| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 4,765,943 | 433,580,000 | 19.75% | ||
| 2 | BB&T SECURITIES, LLC | 204,325 | 186,058,000 | 8.48% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,911,188 | 174,033,000 | 7.93% | ||
| 4 | ASSETMARK, INC | 1,248,199 | 113,661,000 | 5.18% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 1,223,326 | 111,396,000 | 5.07% | ||
| 6 | MORGAN STANLEY | 1,190,053 | 108,366,000 | 4.94% | ||
| 7 | F-Squared Investment Management, LLC | 1,185,240 | 107,928,000 | 4.92% | ||
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,006,194 | 91,624,000 | 4.17% | ||
| 9 | Transamerica Financial Advisors, LLC | 727,831 | 66,277,000 | 3.02% | ||
| 10 | WELLS FARGO & COMPANY/MN | 630,710 | 57,433,000 | 2.62% | ||
| 11 | Placemark Investments, Inc. | 600,980 | 54,725,000 | 2.49% | ||
| 12 | UBS AG | 545,781 | 49,699,000 | 2.26% | ||
| 13 | Giralda Advisors, LLC | 463,400 | 42,197,000 | 1.92% | ||
| 14 | LPL Financial LLC | 438,370 | 39,918,000 | 1.82% | ||
| 15 | Beaumont Financial Partners, LLC | 396,770 | 36,130,000 | 1.65% | ||
| 16 | GOLDMAN SACHS GROUP INC | 308,477 | 28,090,000 | 1.28% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 269,413 | 24,533,000 | 1.12% | ||
| 18 | Shamrock Asset Management LLC | 263,135 | 23,961,000 | 1.09% | ||
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | 242,885 | 22,117,000 | 1.01% | ||
| 20 | CINQUE PARTNERS LLC | 237,570 | 21,633,000 | 0.99% | ||
| 21 | Prospera Financial Services Inc | 233,486 | 21,261,000 | 0.97% | ||
| 22 | FMR LLC | 208,455 | 18,982,000 | 0.86% | ||
| 23 | Atria Investments, Inc | 185,863 | 16,925,000 | 0.77% | ||
| 24 | HT Partners LLC | 176,611 | 16,082,000 | 0.73% | ||
| 25 | ROYAL BANK OF CANADA | 174,763 | 15,914,000 | 0.73% | ||
| 26 | JPMORGAN CHASE & CO | 161,614 | 14,717,000 | 0.67% | ||
| 27 | Arrow Investment Advisors, LLC | 150,000 | 13,659,000 | 0.62% | ||
| 28 | Dorsey Wright & Associates | 150,000 | 13,659,000 | 0.62% | ||
| 29 | Quantitative Advantage, LLC | 138,189 | 12,583,000 | 0.57% | ||
| 30 | AVIANCE CAPITAL MANAGEMENT, LLC | 127,392 | 11,600,000 | 0.53% | ||
| 31 | Clark Capital Management Group, Inc. | 117,610 | 10,710,000 | 0.49% | ||
| 32 | CITIGROUP INC | 104,865 | 9,549,000 | 0.44% | ||
| 33 | OPPENHEIMER & CO INC | 96,927 | 8,826,000 | 0.40% | ||
| 34 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 89,621 | 8,161,000 | 0.37% | ||
| 35 | HOWARD CAPITAL MANAGEMENT | 88,385 | 8,048,000 | 0.37% | ||
| 36 | WRAPMANAGER INC | 82,278 | 7,492,000 | 0.34% | ||
| 37 | SG Americas Securities, LLC | 77,729 | 7,078,000 | 0.32% | ||
| 38 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 75,419 | 6,868,000 | 0.31% | ||
| 39 | AMERICAN INTERNATIONAL GROUP, INC. | 71,272 | 6,490,029 | 0.30% | ||
| 40 | BENJAMIN F. EDWARDS & COMPANY, INC. | 69,652 | 6,343,000 | 0.29% | ||
| 41 | Capital Investment Advisors, LLC | 66,653 | 6,069,446 | 0.28% | ||
| 42 | Constellation Wealth Advisors, LLC | 65,013 | 5,920,000 | 0.27% | ||
| 43 | MONROE BANK & TRUST/MI | 62,160 | 5,661,000 | 0.26% | ||
| 44 | NATIONAL PLANNING CORP | 59,099 | 5,458,000 | 0.25% | ||
| 45 | Legacy Private Trust Co. | 57,393 | 5,226,000 | 0.24% | ||
| 46 | RAYMOND JAMES & ASSOCIATES | 53,188 | 4,843,000 | 0.22% | ||
| 47 | BAHL & GAYNOR INC | 50,500 | 4,599,000 | 0.21% | ||
| 48 | COMMERCE BANK | 48,265 | 4,395,000 | 0.20% | ||
| 49 | STEPHENS INC /AR/ | 40,889 | 3,723,000 | 0.17% | ||
| 50 | Stillwater Capital Advisors, LLC | 40,461 | 3,684,000 | 0.17% |
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.
