| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SUNTRUST BANKS INC | 4,385,570 | 234,933,000 | 30.74% | ||
| 2 | Valmark Advisers, Inc. | 2,435,066 | 130,446,000 | 17.07% | ||
| 3 | TIAA CREF TRUST CO FSB/MO | 868,044 | 46,501,000 | 6.08% | ||
| 4 | Morningstar Investment Services LLC | 793,643 | 42,515,000 | 5.56% | ||
| 5 | WELLS FARGO & COMPANY/MN | 705,206 | 37,778,000 | 4.94% | ||
| 6 | Destination Wealth Management | 687,236 | 36,815,000 | 4.82% | ||
| 7 | LPL Financial LLC | 515,524 | 27,617,000 | 3.61% | ||
| 8 | CURIAN CAPITAL LLC | 505,413 | 27,075,000 | 3.54% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 315,124 | 16,880,000 | 2.21% | ||
| 10 | MORGAN STANLEY | 288,753 | 15,468,000 | 2.02% | ||
| 11 | Twele Capital Management, Inc. | 286,290 | 15,337,000 | 2.01% | ||
| 12 | FIDUCIARY TRUST CO | 238,226 | 12,762,000 | 1.67% | ||
| 13 | Parkside Advisors LLC | 222,146 | 11,900,000 | 1.56% | ||
| 14 | Mosaic Financial Partners, Inc. | 175,587 | 9,406,000 | 1.23% | ||
| 15 | PLANNING ALTERNATIVES LTD /ADV | 171,302 | 9,177,000 | 1.20% | ||
| 16 | Allen Investment Management, LLC | 141,013 | 7,554,000 | 0.99% | ||
| 17 | Gateway Advisory, LLC | 135,675 | 7,268,000 | 0.95% | ||
| 18 | Live Your Vision, LLC | 122,774 | 6,577,000 | 0.86% | ||
| 19 | Arbor Investment Advisors, LLC | 119,293 | 6,391,000 | 0.84% | ||
| 20 | GOLDMAN SACHS GROUP INC | 105,690 | 5,662,000 | 0.74% | ||
| 21 | D'Orazio & Associates, Inc. | 104,942 | 5,622,000 | 0.74% | ||
| 22 | Courage Miller Partners, LLC | 93,652 | 5,017,000 | 0.66% | ||
| 23 | UBS AG | 77,253 | 4,138,000 | 0.54% | ||
| 24 | ROYAL BANK OF CANADA | 70,471 | 3,774,000 | 0.49% | ||
| 25 | Orion Porfolio Solutions, LLC | 59,530 | 3,189,000 | 0.42% | ||
| 26 | ATWOOD & PALMER INC | 52,259 | 2,800,000 | 0.37% | ||
| 27 | ENVESTNET ASSET MANAGEMENT INC | 43,713 | 2,342,000 | 0.31% | ||
| 28 | Brookstone Capital Management | 38,985 | 2,088,000 | 0.27% | ||
| 29 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 35,196 | 1,885,000 | 0.25% | PRN | |
| 30 | BANK OF STOCKTON | 34,485 | 1,847,000 | 0.24% | ||
| 31 | Commonwealth Equity Services, Inc | 33,636 | 1,802,000 | 0.24% | ||
| 32 | AMERIPRISE FINANCIAL INC | 25,416 | 1,362,000 | 0.18% | ||
| 33 | ASPIRIANT, LLC | 25,016 | 1,340,000 | 0.18% | ||
| 34 | TD Ameritrade Trust Co | 24,757 | 1,326,000 | 0.17% | ||
| 35 | ALESCO ADVISORS LLC | 24,261 | 1,300,000 | 0.17% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 22,080 | 1,183,000 | 0.15% | ||
| 37 | OPPENHEIMER & CO INC | 15,868 | 850,000 | 0.11% | ||
| 38 | Somerset Group LLC | 15,610 | 836,000 | 0.11% | ||
| 39 | Focused Wealth Management, Inc | 15,538 | 832,000 | 0.11% | ||
| 40 | LEVITT CAPITAL MANAGEMENT LLC | 15,070 | 807,000 | 0.11% | ||
| 41 | MSI Financial Services Inc | 14,735 | 789,000 | 0.10% | ||
| 42 | ATHERTON LANE ADVISERS, LLC | 13,845 | 742,000 | 0.10% | ||
| 43 | FDx Advisors, Inc. | 12,895 | 691,000 | 0.09% | ||
| 44 | Cambridge Investment Research Advisors, Inc. | 11,930 | 639,000 | 0.08% | ||
| 45 | Invesco Ltd. | 11,445 | 613,000 | 0.08% | PRN | |
| 46 | Retirement Planning Group, LLC | 10,685 | 572,000 | 0.07% | ||
| 47 | ProVise Management Group, LLC | 10,454 | 560,000 | 0.07% | ||
| 48 | Freedom Investment Management, Inc. | 10,414 | 558,000 | 0.07% | ||
| 49 | Fusion Investment Group, LLC | 10,156 | 544,000 | 0.07% | ||
| 50 | East Coast Asset Management, LLC. | 10,030 | 537,000 | 0.07% |
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.
