| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 11,375,327 | 1,448,649,000 | 33.78% | ||
| 2 | Freedom Investment Management, Inc. | 2,233,642 | 284,454,000 | 6.63% | ||
| 3 | UBS Group AG | 1,667,619 | 212,372,000 | 4.95% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,589,605 | 202,436,000 | 4.72% | ||
| 5 | Edelman Financial Services, LLC | 1,264,280 | 161,006,000 | 3.75% | ||
| 6 | MORGAN STANLEY | 1,224,040 | 155,881,000 | 3.63% | ||
| 7 | Valmark Advisers, Inc. | 1,076,665 | 137,113,000 | 3.20% | ||
| 8 | STIFEL FINANCIAL CORP | 718,020 | 91,441,000 | 2.13% | ||
| 9 | Charles Schwab Investment Advisory, Inc. | 679,434 | 86,526,000 | 2.02% | ||
| 10 | ROYAL BANK OF CANADA | 651,660 | 82,989,000 | 1.93% | ||
| 11 | JAMES INVESTMENT RESEARCH, INC. | 598,039 | 76,161,000 | 1.78% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 574,151 | 73,118,000 | 1.70% | ||
| 13 | KEYBANK NATIONAL ASSOCIATION/OH | 540,155 | 68,789,000 | 1.60% | ||
| 14 | MADISON INVESTMENT HOLDINGS INC | 484,562 | 61,709,000 | 1.44% | ||
| 15 | MEEDER ASSET MANAGEMENT INC | 420,805 | 53,590,000 | 1.25% | ||
| 16 | Personal Capital Advisors Corp | 349,418 | 44,498,000 | 1.04% | ||
| 17 | WBI INVESTMENTS, LLC | 328,004 | 41,771,000 | 0.97% | ||
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | 327,239 | 41,674,000 | 0.97% | ||
| 19 | Tanglewood Wealth Management, Inc. | 303,956 | 38,709,000 | 0.90% | ||
| 20 | COLONY GROUP LLC | 287,486 | 36,611,000 | 0.85% | ||
| 21 | Sage Advisory Services, Ltd.Co. | 279,569 | 35,603,000 | 0.83% | ||
| 22 | FMR LLC | 263,061 | 33,501,000 | 0.78% | ||
| 23 | Cerity Partners OCIO LLC | 250,773 | 31,909,000 | 0.74% | ||
| 24 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 238,076 | 30,319,000 | 0.71% | ||
| 25 | SUNTRUST BANKS INC | 236,861 | 30,162,000 | 0.70% | ||
| 26 | FDx Advisors, Inc. | 210,952 | 26,865,000 | 0.63% | ||
| 27 | AMERIPRISE FINANCIAL INC | 206,910 | 26,296,000 | 0.61% | ||
| 28 | Gunma Bank,Ltd. | 201,000 | 25,597,000 | 0.60% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 191,633 | 24,405,000 | 0.57% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 169,203 | 21,547,000 | 0.50% | ||
| 31 | SFMG, LLC | 158,630 | 20,202,000 | 0.47% | ||
| 32 | ASSETMARK, INC | 151,695 | 19,318,000 | 0.45% | ||
| 33 | FIRSTMERIT BANK N A TRUSTEE | 145,127 | 18,482,000 | 0.43% | ||
| 34 | LPL Financial LLC | 138,463 | 17,671,000 | 0.41% | ||
| 35 | BADGLEY PHELPS & BELL INC | 132,884 | 16,923,000 | 0.39% | ||
| 36 | Fund Evaluation Group, LLC | 126,589 | 16,121,000 | 0.38% | ||
| 37 | EASTERN BANK | 125,567 | 15,991,000 | 0.37% | ||
| 38 | Visionary Asset Management, Inc. | 120,853 | 15,390,000 | 0.36% | ||
| 39 | US BANCORP \DE\ | 118,529 | 15,094,000 | 0.35% | ||
| 40 | WealthTrust Fairport, LLC | 116,813 | 14,876,000 | 0.35% | ||
| 41 | Stadion Money Management, LLC | 114,710 | 14,608,000 | 0.34% | ||
| 42 | Bangor Savings Bank | 106,125 | 13,515,000 | 0.32% | ||
| 43 | ETRADE Capital Management LLC | 94,639 | 12,052,000 | 0.28% | ||
| 44 | New Harbor Financial Group, LLC | 87,940 | 11,199,000 | 0.26% | ||
| 45 | Virtu KCG Holdings LLC | 84,007 | 10,698,000 | 0.25% | ||
| 46 | MSI Financial Services Inc | 78,962 | 10,056,000 | 0.23% | ||
| 47 | M&T BANK CORP | 70,717 | 9,006,000 | 0.21% | ||
| 48 | Atria Investments, Inc | 69,962 | 8,908,000 | 0.21% | ||
| 49 | TD Ameritrade Trust Co | 69,864 | 8,897,000 | 0.21% | ||
| 50 | EDMOND DE ROTHSCHILD HOLDING S.A. | 69,864 | 8,897,000 | 0.21% |
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.
