| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 2,530,436 | 242,669,000 | 13.67% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1,533,234 | 147,038,000 | 8.29% | ||
| 3 | MORGAN STANLEY | 1,060,586 | 101,711,000 | 5.73% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 943,760 | 90,507,000 | 5.10% | ||
| 5 | WEALTHFRONT CORP | 899,403 | 86,253,000 | 4.86% | ||
| 6 | Cambridge Investment Research Advisors, Inc. | 658,152 | 63,117,000 | 3.56% | ||
| 7 | ASSETMARK, INC | 587,919 | 56,381,000 | 3.18% | ||
| 8 | Stratos Wealth Partners, LTD. | 519,677 | 49,837,000 | 2.81% | ||
| 9 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 449,884 | 43,144,000 | 2.43% | ||
| 10 | SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. | 421,171 | 40,390,000 | 2.28% | ||
| 11 | COLDSTREAM CAPITAL MANAGEMENT INC | 375,536 | 36,014,000 | 2.03% | ||
| 12 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 358,707 | 34,400,000 | 1.94% | ||
| 13 | US BANCORP \DE\ | 335,906 | 32,214,000 | 1.82% | ||
| 14 | Ancora Advisors LLC | 290,090 | 27,819,000 | 1.57% | ||
| 15 | Van Cleef Asset Management,Inc | 283,761 | 27,213,000 | 1.53% | ||
| 16 | FIFTH THIRD BANCORP | 265,049 | 25,418,000 | 1.43% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 258,912 | 24,809,000 | 1.40% | ||
| 18 | AMERIPRISE FINANCIAL INC | 255,626 | 24,105,000 | 1.36% | ||
| 19 | SARGENT BICKHAM LAGUDIS LLC | 229,048 | 21,965,000 | 1.24% | ||
| 20 | FCG ADVISORS, LLC | 227,136 | 21,782,000 | 1.23% | ||
| 21 | LPL Financial LLC | 219,426 | 21,172,000 | 1.19% | ||
| 22 | WELLS FARGO & COMPANY/MN | 216,426 | 20,755,000 | 1.17% | ||
| 23 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 183,261 | 17,574,000 | 0.99% | ||
| 24 | BROWN ADVISORY INC | 174,073 | 16,694,000 | 0.94% | ||
| 25 | ADVISOR GROUP, INC. | 165,948 | 15,915,000 | 0.90% | ||
| 26 | Diversified Trust Co | 162,424 | 15,577,000 | 0.88% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 160,491 | 15,392,000 | 0.87% | ||
| 28 | ROYAL BANK OF CANADA | 146,365 | 14,038,000 | 0.79% | ||
| 29 | Fragasso Financial Advisors Inc | 141,671 | 13,586,000 | 0.77% | ||
| 30 | SG Americas Securities, LLC | 140,498 | 13,474,000 | 0.76% | ||
| 31 | BARBER FINANCIAL GROUP, INC. | 140,427 | 13,467,000 | 0.76% | ||
| 32 | New England Private Wealth Advisors LLC | 136,895 | 13,130,000 | 0.74% | ||
| 33 | RAYMOND JAMES TRUST N.A. | 133,596 | 12,812,000 | 0.72% | ||
| 34 | Linscomb Wealth, Inc. | 123,009 | 11,797,000 | 0.66% | ||
| 35 | FC ADVISORY LLC | 119,840 | 11,713,000 | 0.66% | ||
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 116,136 | 11,137,000 | 0.63% | ||
| 37 | FIRST HAWAIIAN BANK | 114,262 | 10,958,000 | 0.62% | ||
| 38 | Raymond James Financial Services Advisors, Inc. | 110,096 | 10,558,000 | 0.59% | ||
| 39 | Merriman Wealth Management, LLC | 87,585 | 8,399,000 | 0.47% | ||
| 40 | NATIXIS ADVISORS, LLC | 86,610 | 8,306,000 | 0.47% | ||
| 41 | Bank of New York Mellon Corp | 86,134 | 8,260,000 | 0.47% | ||
| 42 | VICUS CAPITAL | 82,006 | 7,864,000 | 0.44% | ||
| 43 | Boston Standard Wealth Management, LLC | 80,978 | 7,766,000 | 0.44% | ||
| 44 | FIDUCIARY GROUP, LLC | 72,742 | 6,976,000 | 0.39% | ||
| 45 | HighTower Advisors, LLC | 66,850 | 6,416,000 | 0.36% | ||
| 46 | CITADEL ADVISORS LLC | 64,744 | 6,209,000 | 0.35% | ||
| 47 | GUIDANT WEALTH ADVISORS | 60,693 | 5,932,000 | 0.33% | ||
| 48 | CABOT WEALTH MANAGEMENT INC | 58,744 | 5,634,000 | 0.32% | ||
| 49 | GOULD ASSET MANAGEMENT LLC /CA/ | 57,425 | 5,507,000 | 0.31% | ||
| 50 | Private Advisor Group, LLC | 55,343 | 5,409,000 | 0.30% |
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.
