| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 5,347,898 | 522,184,000 | 32.91% | ||
| 2 | GOLDMAN SACHS GROUP INC | 3,741,873 | 212,538,000 | 13.39% | ||
| 3 | BB&T SECURITIES, LLC | 153,593 | 87,240,000 | 5.50% | ||
| 4 | ASSETMARK, INC | 1,345,738 | 76,438,000 | 4.82% | ||
| 5 | F-Squared Investment Management, LLC | 1,214,241 | 68,969,000 | 4.35% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 978,988 | 55,607,000 | 3.50% | ||
| 7 | Transamerica Financial Advisors, LLC | 872,920 | 49,582,000 | 3.12% | ||
| 8 | LPL Financial LLC | 731,974 | 41,576,000 | 2.62% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 713,848 | 40,547,000 | 2.56% | ||
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 660,235 | 37,501,000 | 2.36% | ||
| 11 | Placemark Investments, Inc. | 616,472 | 35,015,000 | 2.21% | ||
| 12 | AMG National Trust Bank | 537,008 | 30,502,000 | 1.92% | ||
| 13 | WELLS FARGO & COMPANY/MN | 472,968 | 26,864,000 | 1.69% | ||
| 14 | MORGAN STANLEY | 467,018 | 26,527,000 | 1.67% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 380,718 | 21,624,000 | 1.36% | ||
| 16 | Shamrock Asset Management LLC | 285,122 | 16,195,000 | 1.02% | ||
| 17 | Prospera Financial Services Inc | 260,020 | 14,769,000 | 0.93% | ||
| 18 | BANK OF MONTREAL /CAN/ | 249,622 | 14,178,000 | 0.89% | ||
| 19 | DEUTSCHE BANK AG\ | 239,222 | 13,586,000 | 0.86% | ||
| 20 | Quantitative Advantage, LLC | 231,322 | 13,139,000 | 0.83% | ||
| 21 | Atria Investments, Inc | 227,867 | 12,943,000 | 0.82% | ||
| 22 | AVIANCE CAPITAL MANAGEMENT, LLC | 202,837 | 11,521,000 | 0.73% | ||
| 23 | HT Partners LLC | 197,114 | 11,180,306 | 0.70% | ||
| 24 | UBS AG | 172,196 | 9,781,000 | 0.62% | ||
| 25 | Virtu Financial LLC | 118,780 | 6,747,000 | 0.43% | ||
| 26 | ROYAL BANK OF CANADA | 115,889 | 6,581,000 | 0.41% | ||
| 27 | Veritable, L.P. | 109,929 | 6,244,000 | 0.39% | ||
| 28 | AMERICAN INTERNATIONAL GROUP, INC. | 103,055 | 5,853,555 | 0.37% | ||
| 29 | Madden Advisory Services, Inc. | 101,255 | 5,751,000 | 0.36% | ||
| 30 | CITIGROUP INC | 100,823 | 5,727,000 | 0.36% | ||
| 31 | SG Americas Securities, LLC | 99,928 | 5,676,000 | 0.36% | ||
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 95,342 | 5,415,000 | 0.34% | ||
| 33 | NATIONAL PLANNING CORP | 88,735 | 5,040,000 | 0.32% | ||
| 34 | Commonwealth Equity Services, Inc | 85,100 | 4,834,000 | 0.30% | ||
| 35 | RAYMOND JAMES & ASSOCIATES | 83,714 | 4,755,000 | 0.30% | ||
| 36 | CREDIT SUISSE AG/ | 83,613 | 4,749,000 | 0.30% | ||
| 37 | First Allied Advisory Services, Inc. | 78,564 | 4,471,000 | 0.28% | ||
| 38 | JPMORGAN CHASE & CO | 75,601 | 4,294,000 | 0.27% | ||
| 39 | Tower Research Capital LLC (TRC) | 55,045 | 3,127,000 | 0.20% | ||
| 40 | ACG Wealth | 52,687 | 2,993,000 | 0.19% | ||
| 41 | PNC FINANCIAL SERVICES GROUP, INC. | 48,128 | 2,734,000 | 0.17% | ||
| 42 | STEPHENS INC /AR/ | 48,013 | 2,727,000 | 0.17% | ||
| 43 | Brookstone Capital Management | 44,749 | 2,542,000 | 0.16% | ||
| 44 | Pinnacle Summer Investments, Inc. | 41,841 | 2,373,000 | 0.15% | ||
| 45 | Stillwater Capital Advisors, LLC | 38,123 | 2,165,000 | 0.14% | ||
| 46 | D.A. DAVIDSON & CO. | 36,181 | 2,054,000 | 0.13% | ||
| 47 | Winslow, Evans & Crocker, Inc. | 31,714 | 1,801,344 | 0.11% | ||
| 48 | Timber Hill LLC | 29,217 | 1,660,000 | 0.10% | ||
| 49 | COMMERCE BANK | 28,683 | 1,629,000 | 0.10% | ||
| 50 | BANK OF NOVA SCOTIA | 25,788 | 1,459,000 | 0.09% |
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.
