| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TIAA CREF TRUST CO FSB/MO | 3,231,173 | 169,539,000 | 26.82% | ||
| 2 | SEI INVESTMENTS CO | 1,529,555 | 80,256,000 | 12.69% | ||
| 3 | Valmark Advisers, Inc. | 1,434,442 | 75,265,000 | 11.90% | ||
| 4 | MORGAN STANLEY | 1,314,325 | 68,963,000 | 10.91% | ||
| 5 | Orion Porfolio Solutions, LLC | 586,293 | 30,763,000 | 4.87% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 393,401 | 20,642,000 | 3.26% | ||
| 7 | ZIONS BANCORPORATION | 296,925 | 15,580,000 | 2.46% | ||
| 8 | WELLS FARGO & COMPANY/MN | 283,255 | 14,862,000 | 2.35% | ||
| 9 | ABBREA CAPITAL, LLC | 226,885 | 11,905,000 | 1.88% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 204,950 | 10,756,000 | 1.70% | ||
| 11 | HighTower Advisors, LLC | 160,400 | 8,421,000 | 1.33% | ||
| 12 | BlackRock Finance, Inc. | 147,191 | 7,723,000 | 1.22% | ||
| 13 | UBS Group AG | 146,265 | 7,674,000 | 1.21% | ||
| 14 | PLANNING ALTERNATIVES LTD /ADV | 135,525 | 7,111,000 | 1.12% | ||
| 15 | SUNTRUST BANKS INC | 129,815 | 6,810,000 | 1.08% | ||
| 16 | STIFEL FINANCIAL CORP | 102,747 | 5,389,000 | 0.85% | ||
| 17 | ROYAL BANK OF CANADA | 94,822 | 4,974,000 | 0.79% | ||
| 18 | REZNY WEALTH MANAGEMENT, INC. | 90,496 | 4,748,000 | 0.75% | ||
| 19 | LPL Financial LLC | 82,470 | 4,326,000 | 0.68% | ||
| 20 | CREDIT SUISSE AG/ | 80,493 | 4,223,000 | 0.67% | ||
| 21 | Live Your Vision, LLC | 77,466 | 4,065,000 | 0.64% | ||
| 22 | Deane Retirement Strategies, Inc. | 74,589 | 3,913,000 | 0.62% | ||
| 23 | Courage Miller Partners, LLC | 72,485 | 3,803,000 | 0.60% | ||
| 24 | SIGNET FINANCIAL MANAGEMENT, LLC | 68,755 | 3,608,000 | 0.57% | ||
| 25 | HORAN CAPITAL MANAGEMENT | 61,597 | 3,231,000 | 0.51% | ||
| 26 | Parkside Advisors LLC | 60,417 | 3,170,000 | 0.50% | ||
| 27 | Boston Standard Wealth Management, LLC | 52,445 | 2,752,000 | 0.44% | ||
| 28 | Arbor Investment Advisors, LLC | 50,860 | 2,669,000 | 0.42% | ||
| 29 | Commonwealth Equity Services, Inc | 49,734 | 2,610,000 | 0.41% | ||
| 30 | NORTHSTAR INVESTMENT ADVISORS LLC | 46,947 | 2,463,000 | 0.39% | ||
| 31 | Sigma Planning Corp | 43,242 | 2,269,000 | 0.36% | ||
| 32 | Morningstar Investment Services LLC | 41,740 | 2,190,000 | 0.35% | ||
| 33 | Gateway Advisory, LLC | 41,247 | 2,164,000 | 0.34% | ||
| 34 | VENTURI WEALTH MANAGEMENT, LLC | 35,421 | 1,859,000 | 0.29% | ||
| 35 | Mosaic Financial Partners, Inc. | 34,385 | 1,804,000 | 0.29% | ||
| 36 | Steinberg Global Asset Management | 29,851 | 1,566,000 | 0.25% | ||
| 37 | ATWOOD & PALMER INC | 28,545 | 1,498,000 | 0.24% | ||
| 38 | REGIONS FINANCIAL CORP | 26,047 | 1,367,000 | 0.22% | ||
| 39 | FINANCIAL ENHANCEMENT GROUP LLC | 24,735 | 1,298,000 | 0.21% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 24,697 | 1,295,000 | 0.20% | ||
| 41 | BANK OF STOCKTON | 24,175 | 1,268,000 | 0.20% | ||
| 42 | Cambridge Investment Research Advisors, Inc. | 23,452 | 1,231,000 | 0.19% | ||
| 43 | BB&T INVESTMENT SERVICES, INC. | 23,168 | 1,220,000 | 0.19% | ||
| 44 | ALESCO ADVISORS LLC | 22,573 | 1,184,000 | 0.19% | ||
| 45 | ADVISOR GROUP, INC. | 21,906 | 1,149,000 | 0.18% | ||
| 46 | Twele Capital Management, Inc. | 21,218 | 1,113,000 | 0.18% | ||
| 47 | Advisory Alpha, LLC | 21,139 | 1,111,000 | 0.18% | ||
| 48 | AVEO CAPITAL PARTNERS, LLC | 20,900 | 1,097,000 | 0.17% | ||
| 49 | Pure Financial Advisors, LLC | 20,683 | 1,085,000 | 0.17% | ||
| 50 | FIDUCIARY TRUST CO | 17,287 | 907,000 | 0.14% |
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.
