| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BB&T SECURITIES, LLC | 84,152 | 87,181,000 | 10.75% | ||
| 2 | ASSETMARK, INC | 760,870 | 78,826,000 | 9.72% | ||
| 3 | F-Squared Investment Management, LLC | 639,846 | 66,288,000 | 8.17% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 509,219 | 52,755,000 | 6.50% | ||
| 5 | Transamerica Financial Advisors, LLC | 464,596 | 48,133,000 | 5.93% | ||
| 6 | Beaumont Financial Partners, LLC | 392,496 | 40,662,000 | 5.01% | ||
| 7 | MORGAN STANLEY | 364,413 | 37,753,000 | 4.65% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 345,926 | 35,838,000 | 4.42% | ||
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 342,751 | 35,509,000 | 4.38% | ||
| 10 | Placemark Investments, Inc. | 325,374 | 33,708,000 | 4.15% | ||
| 11 | WELLS FARGO & COMPANY/MN | 323,510 | 33,516,000 | 4.13% | ||
| 12 | BlackRock Investment Management, LLC | 240,757 | 24,942,000 | 3.07% | ||
| 13 | GOLDMAN SACHS GROUP INC | 192,312 | 19,924,000 | 2.46% | ||
| 14 | Shamrock Asset Management LLC | 151,842 | 15,731,000 | 1.94% | ||
| 15 | Prospera Financial Services Inc | 138,613 | 14,360,000 | 1.77% | ||
| 16 | UBS AG | 120,618 | 12,496,000 | 1.54% | ||
| 17 | SG Americas Securities, LLC | 117,262 | 12,148,000 | 1.50% | ||
| 18 | SCHRODER INVESTMENT MANAGEMENT GROUP | 112,725 | 11,678,310 | 1.44% | ||
| 19 | AVIANCE CAPITAL MANAGEMENT, LLC | 108,118 | 11,201,000 | 1.38% | ||
| 20 | HT Partners LLC | 104,031 | 10,829,627 | 1.33% | ||
| 21 | Atria Investments, Inc | 102,416 | 10,610,000 | 1.31% | ||
| 22 | ROYAL BANK OF CANADA | 82,122 | 8,508,000 | 1.05% | ||
| 23 | Orion Porfolio Solutions, LLC | 79,000 | 8,184,000 | 1.01% | ||
| 24 | CREDIT SUISSE AG/ | 75,731 | 7,846,000 | 0.97% | ||
| 25 | LPL Financial LLC | 56,013 | 5,803,000 | 0.72% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 54,515 | 5,648,000 | 0.70% | ||
| 27 | SPC Financial, Inc. | 54,272 | 5,623,000 | 0.69% | ||
| 28 | DEUTSCHE BANK AG\ | 49,965 | 5,175,000 | 0.64% | ||
| 29 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 42,505 | 4,404,000 | 0.54% | ||
| 30 | BANK OF MONTREAL /CAN/ | 35,986 | 3,728,000 | 0.46% | ||
| 31 | AMERICAN INTERNATIONAL GROUP, INC. | 35,814 | 3,710,330 | 0.46% | ||
| 32 | JPMORGAN CHASE & CO | 32,760 | 3,394,000 | 0.42% | ||
| 33 | AMERIPRISE FINANCIAL INC | 30,714 | 3,182,000 | 0.39% | ||
| 34 | RAYMOND JAMES & ASSOCIATES | 25,721 | 2,665,000 | 0.33% | ||
| 35 | Mariner, LLC | 25,110 | 2,601,000 | 0.32% | ||
| 36 | Brookstone Capital Management | 23,721 | 2,457,000 | 0.30% | ||
| 37 | Stillwater Capital Advisors, LLC | 22,865 | 2,369,000 | 0.29% | ||
| 38 | Destination Wealth Management | 21,526 | 2,230,000 | 0.27% | ||
| 39 | STEPHENS INC /AR/ | 20,705 | 2,145,000 | 0.26% | ||
| 40 | D.A. DAVIDSON & CO. | 19,003 | 1,968,000 | 0.24% | ||
| 41 | Commonwealth Equity Services, Inc | 17,967 | 1,861,000 | 0.23% | ||
| 42 | Virtu KCG Holdings LLC | 17,207 | 1,783,000 | 0.22% | ||
| 43 | Manifold Partners, LLC | 17,195 | 1,781,000 | 0.22% | ||
| 44 | NATIONAL PLANNING CORP | 17,165 | 1,778,000 | 0.22% | ||
| 45 | Janney Montgomery Scott LLC | 15,032 | 1,557,291 | 0.19% | ||
| 46 | HighTower Advisors, LLC | 14,697 | 1,523,000 | 0.19% | ||
| 47 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 11,514 | 1,193,000 | 0.15% | ||
| 48 | WESPAC Advisors, LLC | 11,104 | 1,150,000 | 0.14% | ||
| 49 | STIFEL FINANCIAL CORP | 10,611 | 1,099,000 | 0.14% | ||
| 50 | NEW ENGLAND SECURITIES CORP /MA/ | 10,251 | 1,062,000 | 0.13% |
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.
