| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,119,932 | 55,945,000 | 13.30% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 2,082,644 | 54,878,000 | 13.05% | ||
| 3 | BALASA DINVERNO & FOLTZ LLC | 1,323,928 | 29,431,000 | 7.00% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 853,988 | 22,503,000 | 5.35% | ||
| 5 | Gradient Investments LLC | 852,313 | 22,458,000 | 5.34% | ||
| 6 | New England Professional Planning Group Inc. | 794,934 | 20,972,000 | 4.99% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 785,848 | 20,707,000 | 4.92% | ||
| 8 | UBS Group AG | 774,042 | 20,396,000 | 4.85% | ||
| 9 | MORGAN STANLEY | 754,766 | 19,889,000 | 4.73% | ||
| 10 | GM Advisory Group, LLC | 651,981 | 17,180,000 | 4.09% | ||
| 11 | AVIANCE CAPITAL MANAGEMENT, LLC | 589,618 | 15,537,000 | 3.69% | ||
| 12 | GW HENSSLER & ASSOCIATES LTD | 548,903 | 14,464,000 | 3.44% | ||
| 13 | SHINE INVESTMENT ADVISORY SERVICES INC | 509,039 | 13,413,000 | 3.19% | ||
| 14 | WELLS FARGO & COMPANY/MN | 448,383 | 11,815,000 | 2.81% | ||
| 15 | GUGGENHEIM CAPITAL LLC | 425,529 | 11,213,000 | 2.67% | ||
| 16 | STIFEL FINANCIAL CORP | 222,504 | 5,863,000 | 1.39% | ||
| 17 | Summit Asset Management, LLC | 216,723 | 5,711,000 | 1.36% | ||
| 18 | ATWOOD & PALMER INC | 210,291 | 5,541,000 | 1.32% | ||
| 19 | AMERIPRISE FINANCIAL INC | 186,845 | 4,923,000 | 1.17% | ||
| 20 | Ironwood Financial, llc | 186,134 | 4,905,000 | 1.17% | ||
| 21 | Linscomb Wealth, Inc. | 143,257 | 3,775,000 | 0.90% | ||
| 22 | Prospera Financial Services Inc | 120,208 | 3,167,000 | 0.75% | ||
| 23 | COURIER CAPITAL LLC | 108,669 | 2,863,000 | 0.68% | ||
| 24 | ROYAL BANK OF CANADA | 104,591 | 2,755,000 | 0.66% | ||
| 25 | LPL Financial LLC | 101,881 | 2,680,000 | 0.64% | ||
| 26 | Motley Fool Wealth Management, LLC | 101,000 | 2,661,000 | 0.63% | ||
| 27 | Confluence Wealth Management LLC | 99,418 | 2,620,000 | 0.62% | ||
| 28 | CWM, LLC | 96,603 | 2,545,000 | 0.61% | ||
| 29 | AMERICAN INTERNATIONAL GROUP, INC. | 80,493 | 2,120,996 | 0.50% | ||
| 30 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 67,015 | 1,766,000 | 0.42% | ||
| 31 | Capital Advisors, Ltd. LLC | 58,583 | 1,544,000 | 0.37% | ||
| 32 | Ashfield Capital Partners, LLC | 51,596 | 1,360,000 | 0.32% | ||
| 33 | DAVENPORT & Co LLC | 47,795 | 1,259,398 | 0.30% | ||
| 34 | Cetera Advisor Networks LLC | 38,217 | 1,008,000 | 0.24% | ||
| 35 | Parasol Investment Management, LLC | 37,675 | 993,000 | 0.24% | ||
| 36 | Taylor, Cottrill LLC | 35,552 | 937,000 | 0.22% | ||
| 37 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,615 | 780,000 | 0.19% | ||
| 38 | Commonwealth Equity Services, Inc | 27,000 | 711,000 | 0.17% | ||
| 39 | Capital Advantage, Inc. | 21,428 | 670,000 | 0.16% | ||
| 40 | Virtu KCG Holdings LLC | 23,881 | 629,000 | 0.15% | ||
| 41 | LINCOLN NATIONAL CORP | 21,794 | 574,000 | 0.14% | ||
| 42 | WMS Partners, LLC | 20,400 | 538,000 | 0.13% | ||
| 43 | Frontier Wealth Management LLC | 19,883 | 524,000 | 0.12% | ||
| 44 | Sigma Planning Corp | 18,715 | 493,000 | 0.12% | ||
| 45 | M&T BANK CORP | 16,706 | 440,000 | 0.10% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 15,969 | 420,000 | 0.10% | ||
| 47 | Stratos Wealth Partners, LTD. | 15,842 | 418,000 | 0.10% | ||
| 48 | Saba Capital Management, L.P. | 14,750 | 389,000 | 0.09% | ||
| 49 | Carnegie Investment Counsel | 13,056 | 345,000 | 0.08% | ||
| 50 | SYNOVUS FINANCIAL CORP | 12,711 | 331,000 | 0.08% |
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.
