| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 203,944 | 18,141,000 | 22.18% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 190,635 | 16,957,000 | 20.73% | ||
| 3 | MORGAN STANLEY | 127,985 | 11,384,000 | 13.92% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 100,149 | 8,908,000 | 10.89% | ||
| 5 | LPL Financial LLC | 53,210 | 4,733,000 | 5.79% | ||
| 6 | BOKF, NA | 44,208 | 3,933,000 | 4.81% | ||
| 7 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 38,974 | 3,467,000 | 4.24% | ||
| 8 | UBS AG | 29,023 | 2,582,000 | 3.16% | ||
| 9 | Janney Montgomery Scott LLC | 21,457 | 1,908,600 | 2.33% | ||
| 10 | CIBC Private Wealth Group LLC | 17,025 | 1,530,000 | 1.87% | ||
| 11 | Commonwealth Equity Services, Inc | 16,978 | 1,510,000 | 1.85% | ||
| 12 | DEARBORN PARTNERS LLC | 14,106 | 1,255,000 | 1.53% | ||
| 13 | Cetera Advisor Networks LLC | 12,201 | 1,085,000 | 1.33% | ||
| 14 | BROWN ADVISORY INC | 8,540 | 760,000 | 0.93% | ||
| 15 | WEALTHCARE CAPITAL MANAGEMENT LLC | 8,307 | 739,000 | 0.90% | ||
| 16 | JPMORGAN CHASE & CO | 6,929 | 616,000 | 0.75% | ||
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,150 | 547,000 | 0.67% | ||
| 18 | First Allied Advisory Services, Inc. | 5,409 | 481,000 | 0.59% | ||
| 19 | WELLS FARGO & COMPANY/MN | 4,640 | 412,000 | 0.50% | ||
| 20 | OPPENHEIMER & CO INC | 2,500 | 222,000 | 0.27% | ||
| 21 | MANAGED ACCOUNT ADVISORS LLC | 2,441 | 217,000 | 0.27% | ||
| 22 | AMERICAN INTERNATIONAL GROUP, INC. | 1,525 | 135,649 | 0.17% | ||
| 23 | US BANCORP \DE\ | 775 | 69,000 | 0.08% | ||
| 24 | CITIGROUP INC | 682 | 61,000 | 0.07% | ||
| 25 | ROYAL BANK OF CANADA | 675 | 60,000 | 0.07% | ||
| 26 | MSI Financial Services Inc | 600 | 53,000 | 0.06% | ||
| 27 | Tower Research Capital LLC (TRC) | 233 | 21,000 | 0.03% |
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.
