| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edelman Financial Services, LLC | 12,553,708 | 561,778,000 | 46.68% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,865,120 | 128,214,000 | 10.65% | ||
| 3 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2,677,782 | 119,831,000 | 9.96% | ||
| 4 | ROYAL BANK OF CANADA | 785,839 | 35,166,000 | 2.92% | ||
| 5 | MORGAN STANLEY | 717,486 | 32,107,000 | 2.67% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 627,785 | 28,094,000 | 2.33% | ||
| 7 | DEUTSCHE BANK AG\ | 440,209 | 19,695,000 | 1.64% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 420,005 | 18,795,000 | 1.56% | ||
| 9 | Bank of New York Mellon Corp | 389,298 | 17,421,000 | 1.45% | ||
| 10 | Ameritas Investment Partners, Inc. | 363,453 | 16,264,000 | 1.35% | ||
| 11 | MOLLER WEALTH PARTNERS | 342,044 | 15,287,000 | 1.27% | ||
| 12 | UBS AG | 329,154 | 14,730,000 | 1.22% | ||
| 13 | Tactical Allocation Group LLC | 296,745 | 13,279,000 | 1.10% | ||
| 14 | AMG National Trust Bank | 284,264 | 12,721,000 | 1.06% | ||
| 15 | LPL Financial LLC | 255,002 | 11,197,000 | 0.93% | ||
| 16 | WELLS FARGO & COMPANY/MN | 239,064 | 10,697,000 | 0.89% | ||
| 17 | GOLDMAN SACHS GROUP INC | 222,195 | 9,943,000 | 0.83% | ||
| 18 | MAKENA CAPITAL MANAGEMENT LLC | 190,499 | 8,525,000 | 0.71% | ||
| 19 | COMERICA BANK | 165,529 | 7,407,000 | 0.62% | ||
| 20 | Lattice Strategies LLC | 128,064 | 5,731,000 | 0.48% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 115,334 | 5,161,000 | 0.43% | ||
| 22 | Commonwealth Equity Services, Inc | 108,838 | 4,871,000 | 0.40% | ||
| 23 | FDx Advisors, Inc. | 97,547 | 4,365,000 | 0.36% | ||
| 24 | LEAVELL INVESTMENT MANAGEMENT, INC. | 77,556 | 3,471,000 | 0.29% | ||
| 25 | Virtu Financial LLC | 76,568 | 3,426,000 | 0.28% | ||
| 26 | SUNTRUST BANKS INC | 75,885 | 3,395,000 | 0.28% | ||
| 27 | Capital Analysts, LLC | 74,611 | 3,338,861 | 0.28% | ||
| 28 | HL FINANCIAL SERVICES LLC | 73,215 | 3,276,000 | 0.27% | ||
| 29 | Pure Financial Advisors, LLC | 68,850 | 3,081,000 | 0.26% | ||
| 30 | Cetera Advisor Networks LLC | 65,637 | 2,940,000 | 0.24% | ||
| 31 | Asset Management Group, Inc. | 64,718 | 2,896,000 | 0.24% | ||
| 32 | Madden Advisory Services, Inc. | 63,930 | 2,861,000 | 0.24% | ||
| 33 | Placemark Investments, Inc. | 59,469 | 2,661,000 | 0.22% | ||
| 34 | BNP PARIBAS FINANCIAL MARKETS | 56,436 | 2,525,511 | 0.21% | ||
| 35 | Convergent Wealth Advisors | 54,494 | 2,439,000 | 0.20% | ||
| 36 | Courage Miller Partners, LLC | 52,450 | 2,347,000 | 0.20% | ||
| 37 | BB&T SECURITIES, LLC | 4,691 | 2,099,000 | 0.17% | ||
| 38 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 43,106 | 1,929,000 | 0.16% | ||
| 39 | CAHILL FINANCIAL ADVISORS INC | 40,744 | 1,824,000 | 0.15% | ||
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 40,667 | 1,820,000 | 0.15% | ||
| 41 | SMITH, MOORE & CO. | 39,105 | 1,750,000 | 0.15% | ||
| 42 | D.A. DAVIDSON & CO. | 38,831 | 1,737,000 | 0.14% | ||
| 43 | Retirement Planning Group, LLC | 38,180 | 1,709,000 | 0.14% | ||
| 44 | NORTHERN TRUST CORP | 38,183 | 1,708,000 | 0.14% | ||
| 45 | CREDIT SUISSE AG/ | 37,208 | 1,665,000 | 0.14% | ||
| 46 | INTERACTIVE FINANCIAL ADVISORS, INC. | 33,437 | 1,496,000 | 0.12% | ||
| 47 | SCS Capital Management LLC | 30,388 | 1,360,000 | 0.11% | ||
| 48 | First Allied Advisory Services, Inc. | 30,494 | 1,359,000 | 0.11% | ||
| 49 | Fiera Capital Corp | 29,607 | 1,325,000 | 0.11% | ||
| 50 | GFS Advisors, LLC | 27,653 | 1,237,000 | 0.10% |
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.
