| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 3,743,775 | 331,802,000 | 28.59% | ||
| 2 | BB&T SECURITIES, LLC | 96,078 | 97,163,000 | 8.37% | ||
| 3 | ASSETMARK, INC | 856,602 | 86,628,000 | 7.46% | ||
| 4 | F-Squared Investment Management, LLC | 790,228 | 79,916,000 | 6.89% | ||
| 5 | BLACKROCK ADVISORS LLC | 737,939 | 74,628,000 | 6.43% | ||
| 6 | Transamerica Financial Advisors, LLC | 587,773 | 59,442,000 | 5.12% | ||
| 7 | MORGAN STANLEY | 355,800 | 35,981,000 | 3.10% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 331,416 | 33,516,000 | 2.89% | ||
| 9 | WELLS FARGO & COMPANY/MN | 324,906 | 32,858,000 | 2.83% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 323,787 | 32,745,000 | 2.82% | ||
| 11 | Placemark Investments, Inc. | 307,586 | 31,106,000 | 2.68% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 244,913 | 24,768,000 | 2.13% | ||
| 13 | CITIGROUP INC | 200,934 | 20,318,000 | 1.75% | ||
| 14 | Prospera Financial Services Inc | 172,793 | 17,475,000 | 1.51% | ||
| 15 | BlackRock Investment Management, LLC | 167,732 | 16,963,000 | 1.46% | ||
| 16 | AVIANCE CAPITAL MANAGEMENT, LLC | 160,311 | 16,212,000 | 1.40% | ||
| 17 | HT Partners LLC | 154,411 | 15,341,000 | 1.32% | ||
| 18 | GOLDMAN SACHS GROUP INC | 134,178 | 13,569,000 | 1.17% | ||
| 19 | UBS AG | 124,511 | 12,592,000 | 1.08% | ||
| 20 | LPL Financial LLC | 112,488 | 11,168,000 | 0.96% | ||
| 21 | Atria Investments, Inc | 101,606 | 10,275,000 | 0.89% | ||
| 22 | ROYAL BANK OF CANADA | 82,648 | 8,357,000 | 0.72% | ||
| 23 | Orion Porfolio Solutions, LLC | 79,000 | 7,989,000 | 0.69% | ||
| 24 | DEUTSCHE BANK AG\ | 73,350 | 7,416,000 | 0.64% | ||
| 25 | Tower Research Capital LLC (TRC) | 59,554 | 6,023,000 | 0.52% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 52,637 | 5,323,000 | 0.46% | ||
| 27 | SPC Financial, Inc. | 52,394 | 5,299,000 | 0.46% | ||
| 28 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 47,609 | 4,814,000 | 0.41% | ||
| 29 | Brookstone Capital Management | 46,013 | 4,653,000 | 0.40% | ||
| 30 | BANK OF MONTREAL /CAN/ | 39,008 | 3,945,000 | 0.34% | ||
| 31 | AMERICAN INTERNATIONAL GROUP, INC. | 35,613 | 3,601,543 | 0.31% | ||
| 32 | JPMORGAN CHASE & CO | 33,317 | 3,369,000 | 0.29% | ||
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,149 | 3,150,000 | 0.27% | ||
| 34 | Stillwater Capital Advisors, LLC | 25,679 | 2,597,000 | 0.22% | ||
| 35 | D.A. DAVIDSON & CO. | 23,166 | 2,342,000 | 0.20% | ||
| 36 | Mariner, LLC | 21,892 | 2,214,000 | 0.19% | ||
| 37 | STEPHENS INC /AR/ | 21,145 | 2,138,000 | 0.18% | ||
| 38 | Destination Wealth Management | 21,036 | 2,124,000 | 0.18% | ||
| 39 | WESPAC Advisors, LLC | 15,729 | 1,591,000 | 0.14% | ||
| 40 | Commonwealth Equity Services, Inc | 15,060 | 1,523,000 | 0.13% | ||
| 41 | HighTower Advisors, LLC | 14,602 | 1,477,000 | 0.13% | ||
| 42 | Janney Montgomery Scott LLC | 14,502 | 1,466,634 | 0.13% | ||
| 43 | SG Americas Securities, LLC | 13,659 | 1,381,000 | 0.12% | ||
| 44 | Hilltop Holdings Inc. | 12,164 | 1,230,000 | 0.11% | ||
| 45 | RAYMOND JAMES & ASSOCIATES | 11,008 | 1,113,000 | 0.10% | ||
| 46 | Winslow, Evans & Crocker, Inc. | 10,250 | 1,036,584 | 0.09% | ||
| 47 | Private Advisor Group, LLC | 10,153 | 1,027,000 | 0.09% | ||
| 48 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 9,668 | 978,000 | 0.08% | ||
| 49 | ATHERTON LANE ADVISERS, LLC | 9,014 | 912,000 | 0.08% | ||
| 50 | STIFEL FINANCIAL CORP | 8,690 | 879,000 | 0.08% |
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.
