| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,452,571 | 64,878,000 | 24.16% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 2,445,004 | 64,678,000 | 24.09% | ||
| 3 | Bluefin Trading, LLC | 644,471 | 17,000,000 | 6.33% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 617,198 | 16,327,000 | 6.08% | ||
| 5 | Raymond James Financial Services Advisors, Inc. | 604,734 | 15,997,000 | 5.96% | ||
| 6 | MORGAN STANLEY | 571,395 | 15,114,000 | 5.63% | ||
| 7 | WELLS FARGO & COMPANY/MN | 390,688 | 10,335,000 | 3.85% | ||
| 8 | ROYAL BANK OF CANADA | 364,933 | 9,653,000 | 3.60% | ||
| 9 | LPL Financial LLC | 260,772 | 6,898,000 | 2.57% | ||
| 10 | UBS AG | 209,045 | 5,530,000 | 2.06% | ||
| 11 | Cetera Advisor Networks LLC | 187,700 | 4,961,000 | 1.85% | ||
| 12 | GOLDMAN SACHS GROUP INC | 158,505 | 4,193,000 | 1.56% | ||
| 13 | TD Capital Management LLC | 156,927 | 4,151,000 | 1.55% | ||
| 14 | COURIER CAPITAL LLC | 133,335 | 3,527,000 | 1.31% | ||
| 15 | Prospera Financial Services Inc | 124,784 | 3,301,000 | 1.23% | ||
| 16 | ATWOOD & PALMER INC | 115,678 | 3,060,000 | 1.14% | ||
| 17 | Linscomb Wealth, Inc. | 112,910 | 2,987,000 | 1.11% | ||
| 18 | JANE STREET GROUP, LLC | 92,765 | 2,454,000 | 0.91% | ||
| 19 | Capital Advisors, Ltd. LLC | 49,965 | 1,322,000 | 0.49% | ||
| 20 | HENGEHOLD CAPITAL MANAGEMENT LLC | 39,568 | 1,047,000 | 0.39% | ||
| 21 | DAVENPORT & Co LLC | 31,520 | 833,799 | 0.31% | ||
| 22 | FLOW TRADERS U.S. LLC | 28,994 | 767,000 | 0.29% | ||
| 23 | HighTower Advisors, LLC | 27,758 | 734,000 | 0.27% | ||
| 24 | Parasol Investment Management, LLC | 26,900 | 712,000 | 0.27% | ||
| 25 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,828 | 710,000 | 0.26% | ||
| 26 | Taylor, Cottrill LLC | 25,604 | 677,000 | 0.25% | ||
| 27 | AMERIPRISE FINANCIAL INC | 24,543 | 649,000 | 0.24% | ||
| 28 | Virtu KCG Holdings LLC | 24,224 | 641,000 | 0.24% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 16,211 | 429,000 | 0.16% | ||
| 30 | Financial Advisory Group | 15,420 | 408,000 | 0.15% | ||
| 31 | BALASA DINVERNO & FOLTZ LLC | 18,124 | 383,000 | 0.14% | ||
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,289 | 352,000 | 0.13% | ||
| 33 | Segment Wealth Management, LLC | 12,850 | 340,000 | 0.13% | ||
| 34 | CADENCE BANK NA | 12,787 | 338,000 | 0.13% | ||
| 35 | ROCKEFELLER FINANCIAL SERVICES INC | 12,327 | 326,000 | 0.12% | ||
| 36 | RELIANCE TRUST CO | 12,240 | 324,000 | 0.12% | ||
| 37 | DEUTSCHE BANK AG\ | 11,962 | 316,000 | 0.12% | ||
| 38 | Janney Montgomery Scott LLC | 10,724 | 283,682 | 0.11% | ||
| 39 | Confluence Wealth Management LLC | 9,920 | 262,000 | 0.10% | ||
| 40 | EP Wealth Advisors, LLC | 9,850 | 261,000 | 0.10% | ||
| 41 | Cambridge Investment Research Advisors, Inc. | 8,624 | 228,000 | 0.08% | ||
| 42 | OPTIMUM INVESTMENT ADVISORS | 7,880 | 208,000 | 0.08% | ||
| 43 | B. Riley Wealth Management, Inc. | 6,980 | 184,000 | 0.07% | ||
| 44 | DUBUQUE BANK & TRUST CO | 6,630 | 175,000 | 0.07% | ||
| 45 | PRIVATE TRUST CO NA | 3,986 | 105,000 | 0.04% | ||
| 46 | Private Ocean, LLC | 3,900 | 103,000 | 0.04% | ||
| 47 | Gradient Investments LLC | 2,720 | 72,000 | 0.03% | ||
| 48 | NEXT Financial Group, Inc | 2,670 | 70,000 | 0.03% | ||
| 49 | Ledyard National Bank | 2,650 | 70,000 | 0.03% | ||
| 50 | Alexandria Capital, LLC | 1,910 | 51,000 | 0.02% |
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.
