| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edelman Financial Services, LLC | 12,345,366 | 547,023,000 | 46.74% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,666,875 | 118,169,000 | 10.10% | ||
| 3 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2,094,006 | 92,785,000 | 7.93% | ||
| 4 | JPMORGAN CHASE & CO | 977,846 | 43,328,000 | 3.70% | ||
| 5 | MORGAN STANLEY | 696,269 | 30,851,000 | 2.64% | ||
| 6 | GOLDMAN SACHS GROUP INC | 634,301 | 28,106,000 | 2.40% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 576,938 | 25,565,000 | 2.18% | ||
| 8 | Ameritas Investment Partners, Inc. | 439,164 | 19,459,000 | 1.66% | ||
| 9 | Bank of New York Mellon Corp | 383,791 | 17,006,000 | 1.45% | ||
| 10 | UBS AG | 355,061 | 15,733,000 | 1.34% | ||
| 11 | MOLLER WEALTH PARTNERS | 354,988 | 15,730,000 | 1.34% | ||
| 12 | MAKENA CAPITAL MANAGEMENT LLC | 330,499 | 14,644,000 | 1.25% | ||
| 13 | ROYAL BANK OF CANADA | 318,388 | 14,108,000 | 1.21% | ||
| 14 | AMG National Trust Bank | 263,400 | 11,671,000 | 1.00% | ||
| 15 | LPL Financial LLC | 257,281 | 11,400,000 | 0.97% | ||
| 16 | DEUTSCHE BANK AG\ | 240,482 | 10,652,000 | 0.91% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 202,720 | 8,983,000 | 0.77% | ||
| 18 | WELLS FARGO & COMPANY/MN | 201,683 | 8,937,000 | 0.76% | ||
| 19 | COMERICA BANK | 189,238 | 8,385,000 | 0.72% | ||
| 20 | CREDIT SUISSE AG/ | 164,209 | 7,276,000 | 0.62% | ||
| 21 | Lattice Strategies LLC | 163,737 | 7,255,000 | 0.62% | ||
| 22 | SUNTRUST BANKS INC | 141,445 | 6,267,000 | 0.54% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 103,734 | 4,596,000 | 0.39% | ||
| 24 | FDx Advisors, Inc. | 95,760 | 4,243,000 | 0.36% | ||
| 25 | Commonwealth Equity Services, Inc | 90,279 | 4,000,000 | 0.34% | ||
| 26 | HL FINANCIAL SERVICES LLC | 76,673 | 3,397,000 | 0.29% | ||
| 27 | Capital Analysts, LLC | 71,222 | 3,155,877 | 0.27% | ||
| 28 | Pure Financial Advisors, LLC | 70,674 | 3,128,000 | 0.27% | ||
| 29 | Cetera Advisor Networks LLC | 67,549 | 3,000,000 | 0.26% | ||
| 30 | LEAVELL INVESTMENT MANAGEMENT, INC. | 67,594 | 2,995,000 | 0.26% | ||
| 31 | SG Americas Securities, LLC | 64,513 | 2,859,000 | 0.24% | ||
| 32 | Asset Management Group, Inc. | 64,319 | 2,850,000 | 0.24% | ||
| 33 | Madden Advisory Services, Inc. | 63,813 | 2,828,000 | 0.24% | ||
| 34 | Courage Miller Partners, LLC | 60,588 | 2,685,000 | 0.23% | ||
| 35 | Placemark Investments, Inc. | 60,373 | 2,676,000 | 0.23% | ||
| 36 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 58,624 | 2,598,000 | 0.22% | ||
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 56,584 | 2,507,000 | 0.21% | ||
| 38 | BB&T SECURITIES, LLC | 5,470 | 2,423,000 | 0.21% | ||
| 39 | BNP PARIBAS FINANCIAL MARKETS | 51,803 | 2,401,070 | 0.21% | ||
| 40 | Virtu Financial LLC | 51,606 | 2,287,000 | 0.20% | ||
| 41 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 48,106 | 2,131,000 | 0.18% | ||
| 42 | Nuveen Asset Management, LLC | 43,478 | 1,927,000 | 0.16% | ||
| 43 | SMITH, MOORE & CO. | 43,375 | 1,922,000 | 0.16% | ||
| 44 | INTERACTIVE FINANCIAL ADVISORS, INC. | 43,254 | 1,917,000 | 0.16% | ||
| 45 | CAHILL FINANCIAL ADVISORS INC | 42,870 | 1,900,000 | 0.16% | ||
| 46 | Retirement Planning Group, LLC | 40,685 | 1,803,000 | 0.15% | ||
| 47 | D.A. DAVIDSON & CO. | 40,358 | 1,787,000 | 0.15% | ||
| 48 | NORTHERN TRUST CORP | 38,825 | 1,720,000 | 0.15% | ||
| 49 | Fiera Capital Corp | 36,412 | 1,613,000 | 0.14% | ||
| 50 | First Allied Advisory Services, Inc. | 32,024 | 1,418,000 | 0.12% |
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.
