| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 3,888,310 | 346,565,000 | 35.71% | ||
| 2 | Beacon Capital Management, Inc. | 853,832 | 76,102,000 | 7.84% | ||
| 3 | QS Investors, LLC | 732,357 | 65,275,000 | 6.73% | ||
| 4 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 663,690 | 59,155,000 | 6.10% | ||
| 5 | WELLS FARGO & COMPANY/MN | 380,336 | 33,900,000 | 3.49% | ||
| 6 | Cambridge Investment Research Advisors, Inc. | 352,341 | 31,404,000 | 3.24% | ||
| 7 | IFC Holdings Incorporated/FL | 303,323 | 27,055,000 | 2.79% | ||
| 8 | US BANCORP \DE\ | 234,212 | 20,876,000 | 2.15% | ||
| 9 | Stadion Money Management, LLC | 233,992 | 20,856,000 | 2.15% | ||
| 10 | SII INVESTMENTS INC/WI | 210,670 | 18,806,000 | 1.94% | ||
| 11 | LINCOLN NATIONAL CORP | 195,998 | 17,469,000 | 1.80% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 145,442 | 12,963,000 | 1.34% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 141,298 | 12,594,000 | 1.30% | ||
| 14 | GOLDMAN SACHS GROUP INC | 131,733 | 11,741,000 | 1.21% | ||
| 15 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 129,300 | 11,525,000 | 1.19% | ||
| 16 | ADVISOR GROUP, INC. | 127,386 | 11,356,000 | 1.17% | ||
| 17 | Bank of New York Mellon Corp | 124,211 | 11,072,000 | 1.14% | ||
| 18 | MORGAN STANLEY | 120,692 | 10,757,000 | 1.11% | ||
| 19 | INVESTMENT CENTERS OF AMERICA INC | 119,534 | 10,688,000 | 1.10% | ||
| 20 | SUNTRUST BANKS INC | 118,371 | 10,548,000 | 1.09% | ||
| 21 | Karpus Management, Inc. | 97,570 | 8,696,000 | 0.90% | ||
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 86,021 | 7,667,000 | 0.79% | ||
| 23 | Morningstar Investment Services LLC | 85,843 | 7,651,000 | 0.79% | ||
| 24 | EVERGREEN CAPITAL MANAGEMENT LLC | 83,885 | 7,477,000 | 0.77% | ||
| 25 | UBS Group AG | 78,948 | 7,037,000 | 0.73% | ||
| 26 | Freedom Investment Management, Inc. | 74,278 | 6,620,000 | 0.68% | ||
| 27 | ROYAL BANK OF CANADA | 71,191 | 6,346,000 | 0.65% | ||
| 28 | Janney Montgomery Scott LLC | 68,382 | 6,095,000 | 0.63% | ||
| 29 | S. R. Schill & Associates | 65,239 | 5,815,000 | 0.60% | ||
| 30 | SignalPoint Asset Management, LLC | 63,938 | 5,699,000 | 0.59% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 62,601 | 5,680,000 | 0.59% | ||
| 32 | LPL Financial LLC | 61,993 | 5,547,000 | 0.57% | ||
| 33 | Estate Counselors, LLC | 56,500 | 5,036,000 | 0.52% | ||
| 34 | HT Partners LLC | 47,477 | 4,232,000 | 0.44% | ||
| 35 | KWMG, LLC | 45,895 | 4,091,000 | 0.42% | ||
| 36 | PNC FINANCIAL SERVICES GROUP, INC. | 38,442 | 3,427,000 | 0.35% | ||
| 37 | Atria Investments, Inc | 38,031 | 3,390,000 | 0.35% | ||
| 38 | Frontier Wealth Management LLC | 36,458 | 3,249,000 | 0.33% | ||
| 39 | Visionary Asset Management, Inc. | 35,726 | 3,184,000 | 0.33% | ||
| 40 | FIFTH THIRD SECURITIES INC //OH /BD | 32,765 | 2,920,000 | 0.30% | ||
| 41 | B. Riley Wealth Advisors, Inc. | 32,676 | 2,914,000 | 0.30% | ||
| 42 | Violich Capital Management, Inc. | 32,295 | 2,903,000 | 0.30% | ||
| 43 | Twele Capital Management, Inc. | 27,758 | 2,474,000 | 0.25% | ||
| 44 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 25,151 | 2,242,000 | 0.23% | ||
| 45 | AMERIPRISE FINANCIAL INC | 21,059 | 1,874,000 | 0.19% | ||
| 46 | HighTower Advisors, LLC | 19,951 | 1,779,000 | 0.18% | ||
| 47 | NATIONAL PLANNING CORP | 19,667 | 1,749,000 | 0.18% | ||
| 48 | MILLENNIUM MANAGEMENT LLC | 19,374 | 1,727,000 | 0.18% | ||
| 49 | FINANCIAL ADVISORS NETWORK, INC. | 16,872 | 1,507,902 | 0.16% | ||
| 50 | D. SCOTT NEAL, INC. | 16,151 | 1,440,000 | 0.15% |
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.
