| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 1,767,493 | 58,716,000 | 15.48% | ||
| 2 | THRIVENT FINANCIAL FOR LUTHERANS | 1,501,471 | 49,879,000 | 13.15% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,083,614 | 35,998,000 | 9.49% | ||
| 4 | MORGAN STANLEY | 662,232 | 21,999,000 | 5.80% | ||
| 5 | GOLDMAN SACHS GROUP INC | 484,516 | 16,096,000 | 4.24% | ||
| 6 | ROYAL BANK OF CANADA | 376,783 | 12,517,000 | 3.30% | ||
| 7 | Euclid Advisors LLC | 306,110 | 10,169,000 | 2.68% | ||
| 8 | Family Firm, Inc. | 256,531 | 8,522,000 | 2.25% | ||
| 9 | FDx Advisors, Inc. | 250,325 | 8,316,000 | 2.19% | ||
| 10 | Mercer Investments LLC | 235,846 | 7,834,811 | 2.07% | ||
| 11 | Ameritas Investment Partners, Inc. | 224,113 | 7,445,000 | 1.96% | ||
| 12 | Cetera Advisor Networks LLC | 218,261 | 7,237,000 | 1.91% | ||
| 13 | ROBLE, BELKO & COMPANY, INC | 214,060 | 7,111,000 | 1.87% | ||
| 14 | UBS Group AG | 199,894 | 6,640,000 | 1.75% | ||
| 15 | AVALON CAPITAL MANAGEMENT | 199,294 | 6,621,000 | 1.75% | ||
| 16 | Cambridge Investment Research Advisors, Inc. | 154,773 | 5,142,000 | 1.36% | ||
| 17 | MOLLER WEALTH PARTNERS | 152,236 | 5,057,000 | 1.33% | ||
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | 148,564 | 4,936,000 | 1.30% | ||
| 19 | MAKENA CAPITAL MANAGEMENT LLC | 147,713 | 4,907,000 | 1.29% | ||
| 20 | LPL Financial LLC | 118,553 | 3,929,000 | 1.04% | ||
| 21 | Raymond James Financial Services Advisors, Inc. | 115,528 | 3,838,000 | 1.01% | ||
| 22 | Pure Financial Advisors, LLC | 113,809 | 3,781,000 | 1.00% | ||
| 23 | HL FINANCIAL SERVICES LLC | 112,480 | 3,737,000 | 0.98% | ||
| 24 | ICON ADVISERS INC/CO | 112,000 | 3,721,000 | 0.98% | ||
| 25 | COMERICA BANK | 103,338 | 3,485,000 | 0.92% | ||
| 26 | Commonwealth Equity Services, Inc | 101,420 | 3,369,000 | 0.89% | ||
| 27 | SUNTRUST BANKS INC | 99,737 | 3,313,000 | 0.87% | ||
| 28 | WELLS FARGO & COMPANY/MN | 95,996 | 3,188,000 | 0.84% | ||
| 29 | CETERA INVESTMENT ADVISERS | 94,281 | 3,129,000 | 0.82% | ||
| 30 | Atria Investments, Inc | 78,274 | 2,587,000 | 0.68% | ||
| 31 | HRT FINANCIAL LP | 73,134 | 2,429,000 | 0.64% | ||
| 32 | BNP PARIBAS FINANCIAL MARKETS | 65,512 | 2,176,309 | 0.57% | ||
| 33 | BANK OF THE WEST | 65,228 | 2,167,000 | 0.57% | ||
| 34 | INTERACTIVE FINANCIAL ADVISORS, INC. | 58,147 | 1,932,000 | 0.51% | ||
| 35 | MSI Financial Services Inc | 57,313 | 1,904,000 | 0.50% | ||
| 36 | Barrington Strategic Wealth Management Group LLC | 55,510 | 1,844,000 | 0.49% | ||
| 37 | Tower Research Capital LLC (TRC) | 52,936 | 1,759,000 | 0.46% | ||
| 38 | Asset Management Group, Inc. | 51,426 | 1,708,000 | 0.45% | ||
| 39 | Capital Analysts, LLC | 50,928 | 1,691,853 | 0.45% | ||
| 40 | CREDIT SUISSE AG/ | 48,640 | 1,616,000 | 0.43% | ||
| 41 | Courage Miller Partners, LLC | 44,902 | 1,492,000 | 0.39% | ||
| 42 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 43,156 | 1,455,000 | 0.38% | ||
| 43 | Stanford Investment Group, Inc. | 42,392 | 1,408,000 | 0.37% | ||
| 44 | BRONFMAN E.L. ROTHSCHILD, L.P. | 41,237 | 1,370,000 | 0.36% | ||
| 45 | Bank of New York Mellon Corp | 38,953 | 1,293,000 | 0.34% | ||
| 46 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 38,700 | 1,286,000 | 0.34% | ||
| 47 | M Holdings Securities, Inc. | 38,483 | 1,278,000 | 0.34% | ||
| 48 | D.A. DAVIDSON & CO. | 37,072 | 1,231,000 | 0.32% | ||
| 49 | MILLENNIUM MANAGEMENT LLC | 33,856 | 1,125,000 | 0.30% | ||
| 50 | J.P. Morgan Private Wealth Advisors LLC | 29,815 | 990,000 | 0.26% |
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.
