| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,944,723 | 224,889,000 | 18.44% | ||
| 2 | PRUDENTIAL PLC | 2,620,601 | 200,136,000 | 16.41% | ||
| 3 | ASPIRIANT, LLC | 1,153,400 | 88,085,000 | 7.22% | ||
| 4 | BlackRock Group LTD | 1,133,957 | 86,600,000 | 7.10% | ||
| 5 | BlackRock Finance, Inc. | 935,711 | 71,460,000 | 5.86% | ||
| 6 | SEI INVESTMENTS CO | 840,870 | 64,217,000 | 5.27% | ||
| 7 | JANE STREET GROUP, LLC | 729,001 | 55,674,000 | 4.56% | ||
| 8 | MORGAN STANLEY | 716,270 | 54,702,000 | 4.49% | ||
| 9 | UBS Group AG | 458,851 | 35,042,000 | 2.87% | ||
| 10 | ROYAL BANK OF CANADA | 395,557 | 30,210,000 | 2.48% | ||
| 11 | Mariner, LLC | 339,038 | 25,892,000 | 2.12% | ||
| 12 | AMERIPRISE FINANCIAL INC | 286,600 | 22,776,000 | 1.87% | ||
| 13 | WELLS FARGO & COMPANY/MN | 279,637 | 21,356,000 | 1.75% | ||
| 14 | LPL Financial LLC | 266,228 | 20,470,000 | 1.68% | ||
| 15 | Orion Porfolio Solutions, LLC | 180,580 | 13,791,000 | 1.13% | ||
| 16 | BESSEMER GROUP INC | 161,615 | 12,343,000 | 1.01% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 161,056 | 12,300,000 | 1.01% | ||
| 18 | Commonwealth Equity Services, Inc | 147,363 | 11,254,000 | 0.92% | ||
| 19 | CKW FINANCIAL GROUP | 137,844 | 10,527,000 | 0.86% | ||
| 20 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 131,250 | 10,024,000 | 0.82% | ||
| 21 | RAYMOND JAMES & ASSOCIATES | 127,884 | 9,767,000 | 0.80% | ||
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 107,915 | 8,241,000 | 0.68% | ||
| 23 | ADVISOR GROUP, INC. | 104,336 | 7,965,000 | 0.65% | ||
| 24 | Cetera Advisor Networks LLC | 96,539 | 7,374,000 | 0.60% | ||
| 25 | PICTET ASSET MANAGEMENT LTD | 98,500 | 7,263,000 | 0.60% | ||
| 26 | ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 91,342 | 6,976,000 | 0.57% | ||
| 27 | BLACKROCK ADVISORS LLC | 86,567 | 6,611,000 | 0.54% | ||
| 28 | Baker Avenue Asset Management, LP | 72,887 | 5,566,000 | 0.46% | ||
| 29 | COMERICA BANK | 65,853 | 5,108,000 | 0.42% | ||
| 30 | DT Investment Partners, LLC | 65,182 | 4,978,000 | 0.41% | ||
| 31 | SCOTIA CAPITAL INC. | 59,970 | 4,580,000 | 0.38% | ||
| 32 | PEAK FINANCIAL MANAGEMENT, INC. | 59,423 | 4,538,000 | 0.37% | ||
| 33 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 53,109 | 4,036,000 | 0.33% | ||
| 34 | J.P. Morgan Private Wealth Advisors LLC | 52,400 | 4,002,000 | 0.33% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 51,707 | 3,948,000 | 0.32% | ||
| 36 | BlackRock Investment Management, LLC | 48,227 | 3,683,000 | 0.30% | ||
| 37 | QS Investors, LLC | 45,016 | 3,438,000 | 0.28% | ||
| 38 | BlackRock Fund Advisors | 34,964 | 2,670,000 | 0.22% | ||
| 39 | Hilltop Holdings Inc. | 34,206 | 2,612,000 | 0.21% | ||
| 40 | OLD MISSION CAPITAL LLC | 31,585 | 2,412,000 | 0.20% | ||
| 41 | VICUS CAPITAL | 28,765 | 2,197,000 | 0.18% | ||
| 42 | Private Advisor Group, LLC | 26,733 | 2,053,000 | 0.17% | ||
| 43 | MSI Financial Services Inc | 25,171 | 1,922,000 | 0.16% | ||
| 44 | ICONIQ Capital, LLC | 23,703 | 1,810,000 | 0.15% | ||
| 45 | HighTower Advisors, LLC | 23,564 | 1,801,000 | 0.15% | ||
| 46 | GREAT AMERICAN GROUP, INC. | 23,502 | 1,795,000 | 0.15% | ||
| 47 | MANDATUM LIFE INSURANCE CO LTD | 22,855 | 1,745,000 | 0.14% | ||
| 48 | GENEOS WEALTH MANAGEMENT INC. | 22,752 | 1,745,000 | 0.14% | ||
| 49 | BANQUE PICTET & CIE SA | 21,980 | 1,679,000 | 0.14% | ||
| 50 | CIBC WORLD MARKET INC. | 20,120 | 1,537,000 | 0.13% |
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.
