| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edelman Financial Services, LLC | 24,947,416 | 579,528,000 | 99.38% | ||
| 2 | HighTower Advisors, LLC | 50,543 | 1,168,000 | 0.20% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 37,103 | 862,000 | 0.15% | ||
| 4 | VALLEY NATIONAL ADVISERS INC | 28,821 | 670,000 | 0.11% | ||
| 5 | JANE STREET GROUP, LLC | 12,786 | 297,000 | 0.05% | ||
| 6 | LPL Financial LLC | 11,130 | 267,000 | 0.05% | ||
| 7 | ROYAL BANK OF CANADA | 7,293 | 169,000 | 0.03% | ||
| 8 | MORGAN STANLEY | 3,395 | 79,000 | 0.01% | ||
| 9 | Sandy Spring Bank | 1,471 | 34,000 | 0.01% | ||
| 10 | GLENMEDE TRUST CO NA | 1,000 | 23,000 | 0.00% | ||
| 11 | UBS Group AG | 783 | 18,000 | 0.00% | ||
| 12 | Burt Wealth Advisors | 394 | 9,000 | 0.00% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 228 | 5,000 | 0.00% | ||
| 14 | WELLS FARGO & COMPANY/MN | 177 | 4,000 | 0.00% | ||
| 15 | Tower Research Capital LLC (TRC) | 141 | 3,000 | 0.00% | ||
| 16 | MSI Financial Services Inc | 125 | 3,000 | 0.00% | ||
| 17 | Pinnacle Summer Investments, Inc. | 71 | 2,000 | 0.00% | ||
| 18 | CITIGROUP INC | 45 | 1,000 | 0.00% |
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.
