| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 4,845,586 | 243,200,000 | 14.72% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,302,079 | 215,921,000 | 13.07% | ||
| 3 | BLACKROCK ADVISORS LLC | 2,891,553 | 145,127,000 | 8.79% | ||
| 4 | WELLS FARGO & COMPANY/MN | 2,712,517 | 136,141,000 | 8.24% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 2,695,546 | 135,289,000 | 8.19% | ||
| 6 | MORGAN STANLEY | 2,671,247 | 134,069,000 | 8.12% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 2,380,816 | 119,493,000 | 7.23% | ||
| 8 | ALLIANCEBERNSTEIN L.P. | 1,790,000 | 89,840,000 | 5.44% | ||
| 9 | EP Wealth Advisors, LLC | 1,566,154 | 78,605,000 | 4.76% | ||
| 10 | UBS Group AG | 1,063,255 | 53,365,000 | 3.23% | ||
| 11 | BlackRock Investment Management, LLC | 708,100 | 35,540,000 | 2.15% | ||
| 12 | LPL Financial LLC | 612,455 | 30,715,000 | 1.86% | ||
| 13 | ROYAL BANK OF CANADA | 500,612 | 25,126,000 | 1.52% | ||
| 14 | Buckingham Capital Management, Inc. | 401,880 | 20,170,000 | 1.22% | ||
| 15 | STALEY CAPITAL ADVISERS INC | 360,900 | 18,114,000 | 1.10% | ||
| 16 | GHP Investment Advisors, Inc. | 336,646 | 16,896,000 | 1.02% | ||
| 17 | SECURIAN ASSET MANAGEMENT, INC | 326,150 | 16,369,000 | 0.99% | ||
| 18 | SEI INVESTMENTS CO | 301,740 | 15,144,000 | 0.92% | ||
| 19 | Janney Montgomery Scott LLC | 251,432 | 12,619,000 | 0.76% | ||
| 20 | JANE STREET GROUP, LLC | 220,733 | 11,079,000 | 0.67% | ||
| 21 | PARK AVENUE SECURITIES LLC | 204,201 | 10,241,000 | 0.62% | ||
| 22 | CWM, LLC | 190,500 | 9,561,000 | 0.58% | ||
| 23 | Raymond James Financial Services Advisors, Inc. | 165,649 | 8,314,000 | 0.50% | ||
| 24 | Brookstone Capital Management | 143,918 | 7,224,000 | 0.44% | ||
| 25 | Klingman & Associates, LLC | 85,351 | 4,284,000 | 0.26% | ||
| 26 | ADVISOR GROUP, INC. | 75,957 | 3,813,000 | 0.23% | ||
| 27 | WOODMONT INVESTMENT COUNSEL LLC | 75,300 | 3,779,000 | 0.23% | ||
| 28 | MSI Financial Services Inc | 70,746 | 3,551,000 | 0.21% | ||
| 29 | BlackRock Finance, Inc. | 70,000 | 3,513,000 | 0.21% | ||
| 30 | HOLLENCREST CAPITAL MANAGEMENT | 69,860 | 3,506,000 | 0.21% | ||
| 31 | WealthTrust Fairport, LLC | 64,275 | 3,226,000 | 0.20% | ||
| 32 | DAVENPORT & Co LLC | 56,785 | 2,850,039 | 0.17% | ||
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 56,579 | 2,840,000 | 0.17% | ||
| 34 | RAYMOND JAMES & ASSOCIATES | 53,771 | 2,699,000 | 0.16% | ||
| 35 | FIRST WILSHIRE SECURITIES MANAGEMENT INC | 48,350 | 2,427,000 | 0.15% | ||
| 36 | SNOWDEN CAPITAL ADVISORS LLC | 44,016 | 2,209,163 | 0.13% | ||
| 37 | BAIRD FINANCIAL GROUP, INC. | 39,364 | 1,976,000 | 0.12% | ||
| 38 | Camarda Financial Advisors, LLC | 28,081 | 1,409,000 | 0.09% | ||
| 39 | Private Advisor Group, LLC | 27,852 | 1,397,000 | 0.08% | ||
| 40 | Stratos Wealth Partners, LTD. | 23,880 | 1,199,000 | 0.07% | ||
| 41 | FDx Advisors, Inc. | 23,421 | 1,176,000 | 0.07% | ||
| 42 | Advisors Preferred, LLC | 22,940 | 1,151,000 | 0.07% | ||
| 43 | Neuberger Berman Group LLC | 20,805 | 1,044,000 | 0.06% | ||
| 44 | Commonwealth Equity Services, Inc | 20,316 | 1,020,000 | 0.06% | ||
| 45 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 19,099 | 959,000 | 0.06% | ||
| 46 | MANNING & NAPIER ADVISORS LLC | 17,991 | 902,000 | 0.05% | PRN | |
| 47 | IFP ADVISORS, INC | 17,871 | 897,000 | 0.05% | ||
| 48 | Haverford Trust Co | 17,556 | 881,000 | 0.05% | ||
| 49 | Atria Investments, Inc | 16,986 | 853,000 | 0.05% | ||
| 50 | Cetera Advisor Networks LLC | 14,739 | 740,000 | 0.04% |
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.
