| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 1,758,463 | 60,597,000 | 14.46% | ||
| 2 | THRIVENT FINANCIAL FOR LUTHERANS | 1,513,368 | 52,129,000 | 12.44% | ||
| 3 | Mercer Investments LLC | 1,240,322 | 42,741,496 | 10.20% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 987,328 | 34,023,000 | 8.12% | ||
| 5 | MORGAN STANLEY | 780,040 | 26,881,000 | 6.41% | ||
| 6 | GOLDMAN SACHS GROUP INC | 484,543 | 16,697,000 | 3.98% | ||
| 7 | ROYAL BANK OF CANADA | 373,138 | 12,858,000 | 3.07% | ||
| 8 | Virtus Investment Advisers, LLC | 308,910 | 10,645,000 | 2.54% | ||
| 9 | Cetera Advisor Networks LLC | 288,382 | 9,938,000 | 2.37% | ||
| 10 | FDx Advisors, Inc. | 264,449 | 9,113,000 | 2.17% | ||
| 11 | Family Firm, Inc. | 248,988 | 8,580,000 | 2.05% | ||
| 12 | UBS Group AG | 230,098 | 7,929,000 | 1.89% | ||
| 13 | ROBLE, BELKO & COMPANY, INC | 210,088 | 7,240,000 | 1.73% | ||
| 14 | Cambridge Investment Research Advisors, Inc. | 164,942 | 5,684,000 | 1.36% | ||
| 15 | MOLLER WEALTH PARTNERS | 150,126 | 5,173,000 | 1.23% | ||
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 140,977 | 4,858,000 | 1.16% | ||
| 17 | MIZUHO SECURITIES USA LLC | 123,600 | 4,259,000 | 1.02% | ||
| 18 | AVALON CAPITAL MANAGEMENT | 123,072 | 4,241,000 | 1.01% | ||
| 19 | Raymond James Financial Services Advisors, Inc. | 122,451 | 4,220,000 | 1.01% | ||
| 20 | WELLS FARGO & COMPANY/MN | 115,221 | 3,970,000 | 0.95% | ||
| 21 | HL FINANCIAL SERVICES LLC | 112,998 | 3,894,000 | 0.93% | ||
| 22 | ICON ADVISERS INC/CO | 112,000 | 3,860,000 | 0.92% | ||
| 23 | LPL Financial LLC | 113,350 | 3,827,000 | 0.91% | ||
| 24 | Pure Financial Advisors, LLC | 109,281 | 3,766,000 | 0.90% | ||
| 25 | MAKENA CAPITAL MANAGEMENT LLC | 105,163 | 3,624,000 | 0.86% | ||
| 26 | COMERICA BANK | 102,905 | 3,523,000 | 0.84% | ||
| 27 | Commonwealth Equity Services, Inc | 100,917 | 3,478,000 | 0.83% | ||
| 28 | SUNTRUST BANKS INC | 97,420 | 3,357,000 | 0.80% | ||
| 29 | CETERA INVESTMENT ADVISERS | 95,426 | 3,284,000 | 0.78% | ||
| 30 | INTERACTIVE FINANCIAL ADVISORS, INC. | 77,406 | 2,667,000 | 0.64% | ||
| 31 | Ameritas Investment Partners, Inc. | 75,316 | 2,595,000 | 0.62% | ||
| 32 | BNP PARIBAS FINANCIAL MARKETS | 70,568 | 2,431,773 | 0.58% | ||
| 33 | BANK OF THE WEST | 65,620 | 2,262,000 | 0.54% | ||
| 34 | MSI Financial Services Inc | 55,990 | 1,930,000 | 0.46% | ||
| 35 | Barrington Strategic Wealth Management Group LLC | 55,085 | 1,898,000 | 0.45% | ||
| 36 | Asset Management Group, Inc. | 50,973 | 1,757,000 | 0.42% | ||
| 37 | D.A. DAVIDSON & CO. | 47,719 | 1,644,000 | 0.39% | ||
| 38 | Courage Miller Partners, LLC | 44,400 | 1,530,000 | 0.37% | ||
| 39 | M Holdings Securities, Inc. | 43,926 | 1,514,000 | 0.36% | ||
| 40 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 43,104 | 1,455,000 | 0.35% | ||
| 41 | BRONFMAN E.L. ROTHSCHILD, L.P. | 41,674 | 1,436,000 | 0.34% | ||
| 42 | Stanford Investment Group, Inc. | 40,489 | 1,395,000 | 0.33% | ||
| 43 | Bank of New York Mellon Corp | 39,188 | 1,350,000 | 0.32% | ||
| 44 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37,869 | 1,305,000 | 0.31% | ||
| 45 | J.P. Morgan Private Wealth Advisors LLC | 37,367 | 1,288,000 | 0.31% | ||
| 46 | Capital Analysts, LLC | 36,648 | 1,262,907 | 0.30% | ||
| 47 | GFS Advisors, LLC | 32,931 | 1,135,000 | 0.27% | ||
| 48 | Avior Wealth Management, LLC | 28,697 | 989,000 | 0.24% | ||
| 49 | Atria Investments, Inc | 28,562 | 984,000 | 0.23% | ||
| 50 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,385 | 978,000 | 0.23% |
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.
