| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | 726,897 | 74,122,000 | 26.05% | ||
| 2 | MORGAN STANLEY | 310,684 | 31,680,000 | 11.14% | ||
| 3 | WELLS FARGO & COMPANY/MN | 302,104 | 30,805,000 | 10.83% | ||
| 4 | LPL Financial LLC | 226,614 | 22,788,000 | 8.01% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 161,502 | 16,469,000 | 5.79% | ||
| 6 | Savant Capital, LLC | 143,947 | 14,678,000 | 5.16% | ||
| 7 | UBS Group AG | 123,222 | 12,565,000 | 4.42% | ||
| 8 | Lowe Wealth Advisors, LLC | 90,969 | 9,276,000 | 3.26% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 88,013 | 8,974,000 | 3.15% | ||
| 10 | ASSET ADVISORS CORP | 47,239 | 4,817,000 | 1.69% | ||
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38,698 | 3,947,000 | 1.39% | ||
| 12 | Commonwealth Equity Services, Inc | 34,455 | 3,513,000 | 1.23% | ||
| 13 | STIFEL FINANCIAL CORP | 32,654 | 3,330,000 | 1.17% | ||
| 14 | Cetera Advisors LLC | 25,737 | 2,629,000 | 0.92% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 25,068 | 2,556,000 | 0.90% | ||
| 16 | ROYAL BANK OF CANADA | 22,822 | 2,327,000 | 0.82% | ||
| 17 | Biondo Investment Advisors, LLC | 22,733 | 2,318,000 | 0.81% | ||
| 18 | Creative Planning | 21,594 | 2,202,000 | 0.77% | ||
| 19 | SUNTRUST BANKS INC | 17,924 | 1,826,000 | 0.64% | ||
| 20 | Transamerica Financial Advisors, LLC | 17,688 | 1,804,000 | 0.63% | ||
| 21 | Thomasville National Bank | 17,089 | 1,743,000 | 0.61% | ||
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14,407 | 1,469,000 | 0.52% | ||
| 23 | ENVESTNET ASSET MANAGEMENT INC | 13,489 | 1,376,000 | 0.48% | ||
| 24 | Bank of New York Mellon Corp | 13,316 | 1,358,000 | 0.48% | ||
| 25 | Mathes Company, Inc. | 12,800 | 1,305,000 | 0.46% | ||
| 26 | First Allied Advisory Services, Inc. | 11,792 | 1,202,000 | 0.42% | ||
| 27 | Prospera Financial Services Inc | 10,820 | 1,103,000 | 0.39% | ||
| 28 | TIAA CREF TRUST CO FSB/MO | 10,556 | 1,076,000 | 0.38% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 10,554 | 1,076,000 | 0.38% | ||
| 30 | HighTower Advisors, LLC | 10,143 | 1,034,000 | 0.36% | ||
| 31 | SII INVESTMENTS INC/WI | 10,202 | 1,023,000 | 0.36% | ||
| 32 | Evanson Asset Management, LLC | 9,935 | 1,013,000 | 0.36% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 8,373 | 853,000 | 0.30% | ||
| 34 | NewSquare Capital LLC | 7,927 | 808,000 | 0.28% | ||
| 35 | SOUTH TEXAS MONEY MANAGEMENT LTD | 7,033 | 717,000 | 0.25% | ||
| 36 | AMERICAN INTERNATIONAL GROUP, INC. | 6,179 | 631,000 | 0.22% | ||
| 37 | CITIGROUP INC | 6,169 | 629,000 | 0.22% | ||
| 38 | SONATA CAPITAL GROUP INC | 5,624 | 573,000 | 0.20% | ||
| 39 | Eidelman Virant Capital | 5,000 | 563,000 | 0.20% | ||
| 40 | Cambridge Investment Research Advisors, Inc. | 5,391 | 550,000 | 0.19% | ||
| 41 | AMERIPRISE FINANCIAL INC | 5,212 | 532,000 | 0.19% | ||
| 42 | FMR LLC | 5,090 | 519,000 | 0.18% | ||
| 43 | First Heartland Consultants, Inc. | 5,080 | 518,000 | 0.18% | ||
| 44 | SPC Financial, Inc. | 4,870 | 497,000 | 0.17% | ||
| 45 | Sigma Planning Corp | 4,799 | 489,000 | 0.17% | ||
| 46 | Geneva Advisors, LLC | 4,577 | 467,000 | 0.16% | ||
| 47 | Stratos Wealth Partners, LTD. | 4,417 | 450,000 | 0.16% | ||
| 48 | Private Advisor Group, LLC | 4,377 | 446,000 | 0.16% | ||
| 49 | JPMORGAN CHASE & CO | 4,201 | 428,000 | 0.15% | ||
| 50 | WESPAC Advisors, LLC | 3,922 | 400,000 | 0.14% |
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.
