| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | 11,953,310 | 297,996,000 | 81.06% | ||
| 2 | TD Ameritrade Trust Co | 1,080,673 | 26,941,000 | 7.33% | ||
| 3 | NORTHERN TRUST CORP | 66,800,329 | 16,653,000 | 4.53% | ||
| 4 | Hills Bank & Trust Co | 366,349 | 9,133,000 | 2.48% | ||
| 5 | FIRSTMERIT BANK N A TRUSTEE | 156,365 | 3,898,000 | 1.06% | ||
| 6 | DEUTSCHE BANK AG\ | 102,746 | 2,561,000 | 0.70% | ||
| 7 | Capital Investment Advisors, LLC | 88,830 | 2,214,532 | 0.60% | ||
| 8 | VSR Financial Services, Inc. | 87,817 | 2,189,000 | 0.60% | ||
| 9 | INTERACTIVE FINANCIAL ADVISORS, INC. | 53,981 | 1,346,000 | 0.37% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 43,712 | 1,090,000 | 0.30% | ||
| 11 | Sequoia Financial Advisors, LLC | 30,991 | 773,000 | 0.21% | ||
| 12 | SYNOVUS FINANCIAL CORP | 25,000 | 623,000 | 0.17% | ||
| 13 | JANE STREET GROUP, LLC | 19,011 | 474,000 | 0.13% | ||
| 14 | WELLS FARGO & COMPANY/MN | 15,480 | 385,000 | 0.10% | ||
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 13,500 | 337,000 | 0.09% | ||
| 16 | Janney Montgomery Scott LLC | 12,200 | 304,146 | 0.08% | ||
| 17 | MORGAN STANLEY | 8,350 | 207,000 | 0.06% | ||
| 18 | FineMark National Bank & Trust | 5,430 | 135,000 | 0.04% | ||
| 19 | UBS AG | 4,857 | 121,000 | 0.03% | ||
| 20 | US BANCORP \DE\ | 4,228 | 105,000 | 0.03% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 1,644 | 41,000 | 0.01% | ||
| 22 | WHITTIER TRUST CO | 1,456 | 36,000 | 0.01% | ||
| 23 | Ledyard National Bank | 1,135 | 28,000 | 0.01% | ||
| 24 | FIFTH THIRD BANCORP | 851 | 21,000 | 0.01% | ||
| 25 | CITIGROUP INC | 728 | 18,000 | 0.00% | ||
| 26 | Institute for Wealth Management, LLC. | 209 | 5,000 | 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.
