| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Destination Wealth Management | 264,172 | 33,925,000 | 12.62% | ||
| 2 | MORGAN STANLEY | 214,133 | 27,499,000 | 10.23% | ||
| 3 | LBMC INVESTMENT ADVISORS, LLC | 129,785 | 16,667,000 | 6.20% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 118,211 | 15,180,000 | 5.65% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 103,715 | 13,319,000 | 4.95% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 91,270 | 11,720,000 | 4.36% | ||
| 7 | LPL Financial LLC | 83,175 | 10,680,000 | 3.97% | ||
| 8 | WELLS FARGO & COMPANY/MN | 73,403 | 9,427,000 | 3.51% | ||
| 9 | GOLDMAN SACHS GROUP INC | 51,943 | 6,670,000 | 2.48% | ||
| 10 | CITIGROUP INC | 51,081 | 6,560,000 | 2.44% | ||
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 50,811 | 6,525,000 | 2.43% | ||
| 12 | UBS Group AG | 49,483 | 6,355,000 | 2.36% | ||
| 13 | ALLSTATE CORP | 41,000 | 5,265,000 | 1.96% | ||
| 14 | Timber Hill LLC | 37,685 | 4,840,000 | 1.80% | ||
| 15 | Commonwealth Equity Services, Inc | 36,824 | 4,729,000 | 1.76% | ||
| 16 | BENJAMIN F. EDWARDS & COMPANY, INC. | 35,161 | 4,515,000 | 1.68% | ||
| 17 | STEPHENS INC /AR/ | 32,811 | 4,214,000 | 1.57% | ||
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | 31,229 | 4,011,000 | 1.49% | ||
| 19 | Morningstar Investment Services LLC | 30,995 | 3,980,000 | 1.48% | ||
| 20 | STIFEL FINANCIAL CORP | 30,721 | 3,938,000 | 1.46% | ||
| 21 | ROYAL BANK OF CANADA | 29,792 | 3,825,000 | 1.42% | ||
| 22 | NATIONAL PLANNING CORP | 28,723 | 3,701,000 | 1.38% | ||
| 23 | JANE STREET GROUP, LLC | 26,850 | 3,448,000 | 1.28% | ||
| 24 | RAYMOND JAMES & ASSOCIATES | 24,336 | 3,125,000 | 1.16% | ||
| 25 | EVERETT HARRIS & CO /CA/ | 21,176 | 2,719,000 | 1.01% | ||
| 26 | AMERIPRISE FINANCIAL INC | 17,569 | 2,367,000 | 0.88% | ||
| 27 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 17,903 | 2,299,000 | 0.86% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 17,608 | 2,262,000 | 0.84% | ||
| 29 | DOWLING & YAHNKE LLC | 16,451 | 2,113,000 | 0.79% | ||
| 30 | CITADEL ADVISORS LLC | 15,303 | 1,965,000 | 0.73% | ||
| 31 | HUNTINGTON NATIONAL BANK | 14,022 | 1,801,000 | 0.67% | PRN | |
| 32 | INVESTMENT CENTERS OF AMERICA INC | 12,477 | 1,597,000 | 0.59% | ||
| 33 | Evanson Asset Management, LLC | 12,074 | 1,550,000 | 0.58% | ||
| 34 | Cetera Advisors LLC | 12,000 | 1,548,000 | 0.58% | ||
| 35 | HOLDERNESS INVESTMENTS CO | 11,762 | 1,510,000 | 0.56% | ||
| 36 | JPMORGAN CHASE & CO | 11,223 | 1,441,000 | 0.54% | ||
| 37 | Osborn Williams & Donohoe LLC | 10,539 | 1,353,000 | 0.50% | ||
| 38 | GENEOS WEALTH MANAGEMENT INC. | 10,261 | 1,317,000 | 0.49% | ||
| 39 | Family Firm, Inc. | 9,222 | 1,184,000 | 0.44% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 9,162 | 1,177,000 | 0.44% | ||
| 41 | GREAT LAKES ADVISORS, LLC | 8,089 | 1,039,000 | 0.39% | ||
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,000 | 1,027,000 | 0.38% | Call | |
| 43 | Private Advisor Group, LLC | 7,653 | 991,000 | 0.37% | ||
| 44 | ADVISOR GROUP, INC. | 7,482 | 960,000 | 0.36% | ||
| 45 | Capital Investment Advisors, LLC | 7,024 | 902,000 | 0.34% | ||
| 46 | BINGHAM OSBORN & SCARBOROUGH LLC | 6,736 | 865,000 | 0.32% | ||
| 47 | SIMMONS BANK | 6,426 | 825,000 | 0.31% | ||
| 48 | Forvis Mazars Wealth Advisors, LLC | 6,326 | 812,000 | 0.30% | ||
| 49 | MURPHY CAPITAL MANAGEMENT INC | 5,760 | 739,000 | 0.27% | ||
| 50 | Cambridge Investment Research Advisors, Inc. | 5,287 | 679,000 | 0.25% |
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.
