| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edelman Financial Services, LLC | 17,183,536 | 623,419,000 | 51.20% | ||
| 2 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 3,137,842 | 113,841,000 | 9.35% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1,393,831 | 50,568,000 | 4.15% | ||
| 4 | THRIVENT FINANCIAL FOR LUTHERANS | 1,344,690 | 48,503,000 | 3.98% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 845,531 | 30,676,000 | 2.52% | ||
| 6 | MORGAN STANLEY | 791,625 | 28,720,000 | 2.36% | ||
| 7 | MAKENA CAPITAL MANAGEMENT LLC | 718,856 | 26,080,000 | 2.14% | ||
| 8 | GOLDMAN SACHS GROUP INC | 618,486 | 22,439,000 | 1.84% | ||
| 9 | AMG National Trust Bank | 494,961 | 17,957,000 | 1.47% | ||
| 10 | Ameritas Investment Partners, Inc. | 403,416 | 14,635,000 | 1.20% | ||
| 11 | ROYAL BANK OF CANADA | 390,464 | 14,166,000 | 1.16% | ||
| 12 | Calvert Investment Management, Inc. | 369,000 | 13,387,000 | 1.10% | ||
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | 363,030 | 13,171,000 | 1.08% | ||
| 14 | Bank of New York Mellon Corp | 362,630 | 13,156,000 | 1.08% | ||
| 15 | Convergent Wealth Advisors | 343,944 | 12,478,000 | 1.02% | ||
| 16 | UBS Group AG | 274,272 | 9,951,000 | 0.82% | ||
| 17 | Mercer Investments LLC | 260,362 | 9,445,922 | 0.78% | ||
| 18 | COMERICA BANK | 247,996 | 8,996,000 | 0.74% | ||
| 19 | MOLLER WEALTH PARTNERS | 227,501 | 8,254,000 | 0.68% | ||
| 20 | Family Firm, Inc. | 220,778 | 8,010,000 | 0.66% | ||
| 21 | Euclid Advisors LLC | 202,700 | 7,354,000 | 0.60% | ||
| 22 | WELLS FARGO & COMPANY/MN | 158,794 | 5,761,000 | 0.47% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 156,479 | 5,677,000 | 0.47% | ||
| 24 | SUNTRUST BANKS INC | 137,820 | 4,999,000 | 0.41% | ||
| 25 | Virtu Financial LLC | 122,406 | 4,441,000 | 0.36% | ||
| 26 | LPL Financial LLC | 124,495 | 4,416,000 | 0.36% | ||
| 27 | CITADEL ADVISORS LLC | 120,872 | 4,385,000 | 0.36% | ||
| 28 | JPMORGAN CHASE & CO | 118,418 | 4,296,000 | 0.35% | ||
| 29 | FDx Advisors, Inc. | 118,315 | 4,293,000 | 0.35% | ||
| 30 | ROBLE, BELKO & COMPANY, INC | 111,358 | 4,040,000 | 0.33% | ||
| 31 | Commonwealth Equity Services, Inc | 102,877 | 3,732,000 | 0.31% | ||
| 32 | Stanford Investment Group, Inc. | 92,603 | 3,360,000 | 0.28% | ||
| 33 | Lattice Strategies LLC | 89,902 | 3,262,000 | 0.27% | ||
| 34 | HL FINANCIAL SERVICES LLC | 88,836 | 3,223,000 | 0.26% | ||
| 35 | Capital Analysts, LLC | 87,927 | 3,189,996 | 0.26% | ||
| 36 | Cetera Advisor Networks LLC | 76,130 | 2,863,000 | 0.24% | ||
| 37 | INTERACTIVE FINANCIAL ADVISORS, INC. | 74,961 | 2,720,000 | 0.22% | ||
| 38 | BNP PARIBAS FINANCIAL MARKETS | 73,143 | 2,653,628 | 0.22% | ||
| 39 | MAI Capital Management | 68,594 | 2,489,000 | 0.20% | ||
| 40 | CREDIT SUISSE AG/ | 67,705 | 2,456,000 | 0.20% | ||
| 41 | Asset Management Group, Inc. | 66,596 | 2,416,000 | 0.20% | ||
| 42 | Barrington Strategic Wealth Management Group LLC | 56,745 | 2,059,000 | 0.17% | ||
| 43 | Madden Advisory Services, Inc. | 54,061 | 1,961,000 | 0.16% | ||
| 44 | Courage Miller Partners, LLC | 48,739 | 1,768,000 | 0.15% | ||
| 45 | Tower Research Capital LLC (TRC) | 46,910 | 1,702,000 | 0.14% | ||
| 46 | SMITH, MOORE & CO. | 41,078 | 1,490,000 | 0.12% | ||
| 47 | First Allied Advisory Services, Inc. | 40,532 | 1,467,000 | 0.12% | ||
| 48 | LEAVELL INVESTMENT MANAGEMENT, INC. | 40,301 | 1,462,000 | 0.12% | ||
| 49 | D.A. DAVIDSON & CO. | 39,719 | 1,440,000 | 0.12% | ||
| 50 | Raymond James Financial Services Advisors, Inc. | 39,184 | 1,422,000 | 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.
