| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 215,447 | 20,038,000 | 20.82% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 188,863 | 17,566,000 | 18.26% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 122,349 | 11,379,000 | 11.83% | ||
| 4 | MORGAN STANLEY | 116,311 | 10,818,000 | 11.24% | ||
| 5 | LPL Financial LLC | 56,945 | 5,296,000 | 5.50% | ||
| 6 | DEUTSCHE BANK AG\ | 54,169 | 5,038,000 | 5.24% | ||
| 7 | BOKF, NA | 44,208 | 4,112,000 | 4.27% | ||
| 8 | ROYAL BANK OF CANADA | 38,442 | 3,576,000 | 3.72% | ||
| 9 | UBS AG | 35,202 | 3,274,000 | 3.40% | ||
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25,874 | 2,406,000 | 2.50% | ||
| 11 | Janney Montgomery Scott LLC | 25,757 | 2,395,605 | 2.49% | ||
| 12 | CIBC Private Wealth Group LLC | 19,426 | 1,807,000 | 1.88% | ||
| 13 | Commonwealth Equity Services, Inc | 16,767 | 1,559,000 | 1.62% | ||
| 14 | Cetera Advisor Networks LLC | 14,374 | 1,336,000 | 1.39% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 11,182 | 1,040,000 | 1.08% | ||
| 16 | BROWN ADVISORY INC | 8,540 | 794,000 | 0.83% | ||
| 17 | WEALTHCARE CAPITAL MANAGEMENT LLC | 8,307 | 773,000 | 0.80% | ||
| 18 | DEARBORN PARTNERS LLC | 7,797 | 725,000 | 0.75% | ||
| 19 | First Allied Advisory Services, Inc. | 5,629 | 527,000 | 0.55% | ||
| 20 | WELLS FARGO & COMPANY/MN | 4,440 | 413,000 | 0.43% | ||
| 21 | Virtu Financial LLC | 4,132 | 384,000 | 0.40% | ||
| 22 | MANAGED ACCOUNT ADVISORS LLC | 2,695 | 251,000 | 0.26% | ||
| 23 | OPPENHEIMER & CO INC | 2,500 | 233,000 | 0.24% | ||
| 24 | AMERICAN INTERNATIONAL GROUP, INC. | 1,675 | 155,788 | 0.16% | ||
| 25 | SG Americas Securities, LLC | 1,200 | 112,000 | 0.12% | ||
| 26 | US BANCORP \DE\ | 775 | 72,000 | 0.07% | ||
| 27 | CITIGROUP INC | 682 | 63,000 | 0.07% | ||
| 28 | MSI Financial Services Inc | 600 | 56,000 | 0.06% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 231 | 21,000 | 0.02% | ||
| 30 | Tower Research Capital LLC (TRC) | 34 | 3,000 | 0.00% |
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.
