| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edelman Financial Services, LLC | 12,155,266 | 607,156,000 | 45.20% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,084,642 | 154,078,000 | 11.47% | ||
| 3 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2,331,583 | 116,463,000 | 8.67% | ||
| 4 | JPMORGAN CHASE & CO | 830,370 | 41,478,000 | 3.09% | ||
| 5 | MORGAN STANLEY | 735,824 | 36,755,000 | 2.74% | ||
| 6 | ROYAL BANK OF CANADA | 642,424 | 32,089,000 | 2.39% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 582,859 | 29,114,000 | 2.17% | ||
| 8 | Ameritas Investment Partners, Inc. | 387,855 | 19,373,000 | 1.44% | ||
| 9 | Bank of New York Mellon Corp | 380,833 | 19,022,000 | 1.42% | ||
| 10 | UBS AG | 355,878 | 17,776,000 | 1.32% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 349,992 | 17,482,000 | 1.30% | ||
| 12 | MOLLER WEALTH PARTNERS | 348,396 | 17,402,000 | 1.30% | ||
| 13 | DEUTSCHE BANK AG\ | 334,230 | 16,690,000 | 1.24% | ||
| 14 | AMG National Trust Bank | 275,413 | 13,757,000 | 1.02% | ||
| 15 | LPL Financial LLC | 262,820 | 13,128,000 | 0.98% | ||
| 16 | Tactical Allocation Group LLC | 227,749 | 11,376,000 | 0.85% | ||
| 17 | WELLS FARGO & COMPANY/MN | 222,702 | 11,124,000 | 0.83% | ||
| 18 | GOLDMAN SACHS GROUP INC | 211,119 | 10,545,000 | 0.78% | ||
| 19 | MAKENA CAPITAL MANAGEMENT LLC | 190,499 | 9,515,000 | 0.71% | ||
| 20 | COMERICA BANK | 171,722 | 8,578,000 | 0.64% | ||
| 21 | SUNTRUST BANKS INC | 149,943 | 7,489,000 | 0.56% | ||
| 22 | Lattice Strategies LLC | 122,105 | 6,099,000 | 0.45% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 106,248 | 5,307,000 | 0.40% | ||
| 24 | FDx Advisors, Inc. | 95,408 | 4,766,000 | 0.35% | ||
| 25 | Commonwealth Equity Services, Inc | 94,542 | 4,722,000 | 0.35% | ||
| 26 | CREDIT SUISSE AG/ | 94,205 | 4,706,000 | 0.35% | ||
| 27 | HL FINANCIAL SERVICES LLC | 74,776 | 3,735,000 | 0.28% | ||
| 28 | Capital Analysts, LLC | 71,349 | 3,563,887 | 0.27% | ||
| 29 | Pure Financial Advisors, LLC | 69,471 | 3,470,000 | 0.26% | ||
| 30 | Cetera Advisor Networks LLC | 68,024 | 3,398,000 | 0.25% | ||
| 31 | LEAVELL INVESTMENT MANAGEMENT, INC. | 67,525 | 3,373,000 | 0.25% | ||
| 32 | Riggs Asset Managment Co. Inc. | 67,179 | 3,356,000 | 0.25% | ||
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 65,700 | 3,282,000 | 0.24% | ||
| 34 | Asset Management Group, Inc. | 64,220 | 3,208,000 | 0.24% | ||
| 35 | Madden Advisory Services, Inc. | 64,016 | 3,198,000 | 0.24% | ||
| 36 | Placemark Investments, Inc. | 59,301 | 2,962,000 | 0.22% | ||
| 37 | BNP PARIBAS FINANCIAL MARKETS | 55,157 | 2,755,092 | 0.21% | ||
| 38 | BB&T SECURITIES, LLC | 5,470 | 2,732,000 | 0.20% | ||
| 39 | Nuveen Asset Management, LLC | 54,624 | 2,728,000 | 0.20% | ||
| 40 | Courage Miller Partners, LLC | 51,880 | 2,591,000 | 0.19% | ||
| 41 | SMITH, MOORE & CO. | 44,585 | 2,227,000 | 0.17% | ||
| 42 | Virtu Financial LLC | 42,370 | 2,116,000 | 0.16% | ||
| 43 | CAHILL FINANCIAL ADVISORS INC | 42,310 | 2,114,000 | 0.16% | ||
| 44 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 40,829 | 2,039,000 | 0.15% | ||
| 45 | INTERACTIVE FINANCIAL ADVISORS, INC. | 39,455 | 1,971,000 | 0.15% | ||
| 46 | Retirement Planning Group, LLC | 39,126 | 1,954,000 | 0.15% | ||
| 47 | D.A. DAVIDSON & CO. | 38,952 | 1,945,000 | 0.14% | ||
| 48 | NORTHERN TRUST CORP | 37,468 | 1,871,000 | 0.14% | ||
| 49 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 36,894 | 1,843,000 | 0.14% | ||
| 50 | First Allied Advisory Services, Inc. | 33,809 | 1,686,000 | 0.13% |
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.
