| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edelman Financial Services, LLC | 16,809,021 | 631,011,000 | 51.87% | ||
| 2 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 3,071,870 | 115,318,000 | 9.48% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1,280,715 | 48,078,000 | 3.95% | ||
| 4 | THRIVENT FINANCIAL FOR LUTHERANS | 1,266,050 | 47,689,000 | 3.92% | ||
| 5 | MORGAN STANLEY | 894,907 | 33,595,000 | 2.76% | ||
| 6 | MAKENA CAPITAL MANAGEMENT LLC | 866,805 | 32,540,000 | 2.67% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 782,981 | 29,394,000 | 2.42% | ||
| 8 | GOLDMAN SACHS GROUP INC | 618,315 | 23,212,000 | 1.91% | ||
| 9 | Convergent Wealth Advisors | 551,414 | 20,700,000 | 1.70% | ||
| 10 | AMG National Trust Bank | 467,666 | 17,556,000 | 1.44% | ||
| 11 | Ameritas Investment Partners, Inc. | 421,738 | 15,832,000 | 1.30% | ||
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 419,865 | 15,762,000 | 1.30% | ||
| 13 | Bank of New York Mellon Corp | 385,666 | 14,479,000 | 1.19% | ||
| 14 | ROYAL BANK OF CANADA | 382,254 | 14,350,000 | 1.18% | ||
| 15 | UBS Group AG | 275,620 | 10,347,000 | 0.85% | ||
| 16 | MOLLER WEALTH PARTNERS | 237,744 | 8,925,000 | 0.73% | ||
| 17 | Family Firm, Inc. | 228,479 | 8,577,000 | 0.71% | ||
| 18 | WELLS FARGO & COMPANY/MN | 206,198 | 7,741,000 | 0.64% | ||
| 19 | LPL Financial LLC | 173,588 | 6,551,000 | 0.54% | ||
| 20 | Cambridge Investment Research Advisors, Inc. | 145,260 | 5,453,000 | 0.45% | ||
| 21 | SUNTRUST BANKS INC | 142,437 | 5,347,000 | 0.44% | ||
| 22 | FDx Advisors, Inc. | 119,700 | 4,493,000 | 0.37% | ||
| 23 | COMERICA BANK | 117,143 | 4,397,000 | 0.36% | ||
| 24 | Lattice Strategies LLC | 113,555 | 4,263,000 | 0.35% | ||
| 25 | ROBLE, BELKO & COMPANY, INC | 113,088 | 4,245,000 | 0.35% | ||
| 26 | JPMORGAN CHASE & CO | 109,183 | 4,099,000 | 0.34% | ||
| 27 | Commonwealth Equity Services, Inc | 103,305 | 3,878,000 | 0.32% | ||
| 28 | Stanford Investment Group, Inc. | 90,903 | 3,413,000 | 0.28% | ||
| 29 | HL FINANCIAL SERVICES LLC | 87,598 | 3,288,000 | 0.27% | ||
| 30 | CREDIT SUISSE AG/ | 83,300 | 3,127,000 | 0.26% | ||
| 31 | Capital Analysts, LLC | 81,073 | 3,043,503 | 0.25% | ||
| 32 | Cetera Advisor Networks LLC | 76,130 | 2,863,000 | 0.24% | ||
| 33 | MAI Capital Management | 74,720 | 2,805,000 | 0.23% | ||
| 34 | AVALON CAPITAL MANAGEMENT | 73,470 | 2,758,000 | 0.23% | ||
| 35 | BNP PARIBAS FINANCIAL MARKETS | 70,557 | 2,648,710 | 0.22% | ||
| 36 | Pure Financial Advisors, LLC | 67,051 | 2,517,000 | 0.21% | ||
| 37 | Asset Management Group, Inc. | 65,390 | 2,455,000 | 0.20% | ||
| 38 | Barrington Strategic Wealth Management Group LLC | 55,280 | 2,075,000 | 0.17% | ||
| 39 | Madden Advisory Services, Inc. | 55,261 | 2,075,000 | 0.17% | ||
| 40 | Courage Miller Partners, LLC | 49,219 | 1,848,000 | 0.15% | ||
| 41 | Mercer Investments LLC | 49,054 | 1,841,497 | 0.15% | ||
| 42 | LEAVELL INVESTMENT MANAGEMENT, INC. | 47,500 | 1,783,000 | 0.15% | ||
| 43 | INTERACTIVE FINANCIAL ADVISORS, INC. | 45,752 | 1,718,000 | 0.14% | ||
| 44 | D.A. DAVIDSON & CO. | 40,639 | 1,524,000 | 0.13% | ||
| 45 | SMITH, MOORE & CO. | 40,231 | 1,510,000 | 0.12% | ||
| 46 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 35,443 | 1,331,000 | 0.11% | ||
| 47 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 31,444 | 1,258,000 | 0.10% | ||
| 48 | Retirement Planning Group, LLC | 32,949 | 1,237,000 | 0.10% | ||
| 49 | First Allied Advisory Services, Inc. | 31,315 | 1,175,000 | 0.10% | ||
| 50 | NORTHERN TRUST CORP | 31,208 | 1,171,000 | 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.
