| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 4,803,582 | 447,408,000 | 36.55% | ||
| 2 | Beacon Capital Management, Inc. | 1,140,301 | 106,208,000 | 8.68% | ||
| 3 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 865,660 | 80,628,000 | 6.59% | ||
| 4 | QS Investors, LLC | 634,852 | 59,130,000 | 4.83% | ||
| 5 | WELLS FARGO & COMPANY/MN | 444,367 | 41,388,000 | 3.38% | ||
| 6 | Cambridge Investment Research Advisors, Inc. | 417,858 | 38,919,000 | 3.18% | ||
| 7 | IFC Holdings Incorporated/FL | 329,202 | 30,657,000 | 2.50% | ||
| 8 | STUART CHAUSSEE & ASSOCIATES, INC. | 256,153 | 23,858,000 | 1.95% | ||
| 9 | SII INVESTMENTS INC/WI | 223,557 | 20,840,000 | 1.70% | ||
| 10 | Bank of New York Mellon Corp | 217,714 | 20,278,000 | 1.66% | ||
| 11 | LINCOLN NATIONAL CORP | 204,137 | 19,013,000 | 1.55% | ||
| 12 | Stadion Money Management, LLC | 200,356 | 18,661,000 | 1.52% | ||
| 13 | SUNTRUST BANKS INC | 192,753 | 17,953,000 | 1.47% | ||
| 14 | ADVISOR GROUP, INC. | 178,555 | 16,635,000 | 1.36% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 162,509 | 15,136,000 | 1.24% | ||
| 16 | GLOBAL FINANCIAL PRIVATE CAPITAL, INC | 158,979 | 14,807,000 | 1.21% | ||
| 17 | Barry Investment Advisors, LLC | 154,976 | 14,434,000 | 1.18% | ||
| 18 | BANK OF AMERICA CORP /DE/ | 150,073 | 13,978,000 | 1.14% | ||
| 19 | INVESTMENT CENTERS OF AMERICA INC | 136,743 | 12,729,000 | 1.04% | ||
| 20 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 131,500 | 12,248,000 | 1.00% | ||
| 21 | MORGAN STANLEY | 127,981 | 11,920,000 | 0.97% | ||
| 22 | Morningstar Investment Services LLC | 104,697 | 9,752,000 | 0.80% | ||
| 23 | STATE STREET CORP | 103,670 | 9,656,000 | 0.79% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 95,531 | 8,898,000 | 0.73% | ||
| 25 | LPL Financial LLC | 93,391 | 8,698,000 | 0.71% | ||
| 26 | Freedom Investment Management, Inc. | 92,969 | 8,659,000 | 0.71% | ||
| 27 | Janney Montgomery Scott LLC | 92,448 | 8,611,000 | 0.70% | ||
| 28 | Karpus Management, Inc. | 89,825 | 8,366,000 | 0.68% | ||
| 29 | ROYAL BANK OF CANADA | 64,933 | 6,048,000 | 0.49% | ||
| 30 | UBS Group AG | 64,924 | 6,047,000 | 0.49% | ||
| 31 | SignalPoint Asset Management, LLC | 64,258 | 5,985,000 | 0.49% | ||
| 32 | S. R. Schill & Associates | 62,611 | 5,832,000 | 0.48% | ||
| 33 | WESTWOOD HOLDINGS GROUP INC | 62,453 | 5,817,000 | 0.48% | ||
| 34 | HT Partners LLC | 60,567 | 5,641,000 | 0.46% | ||
| 35 | EVERGREEN CAPITAL MANAGEMENT LLC | 58,811 | 5,478,000 | 0.45% | ||
| 36 | PNC FINANCIAL SERVICES GROUP, INC. | 46,978 | 4,376,000 | 0.36% | ||
| 37 | KWMG, LLC | 43,926 | 4,091,000 | 0.33% | ||
| 38 | Bluefin Trading, LLC | 42,305 | 3,940,000 | 0.32% | ||
| 39 | Visionary Asset Management, Inc. | 36,167 | 3,369,000 | 0.28% | ||
| 40 | AMERIPRISE FINANCIAL INC | 35,118 | 3,270,000 | 0.27% | ||
| 41 | B. Riley Wealth Advisors, Inc. | 33,212 | 3,095,000 | 0.25% | ||
| 42 | ACKERMAN CAPITAL ADVISORS, LLC | 33,144 | 3,087,000 | 0.25% | ||
| 43 | FINANCIAL ADVISORS NETWORK, INC. | 31,526 | 2,936,000 | 0.24% | ||
| 44 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30,026 | 2,797,000 | 0.23% | ||
| 45 | Violich Capital Management, Inc. | 28,780 | 2,681,000 | 0.22% | ||
| 46 | FDx Advisors, Inc. | 28,467 | 2,651,000 | 0.22% | ||
| 47 | Atria Investments, Inc | 28,353 | 2,641,000 | 0.22% | ||
| 48 | HighTower Advisors, LLC | 27,764 | 2,585,000 | 0.21% | ||
| 49 | US BANCORP \DE\ | 26,807 | 2,497,000 | 0.20% | ||
| 50 | FIFTH THIRD SECURITIES INC //OH /BD | 26,269 | 2,446,000 | 0.20% |
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.
