| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 12,129,227 | 572,620,000 | 22.37% | ||
| 2 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 5,442,470 | 256,939,000 | 10.04% | ||
| 3 | Kiwi Wealth Investments Limited Partnership | 4,642,834 | 219,188,000 | 8.56% | ||
| 4 | Cambridge Investment Research Advisors, Inc. | 4,057,679 | 191,563,000 | 7.48% | ||
| 5 | WELLS FARGO & COMPANY/MN | 2,493,447 | 117,716,000 | 4.60% | ||
| 6 | Sageworth Trust Co | 2,451,286 | 115,726,000 | 4.52% | ||
| 7 | QS Investors, LLC | 2,083,649 | 98,369,000 | 3.84% | ||
| 8 | MORGAN STANLEY | 2,027,188 | 95,704,000 | 3.74% | ||
| 9 | Homrich & Berg | 1,657,127 | 78,233,000 | 3.06% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 1,582,588 | 74,714,000 | 2.92% | ||
| 11 | Stratos Wealth Partners, LTD. | 1,231,712 | 58,149,000 | 2.27% | ||
| 12 | UBS Group AG | 915,162 | 43,205,000 | 1.69% | ||
| 13 | OLD MISSION CAPITAL LLC | 837,822 | 39,554,000 | 1.55% | ||
| 14 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 731,509 | 34,513,000 | 1.35% | ||
| 15 | BRINKER CAPITAL INC | 714,366 | 33,725,000 | 1.32% | ||
| 16 | NATIXIS ADVISORS, LLC | 552,535 | 26,085,000 | 1.02% | ||
| 17 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 511,844 | 24,165,000 | 0.94% | ||
| 18 | Atria Investments, Inc | 508,539 | 24,008,000 | 0.94% | ||
| 19 | RETIREMENT CAPITAL STRATEGIES | 439,121 | 20,731,000 | 0.81% | ||
| 20 | NORTHERN TRUST CORP | 372,874 | 17,603,000 | 0.69% | ||
| 21 | Tanglewood Wealth Management, Inc. | 358,332 | 16,917,000 | 0.66% | ||
| 22 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 355,608 | 16,788,000 | 0.66% | ||
| 23 | First Allied Advisory Services, Inc. | 350,881 | 16,565,000 | 0.65% | ||
| 24 | Legacy Private Trust Co. | 302,763 | 14,294,000 | 0.56% | ||
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 267,019 | 12,606,000 | 0.49% | ||
| 26 | LPL Financial LLC | 262,925 | 12,360,000 | 0.48% | ||
| 27 | Commonwealth Equity Services, Inc | 248,753 | 11,744,000 | 0.46% | ||
| 28 | GOLDMAN SACHS GROUP INC | 240,062 | 11,333,000 | 0.44% | ||
| 29 | Sigma Investment Management Co | 229,800 | 10,849,000 | 0.42% | ||
| 30 | HIGHLAND PRIVATE WEALTH MANAGEMENT | 221,367 | 10,451,000 | 0.41% | ||
| 31 | ROYAL BANK OF CANADA | 210,084 | 9,918,000 | 0.39% | ||
| 32 | Raymond James Financial Services Advisors, Inc. | 204,597 | 9,659,000 | 0.38% | ||
| 33 | Capital Advantage, Inc. | 199,639 | 9,425,000 | 0.37% | ||
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 195,434 | 9,226,000 | 0.36% | ||
| 35 | Parkwood LLC | 185,347 | 8,750,000 | 0.34% | ||
| 36 | WBH ADVISORY INC | 178,786 | 8,440,000 | 0.33% | ||
| 37 | BANK OF HAWAII | 177,649 | 8,387,000 | 0.33% | ||
| 38 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 175,923 | 8,119,000 | 0.32% | ||
| 39 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 164,517 | 7,767,000 | 0.30% | ||
| 40 | CORNERSTONE WEALTH MANAGEMENT, LLC | 149,844 | 7,044,000 | 0.28% | ||
| 41 | SMITH CHAS P & ASSOCIATES PA CPAS | 146,017 | 6,893,000 | 0.27% | ||
| 42 | ADVISOR GROUP, INC. | 144,970 | 6,844,000 | 0.27% | ||
| 43 | FIDUCIARY GROUP, LLC | 141,296 | 6,671,000 | 0.26% | ||
| 44 | IRON Financial LLC | 137,984 | 6,514,000 | 0.25% | ||
| 45 | ALLIANCEBERNSTEIN L.P. | 131,034 | 6,186,000 | 0.24% | ||
| 46 | RAYMOND JAMES & ASSOCIATES | 127,791 | 6,033,000 | 0.24% | ||
| 47 | JNBA Financial Advisors | 126,045 | 5,951,000 | 0.23% | ||
| 48 | SIGNATUREFD, LLC | 126,045 | 5,951,000 | 0.23% | ||
| 49 | BUCKHEAD CAPITAL MANAGEMENT LLC | 117,050 | 5,526,000 | 0.22% | ||
| 50 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 107,922 | 5,096,000 | 0.20% |
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.
