| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 12,891,540 | 645,350,000 | 24.03% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12,645,622 | 633,040,000 | 23.57% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 9,893,030 | 495,245,000 | 18.44% | ||
| 4 | WELLS FARGO & COMPANY/MN | 3,057,660 | 153,066,000 | 5.70% | ||
| 5 | MORGAN STANLEY | 2,646,870 | 132,503,000 | 4.93% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 2,276,648 | 113,969,000 | 4.24% | ||
| 7 | ALLIANCEBERNSTEIN L.P. | 1,790,000 | 89,607,000 | 3.34% | ||
| 8 | EP Wealth Advisors, LLC | 1,519,339 | 76,058,000 | 2.83% | ||
| 9 | UBS Group AG | 916,564 | 45,883,000 | 1.71% | ||
| 10 | Astor Investment Management LLC | 770,447 | 38,569,000 | 1.44% | ||
| 11 | LPL Financial LLC | 543,244 | 27,154,000 | 1.01% | ||
| 12 | ROYAL BANK OF CANADA | 464,656 | 23,261,000 | 0.87% | ||
| 13 | BlackRock Investment Management, LLC | 426,688 | 21,360,000 | 0.80% | ||
| 14 | TD Capital Management LLC | 410,330 | 20,541,000 | 0.76% | ||
| 15 | AVIANCE CAPITAL MANAGEMENT, LLC | 367,459 | 18,395,000 | 0.69% | ||
| 16 | STALEY CAPITAL ADVISERS INC | 361,950 | 18,119,000 | 0.67% | ||
| 17 | Buckingham Capital Management, Inc. | 354,340 | 17,738,000 | 0.66% | ||
| 18 | GHP Investment Advisors, Inc. | 282,617 | 14,148,000 | 0.53% | ||
| 19 | Commonwealth Financial Services, LLC | 190,927 | 9,558,000 | 0.36% | ||
| 20 | SEI INVESTMENTS CO | 190,034 | 9,513,000 | 0.35% | ||
| 21 | Tuttle Capital Management, LLC | 173,005 | 8,660,000 | 0.32% | ||
| 22 | SECURIAN ASSET MANAGEMENT, INC | 132,175 | 6,617,000 | 0.25% | ||
| 23 | PARK AVENUE SECURITIES LLC | 127,112 | 6,354,000 | 0.24% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 87,816 | 4,396,000 | 0.16% | ||
| 25 | VENTURI WEALTH MANAGEMENT, LLC | 80,310 | 4,020,000 | 0.15% | ||
| 26 | HOLLENCREST CAPITAL MANAGEMENT | 69,860 | 3,497,000 | 0.13% | ||
| 27 | Janney Montgomery Scott LLC | 69,147 | 3,461,000 | 0.13% | ||
| 28 | BAIRD FINANCIAL GROUP, INC. | 67,118 | 3,360,000 | 0.13% | ||
| 29 | CWM, LLC | 65,597 | 3,284,000 | 0.12% | ||
| 30 | DAVENPORT & Co LLC | 65,485 | 3,278,179 | 0.12% | ||
| 31 | BlackRock Finance, Inc. | 65,000 | 3,254,000 | 0.12% | ||
| 32 | MSI Financial Services Inc | 53,507 | 2,679,000 | 0.10% | ||
| 33 | WealthTrust Fairport, LLC | 47,050 | 2,355,000 | 0.09% | ||
| 34 | Atria Investments, Inc | 42,870 | 2,146,000 | 0.08% | ||
| 35 | SNOWDEN CAPITAL ADVISORS LLC | 32,598 | 1,631,856 | 0.06% | ||
| 36 | FIRST WILSHIRE SECURITIES MANAGEMENT INC | 31,100 | 1,557,000 | 0.06% | ||
| 37 | Brookstone Capital Management | 23,617 | 1,184,000 | 0.04% | ||
| 38 | Commonwealth Equity Services, Inc | 22,713 | 1,137,000 | 0.04% | ||
| 39 | M&T BANK CORP | 22,664 | 1,135,000 | 0.04% | ||
| 40 | Haverford Trust Co | 22,574 | 1,130,000 | 0.04% | ||
| 41 | Private Advisor Group, LLC | 22,046 | 1,104,000 | 0.04% | ||
| 42 | JPMORGAN CHASE & CO | 19,340 | 968,000 | 0.04% | ||
| 43 | PRUDENTIAL FINANCIAL INC | 18,000 | 901,000 | 0.03% | ||
| 44 | OPPENHEIMER & CO INC | 15,912 | 797,000 | 0.03% | ||
| 45 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 15,634 | 782,000 | 0.03% | ||
| 46 | Raymond James Financial Services Advisors, Inc. | 14,813 | 742,000 | 0.03% | ||
| 47 | Virtu KCG Holdings LLC | 14,791 | 740,000 | 0.03% | ||
| 48 | CAPE COD FIVE CENTS SAVINGS BANK | 14,783 | 740,000 | 0.03% | ||
| 49 | BB&T SECURITIES, LLC | 14,374 | 719,000 | 0.03% | ||
| 50 | IFP ADVISORS, INC | 13,905 | 696,000 | 0.03% |
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.
