| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 11,196,642 | 560,038,000 | 24.11% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,087,340 | 554,589,000 | 23.87% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 9,893,030 | 494,850,000 | 21.30% | ||
| 4 | WELLS FARGO & COMPANY/MN | 3,655,279 | 182,837,000 | 7.87% | ||
| 5 | MORGAN STANLEY | 2,142,749 | 107,180,000 | 4.61% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 2,059,049 | 102,993,000 | 4.43% | ||
| 7 | ALLIANCEBERNSTEIN L.P. | 1,790,000 | 89,661,000 | 3.86% | ||
| 8 | BlackRock Investment Management, LLC | 820,269 | 41,030,000 | 1.77% | ||
| 9 | UBS Group AG | 707,577 | 35,393,000 | 1.52% | ||
| 10 | LPL Financial LLC | 642,320 | 32,116,000 | 1.38% | ||
| 11 | STALEY CAPITAL ADVISERS INC | 404,500 | 20,233,000 | 0.87% | ||
| 12 | ROYAL BANK OF CANADA | 293,683 | 14,690,000 | 0.63% | ||
| 13 | GHP Investment Advisors, Inc. | 244,397 | 12,225,000 | 0.53% | ||
| 14 | Buckingham Capital Management, Inc. | 241,465 | 12,078,000 | 0.52% | ||
| 15 | Astor Investment Management LLC | 180,946 | 9,051,000 | 0.39% | ||
| 16 | SEI INVESTMENTS CO | 165,485 | 8,278,000 | 0.36% | ||
| 17 | AVIANCE CAPITAL MANAGEMENT, LLC | 123,790 | 6,192,000 | 0.27% | ||
| 18 | DAVENPORT & Co LLC | 73,370 | 3,669,967 | 0.16% | ||
| 19 | HOLLENCREST CAPITAL MANAGEMENT | 69,860 | 3,494,000 | 0.15% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 55,121 | 2,757,000 | 0.12% | ||
| 21 | STIFEL FINANCIAL CORP | 1,252 | 2,560,000 | 0.11% | ||
| 22 | MSI Financial Services Inc | 48,752 | 2,439,000 | 0.10% | ||
| 23 | WealthTrust Fairport, LLC | 43,050 | 2,153,000 | 0.09% | ||
| 24 | HANCOCK WHITNEY CORP | 39,430 | 1,972,000 | 0.08% | ||
| 25 | PARK AVENUE SECURITIES LLC | 31,522 | 1,577,000 | 0.07% | ||
| 26 | Private Advisor Group, LLC | 27,656 | 1,383,000 | 0.06% | ||
| 27 | Haverford Trust Co | 24,930 | 1,247,000 | 0.05% | ||
| 28 | Commonwealth Equity Services, Inc | 23,745 | 1,188,000 | 0.05% | ||
| 29 | Janney Montgomery Scott LLC | 21,975 | 1,099,000 | 0.05% | ||
| 30 | FIRST WILSHIRE SECURITIES MANAGEMENT INC | 21,900 | 1,095,000 | 0.05% | ||
| 31 | JPMORGAN CHASE & CO | 20,465 | 1,024,000 | 0.04% | ||
| 32 | M&T BANK CORP | 19,936 | 997,000 | 0.04% | ||
| 33 | SII INVESTMENTS INC/WI | 16,294 | 816,000 | 0.04% | ||
| 34 | OPPENHEIMER & CO INC | 15,969 | 799,000 | 0.03% | ||
| 35 | Tuttle Capital Management, LLC | 13,281 | 664,000 | 0.03% | ||
| 36 | IFP ADVISORS, INC | 13,096 | 655,000 | 0.03% | ||
| 37 | Atria Investments, Inc | 12,980 | 649,000 | 0.03% | ||
| 38 | Advisors Preferred, LLC | 12,080 | 604,000 | 0.03% | ||
| 39 | Klingman & Associates, LLC | 10,990 | 550,000 | 0.02% | ||
| 40 | CABOT WEALTH MANAGEMENT INC | 10,648 | 533,000 | 0.02% | ||
| 41 | NAPLES GLOBAL ADVISORS, LLC | 10,432 | 522,000 | 0.02% | ||
| 42 | NOTTINGHAM ADVISORS, INC. | 10,300 | 515,000 | 0.02% | ||
| 43 | SECURIAN ASSET MANAGEMENT, INC | 9,675 | 484,000 | 0.02% | ||
| 44 | First Allied Advisory Services, Inc. | 9,645 | 481,000 | 0.02% | ||
| 45 | LaFleur & Godfrey LLC | 9,200 | 460,000 | 0.02% | ||
| 46 | Cambridge Investment Research Advisors, Inc. | 7,805 | 390,000 | 0.02% | ||
| 47 | CAPE COD FIVE CENTS SAVINGS BANK | 7,578 | 379,000 | 0.02% | ||
| 48 | Prospera Financial Services Inc | 6,880 | 344,000 | 0.01% | ||
| 49 | HighTower Advisors, LLC | 6,338 | 319,000 | 0.01% | ||
| 50 | Aspen Investment Management Inc | 6,300 | 315,000 | 0.01% |
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.
