| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BB&T SECURITIES, LLC | 76,174 | 84,834,000 | 11.02% | ||
| 2 | ASSETMARK, INC | 704,264 | 78,434,000 | 10.19% | ||
| 3 | F-Squared Investment Management, LLC | 628,900 | 70,041,000 | 9.10% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 509,424 | 56,735,000 | 7.37% | ||
| 5 | Transamerica Financial Advisors, LLC | 448,207 | 49,917,000 | 6.48% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 427,892 | 47,654,000 | 6.19% | ||
| 7 | GOLDMAN SACHS GROUP INC | 377,827 | 42,079,000 | 5.47% | ||
| 8 | Placemark Investments, Inc. | 331,583 | 36,932,000 | 4.80% | ||
| 9 | LPL Financial LLC | 293,620 | 32,700,000 | 4.25% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 244,537 | 27,234,000 | 3.54% | ||
| 11 | Destination Wealth Management | 177,446 | 19,762,000 | 2.57% | ||
| 12 | Shamrock Asset Management LLC | 149,704 | 16,673,000 | 2.17% | ||
| 13 | Prospera Financial Services Inc | 135,140 | 15,050,000 | 1.96% | ||
| 14 | MORGAN STANLEY | 127,971 | 14,252,000 | 1.85% | ||
| 15 | WELLS FARGO & COMPANY/MN | 126,848 | 14,127,000 | 1.84% | ||
| 16 | Quantitative Advantage, LLC | 118,945 | 13,247,000 | 1.72% | ||
| 17 | AVIANCE CAPITAL MANAGEMENT, LLC | 102,976 | 11,468,000 | 1.49% | ||
| 18 | HT Partners LLC | 103,117 | 11,239,753 | 1.46% | ||
| 19 | Atria Investments, Inc | 99,799 | 11,115,000 | 1.44% | ||
| 20 | LBMC INVESTMENT ADVISORS, LLC | 84,450 | 9,405,000 | 1.22% | ||
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | 64,441 | 7,177,000 | 0.93% | ||
| 22 | HUNTINGTON NATIONAL BANK | 49,946 | 5,563,000 | 0.72% | PRN | |
| 23 | UBS AG | 44,271 | 4,930,000 | 0.64% | ||
| 24 | NATIONAL PLANNING CORP | 42,375 | 4,719,000 | 0.61% | ||
| 25 | BNP PARIBAS FINANCIAL MARKETS | 40,000 | 4,454,800 | 0.58% | ||
| 26 | First Allied Advisory Services, Inc. | 40,069 | 4,454,000 | 0.58% | ||
| 27 | Commonwealth Equity Services, Inc | 38,547 | 4,293,000 | 0.56% | ||
| 28 | STEPHENS INC /AR/ | 38,505 | 4,288,000 | 0.56% | ||
| 29 | ROYAL BANK OF CANADA | 30,353 | 3,381,000 | 0.44% | ||
| 30 | Virtu Financial LLC | 26,791 | 2,984,000 | 0.39% | ||
| 31 | EVERETT HARRIS & CO /CA/ | 26,377 | 2,938,000 | 0.38% | ||
| 32 | Osborn Williams & Donohoe LLC | 26,419 | 2,847,000 | 0.37% | SH | |
| 33 | Brookstone Capital Management | 23,424 | 2,609,000 | 0.34% | ||
| 34 | AMERIPRISE FINANCIAL INC | 22,966 | 2,558,000 | 0.33% | ||
| 35 | DOWLING & YAHNKE LLC | 21,907 | 2,440,000 | 0.32% | ||
| 36 | Fernwood Investment Management, LLC | 19,601 | 2,183,000 | 0.28% | ||
| 37 | INVESTMENT CENTERS OF AMERICA INC | 19,217 | 2,139,000 | 0.28% | ||
| 38 | D.A. DAVIDSON & CO. | 18,534 | 2,063,000 | 0.27% | ||
| 39 | SII INVESTMENTS INC/WI | 17,044 | 1,895,000 | 0.25% | ||
| 40 | Cambridge Investment Research Advisors, Inc. | 16,427 | 1,830,000 | 0.24% | ||
| 41 | Evanson Asset Management, LLC | 14,602 | 1,626,000 | 0.21% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 13,431 | 1,496,000 | 0.19% | ||
| 43 | AMERICAN INTERNATIONAL GROUP, INC. | 11,516 | 1,282,586 | 0.17% | ||
| 44 | Syntal Capital Partners, LLC | 11,825 | 1,232,000 | 0.16% | ||
| 45 | Advisory Services Network, LLC | 11,065 | 1,232,000 | 0.16% | ||
| 46 | Cetera Advisors LLC | 10,961 | 1,224,000 | 0.16% | ||
| 47 | SCOTIA CAPITAL INC. | 10,631 | 1,184,000 | 0.15% | ||
| 48 | STIFEL FINANCIAL CORP | 10,005 | 1,114,000 | 0.14% | ||
| 49 | Hilltop Holdings Inc. | 9,556 | 1,064,000 | 0.14% | ||
| 50 | Winslow, Evans & Crocker, Inc. | 9,328 | 1,038,859 | 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.
