| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edelman Financial Services, LLC | 20,357,974 | 591,196,000 | 55.47% | ||
| 2 | MORGAN STANLEY | 3,445,112 | 100,045,000 | 9.39% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1,993,754 | 57,899,000 | 5.43% | ||
| 4 | MAKENA CAPITAL MANAGEMENT LLC | 1,362,934 | 39,580,000 | 3.71% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,338,021 | 38,857,000 | 3.65% | ||
| 6 | GOLDMAN SACHS GROUP INC | 608,927 | 17,683,000 | 1.66% | ||
| 7 | AMG National Trust Bank | 460,980 | 13,387,000 | 1.26% | ||
| 8 | Ameritas Investment Partners, Inc. | 442,590 | 12,852,000 | 1.21% | ||
| 9 | THRIVENT FINANCIAL FOR LUTHERANS | 1,868,385 | 12,238,000 | 1.15% | ||
| 10 | ROYAL BANK OF CANADA | 393,807 | 11,436,000 | 1.07% | ||
| 11 | Bank of New York Mellon Corp | 361,643 | 10,502,000 | 0.99% | ||
| 12 | CREDIT SUISSE AG/ | 316,495 | 9,191,000 | 0.86% | ||
| 13 | Convergent Wealth Advisors | 279,859 | 8,128,000 | 0.76% | ||
| 14 | UBS Group AG | 267,514 | 7,769,000 | 0.73% | ||
| 15 | Mercer Investments LLC | 261,740 | 7,600,940 | 0.71% | ||
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 255,799 | 7,427,000 | 0.70% | ||
| 17 | Family Firm, Inc. | 245,324 | 7,124,000 | 0.67% | ||
| 18 | MOLLER WEALTH PARTNERS | 219,595 | 6,377,000 | 0.60% | ||
| 19 | Euclid Advisors LLC | 218,500 | 6,345,000 | 0.60% | ||
| 20 | Tower Research Capital LLC (TRC) | 217,959 | 6,330,000 | 0.59% | ||
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 182,136 | 5,289,000 | 0.50% | ||
| 22 | Cambridge Investment Research Advisors, Inc. | 149,713 | 4,348,000 | 0.41% | ||
| 23 | Pure Financial Advisors, LLC | 140,967 | 4,094,000 | 0.38% | ||
| 24 | COMERICA BANK | 129,262 | 3,753,000 | 0.35% | ||
| 25 | WELLS FARGO & COMPANY/MN | 126,729 | 3,681,000 | 0.35% | ||
| 26 | ROBLE, BELKO & COMPANY, INC | 122,499 | 3,557,000 | 0.33% | ||
| 27 | SUNTRUST BANKS INC | 117,822 | 3,421,000 | 0.32% | ||
| 28 | LPL Financial LLC | 107,717 | 3,375,000 | 0.32% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 111,040 | 3,225,000 | 0.30% | ||
| 30 | Commonwealth Equity Services, Inc | 89,859 | 2,610,000 | 0.24% | ||
| 31 | HL FINANCIAL SERVICES LLC | 86,788 | 2,520,000 | 0.24% | ||
| 32 | Capital Analysts, LLC | 85,617 | 2,486,332 | 0.23% | ||
| 33 | Parkside Financial Bank & Trust | 80,397 | 2,335,000 | 0.22% | ||
| 34 | Stanford Investment Group, Inc. | 75,851 | 2,203,000 | 0.21% | ||
| 35 | Asset Management Group, Inc. | 69,733 | 2,025,000 | 0.19% | ||
| 36 | Cetera Advisor Networks LLC | 68,330 | 1,992,000 | 0.19% | ||
| 37 | Lattice Strategies LLC | 66,308 | 1,926,000 | 0.18% | ||
| 38 | MAI Capital Management | 61,297 | 1,780,000 | 0.17% | ||
| 39 | BNP PARIBAS FINANCIAL MARKETS | 60,218 | 1,748,731 | 0.16% | ||
| 40 | Barrington Strategic Wealth Management Group LLC | 56,005 | 1,626,000 | 0.15% | ||
| 41 | INTERACTIVE FINANCIAL ADVISORS, INC. | 55,145 | 1,601,000 | 0.15% | ||
| 42 | Madden Advisory Services, Inc. | 51,263 | 1,488,000 | 0.14% | ||
| 43 | Courage Miller Partners, LLC | 48,918 | 1,421,000 | 0.13% | ||
| 44 | D.A. DAVIDSON & CO. | 41,795 | 1,213,000 | 0.11% | ||
| 45 | Atria Investments, Inc | 34 | 1,183,000 | 0.11% | ||
| 46 | SMITH, MOORE & CO. | 39,101 | 1,135,000 | 0.11% | ||
| 47 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37,849 | 1,099,000 | 0.10% | ||
| 48 | MILLENNIUM MANAGEMENT LLC | 37,111 | 1,078,000 | 0.10% | ||
| 49 | COMERICA SECURITIES INC | 36,087 | 1,048,000 | 0.10% | ||
| 50 | CITADEL ADVISORS LLC | 35,198 | 1,022,000 | 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.
