| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 360,320 | 37,931,000 | 13.48% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 356,138 | 37,491,000 | 13.33% | ||
| 3 | GOLDMAN SACHS GROUP INC | 337,379 | 35,516,000 | 12.62% | ||
| 4 | Destination Wealth Management | 177,557 | 18,688,000 | 6.64% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 159,929 | 16,836,000 | 5.98% | ||
| 6 | MORGAN STANLEY | 155,303 | 16,348,000 | 5.81% | ||
| 7 | LBMC INVESTMENT ADVISORS, LLC | 123,508 | 13,002,000 | 4.62% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 69,859 | 7,354,000 | 2.61% | ||
| 9 | LPL Financial LLC | 58,867 | 6,223,000 | 2.21% | ||
| 10 | WELLS FARGO & COMPANY/MN | 58,890 | 6,199,000 | 2.20% | ||
| 11 | HUNTINGTON NATIONAL BANK | 55,860 | 5,880,000 | 2.09% | PRN | |
| 12 | UBS AG | 49,007 | 5,159,000 | 1.83% | ||
| 13 | STEPHENS INC /AR/ | 35,935 | 3,783,000 | 1.34% | ||
| 14 | CREDIT SUISSE AG/ | 34,542 | 3,636,000 | 1.29% | ||
| 15 | SG Americas Securities, LLC | 33,175 | 3,492,000 | 1.24% | ||
| 16 | Commonwealth Equity Services, Inc | 32,465 | 3,418,000 | 1.21% | ||
| 17 | ROYAL BANK OF CANADA | 32,199 | 3,390,000 | 1.21% | ||
| 18 | Osborn Williams & Donohoe LLC | 26,419 | 2,781,000 | 0.99% | SH | |
| 19 | EVERETT HARRIS & CO /CA/ | 24,961 | 2,628,000 | 0.93% | ||
| 20 | AMERIPRISE FINANCIAL INC | 24,832 | 2,614,000 | 0.93% | ||
| 21 | First Allied Advisory Services, Inc. | 24,488 | 2,579,000 | 0.92% | ||
| 22 | INVESTMENT CENTERS OF AMERICA INC | 23,945 | 2,524,000 | 0.90% | ||
| 23 | Virtu Financial LLC | 23,975 | 2,523,000 | 0.90% | ||
| 24 | DOWLING & YAHNKE LLC | 21,507 | 2,264,000 | 0.80% | ||
| 25 | RAYMOND JAMES & ASSOCIATES | 20,818 | 2,192,000 | 0.78% | ||
| 26 | Fernwood Investment Management, LLC | 18,231 | 1,919,000 | 0.68% | ||
| 27 | Tower Research Capital LLC (TRC) | 18,149 | 1,911,000 | 0.68% | ||
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,173 | 1,807,000 | 0.64% | ||
| 29 | Placemark Investments, Inc. | 16,607 | 1,748,000 | 0.62% | ||
| 30 | NATIONAL PLANNING CORP | 13,946 | 1,482,000 | 0.53% | ||
| 31 | Evanson Asset Management, LLC | 13,433 | 1,414,000 | 0.50% | ||
| 32 | NAVELLIER & ASSOCIATES INC | 12,887 | 1,357,000 | 0.48% | ||
| 33 | SII INVESTMENTS INC/WI | 11,728 | 1,239,000 | 0.44% | ||
| 34 | JPMORGAN CHASE & CO | 10,999 | 1,158,000 | 0.41% | ||
| 35 | Cambridge Investment Research Advisors, Inc. | 10,508 | 1,106,000 | 0.39% | ||
| 36 | Cetera Advisors LLC | 10,032 | 1,052,000 | 0.37% | ||
| 37 | STIFEL FINANCIAL CORP | 9,963 | 1,049,000 | 0.37% | ||
| 38 | Timber Hill LLC | 9,887 | 1,041,000 | 0.37% | ||
| 39 | Forvis Mazars Wealth Advisors, LLC | 8,981 | 945,000 | 0.34% | ||
| 40 | Private Advisor Group, LLC | 8,365 | 881,000 | 0.31% | ||
| 41 | Capital Investment Advisors, LLC | 8,182 | 861,000 | 0.31% | ||
| 42 | GREAT LAKES ADVISORS, LLC | 8,149 | 858,000 | 0.30% | ||
| 43 | Advisory Services Network, LLC | 7,679 | 808,000 | 0.29% | ||
| 44 | BINGHAM OSBORN & SCARBOROUGH LLC | 7,313 | 770,000 | 0.27% | ||
| 45 | Virtu KCG Holdings LLC | 7,085 | 746,000 | 0.27% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,440 | 678,000 | 0.24% | ||
| 47 | OPPENHEIMER & CO INC | 6,260 | 659,000 | 0.23% | ||
| 48 | BANK OF NOVA SCOTIA | 5,711 | 603,000 | 0.21% | ||
| 49 | Madden Advisory Services, Inc. | 5,039 | 530,000 | 0.19% | ||
| 50 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 4,858 | 511,000 | 0.18% |
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.
