| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,898,202 | 200,759,000 | 20.82% | ||
| 2 | PRUDENTIAL PLC | 2,357,655 | 163,315,000 | 16.94% | ||
| 3 | BlackRock Group LTD | 1,210,802 | 83,872,000 | 8.70% | ||
| 4 | BlackRock Finance, Inc. | 950,277 | 65,826,000 | 6.83% | ||
| 5 | ASPIRIANT, LLC | 949,567 | 65,777,000 | 6.82% | ||
| 6 | SEI INVESTMENTS CO | 639,825 | 44,321,000 | 4.60% | ||
| 7 | FAS Wealth Partners, Inc. | 566,305 | 39,228,000 | 4.07% | ||
| 8 | MORGAN STANLEY | 550,109 | 38,106,000 | 3.95% | ||
| 9 | UBS Group AG | 434,389 | 30,090,000 | 3.12% | ||
| 10 | JANE STREET GROUP, LLC | 375,258 | 25,994,000 | 2.70% | ||
| 11 | Mariner, LLC | 338,191 | 23,427,000 | 2.43% | ||
| 12 | LPL Financial LLC | 296,345 | 20,368,000 | 2.11% | ||
| 13 | ROYAL BANK OF CANADA | 198,209 | 13,730,000 | 1.42% | ||
| 14 | AMERIPRISE FINANCIAL INC | 181,122 | 12,516,000 | 1.30% | ||
| 15 | BESSEMER GROUP INC | 147,682 | 10,230,000 | 1.06% | ||
| 16 | Bank of New York Mellon Corp | 141,822 | 9,824,000 | 1.02% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 130,621 | 9,048,000 | 0.94% | ||
| 18 | AMERICAN INTERNATIONAL GROUP, INC. | 120,193 | 8,325,000 | 0.86% | ||
| 19 | Raymond James Financial Services Advisors, Inc. | 116,818 | 8,092,000 | 0.84% | ||
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 113,334 | 7,851,000 | 0.81% | ||
| 21 | WELLS FARGO & COMPANY/MN | 112,911 | 7,821,000 | 0.81% | ||
| 22 | Commonwealth Equity Services, Inc | 86,563 | 5,996,000 | 0.62% | ||
| 23 | Cetera Advisor Networks LLC | 84,531 | 5,859,000 | 0.61% | ||
| 24 | DT Investment Partners, LLC | 62,282 | 4,315,000 | 0.45% | ||
| 25 | CITADEL ADVISORS LLC | 56,416 | 3,908,000 | 0.41% | ||
| 26 | PEAK FINANCIAL MANAGEMENT, INC. | 53,437 | 3,750,000 | 0.39% | ||
| 27 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 53,755 | 3,724,000 | 0.39% | ||
| 28 | BLACKROCK ADVISORS LLC | 53,502 | 3,706,000 | 0.38% | ||
| 29 | Orion Porfolio Solutions, LLC | 35,522 | 2,461,000 | 0.26% | ||
| 30 | BlackRock Fund Advisors | 35,469 | 2,457,000 | 0.25% | ||
| 31 | Hilltop Holdings Inc. | 34,206 | 2,369,000 | 0.25% | ||
| 32 | SVA Wealth Management, LLC | 33,657 | 2,331,000 | 0.24% | ||
| 33 | SCOTIA CAPITAL INC. | 34,727 | 2,325,000 | 0.24% | ||
| 34 | Atria Investments, Inc | 31,430 | 2,097,000 | 0.22% | ||
| 35 | Baker Ellis Asset Management LLC | 28,000 | 1,940,000 | 0.20% | ||
| 36 | GLENMEDE TRUST CO NA | 27,481 | 1,903,000 | 0.20% | ||
| 37 | GREAT AMERICAN GROUP, INC. | 23,527 | 1,630,000 | 0.17% | ||
| 38 | AXA S.A. | 23,520 | 1,629,000 | 0.17% | ||
| 39 | CKW FINANCIAL GROUP | 22,707 | 1,573,000 | 0.16% | ||
| 40 | MANDATUM LIFE INSURANCE CO LTD | 22,465 | 1,556,000 | 0.16% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 22,383 | 1,541,000 | 0.16% | ||
| 42 | CREDIT SUISSE AG/ | 20,000 | 1,385,000 | 0.14% | ||
| 43 | OLD MISSION CAPITAL LLC | 18,263 | 1,265,000 | 0.13% | ||
| 44 | Cetera Advisors LLC | 17,546 | 1,220,000 | 0.13% | ||
| 45 | BLAIR WILLIAM & CO/IL | 16,115 | 1,116,000 | 0.12% | ||
| 46 | HighTower Advisors, LLC | 15,054 | 1,043,000 | 0.11% | ||
| 47 | Private Advisor Group, LLC | 14,783 | 1,024,000 | 0.11% | ||
| 48 | MSI Financial Services Inc | 14,784 | 1,024,000 | 0.11% | ||
| 49 | Sigma Planning Corp | 13,713 | 950,000 | 0.10% | ||
| 50 | Estate Counselors, LLC | 11,850 | 821,000 | 0.09% |
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.
