| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,019,384 | 79,651,000 | 29.54% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 3,004,793 | 79,266,000 | 29.40% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 621,546 | 16,396,000 | 6.08% | ||
| 4 | Raymond James Financial Services Advisors, Inc. | 598,972 | 15,801,000 | 5.86% | ||
| 5 | MORGAN STANLEY | 424,616 | 11,202,000 | 4.15% | ||
| 6 | Jefferies Group LLC | 397,935 | 10,498,000 | 3.89% | ||
| 7 | WELLS FARGO & COMPANY/MN | 192,840 | 5,087,000 | 1.89% | ||
| 8 | UBS AG | 191,411 | 5,050,000 | 1.87% | ||
| 9 | GOLDMAN SACHS GROUP INC | 174,094 | 4,593,000 | 1.70% | ||
| 10 | Cetera Advisor Networks LLC | 171,086 | 4,510,000 | 1.67% | ||
| 11 | LPL Financial LLC | 168,367 | 4,432,000 | 1.64% | ||
| 12 | ATWOOD & PALMER INC | 163,218 | 4,306,000 | 1.60% | ||
| 13 | TD Capital Management LLC | 154,018 | 4,063,000 | 1.51% | ||
| 14 | COURIER CAPITAL LLC | 128,411 | 3,387,000 | 1.26% | ||
| 15 | Prospera Financial Services Inc | 124,935 | 3,296,000 | 1.22% | ||
| 16 | JANE STREET GROUP, LLC | 122,549 | 3,233,000 | 1.20% | ||
| 17 | Linscomb Wealth, Inc. | 82,337 | 2,172,000 | 0.81% | ||
| 18 | HENGEHOLD CAPITAL MANAGEMENT LLC | 52,233 | 1,378,000 | 0.51% | ||
| 19 | Capital Advisors, Ltd. LLC | 49,967 | 1,318,000 | 0.49% | ||
| 20 | DAVENPORT & Co LLC | 29,650 | 782,167 | 0.29% | ||
| 21 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,459 | 777,000 | 0.29% | ||
| 22 | HighTower Advisors, LLC | 27,630 | 729,000 | 0.27% | ||
| 23 | WMS Partners, LLC | 26,862 | 709,000 | 0.26% | ||
| 24 | Parasol Investment Management, LLC | 26,520 | 700,000 | 0.26% | ||
| 25 | Taylor, Cottrill LLC | 25,931 | 684,000 | 0.25% | ||
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,801 | 601,000 | 0.22% | ||
| 27 | ROYAL BANK OF CANADA | 18,727 | 494,000 | 0.18% | ||
| 28 | AMERIPRISE FINANCIAL INC | 18,225 | 481,000 | 0.18% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 16,685 | 440,000 | 0.16% | ||
| 30 | Financial Advisory Group | 15,305 | 404,000 | 0.15% | ||
| 31 | CADENCE BANK NA | 12,594 | 332,000 | 0.12% | ||
| 32 | ROCKEFELLER FINANCIAL SERVICES INC | 12,327 | 325,000 | 0.12% | ||
| 33 | RELIANCE TRUST CO | 12,240 | 323,000 | 0.12% | ||
| 34 | DEUTSCHE BANK AG\ | 11,984 | 316,000 | 0.12% | ||
| 35 | Segment Wealth Management, LLC | 11,950 | 315,000 | 0.12% | ||
| 36 | Janney Montgomery Scott LLC | 10,932 | 288,386 | 0.11% | ||
| 37 | EP Wealth Advisors, LLC | 9,850 | 260,000 | 0.10% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 7,854 | 207,000 | 0.08% | ||
| 39 | OPTIMUM INVESTMENT ADVISORS | 7,750 | 204,000 | 0.08% | ||
| 40 | DUBUQUE BANK & TRUST CO | 6,385 | 168,000 | 0.06% | ||
| 41 | Private Ocean, LLC | 3,918 | 103,000 | 0.04% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,049 | 80,000 | 0.03% | ||
| 43 | Gradient Investments LLC | 2,005 | 53,000 | 0.02% | ||
| 44 | NEXT Financial Group, Inc | 1,980 | 52,000 | 0.02% | ||
| 45 | Alexandria Capital, LLC | 1,910 | 50,000 | 0.02% | ||
| 46 | AMERICAN INTERNATIONAL GROUP, INC. | 1,280 | 33,766 | 0.01% | ||
| 47 | PRIVATE TRUST CO NA | 995 | 26,000 | 0.01% | ||
| 48 | CITIGROUP INC | 870 | 23,000 | 0.01% | ||
| 49 | JNBA Financial Advisors | 600 | 16,000 | 0.01% | ||
| 50 | Private Advisor Group, LLC | 435 | 11,000 | 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.
