| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 3D ASSET MANAGEMENT, INC | 497,456 | 43,542,000 | 19.30% | ||
| 2 | MORGAN STANLEY | 342,789 | 30,004,000 | 13.30% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 202,521 | 17,726,000 | 7.86% | ||
| 4 | UBS AG | 191,179 | 16,734,000 | 7.42% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 172,808 | 15,126,000 | 6.71% | ||
| 6 | LPL Financial LLC | 172,711 | 14,914,000 | 6.61% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 111,930 | 9,797,000 | 4.34% | ||
| 8 | AMERICAN INTERNATIONAL GROUP, INC. | 105,032 | 9,193,448 | 4.08% | ||
| 9 | WELLS FARGO & COMPANY/MN | 96,929 | 8,484,000 | 3.76% | ||
| 10 | JANE STREET GROUP, LLC | 81,927 | 7,171,000 | 3.18% | ||
| 11 | Gateway Advisory, LLC | 75,680 | 6,624,000 | 2.94% | ||
| 12 | SUNTRUST BANKS INC | 66,457 | 5,815,000 | 2.58% | ||
| 13 | BB&T SECURITIES, LLC | 4,219 | 3,692,000 | 1.64% | ||
| 14 | Commonwealth Equity Services, Inc | 40,757 | 3,567,000 | 1.58% | ||
| 15 | Cambridge Investment Research Advisors, Inc. | 34,714 | 3,039,000 | 1.35% | ||
| 16 | Strategic Capital Alternatives LLC | 31,524 | 2,759,000 | 1.22% | ||
| 17 | VICUS CAPITAL | 28,656 | 2,508,000 | 1.11% | ||
| 18 | Argentus Capital Management, LLC | 27,105 | 2,373,000 | 1.05% | ||
| 19 | HighTower Advisors, LLC | 27,037 | 2,367,000 | 1.05% | ||
| 20 | Northeast Financial Consultants Inc | 22,000 | 1,926,000 | 0.85% | ||
| 21 | Placemark Investments, Inc. | 20,429 | 1,788,000 | 0.79% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 18,755 | 1,642,000 | 0.73% | ||
| 23 | Concert Wealth Management Inc. | 13,604 | 1,195,000 | 0.53% | ||
| 24 | Hefren-Tillotson, Inc. | 13,439 | 1,176,000 | 0.52% | ||
| 25 | CULBERTSON A N & CO INC | 11,205 | 981,000 | 0.43% | SH | |
| 26 | ROYAL BANK OF CANADA | 10,592 | 928,000 | 0.41% | ||
| 27 | Financial Architects, Inc | 10,160 | 889,000 | 0.39% | ||
| 28 | CITIGROUP INC | 9,177 | 803,000 | 0.36% | ||
| 29 | PRIVATE TRUST CO NA | 8,922 | 781,000 | 0.35% | ||
| 30 | MSI Financial Services Inc | 8,578 | 751,000 | 0.33% | ||
| 31 | AMERIPRISE FINANCIAL INC | 8,156 | 714,000 | 0.32% | ||
| 32 | Bank of New York Mellon Corp | 6,460 | 565,000 | 0.25% | ||
| 33 | Freedom Investment Management, Inc. | 6,168 | 540,000 | 0.24% | ||
| 34 | NEXT Financial Group, Inc | 6,104 | 534,000 | 0.24% | ||
| 35 | JPMORGAN CHASE & CO | 5,092 | 446,000 | 0.20% | ||
| 36 | INVESTMENT CENTERS OF AMERICA INC | 5,091 | 445,000 | 0.20% | ||
| 37 | SVA Wealth Management, LLC | 4,704 | 412,000 | 0.18% | ||
| 38 | VSR Financial Services, Inc. | 4,463 | 391,000 | 0.17% | ||
| 39 | B. Riley Wealth Advisors, Inc. | 4,052 | 354,000 | 0.16% | ||
| 40 | Atria Investments, Inc | 3,731 | 327,000 | 0.14% | ||
| 41 | FDx Advisors, Inc. | 3,617 | 317,000 | 0.14% | ||
| 42 | HL FINANCIAL SERVICES LLC | 3,452 | 302,000 | 0.13% | ||
| 43 | M&T BANK CORP | 3,100 | 271,000 | 0.12% | ||
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,969 | 260,000 | 0.12% | ||
| 45 | USCA RIA LLC | 2,790 | 244,000 | 0.11% | ||
| 46 | BLB&B Advisors, LLC | 2,650 | 232,000 | 0.10% | ||
| 47 | COBIZ WEALTH, LLC | 2,505 | 219,000 | 0.10% | ||
| 48 | WFG Advisors, LP | 2,074 | 182,000 | 0.08% | ||
| 49 | Ground Swell Capital, LLC | 1,262 | 110,000 | 0.05% | ||
| 50 | D.A. DAVIDSON & CO. | 1,159 | 101,000 | 0.04% |
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.
