| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Destination Wealth Management | 269,445 | 35,036,000 | 11.33% | ||
| 2 | MORGAN STANLEY | 185,840 | 24,164,000 | 7.82% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 149,218 | 19,402,000 | 6.28% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 140,042 | 18,209,000 | 5.89% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134,006 | 17,425,000 | 5.64% | ||
| 6 | LBMC INVESTMENT ADVISORS, LLC | 127,030 | 16,518,000 | 5.34% | ||
| 7 | WELLS FARGO & COMPANY/MN | 118,843 | 15,453,000 | 5.00% | ||
| 8 | LPL Financial LLC | 82,966 | 10,788,000 | 3.49% | ||
| 9 | UBS Group AG | 77,838 | 10,121,000 | 3.27% | ||
| 10 | GOLDMAN SACHS GROUP INC | 52,357 | 6,808,000 | 2.20% | ||
| 11 | CITIGROUP INC | 51,081 | 6,642,000 | 2.15% | ||
| 12 | Raymond James Financial Services Advisors, Inc. | 41,801 | 5,436,000 | 1.76% | ||
| 13 | CWM, LLC | 40,774 | 5,302,000 | 1.71% | ||
| 14 | STIFEL FINANCIAL CORP | 39,850 | 5,185,000 | 1.68% | ||
| 15 | Commonwealth Equity Services, Inc | 39,179 | 5,094,000 | 1.65% | ||
| 16 | Cambridge Investment Research Advisors, Inc. | 36,609 | 4,760,000 | 1.54% | ||
| 17 | Morningstar Investment Services LLC | 35,253 | 4,584,000 | 1.48% | ||
| 18 | AMERIPRISE FINANCIAL INC | 34,949 | 4,526,000 | 1.46% | ||
| 19 | BENJAMIN F. EDWARDS & COMPANY, INC. | 34,462 | 4,481,000 | 1.45% | ||
| 20 | STEPHENS INC /AR/ | 34,351 | 4,467,000 | 1.44% | ||
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | 31,311 | 4,071,000 | 1.32% | ||
| 22 | RAYMOND JAMES & ASSOCIATES | 26,964 | 3,506,000 | 1.13% | ||
| 23 | GRIMES & Co WEALTH MANAGEMENT, LLC | 26,867 | 3,494,000 | 1.13% | ||
| 24 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 25,788 | 3,353,000 | 1.08% | ||
| 25 | ROYAL BANK OF CANADA | 25,098 | 3,264,000 | 1.06% | ||
| 26 | NATIONAL PLANNING CORP | 21,018 | 2,722,000 | 0.88% | ||
| 27 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 20,666 | 2,687,000 | 0.87% | ||
| 28 | EVERETT HARRIS & CO /CA/ | 20,386 | 2,651,000 | 0.86% | ||
| 29 | Timber Hill LLC | 19,412 | 2,524,000 | 0.82% | ||
| 30 | ADVISOR GROUP, INC. | 18,230 | 2,371,000 | 0.77% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 16,819 | 2,187,000 | 0.71% | ||
| 32 | DOWLING & YAHNKE LLC | 16,123 | 2,096,000 | 0.68% | ||
| 33 | HUNTINGTON NATIONAL BANK | 14,985 | 1,949,000 | 0.63% | PRN | |
| 34 | PINNACLE FAMILY ADVISORS, LLC | 13,635 | 1,773,000 | 0.57% | ||
| 35 | MML INVESTORS SERVICES, INC. | 12,636 | 1,643,000 | 0.53% | ||
| 36 | Evanson Asset Management, LLC | 12,074 | 1,570,000 | 0.51% | ||
| 37 | HOLDERNESS INVESTMENTS CO | 11,862 | 1,542,000 | 0.50% | ||
| 38 | Tower Research Capital LLC (TRC) | 11,738 | 1,526,000 | 0.49% | ||
| 39 | CETERA INVESTMENT ADVISERS | 11,644 | 1,519,000 | 0.49% | ||
| 40 | Cetera Advisors LLC | 11,644 | 1,519,000 | 0.49% | ||
| 41 | JPMORGAN CHASE & CO | 11,360 | 1,477,000 | 0.48% | ||
| 42 | IFP ADVISORS, INC | 10,982 | 1,428,000 | 0.46% | ||
| 43 | GENEOS WEALTH MANAGEMENT INC. | 10,525 | 1,368,000 | 0.44% | ||
| 44 | Private Advisor Group, LLC | 10,243 | 1,319,000 | 0.43% | ||
| 45 | Osborn Williams & Donohoe LLC | 9,489 | 1,234,000 | 0.40% | ||
| 46 | INVESTMENT CENTERS OF AMERICA INC | 9,239 | 1,203,000 | 0.39% | ||
| 47 | GREAT LAKES ADVISORS, LLC | 8,585 | 1,116,000 | 0.36% | ||
| 48 | Family Firm, Inc. | 7,799 | 1,014,000 | 0.33% | ||
| 49 | SG Americas Securities, LLC | 7,481 | 973,000 | 0.31% | ||
| 50 | Capital Investment Advisors, LLC | 7,004 | 911,000 | 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.
