| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | 1,031,937 | 116,134,000 | 22.34% | ||
| 2 | LPL Financial LLC | 404,646 | 45,389,000 | 8.73% | ||
| 3 | BLACKROCK ADVISORS LLC | 361,894 | 40,728,000 | 7.83% | ||
| 4 | RiverFront Investment Group, LLC | 311,285 | 35,032,000 | 6.74% | ||
| 5 | MORGAN STANLEY | 309,874 | 34,874,000 | 6.71% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 297,333 | 33,461,000 | 6.44% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 196,445 | 22,108,000 | 4.25% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 186,955 | 21,040,000 | 4.05% | ||
| 9 | UBS Group AG | 170,673 | 19,208,000 | 3.69% | ||
| 10 | WELLS FARGO & COMPANY/MN | 135,641 | 15,265,000 | 2.94% | ||
| 11 | ROYAL BANK OF CANADA | 126,863 | 14,278,000 | 2.75% | ||
| 12 | GOLDMAN SACHS GROUP INC | 115,721 | 13,023,000 | 2.51% | ||
| 13 | CIBC Asset Management Inc | 115,710 | 13,022,000 | 2.50% | ||
| 14 | Quantitative Advantage, LLC | 98,376 | 11,071,000 | 2.13% | ||
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 78,535 | 8,838,000 | 1.70% | ||
| 16 | SPC Financial, Inc. | 63,920 | 7,194,000 | 1.38% | ||
| 17 | BB&T SECURITIES, LLC | 56,675 | 6,378,000 | 1.23% | ||
| 18 | CITIGROUP INC | 50,644 | 5,699,000 | 1.10% | ||
| 19 | Raymond James Financial Services Advisors, Inc. | 47,835 | 5,384,000 | 1.04% | ||
| 20 | Beaumont Financial Partners, LLC | 42,740 | 4,810,000 | 0.93% | ||
| 21 | Fernwood Investment Management, LLC | 29,702 | 3,343,000 | 0.64% | ||
| 22 | STRINGER ASSET MANAGEMENT, LLC | 28,201 | 3,174,000 | 0.61% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 26,454 | 2,977,000 | 0.57% | ||
| 24 | Financial Management Professionals, Inc. | 23,013 | 2,589,000 | 0.50% | ||
| 25 | Atria Investments, Inc | 21,709 | 2,443,000 | 0.47% | ||
| 26 | Private Advisor Group, LLC | 21,627 | 2,434,000 | 0.47% | ||
| 27 | MSI Financial Services Inc | 18,820 | 2,118,000 | 0.41% | ||
| 28 | Commonwealth Equity Services, Inc | 15,580 | 1,753,000 | 0.34% | ||
| 29 | GFS Advisors, LLC | 182,580 | 1,622,000 | 0.31% | ||
| 30 | USCA RIA LLC | 182,580 | 1,622,000 | 0.31% | ||
| 31 | BAROMETER CAPITAL MANAGEMENT INC. | 14,100 | 1,587,000 | 0.31% | ||
| 32 | Stillwater Capital Advisors, LLC | 12,822 | 1,443,000 | 0.28% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 12,587 | 1,417,000 | 0.27% | ||
| 34 | Destination Wealth Management | 13,060 | 1,416,000 | 0.27% | ||
| 35 | Sigma Planning Corp | 12,211 | 1,374,000 | 0.26% | ||
| 36 | COOKSON PEIRCE & CO INC | 11,950 | 1,345,000 | 0.26% | SH | |
| 37 | CITADEL ADVISORS LLC | 10,239 | 1,152,000 | 0.22% | ||
| 38 | GENEOS WEALTH MANAGEMENT INC. | 9,916 | 1,125,000 | 0.22% | ||
| 39 | BANK OF NOVA SCOTIA | 9,624 | 1,083,000 | 0.21% | ||
| 40 | Osborn Williams & Donohoe LLC | 8,415 | 947,000 | 0.18% | SH | |
| 41 | AMERICAN INTERNATIONAL GROUP, INC. | 7,843 | 883,000 | 0.17% | ||
| 42 | Madden Advisory Services, Inc. | 6,420 | 722,000 | 0.14% | ||
| 43 | AMERIPRISE FINANCIAL INC | 6,335 | 713,000 | 0.14% | ||
| 44 | PNC FINANCIAL SERVICES GROUP, INC. | 5,872 | 662,000 | 0.13% | ||
| 45 | NATIONAL PLANNING CORP | 5,843 | 659,000 | 0.13% | ||
| 46 | SUNTRUST BANKS INC | 5,540 | 603,000 | 0.12% | ||
| 47 | Peachtree Investment Advisors, Inc. | 4,871 | 548,000 | 0.11% | ||
| 48 | Ifrah Financial Services, Inc. | 3,830 | 431,000 | 0.08% | ||
| 49 | First Allied Advisory Services, Inc. | 3,743 | 423,000 | 0.08% | ||
| 50 | STIFEL FINANCIAL CORP | 3,021 | 340,000 | 0.07% |
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.
