| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edelman Financial Services, LLC | 16,193,946 | 620,552,000 | 45.09% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,218,104 | 123,318,000 | 8.96% | ||
| 3 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2,964,877 | 113,614,000 | 8.25% | ||
| 4 | MAKENA CAPITAL MANAGEMENT LLC | 1,485,559 | 56,927,000 | 4.14% | ||
| 5 | Convergent Wealth Advisors | 1,380,283 | 52,892,000 | 3.84% | ||
| 6 | THRIVENT FINANCIAL FOR LUTHERANS | 968,011 | 37,073,000 | 2.69% | ||
| 7 | MORGAN STANLEY | 912,469 | 34,965,000 | 2.54% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 906,751 | 34,747,000 | 2.52% | ||
| 9 | UBS Group AG | 545,992 | 20,922,000 | 1.52% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 501,566 | 19,220,000 | 1.40% | ||
| 11 | AMG National Trust Bank | 460,139 | 17,633,000 | 1.28% | ||
| 12 | Ameritas Investment Partners, Inc. | 415,715 | 15,930,000 | 1.16% | ||
| 13 | Meristem Family Wealth, LLC | 410,497 | 15,730,000 | 1.14% | ||
| 14 | ROYAL BANK OF CANADA | 389,884 | 14,940,000 | 1.09% | ||
| 15 | DEUTSCHE BANK AG\ | 375,004 | 14,366,000 | 1.04% | ||
| 16 | Bank of New York Mellon Corp | 373,254 | 14,302,000 | 1.04% | ||
| 17 | GOLDMAN SACHS GROUP INC | 283,228 | 10,853,000 | 0.79% | ||
| 18 | COMERICA BANK | 258,992 | 9,926,000 | 0.72% | ||
| 19 | MOLLER WEALTH PARTNERS | 252,125 | 9,661,000 | 0.70% | ||
| 20 | WELLS FARGO & COMPANY/MN | 243,529 | 9,333,000 | 0.68% | ||
| 21 | LPL Financial LLC | 214,952 | 8,237,000 | 0.60% | ||
| 22 | Family Firm, Inc. | 207,827 | 7,964,000 | 0.58% | ||
| 23 | SUNTRUST BANKS INC | 160,102 | 6,135,000 | 0.45% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 130,640 | 5,006,000 | 0.36% | ||
| 25 | FDx Advisors, Inc. | 117,253 | 4,493,000 | 0.33% | ||
| 26 | Commonwealth Equity Services, Inc | 107,150 | 4,106,000 | 0.30% | ||
| 27 | JPMORGAN CHASE & CO | 96,804 | 3,710,000 | 0.27% | ||
| 28 | Stanford Investment Group, Inc. | 93,412 | 3,580,000 | 0.26% | ||
| 29 | MAI Capital Management | 85,201 | 3,265,000 | 0.24% | ||
| 30 | Cetera Advisor Networks LLC | 77,952 | 2,982,000 | 0.22% | ||
| 31 | Capital Analysts, LLC | 77,706 | 2,977,701 | 0.22% | ||
| 32 | MILLENNIUM MANAGEMENT LLC | 77,630 | 2,975,000 | 0.22% | ||
| 33 | HL FINANCIAL SERVICES LLC | 74,530 | 2,856,000 | 0.21% | ||
| 34 | Retirement Planning Group, LLC | 67,869 | 2,601,000 | 0.19% | ||
| 35 | Asset Management Group, Inc. | 65,925 | 2,526,000 | 0.18% | ||
| 36 | BNP PARIBAS FINANCIAL MARKETS | 63,219 | 2,422,552 | 0.18% | ||
| 37 | Pure Financial Advisors, LLC | 62,791 | 2,406,000 | 0.17% | ||
| 38 | Placemark Investments, Inc. | 61,001 | 2,337,000 | 0.17% | ||
| 39 | SG Americas Securities, LLC | 60,782 | 2,329,000 | 0.17% | ||
| 40 | Madden Advisory Services, Inc. | 59,148 | 2,267,000 | 0.16% | ||
| 41 | Lattice Strategies LLC | 58,865 | 2,256,000 | 0.16% | ||
| 42 | Courage Miller Partners, LLC | 52,572 | 2,015,000 | 0.15% | ||
| 43 | LEAVELL INVESTMENT MANAGEMENT, INC. | 50,443 | 1,933,000 | 0.14% | ||
| 44 | STRATEGIC WEALTH MANAGEMENT INC | 44,550 | 1,707,000 | 0.12% | ||
| 45 | JENNISON ASSOCIATES LLC | 42,703 | 1,636,000 | 0.12% | ||
| 46 | D.A. DAVIDSON & CO. | 39,691 | 1,520,000 | 0.11% | ||
| 47 | CAHILL FINANCIAL ADVISORS INC | 38,574 | 1,479,000 | 0.11% | ||
| 48 | SMITH, MOORE & CO. | 37,648 | 1,443,000 | 0.10% | ||
| 49 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37,111 | 1,422,000 | 0.10% | ||
| 50 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34,086 | 1,306,000 | 0.09% |
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.
