | 2.95% | ||
| 7 | MORGAN STANLEY | 709,569 | 18,357,000 | 2.87% | ||
| 8 | WELLS FARGO & COMPANY/MN | 692,554 | 17,917,000 | 2.80% | ||
| 9 | Financial Advisory Group | 480,879 | 12,440,000 | 1.94% | ||
| 10 | Linscomb Wealth, Inc. | 434,855 | 11,250,000 | 1.76% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 399,618 | 10,338,000 | 1.62% | ||
| 12 | New England Professional Planning Group Inc. | 396,488 | 10,334,000 | 1.61% | ||
| 13 | GUGGENHEIM CAPITAL LLC | 331,374 | 8,573,000 | 1.34% | ||
| 14 | UBS Group AG | 330,664 | 8,554,000 | 1.34% | ||
| 15 | Virtu KCG Holdings LLC | 329,128 | 8,515,000 | 1.33% | ||
| 16 | Cetera Advisor Networks LLC | 262,047 | 6,788,000 | 1.06% | ||
| 17 | JANE STREET GROUP, LLC | 253,671 | 6,562,000 | 1.03% | ||
| 18 | Summit Asset Management, LLC | 232,372 | 6,011,000 | 0.94% | ||
| 19 | GW HENSSLER & ASSOCIATES LTD | 214,308 | 5,544,000 | 0.87% | ||
| 20 | ATWOOD & PALMER INC | 213,305 | 5,519,000 | 0.86% | ||
| 21 | GHP Investment Advisors, Inc. | 212,845 | 5,506,000 | 0.86% | ||
| 22 | Ironwood Financial, llc | 197,517 | 5,114,000 | 0.80% | ||
| 23 | ROYAL BANK OF CANADA | 196,682 | 5,088,000 | 0.79% | ||
| 24 | COURIER CAPITAL LLC | 170,851 | 4,420,000 | 0.69% | ||
| 25 | TD Capital Management LLC | 155,287 | 4,017,000 | 0.63% | ||
| 26 | PRING TURNER CAPITAL GROUP INC | 144,373 | 3,735,000 | 0.58% | ||
| 27 | Carnegie Investment Counsel | 137,119 | 3,564,000 | 0.56% | ||
| 28 | LPL Financial LLC | 131,692 | 3,407,000 | 0.53% | ||
| 29 | Prospera Financial Services Inc | 119,934 | 3,103,000 | 0.48% | ||
| 30 | Commonwealth Equity Services, Inc | 94,850 | 2,454,000 | 0.38% | ||
| 31 | DUBUQUE BANK & TRUST CO | 91,630 | 2,370,000 | 0.37% | ||
| 32 | Verition Fund Management LLC | 90,717 | 2,347,000 | 0.37% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 85,109 | 2,202,000 | 0.34% | ||
| 34 | AMERIPRISE FINANCIAL INC | 77,073 | 1,994,000 | 0.31% | ||
| 35 | Capital Advisors, Ltd. LLC | 58,137 | 1,504,000 | 0.23% | ||
| 36 | Confluence Wealth Management LLC | 56,862 | 1,471,000 | 0.23% | ||
| 37 | DAVENPORT & Co LLC | 50,984 | 1,318,956 | 0.21% | ||
| 38 | Taylor, Cottrill LLC | 50,878 | 1,316,000 | 0.21% | ||
| 39 | Parasol Investment Management, LLC | 46,125 | 1,193,000 | 0.19% | ||
| 40 | AMERICAN INTERNATIONAL GROUP, INC. | 43,479 | 1,124,792 | 0.18% | ||
| 41 | HighTower Advisors, LLC | 31,840 | 824,000 | 0.13% | ||
| 42 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,881 | 773,000 | 0.12% | ||
| 43 | WMS Partners, LLC | 26,990 | 698,000 | 0.11% | ||
| 44 | Saba Capital Management, L.P. | 26,335 | 681,000 | 0.11% | ||
| 45 | Stratos Wealth Partners, LTD. | 25,610 | 662,265 | 0.10% | ||
| 46 | Sigma Planning Corp | 24,086 | 623,000 | 0.10% | ||
| 47 | LINCOLN NATIONAL CORP | 22,223 | 575,000 | 0.09% | ||
| 48 | SUNTRUST BANKS INC | 21,987 | 568,000 | 0.09% | ||
| 49 | Frontier Wealth Management LLC | 21,313 | 551,000 | 0.09% | ||
| 50 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,455 | 529,000 | 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.
