| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6,022,492 | 157,368,000 | 29.73% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 5,928,864 | 154,803,000 | 29.24% | ||
| 3 | BALASA DINVERNO & FOLTZ LLC | 1,200,546 | 26,028,000 | 4.92% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 705,647 | 18,424,000 | 3.48% | ||
| 5 | MORGAN STANLEY | 678,073 | 17,704,000 | 3.34% | ||
| 6 | WELLS FARGO & COMPANY/MN | 496,347 | 12,960,000 | 2.45% | ||
| 7 | Financial Advisory Group | 485,301 | 12,671,000 | 2.39% | ||
| 8 | UBS Group AG | 352,435 | 9,202,000 | 1.74% | ||
| 9 | Cetera Advisor Networks LLC | 351,657 | 9,182,000 | 1.73% | ||
| 10 | Bluefin Trading, LLC | 287,239 | 7,500,000 | 1.42% | ||
| 11 | GUGGENHEIM CAPITAL LLC | 256,147 | 6,688,000 | 1.26% | ||
| 12 | GW HENSSLER & ASSOCIATES LTD | 251,103 | 6,556,000 | 1.24% | ||
| 13 | GHP Investment Advisors, Inc. | 234,859 | 6,132,000 | 1.16% | ||
| 14 | Summit Asset Management, LLC | 225,284 | 5,882,000 | 1.11% | ||
| 15 | Verition Fund Management LLC | 218,552 | 5,706,000 | 1.08% | ||
| 16 | ATWOOD & PALMER INC | 210,286 | 5,491,000 | 1.04% | ||
| 17 | COURIER CAPITAL LLC | 178,934 | 4,672,000 | 0.88% | ||
| 18 | Gradient Investments LLC | 166,279 | 4,342,000 | 0.82% | ||
| 19 | TD Capital Management LLC | 157,051 | 4,101,000 | 0.77% | ||
| 20 | ROYAL BANK OF CANADA | 144,272 | 3,767,000 | 0.71% | ||
| 21 | PRING TURNER CAPITAL GROUP INC | 131,623 | 3,437,000 | 0.65% | ||
| 22 | Prospera Financial Services Inc | 121,253 | 3,166,000 | 0.60% | ||
| 23 | Linscomb Wealth, Inc. | 108,453 | 2,832,000 | 0.53% | ||
| 24 | LPL Financial LLC | 105,874 | 2,759,000 | 0.52% | ||
| 25 | DUBUQUE BANK & TRUST CO | 97,060 | 2,534,000 | 0.48% | ||
| 26 | Carnegie Investment Counsel | 95,743 | 2,501,000 | 0.47% | ||
| 27 | Cambridge Investment Research Advisors, Inc. | 87,373 | 2,281,000 | 0.43% | ||
| 28 | Commonwealth Equity Services, Inc | 83,733 | 2,186,000 | 0.41% | ||
| 29 | Virtu KCG Holdings LLC | 78,926 | 2,061,000 | 0.39% | ||
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 63,273 | 1,652,000 | 0.31% | ||
| 31 | JANE STREET GROUP, LLC | 60,113 | 1,570,000 | 0.30% | ||
| 32 | Capital Advisors, Ltd. LLC | 58,497 | 1,527,000 | 0.29% | ||
| 33 | Taylor, Cottrill LLC | 53,278 | 1,391,000 | 0.26% | ||
| 34 | Confluence Wealth Management LLC | 51,712 | 1,350,000 | 0.26% | ||
| 35 | DAVENPORT & Co LLC | 49,871 | 1,302,132 | 0.25% | ||
| 36 | Parasol Investment Management, LLC | 46,125 | 1,204,000 | 0.23% | ||
| 37 | HENGEHOLD CAPITAL MANAGEMENT LLC | 44,373 | 1,159,000 | 0.22% | ||
| 38 | GOLDMAN SACHS GROUP INC | 43,850 | 1,145,000 | 0.22% | ||
| 39 | Ironwood Financial, llc | 32,899 | 859,000 | 0.16% | ||
| 40 | AMERIPRISE FINANCIAL INC | 31,645 | 826,000 | 0.16% | ||
| 41 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 30,094 | 786,000 | 0.15% | ||
| 42 | RAYMOND JAMES & ASSOCIATES | 29,651 | 774,000 | 0.15% | ||
| 43 | WMS Partners, LLC | 26,990 | 705,000 | 0.13% | ||
| 44 | Saba Capital Management, L.P. | 26,335 | 688,000 | 0.13% | ||
| 45 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 25,667 | 670,000 | 0.13% | ||
| 46 | LINCOLN NATIONAL CORP | 22,223 | 580,000 | 0.11% | ||
| 47 | Sigma Planning Corp | 21,361 | 558,000 | 0.11% | ||
| 48 | Frontier Wealth Management LLC | 19,851 | 518,000 | 0.10% | ||
| 49 | CAHILL FINANCIAL ADVISORS INC | 19,045 | 498,000 | 0.09% | ||
| 50 | Beacon Capital Management, Inc. | 18,289 | 478,000 | 0.09% |
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.
