| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SUNTRUST BANKS INC | 4,013,783 | 210,882,000 | 23.51% | ||
| 2 | Valmark Advisers, Inc. | 2,521,691 | 132,490,000 | 14.77% | ||
| 3 | TIAA CREF TRUST CO FSB/MO | 1,331,382 | 69,951,000 | 7.80% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1,117,629 | 58,720,000 | 6.55% | ||
| 5 | Morningstar Investment Services LLC | 867,823 | 45,595,000 | 5.08% | ||
| 6 | Allianz Asset Management GmbH | 832,028 | 43,723,000 | 4.87% | ||
| 7 | Destination Wealth Management | 746,900 | 39,209,000 | 4.37% | ||
| 8 | WELLS FARGO & COMPANY/MN | 666,307 | 35,008,000 | 3.90% | ||
| 9 | LPL Financial LLC | 548,511 | 28,896,000 | 3.22% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 535,150 | 28,117,000 | 3.13% | ||
| 11 | CURIAN CAPITAL LLC | 453,535 | 23,829,000 | 2.66% | ||
| 12 | MORGAN STANLEY | 294,954 | 15,497,000 | 1.73% | ||
| 13 | FIDUCIARY TRUST CO | 233,403 | 12,263,000 | 1.37% | ||
| 14 | Orion Porfolio Solutions, LLC | 231,480 | 12,162,000 | 1.36% | ||
| 15 | Parkside Advisors LLC | 221,517 | 11,639,000 | 1.30% | ||
| 16 | Twele Capital Management, Inc. | 213,420 | 11,213,000 | 1.25% | ||
| 17 | PLANNING ALTERNATIVES LTD /ADV | 173,018 | 9,090,000 | 1.01% | ||
| 18 | Mosaic Financial Partners, Inc. | 153,279 | 8,053,000 | 0.90% | ||
| 19 | Gateway Advisory, LLC | 139,808 | 7,346,000 | 0.82% | ||
| 20 | Raub Brock Capital Management LP | 131,080 | 6,887,000 | 0.77% | ||
| 21 | Allen Investment Management, LLC | 131,013 | 6,883,000 | 0.77% | ||
| 22 | Live Your Vision, LLC | 127,138 | 6,700,000 | 0.75% | ||
| 23 | ROYAL BANK OF CANADA | 124,779 | 6,555,000 | 0.73% | ||
| 24 | GOLDMAN SACHS GROUP INC | 115,873 | 6,088,000 | 0.68% | ||
| 25 | Arbor Investment Advisors, LLC | 111,524 | 5,859,000 | 0.65% | ||
| 26 | D'Orazio & Associates, Inc. | 104,340 | 5,482,000 | 0.61% | ||
| 27 | Courage Miller Partners, LLC | 93,425 | 4,909,000 | 0.55% | ||
| 28 | ATWOOD & PALMER INC | 81,339 | 4,274,000 | 0.48% | ||
| 29 | UBS AG | 65,698 | 3,451,000 | 0.38% | ||
| 30 | Brookstone Capital Management | 40,327 | 2,119,000 | 0.24% | ||
| 31 | Virtu KCG Holdings LLC | 40,029 | 2,104,000 | 0.23% | ||
| 32 | Commonwealth Equity Services, Inc | 38,332 | 2,014,000 | 0.22% | ||
| 33 | BANK OF STOCKTON | 33,844 | 1,778,000 | 0.20% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 30,783 | 1,617,000 | 0.18% | ||
| 35 | Private Advisor Group, LLC | 30,243 | 1,589,000 | 0.18% | ||
| 36 | MSI Financial Services Inc | 30,051 | 1,579,000 | 0.18% | ||
| 37 | TD Ameritrade Trust Co | 24,919 | 1,309,000 | 0.15% | ||
| 38 | M&T BANK CORP | 23,659 | 1,243,000 | 0.14% | ||
| 39 | Atria Investments, Inc | 23,471 | 1,233,000 | 0.14% | ||
| 40 | ALESCO ADVISORS LLC | 23,466 | 1,233,000 | 0.14% | ||
| 41 | AMERIPRISE FINANCIAL INC | 21,052 | 1,106,000 | 0.12% | ||
| 42 | Sensible Financial Planning & Management, LLC. | 20,440 | 1,074,000 | 0.12% | ||
| 43 | Somerset Group LLC | 15,610 | 820,000 | 0.09% | ||
| 44 | Focused Wealth Management, Inc | 15,458 | 812,000 | 0.09% | ||
| 45 | Cambridge Investment Research Advisors, Inc. | 14,924 | 784,000 | 0.09% | ||
| 46 | Cetera Advisors LLC | 14,472 | 762,000 | 0.08% | ||
| 47 | OPPENHEIMER & CO INC | 14,132 | 742,000 | 0.08% | ||
| 48 | REGIONS FINANCIAL CORP | 12,873 | 676,000 | 0.08% | ||
| 49 | Invesco Ltd. | 11,705 | 615,000 | 0.07% | PRN | |
| 50 | KMS FINANCIAL SERVICES, INC | 11,520 | 605,000 | 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.
