| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 322,357 | 36,027,000 | 12.97% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 312,873 | 34,748,000 | 12.51% | ||
| 3 | MORGAN STANLEY | 222,060 | 24,818,000 | 8.94% | ||
| 4 | Destination Wealth Management | 172,134 | 19,238,000 | 6.93% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 151,325 | 16,912,000 | 6.09% | ||
| 6 | LBMC INVESTMENT ADVISORS, LLC | 127,585 | 14,259,000 | 5.14% | ||
| 7 | LPL Financial LLC | 103,433 | 11,566,000 | 4.17% | ||
| 8 | GOLDMAN SACHS GROUP INC | 100,397 | 11,220,000 | 4.04% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 72,118 | 8,060,000 | 2.90% | ||
| 10 | ROYAL BANK OF CANADA | 58,642 | 6,554,000 | 2.36% | ||
| 11 | CREDIT SUISSE AG/ | 51,306 | 5,734,000 | 2.06% | ||
| 12 | WELLS FARGO & COMPANY/MN | 49,778 | 5,563,000 | 2.00% | ||
| 13 | CITIGROUP INC | 38,785 | 4,334,000 | 1.56% | ||
| 14 | Commonwealth Equity Services, Inc | 36,012 | 4,025,000 | 1.45% | ||
| 15 | STEPHENS INC /AR/ | 34,750 | 3,884,000 | 1.40% | ||
| 16 | AMERIPRISE FINANCIAL INC | 32,198 | 3,596,000 | 1.30% | ||
| 17 | NAVELLIER & ASSOCIATES INC | 31,304 | 3,499,000 | 1.26% | ||
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,193 | 3,263,000 | 1.18% | ||
| 19 | UBS Group AG | 27,939 | 3,122,000 | 1.12% | ||
| 20 | EVERETT HARRIS & CO /CA/ | 24,861 | 2,778,000 | 1.00% | ||
| 21 | RAYMOND JAMES & ASSOCIATES | 23,491 | 2,625,000 | 0.95% | ||
| 22 | Visium Asset Management, LP | 21,100 | 2,358,000 | 0.85% | ||
| 23 | DOWLING & YAHNKE LLC | 20,603 | 2,303,000 | 0.83% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 19,120 | 2,154,000 | 0.78% | ||
| 25 | Tower Research Capital LLC (TRC) | 18,090 | 2,022,000 | 0.73% | ||
| 26 | INVESTMENT CENTERS OF AMERICA INC | 17,045 | 1,908,000 | 0.69% | ||
| 27 | STRATEGIC WEALTH MANAGEMENT INC | 16,755 | 1,873,000 | 0.67% | ||
| 28 | Fernwood Investment Management, LLC | 15,640 | 1,748,000 | 0.63% | ||
| 29 | Evanson Asset Management, LLC | 14,770 | 1,651,000 | 0.59% | ||
| 30 | Timber Hill LLC | 14,194 | 1,586,000 | 0.57% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 13,779 | 1,540,000 | 0.55% | ||
| 32 | Osborn Williams & Donohoe LLC | 13,664 | 1,527,000 | 0.55% | SH | |
| 33 | JANE STREET GROUP, LLC | 13,382 | 1,496,000 | 0.54% | ||
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,200 | 1,363,000 | 0.49% | Call | |
| 35 | JPMORGAN CHASE & CO | 11,399 | 1,274,000 | 0.46% | ||
| 36 | Family Firm, Inc. | 10,672 | 1,193,000 | 0.43% | ||
| 37 | Cetera Advisors LLC | 10,326 | 1,150,000 | 0.41% | ||
| 38 | First Allied Advisory Services, Inc. | 9,510 | 1,063,000 | 0.38% | ||
| 39 | Private Advisor Group, LLC | 8,988 | 1,005,000 | 0.36% | ||
| 40 | Forvis Mazars Wealth Advisors, LLC | 8,598 | 961,000 | 0.35% | ||
| 41 | SII INVESTMENTS INC/WI | 8,335 | 931,000 | 0.34% | ||
| 42 | Capital Investment Advisors, LLC | 311,040 | 908,000 | 0.33% | ||
| 43 | GREAT LAKES ADVISORS, LLC | 8,042 | 899,000 | 0.32% | ||
| 44 | BINGHAM OSBORN & SCARBOROUGH LLC | 7,313 | 817,000 | 0.29% | ||
| 45 | BANK OF NOVA SCOTIA | 6,837 | 763,000 | 0.27% | ||
| 46 | Advisory Services Network, LLC | 6,501 | 739,000 | 0.27% | ||
| 47 | Virtu KCG Holdings LLC | 6,517 | 728,000 | 0.26% | ||
| 48 | NORTHERN TRUST CORP | 6,290 | 703,000 | 0.25% | ||
| 49 | OPPENHEIMER & CO INC | 6,060 | 677,000 | 0.24% | ||
| 50 | CREDIT AGRICOLE S A | 5,987 | 669,000 | 0.24% |
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.
