| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 8,182,483 | 416,727,000 | 26.99% | ||
| 2 | BB&T SECURITIES, LLC | 353,892 | 180,413,000 | 11.69% | ||
| 3 | ASSETMARK, INC | 2,281,094 | 116,290,000 | 7.53% | ||
| 4 | F-Squared Investment Management, LLC | 2,167,775 | 110,513,000 | 7.16% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 2,113,547 | 107,749,000 | 6.98% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,742,094 | 88,812,000 | 5.75% | ||
| 7 | Transamerica Financial Advisors, LLC | 1,312,750 | 66,924,000 | 4.33% | ||
| 8 | Placemark Investments, Inc. | 1,071,302 | 54,619,000 | 3.54% | ||
| 9 | GOLDMAN SACHS GROUP INC | 746,633 | 38,063,000 | 2.47% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 610,888 | 31,143,000 | 2.02% | ||
| 11 | AMG National Trust Bank | 508,069 | 25,902,000 | 1.68% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 489,610 | 24,960,000 | 1.62% | ||
| 13 | Shamrock Asset Management LLC | 477,485 | 24,342,000 | 1.58% | ||
| 14 | Prospera Financial Services Inc | 415,126 | 21,163,000 | 1.37% | ||
| 15 | MORGAN STANLEY | 412,607 | 21,035,000 | 1.36% | ||
| 16 | WELLS FARGO & COMPANY/MN | 393,830 | 20,077,000 | 1.30% | ||
| 17 | Atria Investments, Inc | 344,324 | 17,554,000 | 1.14% | ||
| 18 | HT Partners LLC | 317,789 | 16,201,000 | 1.05% | ||
| 19 | DEUTSCHE BANK AG\ | 290,844 | 14,826,000 | 0.96% | ||
| 20 | LPL Financial LLC | 270,913 | 13,811,000 | 0.89% | ||
| 21 | AVIANCE CAPITAL MANAGEMENT, LLC | 228,724 | 11,660,000 | 0.76% | ||
| 22 | UBS AG | 184,545 | 9,408,000 | 0.61% | ||
| 23 | CITIGROUP INC | 150,513 | 7,673,000 | 0.50% | ||
| 24 | WRAPMANAGER INC | 149,116 | 7,602,000 | 0.49% | ||
| 25 | Constellation Wealth Advisors, LLC | 119,462 | 6,090,000 | 0.39% | ||
| 26 | Veritable, L.P. | 109,892 | 5,602,000 | 0.36% | ||
| 27 | AMERICAN INTERNATIONAL GROUP, INC. | 104,553 | 5,330,149 | 0.35% | ||
| 28 | JPMORGAN CHASE & CO | 100,753 | 5,136,000 | 0.33% | ||
| 29 | Madden Advisory Services, Inc. | 100,609 | 5,129,000 | 0.33% | ||
| 30 | Tower Research Capital LLC (TRC) | 99,153 | 5,055,000 | 0.33% | ||
| 31 | RAYMOND JAMES & ASSOCIATES | 88,801 | 4,527,000 | 0.29% | ||
| 32 | ROYAL BANK OF CANADA | 74,149 | 3,781,000 | 0.24% | ||
| 33 | Commonwealth Equity Services, Inc | 66,479 | 3,389,000 | 0.22% | ||
| 34 | D.A. DAVIDSON & CO. | 54,623 | 2,784,000 | 0.18% | ||
| 35 | ACG Wealth | 53,794 | 2,742,000 | 0.18% | ||
| 36 | STEPHENS INC /AR/ | 47,143 | 2,403,000 | 0.16% | ||
| 37 | Institute for Wealth Management, LLC. | 45,209 | 2,305,000 | 0.15% | ||
| 38 | Winslow, Evans & Crocker, Inc. | 44,073 | 2,246,836 | 0.15% | ||
| 39 | PNC FINANCIAL SERVICES GROUP, INC. | 38,859 | 1,982,000 | 0.13% | ||
| 40 | Stillwater Capital Advisors, LLC | 37,288 | 1,901,000 | 0.12% | ||
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,900 | 1,881,000 | 0.12% | Put | |
| 42 | Brookstone Capital Management | 35,681 | 1,819,000 | 0.12% | ||
| 43 | COMMERCE BANK | 28,863 | 1,471,000 | 0.10% | ||
| 44 | Hilltop Holdings Inc. | 28,799 | 1,468,000 | 0.10% | ||
| 45 | STIFEL FINANCIAL CORP | 26,767 | 1,365,000 | 0.09% | ||
| 46 | CITADEL ADVISORS LLC | 20,463 | 1,043,000 | 0.07% | ||
| 47 | JANE STREET GROUP, LLC | 19,400 | 989,000 | 0.06% | Put | |
| 48 | Capital Investment Advisors, LLC | 19,379 | 987,931 | 0.06% | ||
| 49 | Cambridge Investment Research Advisors, Inc. | 19,273 | 983,000 | 0.06% | ||
| 50 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,200 | 979,000 | 0.06% |
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.
