| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,143,992 | 239,541,000 | 18.64% | ||
| 2 | PRUDENTIAL PLC | 2,746,301 | 209,240,000 | 16.28% | ||
| 3 | ASPIRIANT, LLC | 1,344,709 | 102,453,000 | 7.97% | ||
| 4 | BlackRock Group LTD | 1,096,554 | 83,546,000 | 6.50% | ||
| 5 | SEI INVESTMENTS CO | 1,064,224 | 81,083,000 | 6.31% | ||
| 6 | BlackRock Finance, Inc. | 990,674 | 75,479,000 | 5.87% | ||
| 7 | MORGAN STANLEY | 796,819 | 60,710,000 | 4.72% | ||
| 8 | UBS Group AG | 487,440 | 37,138,000 | 2.89% | ||
| 9 | Mariner, LLC | 347,888 | 26,506,000 | 2.06% | ||
| 10 | AMERIPRISE FINANCIAL INC | 328,506 | 25,205,000 | 1.96% | ||
| 11 | LPL Financial LLC | 292,459 | 21,943,000 | 1.71% | ||
| 12 | HIGH FALLS ADVISORS, INC | 278,791 | 21,241,000 | 1.65% | ||
| 13 | WELLS FARGO & COMPANY/MN | 270,155 | 20,584,000 | 1.60% | ||
| 14 | ROYAL BANK OF CANADA | 263,859 | 20,105,000 | 1.56% | ||
| 15 | BESSEMER GROUP INC | 229,839 | 17,512,000 | 1.36% | ||
| 16 | Commonwealth Equity Services, Inc | 214,808 | 16,366,000 | 1.27% | ||
| 17 | Cetera Advisor Networks LLC | 178,572 | 13,606,000 | 1.06% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 175,529 | 13,374,000 | 1.04% | ||
| 19 | STATE STREET CORP | 153,156 | 11,669,000 | 0.91% | ||
| 20 | CKW FINANCIAL GROUP | 139,504 | 10,629,000 | 0.83% | ||
| 21 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 132,480 | 10,094,000 | 0.79% | ||
| 22 | PEAK FINANCIAL MANAGEMENT, INC. | 122,096 | 9,302,000 | 0.72% | ||
| 23 | PICTET ASSET MANAGEMENT LTD | 113,500 | 8,648,000 | 0.67% | ||
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 107,582 | 8,062,000 | 0.63% | ||
| 25 | BLACKROCK ADVISORS LLC | 101,000 | 7,695,000 | 0.60% | ||
| 26 | J.P. Morgan Private Wealth Advisors LLC | 95,095 | 7,245,000 | 0.56% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 94,506 | 7,200,000 | 0.56% | ||
| 28 | ADVISOR GROUP, INC. | 89,228 | 6,800,000 | 0.53% | ||
| 29 | Meiji Yasuda Life Insurance Co | 87,458 | 6,663,000 | 0.52% | ||
| 30 | BlackRock Investment Management, LLC | 83,044 | 6,327,000 | 0.49% | ||
| 31 | COMERICA BANK | 77,689 | 5,804,000 | 0.45% | ||
| 32 | DT Investment Partners, LLC | 65,703 | 5,006,000 | 0.39% | ||
| 33 | SCOTIA CAPITAL INC. | 63,316 | 4,824,000 | 0.38% | ||
| 34 | JANE STREET GROUP, LLC | 57,674 | 4,394,000 | 0.34% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 57,135 | 4,333,000 | 0.34% | ||
| 36 | FLOW TRADERS U.S. LLC | 56,601 | 4,312,000 | 0.34% | ||
| 37 | QS Investors, LLC | 55,188 | 4,205,000 | 0.33% | ||
| 38 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 53,140 | 4,049,000 | 0.32% | ||
| 39 | ARCUS CAPITAL PARTNERS, LLC | 49,860 | 3,799,000 | 0.30% | ||
| 40 | Baker Avenue Asset Management, LP | 46,067 | 3,510,000 | 0.27% | ||
| 41 | Estate Counselors, LLC | 42,475 | 3,236,000 | 0.25% | ||
| 42 | BlackRock Fund Advisors | 34,544 | 2,632,000 | 0.20% | ||
| 43 | Hilltop Holdings Inc. | 34,206 | 2,606,000 | 0.20% | ||
| 44 | HighTower Advisors, LLC | 32,014 | 2,443,000 | 0.19% | ||
| 45 | Private Advisor Group, LLC | 31,701 | 2,383,000 | 0.19% | ||
| 46 | ICONIQ Capital, LLC | 23,703 | 1,806,000 | 0.14% | ||
| 47 | GREAT AMERICAN GROUP, INC. | 23,502 | 1,791,000 | 0.14% | ||
| 48 | BANQUE PICTET & CIE SA | 22,680 | 1,728,000 | 0.13% | ||
| 49 | MANDATUM LIFE INSURANCE CO LTD | 22,235 | 1,694,000 | 0.13% | ||
| 50 | MSI Financial Services Inc | 21,474 | 1,636,000 | 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.
