| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | 576,592 | 71,313,000 | 15.59% | ||
| 2 | MORGAN STANLEY | 348,990 | 43,163,000 | 9.43% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 309,856 | 38,323,000 | 8.38% | ||
| 4 | LPL Financial LLC | 294,915 | 35,800,000 | 7.83% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 249,238 | 30,827,000 | 6.74% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 185,570 | 22,951,000 | 5.02% | ||
| 7 | WELLS FARGO & COMPANY/MN | 145,238 | 17,963,000 | 3.93% | ||
| 8 | LBMC INVESTMENT ADVISORS, LLC | 131,559 | 16,271,000 | 3.56% | ||
| 9 | GOLDMAN SACHS GROUP INC | 126,867 | 15,691,000 | 3.43% | ||
| 10 | Destination Wealth Management | 127,440 | 13,753,000 | 3.01% | ||
| 11 | CREDIT SUISSE AG/ | 100,001 | 12,368,000 | 2.70% | ||
| 12 | UBS Group AG | 99,995 | 12,367,000 | 2.70% | ||
| 13 | ROYAL BANK OF CANADA | 89,029 | 11,011,000 | 2.41% | ||
| 14 | CITIGROUP INC | 50,942 | 6,301,000 | 1.38% | ||
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49,605 | 6,135,000 | 1.34% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 46,237 | 5,718,000 | 1.25% | ||
| 17 | Commonwealth Equity Services, Inc | 35,733 | 4,419,000 | 0.97% | ||
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | 33,764 | 4,175,000 | 0.91% | ||
| 19 | STEPHENS INC /AR/ | 32,715 | 4,046,000 | 0.88% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 32,317 | 3,997,000 | 0.87% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 31,997 | 3,919,000 | 0.86% | ||
| 22 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 30,910 | 3,823,000 | 0.84% | ||
| 23 | EVERETT HARRIS & CO /CA/ | 24,373 | 3,014,000 | 0.66% | ||
| 24 | BENJAMIN F. EDWARDS & COMPANY, INC. | 23,295 | 2,881,000 | 0.63% | ||
| 25 | AMERIPRISE FINANCIAL INC | 22,727 | 2,811,000 | 0.61% | ||
| 26 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 22,629 | 2,798,000 | 0.61% | ||
| 27 | DOWLING & YAHNKE LLC | 18,001 | 2,226,000 | 0.49% | ||
| 28 | NATIONAL PLANNING CORP | 17,780 | 2,173,000 | 0.47% | ||
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,700 | 1,942,000 | 0.42% | Call | |
| 30 | Evanson Asset Management, LLC | 14,744 | 1,823,000 | 0.40% | ||
| 31 | Morningstar Investment Services LLC | 14,720 | 1,821,000 | 0.40% | ||
| 32 | OPPENHEIMER & CO INC | 14,476 | 1,790,000 | 0.39% | ||
| 33 | AMERICAN INTERNATIONAL GROUP, INC. | 14,408 | 1,781,000 | 0.39% | ||
| 34 | JPMORGAN CHASE & CO | 13,626 | 1,686,000 | 0.37% | ||
| 35 | INVESTMENT CENTERS OF AMERICA INC | 13,301 | 1,646,000 | 0.36% | ||
| 36 | KALOS MANAGEMENT, INC. | 15,103 | 1,633,000 | 0.36% | ||
| 37 | Osborn Williams & Donohoe LLC | 12,889 | 1,594,000 | 0.35% | SH | |
| 38 | Fernwood Investment Management, LLC | 12,690 | 1,569,000 | 0.34% | ||
| 39 | Cetera Advisors LLC | 12,396 | 1,530,000 | 0.33% | ||
| 40 | MSI Financial Services Inc | 12,017 | 1,486,000 | 0.32% | ||
| 41 | STIFEL FINANCIAL CORP | 11,275 | 1,394,000 | 0.30% | ||
| 42 | GENEOS WEALTH MANAGEMENT INC. | 10,975 | 1,364,000 | 0.30% | ||
| 43 | Family Firm, Inc. | 10,806 | 1,336,000 | 0.29% | ||
| 44 | Advisory Services Network, LLC | 8,715 | 1,078,000 | 0.24% | ||
| 45 | JANE STREET GROUP, LLC | 8,518 | 1,054,000 | 0.23% | ||
| 46 | Cambridge Investment Research Advisors, Inc. | 8,395 | 1,038,000 | 0.23% | ||
| 47 | GREAT LAKES ADVISORS, LLC | 8,380 | 1,036,000 | 0.23% | ||
| 48 | SII INVESTMENTS INC/WI | 8,372 | 1,032,000 | 0.23% | ||
| 49 | Tower Research Capital LLC (TRC) | 8,059 | 997,000 | 0.22% | ||
| 50 | CEDAR CAPITAL, LLC | 7,976 | 986,000 | 0.22% |
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.
