| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MANAGED ACCOUNT ADVISORS LLC | 6,404,222 | 787,463,000 | 24.01% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,174,572 | 390,345,000 | 11.90% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,348,641 | 165,829,000 | 5.06% | ||
| 4 | UBS Group AG | 1,169,149 | 143,758,000 | 4.38% | ||
| 5 | Edelman Financial Services, LLC | 1,127,071 | 138,585,000 | 4.23% | ||
| 6 | Freedom Investment Management, Inc. | 1,110,196 | 136,510,000 | 4.16% | ||
| 7 | MORGAN STANLEY | 895,570 | 110,120,000 | 3.36% | ||
| 8 | Valmark Advisers, Inc. | 740,977 | 91,111,000 | 2.78% | ||
| 9 | JAMES INVESTMENT RESEARCH, INC. | 713,436 | 87,724,000 | 2.67% | ||
| 10 | MADISON INVESTMENT HOLDINGS INC | 689,274 | 84,753,000 | 2.58% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 687,115 | 84,488,000 | 2.58% | ||
| 12 | Fund Evaluation Group, LLC | 645,181 | 79,332,000 | 2.42% | ||
| 13 | Charles Schwab Investment Advisory, Inc. | 612,249 | 75,282,000 | 2.30% | ||
| 14 | KEYBANK NATIONAL ASSOCIATION/OH | 521,523 | 64,126,000 | 1.96% | ||
| 15 | ROYAL BANK OF CANADA | 512,728 | 63,044,000 | 1.92% | ||
| 16 | Cerity Partners OCIO LLC | 467,182 | 57,445,000 | 1.75% | ||
| 17 | STIFEL FINANCIAL CORP | 428,421 | 52,677,000 | 1.61% | ||
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | 403,402 | 49,602,000 | 1.51% | ||
| 19 | SUNTRUST BANKS INC | 322,196 | 39,616,000 | 1.21% | ||
| 20 | FMR LLC | 282,569 | 34,745,000 | 1.06% | ||
| 21 | Tanglewood Wealth Management, Inc. | 215,062 | 26,444,000 | 0.81% | ||
| 22 | Gunma Bank,Ltd. | 201,000 | 24,715,000 | 0.75% | ||
| 23 | Stadion Money Management, LLC | 196,736 | 24,191,000 | 0.74% | ||
| 24 | Personal Capital Advisors Corp | 185,162 | 22,768,000 | 0.69% | ||
| 25 | Sage Advisory Services, Ltd.Co. | 162,398 | 19,964,000 | 0.61% | ||
| 26 | CURIAN CAPITAL LLC | 151,308 | 18,605,000 | 0.57% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 138,251 | 16,999,000 | 0.52% | ||
| 28 | WealthTrust Fairport, LLC | 125,491 | 15,430,000 | 0.47% | ||
| 29 | FDx Advisors, Inc. | 124,933 | 15,362,000 | 0.47% | ||
| 30 | FIRSTMERIT BANK N A TRUSTEE | 114,491 | 14,078,000 | 0.43% | ||
| 31 | BADGLEY PHELPS & BELL INC | 109,942 | 13,519,000 | 0.41% | ||
| 32 | Bangor Savings Bank | 105,199 | 12,935,000 | 0.39% | ||
| 33 | BLACKROCK ADVISORS LLC | 104,601 | 12,862,000 | 0.39% | ||
| 34 | SG Americas Securities, LLC | 100,000 | 12,296,000 | 0.37% | ||
| 35 | Visionary Asset Management, Inc. | 96,068 | 11,813,000 | 0.36% | ||
| 36 | WBI INVESTMENTS, LLC | 84,822 | 10,430,000 | 0.32% | ||
| 37 | Richard Bernstein Advisors LLC | 78,617 | 9,667,000 | 0.29% | ||
| 38 | LPL Financial LLC | 75,617 | 9,321,000 | 0.28% | ||
| 39 | New Harbor Financial Group, LLC | 74,353 | 9,142,000 | 0.28% | ||
| 40 | ETRADE Capital Management LLC | 74,241 | 9,128,000 | 0.28% | ||
| 41 | Bank of New York Mellon Corp | 71,270 | 8,763,000 | 0.27% | ||
| 42 | GOLDMAN SACHS GROUP INC | 69,643 | 8,564,000 | 0.26% | ||
| 43 | RAYMOND JAMES & ASSOCIATES | 60,117 | 7,392,000 | 0.23% | ||
| 44 | TD Ameritrade Trust Co | 58,647 | 7,211,000 | 0.22% | ||
| 45 | BANK OF MONTREAL /CAN/ | 57,770 | 7,104,000 | 0.22% | ||
| 46 | BANK HAPOALIM BM | 56,987 | 7,007,000 | 0.21% | PRN | |
| 47 | US BANCORP \DE\ | 55,117 | 6,777,000 | 0.21% | ||
| 48 | WEALTHCARE CAPITAL MANAGEMENT LLC | 53,300 | 6,554,000 | 0.20% | ||
| 49 | Ifrah Financial Services, Inc. | 50,212 | 6,174,000 | 0.19% | ||
| 50 | Commonwealth Equity Services, Inc | 47,454 | 5,835,000 | 0.18% |
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.
