| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 3,267,340 | 401,578,000 | 20.63% | ||
| 2 | BB&T SECURITIES, LLC | 143,224 | 176,208,000 | 9.05% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 974,783 | 119,928,000 | 6.16% | ||
| 4 | ASSETMARK, INC | 910,482 | 112,017,000 | 5.75% | ||
| 5 | F-Squared Investment Management, LLC | 863,784 | 106,271,000 | 5.46% | ||
| 6 | BLACKROCK ADVISORS LLC | 733,447 | 90,236,000 | 4.64% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 694,531 | 85,448,000 | 4.39% | ||
| 8 | Transamerica Financial Advisors, LLC | 530,037 | 65,211,000 | 3.35% | ||
| 9 | BlackRock Investment Management, LLC | 498,014 | 61,271,000 | 3.15% | ||
| 10 | Placemark Investments, Inc. | 435,738 | 53,610,000 | 2.75% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 403,165 | 49,601,000 | 2.55% | ||
| 12 | MORGAN STANLEY | 328,560 | 40,423,000 | 2.08% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 320,417 | 39,421,000 | 2.02% | ||
| 14 | WELLS FARGO & COMPANY/MN | 291,709 | 35,889,000 | 1.84% | ||
| 15 | LPL Financial LLC | 284,297 | 34,977,000 | 1.80% | ||
| 16 | GOLDMAN SACHS GROUP INC | 265,930 | 32,717,000 | 1.68% | ||
| 17 | Beaumont Financial Partners, LLC | 235,395 | 28,961,000 | 1.49% | ||
| 18 | BANK OF MONTREAL /CAN/ | 222,463 | 27,370,000 | 1.41% | ||
| 19 | UBS AG | 203,575 | 25,046,000 | 1.29% | ||
| 20 | Shamrock Asset Management LLC | 191,275 | 23,533,000 | 1.21% | ||
| 21 | Prospera Financial Services Inc | 172,012 | 21,163,000 | 1.09% | ||
| 22 | DEUTSCHE BANK AG\ | 167,974 | 20,664,000 | 1.06% | ||
| 23 | Atria Investments, Inc | 143,343 | 17,636,000 | 0.91% | ||
| 24 | HT Partners LLC | 130,055 | 16,001,000 | 0.82% | ||
| 25 | Arrow Investment Advisors, LLC | 114,150 | 14,044,000 | 0.72% | ||
| 26 | Dorsey Wright & Associates | 114,150 | 14,044,000 | 0.72% | ||
| 27 | ROYAL BANK OF CANADA | 105,326 | 12,958,000 | 0.67% | ||
| 28 | Quantitative Advantage, LLC | 105,147 | 12,936,000 | 0.66% | ||
| 29 | SFMG, LLC | 96,842 | 11,914,000 | 0.61% | ||
| 30 | NIEMANN CAPITAL MANAGEMENT INC | 92,508 | 11,381,000 | 0.58% | ||
| 31 | AVIANCE CAPITAL MANAGEMENT, LLC | 91,397 | 11,245,000 | 0.58% | ||
| 32 | Orion Porfolio Solutions, LLC | 77,144 | 9,491,000 | 0.49% | ||
| 33 | AMERICAN INTERNATIONAL GROUP, INC. | 72,833 | 8,960,640 | 0.46% | ||
| 34 | LVZ, Inc. | 60,299 | 7,419,000 | 0.38% | ||
| 35 | WRAPMANAGER INC | 59,681 | 7,343,000 | 0.38% | ||
| 36 | MURPHY CAPITAL MANAGEMENT INC | 57,686 | 7,097,000 | 0.36% | ||
| 37 | Constellation Wealth Advisors, LLC | 47,492 | 5,843,000 | 0.30% | ||
| 38 | Capital Investment Advisors, LLC | 42,706 | 5,254,151 | 0.27% | ||
| 39 | PNC FINANCIAL SERVICES GROUP, INC. | 41,504 | 5,107,000 | 0.26% | ||
| 40 | First Allied Advisory Services, Inc. | 41,541 | 5,104,000 | 0.26% | ||
| 41 | CINQUE PARTNERS LLC | 39,039 | 4,803,000 | 0.25% | ||
| 42 | JPMORGAN CHASE & CO | 38,500 | 4,737,000 | 0.24% | ||
| 43 | GREAT LAKES ADVISORS, LLC | 38,216 | 4,702,000 | 0.24% | ||
| 44 | RAYMOND JAMES & ASSOCIATES | 29,333 | 3,609,000 | 0.19% | ||
| 45 | BlackRock Finance, Inc. | 26,145 | 3,217,000 | 0.17% | ||
| 46 | Oakworth Capital, Inc. | 26,057 | 3,205,000 | 0.16% | ||
| 47 | SG Americas Securities, LLC | 26,011 | 3,200,000 | 0.16% | ||
| 48 | CITIGROUP INC | 25,430 | 3,129,000 | 0.16% | ||
| 49 | Commonwealth Equity Services, Inc | 25,044 | 3,081,000 | 0.16% | ||
| 50 | MSI Financial Services Inc | 24,447 | 3,008,000 | 0.15% |
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.
