| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Atria Investments, Inc | 34,748 | 344,891,000 | 14.11% | ||
| 2 | MORGAN STANLEY | 2,236,079 | 225,285,000 | 9.22% | ||
| 3 | CURIAN CAPITAL LLC | 1,894,294 | 190,850,000 | 7.81% | ||
| 4 | UBS Group AG | 1,422,290 | 143,296,000 | 5.86% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,224,405 | 123,359,000 | 5.05% | ||
| 6 | Windhaven Investment Management, Inc. | 1,205,193 | 121,423,000 | 4.97% | ||
| 7 | WELLS FARGO & COMPANY/MN | 1,010,606 | 101,818,000 | 4.16% | ||
| 8 | RiverFront Investment Group, LLC | 764,498 | 77,022,000 | 3.15% | ||
| 9 | ALPS ADVISORS INC | 72,005 | 72,545,000 | 2.97% | ||
| 10 | Orion Porfolio Solutions, LLC | 655,220 | 66,014,000 | 2.70% | ||
| 11 | Virtu KCG Holdings LLC | 452,033 | 45,542,000 | 1.86% | ||
| 12 | GRIMES & Co WEALTH MANAGEMENT, LLC | 437,606 | 44,089,000 | 1.80% | ||
| 13 | FIDUCIARY TRUST CO | 399,205 | 40,220,000 | 1.65% | ||
| 14 | ROYAL BANK OF CANADA | 386,656 | 38,954,000 | 1.59% | ||
| 15 | TD Capital Management LLC | 337,884 | 34,042,000 | 1.39% | ||
| 16 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 327,500 | 32,996,000 | 1.35% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 297,629 | 29,986,000 | 1.23% | ||
| 18 | Quantitative Advantage, LLC | 275,487 | 27,755,000 | 1.14% | ||
| 19 | Cambridge Investment Research Advisors, Inc. | 266,742 | 26,874,000 | 1.10% | ||
| 20 | Cornerstone Advisors, Inc. | 256,290 | 25,821,000 | 1.06% | ||
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 243,508 | 24,533,000 | 1.00% | ||
| 22 | Stadion Money Management, LLC | 242,998 | 24,482,000 | 1.00% | ||
| 23 | LPL Financial LLC | 231,268 | 23,303,000 | 0.95% | ||
| 24 | Transamerica Financial Advisors, LLC | 218,093 | 21,973,000 | 0.90% | ||
| 25 | Tuttle Capital Management, LLC | 212,224 | 21,381,000 | 0.87% | ||
| 26 | Chevy Chase Trust Holdings, LLC | 210,571 | 21,215,000 | 0.87% | ||
| 27 | GOLDMAN SACHS GROUP INC | 190,649 | 19,208,000 | 0.79% | ||
| 28 | PIERSHALE FINANCIAL GROUP, INC. | 185,334 | 18,672,000 | 0.76% | ||
| 29 | Shamrock Asset Management LLC | 180,209 | 18,156,000 | 0.74% | ||
| 30 | RAYMOND JAMES & ASSOCIATES | 175,071 | 17,638,000 | 0.72% | ||
| 31 | Steinberg Global Asset Management | 158,259 | 15,944,000 | 0.65% | ||
| 32 | BRINKER CAPITAL INC | 149,673 | 15,091,000 | 0.62% | ||
| 33 | JOHNSON INVESTMENT COUNSEL INC | 144,164 | 14,524,000 | 0.59% | ||
| 34 | HOWLAND CAPITAL MANAGEMENT LLC | 140,092 | 14,114,000 | 0.58% | ||
| 35 | Stratos Wealth Partners, LTD. | 139,460 | 14,051,000 | 0.57% | ||
| 36 | Main Management LLC | 132,150 | 13,314,000 | 0.54% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 121,038 | 12,196,000 | 0.50% | ||
| 38 | Parasol Investment Management, LLC | 115,392 | 11,626,000 | 0.48% | ||
| 39 | Richard Bernstein Advisors LLC | 108,947 | 10,976,000 | 0.45% | ||
| 40 | Peak Asset Management, LLC | 99,955 | 10,070,000 | 0.41% | ||
| 41 | FIRST TRUST ADVISORS LP | 92,684 | 9,338,000 | 0.38% | ||
| 42 | Smithfield Trust Co | 92,508 | 9,320,000 | 0.38% | ||
| 43 | Composition Wealth, LLC | 86,661 | 8,731,000 | 0.36% | ||
| 44 | Salient Capital Advisors, LLC | 85,526 | 8,617,000 | 0.35% | ||
| 45 | Welch Group, LLC | 83,634 | 8,426,000 | 0.34% | ||
| 46 | SEI INVESTMENTS CO | 71,216 | 7,175,000 | 0.29% | ||
| 47 | Commonwealth Equity Services, Inc | 70,842 | 7,137,000 | 0.29% | ||
| 48 | Lowe Wealth Advisors, LLC | 69,740 | 7,026,000 | 0.29% | ||
| 49 | Cetera Advisor Networks LLC | 68,383 | 6,888,000 | 0.28% | ||
| 50 | Creative Planning | 66,949 | 6,745,000 | 0.28% |
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.
