| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 12,195,400 | 611,843,000 | 25.08% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,789,952 | 589,498,000 | 24.16% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 5,593,290 | 280,615,000 | 11.50% | ||
| 4 | MORGAN STANLEY | 3,161,021 | 158,588,000 | 6.50% | ||
| 5 | WELLS FARGO & COMPANY/MN | 2,958,007 | 148,404,000 | 6.08% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 2,046,311 | 102,663,000 | 4.21% | ||
| 7 | ALLIANCEBERNSTEIN L.P. | 1,790,000 | 89,804,000 | 3.68% | ||
| 8 | EP Wealth Advisors, LLC | 1,517,518 | 76,134,000 | 3.12% | ||
| 9 | Stadion Money Management, LLC | 1,059,863 | 53,173,000 | 2.18% | ||
| 10 | UBS Group AG | 971,596 | 48,745,000 | 2.00% | ||
| 11 | BlackRock Investment Management, LLC | 681,197 | 34,176,000 | 1.40% | ||
| 12 | Astor Investment Management LLC | 431,120 | 21,629,000 | 0.89% | ||
| 13 | LPL Financial LLC | 421,799 | 21,141,000 | 0.87% | ||
| 14 | Buckingham Capital Management, Inc. | 393,105 | 19,722,000 | 0.81% | ||
| 15 | STALEY CAPITAL ADVISERS INC | 361,700 | 18,146,000 | 0.74% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 354,495 | 17,785,000 | 0.73% | ||
| 17 | ROYAL BANK OF CANADA | 327,546 | 16,433,000 | 0.67% | ||
| 18 | GHP Investment Advisors, Inc. | 312,830 | 15,695,000 | 0.64% | ||
| 19 | SECURIAN ASSET MANAGEMENT, INC | 263,115 | 13,200,000 | 0.54% | ||
| 20 | SEI INVESTMENTS CO | 233,782 | 11,729,000 | 0.48% | ||
| 21 | AVIANCE CAPITAL MANAGEMENT, LLC | 228,241 | 11,451,000 | 0.47% | ||
| 22 | PARK AVENUE SECURITIES LLC | 165,456 | 8,294,000 | 0.34% | ||
| 23 | CWM, LLC | 161,383 | 8,097,000 | 0.33% | ||
| 24 | TD Capital Management LLC | 101,592 | 5,097,000 | 0.21% | ||
| 25 | MSI Financial Services Inc | 81,836 | 4,106,000 | 0.17% | ||
| 26 | Brookstone Capital Management | 73,293 | 3,677,000 | 0.15% | ||
| 27 | BlackRock Finance, Inc. | 70,000 | 3,512,000 | 0.14% | ||
| 28 | HOLLENCREST CAPITAL MANAGEMENT | 69,860 | 3,505,000 | 0.14% | ||
| 29 | BAIRD FINANCIAL GROUP, INC. | 66,960 | 3,359,000 | 0.14% | ||
| 30 | DAVENPORT & Co LLC | 64,645 | 3,243,240 | 0.13% | ||
| 31 | ADVISOR GROUP, INC. | 59,232 | 2,969,000 | 0.12% | ||
| 32 | RAYMOND JAMES & ASSOCIATES | 51,768 | 2,597,000 | 0.11% | ||
| 33 | Private Advisor Group, LLC | 42,360 | 2,123,000 | 0.09% | ||
| 34 | SNOWDEN CAPITAL ADVISORS LLC | 42,262 | 2,120,285 | 0.09% | ||
| 35 | WealthTrust Fairport, LLC | 39,070 | 1,960,000 | 0.08% | ||
| 36 | FIRST WILSHIRE SECURITIES MANAGEMENT INC | 36,100 | 1,811,000 | 0.07% | ||
| 37 | Atria Investments, Inc | 32,585 | 1,632,000 | 0.07% | ||
| 38 | Janney Montgomery Scott LLC | 21,975 | 1,099,000 | 0.05% | ||
| 39 | M&T BANK CORP | 21,683 | 1,088,000 | 0.04% | ||
| 40 | Commonwealth Equity Services, Inc | 21,511 | 1,079,000 | 0.04% | ||
| 41 | JPMORGAN CHASE & CO | 20,724 | 1,040,000 | 0.04% | ||
| 42 | Haverford Trust Co | 19,174 | 962,000 | 0.04% | ||
| 43 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17,032 | 854,000 | 0.04% | ||
| 44 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 16,867 | 846,000 | 0.03% | ||
| 45 | CITADEL ADVISORS LLC | 16,267 | 816,000 | 0.03% | ||
| 46 | Neuberger Berman Group LLC | 15,890 | 797,000 | 0.03% | ||
| 47 | IFP ADVISORS, INC | 15,841 | 795,000 | 0.03% | ||
| 48 | MANNING & NAPIER ADVISORS LLC | 15,699 | 787,000 | 0.03% | PRN | |
| 49 | OPPENHEIMER & CO INC | 14,905 | 748,000 | 0.03% | ||
| 50 | Advisors Preferred, LLC | 14,710 | 738,000 | 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.
