| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTHERN TRUST CORP | 19,039,868 | 697,621,000 | 57.37% | ||
| 2 | RiverFront Investment Group, LLC | 5,005,210 | 183,391,000 | 15.08% | ||
| 3 | TIAA CREF TRUST CO FSB/MO | 4,899,225 | 179,508,000 | 14.76% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 1,242,518 | 45,526,000 | 3.74% | ||
| 5 | Alaska Permanent Capital Management, LLC | 505,750 | 18,530,000 | 1.52% | ||
| 6 | Raymond James Financial Services Advisors, Inc. | 379,668 | 13,911,000 | 1.14% | ||
| 7 | BB&T SECURITIES, LLC | 362,453 | 13,280,000 | 1.09% | ||
| 8 | UBS Group AG | 291,097 | 10,666,000 | 0.88% | ||
| 9 | Ledyard National Bank | 286,107 | 10,483,000 | 0.86% | ||
| 10 | ROYAL BANK OF CANADA | 181,934 | 6,666,000 | 0.55% | ||
| 11 | CARNICK & KUBIK GROUP, LLC | 179,550 | 6,579,000 | 0.54% | ||
| 12 | MORGAN STANLEY | 152,435 | 5,585,000 | 0.46% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 132,679 | 4,861,000 | 0.40% | ||
| 14 | Confluence Wealth Management LLC | 101,393 | 3,715,000 | 0.31% | ||
| 15 | GOLDMAN SACHS GROUP INC | 99,029 | 3,628,000 | 0.30% | ||
| 16 | BANK OF AMERICA CORP /DE/ | 90,621 | 3,320,000 | 0.27% | ||
| 17 | Lenox Wealth Advisors, LLC | 34,390 | 1,260,000 | 0.10% | ||
| 18 | LPL Financial LLC | 31,898 | 1,169,000 | 0.10% | ||
| 19 | STIFEL FINANCIAL CORP | 22,924 | 840,000 | 0.07% | ||
| 20 | BROWN ADVISORY INC | 19,590 | 718,000 | 0.06% | ||
| 21 | OPPENHEIMER & CO INC | 15,650 | 573,000 | 0.05% | ||
| 22 | USCA RIA LLC | 15,290 | 560,000 | 0.05% | ||
| 23 | SENTINEL TRUST CO LBA | 13,900 | 509,000 | 0.04% | ||
| 24 | Commonwealth Equity Services, Inc | 10,322 | 378,000 | 0.03% | ||
| 25 | FDx Advisors, Inc. | 9,278 | 340,000 | 0.03% | ||
| 26 | Baker Ellis Asset Management LLC | 8,780 | 322,000 | 0.03% | ||
| 27 | WELLS FARGO & COMPANY/MN | 7,791 | 285,000 | 0.02% | ||
| 28 | EVERMAY WEALTH MANAGEMENT LLC | 6,820 | 250,000 | 0.02% | ||
| 29 | LINCOLN NATIONAL CORP | 6,006 | 220,000 | 0.02% | ||
| 30 | Savant Capital, LLC | 5,962 | 218,000 | 0.02% | ||
| 31 | ADVISOR GROUP, INC. | 4,723 | 171,000 | 0.01% | ||
| 32 | SIGNATUREFD, LLC | 4,261 | 156,000 | 0.01% | ||
| 33 | FIFTH THIRD BANCORP | 4,135 | 152,000 | 0.01% | ||
| 34 | TRUST CO OF VERMONT | 3,700 | 136,000 | 0.01% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,040 | 112,000 | 0.01% | ||
| 36 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 2,856 | 105,000 | 0.01% | ||
| 37 | US BANCORP \DE\ | 2,500 | 92,000 | 0.01% | ||
| 38 | Bartlett & Co. LLC | 1,500 | 55,000 | 0.00% | ||
| 39 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 1,473 | 54,000 | 0.00% | ||
| 40 | Hudock, Inc. | 1,037 | 37,000 | 0.00% | ||
| 41 | Financial Architects, Inc | 802 | 29,000 | 0.00% | ||
| 42 | IFP ADVISORS, INC | 385 | 14,000 | 0.00% | ||
| 43 | Creative Planning | 375 | 14,000 | 0.00% | ||
| 44 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 350 | 13,000 | 0.00% | ||
| 45 | MSI Financial Services Inc | 293 | 11,000 | 0.00% | ||
| 46 | GENEOS WEALTH MANAGEMENT INC. | 249 | 9,000 | 0.00% | ||
| 47 | FineMark National Bank & Trust | 184 | 7,000 | 0.00% | ||
| 48 | Winslow, Evans & Crocker, Inc. | 150 | 5,496 | 0.00% | ||
| 49 | Parallax Volatility Advisers, L.P. | 1 | 0 | 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.
