| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Destination Wealth Management | 254,178 | 30,967,000 | 11.64% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 220,223 | 26,830,000 | 10.08% | ||
| 3 | MORGAN STANLEY | 207,253 | 25,250,000 | 9.49% | ||
| 4 | LBMC INVESTMENT ADVISORS, LLC | 134,696 | 16,410,000 | 6.17% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 110,689 | 13,485,000 | 5.07% | ||
| 6 | 1832 Asset Management L.P. | 103,049 | 12,554,000 | 4.72% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 94,488 | 11,512,000 | 4.33% | ||
| 8 | LPL Financial LLC | 70,565 | 8,569,000 | 3.22% | ||
| 9 | UBS Group AG | 53,434 | 6,510,000 | 2.45% | ||
| 10 | GOLDMAN SACHS GROUP INC | 52,518 | 6,399,000 | 2.41% | ||
| 11 | WELLS FARGO & COMPANY/MN | 52,143 | 6,353,000 | 2.39% | ||
| 12 | CITIGROUP INC | 50,621 | 6,167,000 | 2.32% | ||
| 13 | CREDIT SUISSE AG/ | 50,000 | 6,092,000 | 2.29% | ||
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,252 | 4,417,000 | 1.66% | ||
| 15 | Commonwealth Equity Services, Inc | 34,879 | 4,249,000 | 1.60% | ||
| 16 | STEPHENS INC /AR/ | 32,811 | 3,997,000 | 1.50% | ||
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | 31,880 | 3,883,000 | 1.46% | ||
| 18 | Tower Research Capital LLC (TRC) | 31,860 | 3,881,000 | 1.46% | ||
| 19 | NAVELLIER & ASSOCIATES INC | 25,818 | 3,145,000 | 1.18% | ||
| 20 | CITADEL ADVISORS LLC | 24,441 | 2,978,000 | 1.12% | ||
| 21 | EVERETT HARRIS & CO /CA/ | 23,232 | 2,830,000 | 1.06% | ||
| 22 | RAYMOND JAMES & ASSOCIATES | 22,496 | 2,741,000 | 1.03% | ||
| 23 | ROYAL BANK OF CANADA | 22,259 | 2,713,000 | 1.02% | ||
| 24 | NATIONAL PLANNING CORP | 18,259 | 2,235,000 | 0.84% | ||
| 25 | VIRTUS ETF ADVISERS LLC | 18,067 | 2,201,000 | 0.83% | ||
| 26 | AMERIPRISE FINANCIAL INC | 17,671 | 2,153,000 | 0.81% | ||
| 27 | Morningstar Investment Services LLC | 17,199 | 2,095,000 | 0.79% | ||
| 28 | DOWLING & YAHNKE LLC | 16,816 | 2,049,000 | 0.77% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 16,001 | 1,950,000 | 0.73% | ||
| 30 | Timber Hill LLC | 13,718 | 1,671,000 | 0.63% | ||
| 31 | HUNTINGTON NATIONAL BANK | 13,712 | 1,670,000 | 0.63% | PRN | |
| 32 | MSI Financial Services Inc | 13,583 | 1,655,000 | 0.62% | ||
| 33 | Cetera Advisors LLC | 13,037 | 1,585,000 | 0.60% | ||
| 34 | INVESTMENT CENTERS OF AMERICA INC | 12,861 | 1,566,000 | 0.59% | ||
| 35 | Evanson Asset Management, LLC | 12,073 | 1,471,000 | 0.55% | ||
| 36 | JPMORGAN CHASE & CO | 11,581 | 1,411,000 | 0.53% | ||
| 37 | Osborn Williams & Donohoe LLC | 11,539 | 1,406,000 | 0.53% | ||
| 38 | ADVISOR GROUP, INC. | 11,192 | 1,364,000 | 0.51% | ||
| 39 | GENEOS WEALTH MANAGEMENT INC. | 10,726 | 1,306,000 | 0.49% | ||
| 40 | Freedom Investment Management, Inc. | 10,678 | 1,301,000 | 0.49% | ||
| 41 | Family Firm, Inc. | 9,172 | 1,117,000 | 0.42% | ||
| 42 | Private Advisor Group, LLC | 8,365 | 1,018,000 | 0.38% | ||
| 43 | First Allied Advisory Services, Inc. | 8,111 | 988,000 | 0.37% | ||
| 44 | GREAT LAKES ADVISORS, LLC | 8,021 | 977,000 | 0.37% | ||
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,900 | 962,000 | 0.36% | Call | |
| 46 | Capital Investment Advisors, LLC | 7,144 | 870,000 | 0.33% | ||
| 47 | BINGHAM OSBORN & SCARBOROUGH LLC | 6,736 | 821,000 | 0.31% | ||
| 48 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,686 | 815,000 | 0.31% | ||
| 49 | Forvis Mazars Wealth Advisors, LLC | 6,328 | 771,000 | 0.29% | ||
| 50 | Cambridge Investment Research Advisors, Inc. | 6,294 | 767,000 | 0.29% |
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.
