| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | 12,491,537 | 315,411,000 | 79.46% | ||
| 2 | TD Ameritrade Trust Co | 1,130,775 | 28,552,000 | 7.19% | ||
| 3 | NORTHERN TRUST CORP | 68,349,692 | 17,259,000 | 4.35% | ||
| 4 | Hills Bank & Trust Co | 395,550 | 9,988,000 | 2.52% | ||
| 5 | DEUTSCHE BANK AG\ | 203,785 | 5,145,000 | 1.30% | ||
| 6 | FIRSTMERIT BANK N A TRUSTEE | 148,394 | 3,747,000 | 0.94% | ||
| 7 | VSR Financial Services, Inc. | 96,184 | 2,429,000 | 0.61% | ||
| 8 | Capital Investment Advisors, LLC | 95,673 | 2,416,000 | 0.61% | ||
| 9 | INTERACTIVE FINANCIAL ADVISORS, INC. | 79,880 | 2,017,000 | 0.51% | ||
| 10 | ROYAL BANK OF CANADA | 79,202 | 2,000,000 | 0.50% | ||
| 11 | COMERICA BANK | 61,325 | 1,548,000 | 0.39% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 60,842 | 1,536,000 | 0.39% | ||
| 13 | Ledyard National Bank | 33,875 | 855,000 | 0.22% | ||
| 14 | Sequoia Financial Advisors, LLC | 32,369 | 817,000 | 0.21% | ||
| 15 | KING LUTHER CAPITAL MANAGEMENT CORP | 26,200 | 662,000 | 0.17% | ||
| 16 | SYNOVUS FINANCIAL CORP | 25,000 | 631,000 | 0.16% | ||
| 17 | WELLS FARGO & COMPANY/MN | 12,627 | 319,000 | 0.08% | ||
| 18 | Janney Montgomery Scott LLC | 12,200 | 308,050 | 0.08% | ||
| 19 | LPL Financial LLC | 10,771 | 272,000 | 0.07% | ||
| 20 | US BANCORP \DE\ | 9,400 | 237,000 | 0.06% | ||
| 21 | UBS AG | 8,239 | 208,000 | 0.05% | ||
| 22 | MORGAN STANLEY | 8,062 | 204,000 | 0.05% | ||
| 23 | BANK OF MONTREAL /CAN/ | 3,417 | 86,000 | 0.02% | ||
| 24 | Apriem Advisors | 1,965 | 50,000 | 0.01% | ||
| 25 | ENVESTNET ASSET MANAGEMENT INC | 1,997 | 50,000 | 0.01% | ||
| 26 | FineMark National Bank & Trust | 1,896 | 48,000 | 0.01% | ||
| 27 | WHITTIER TRUST CO | 1,456 | 37,000 | 0.01% | ||
| 28 | Creative Planning | 1,000 | 25,000 | 0.01% | ||
| 29 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 850 | 21,000 | 0.01% | ||
| 30 | CITIGROUP INC | 728 | 18,000 | 0.00% | ||
| 31 | NEW ENGLAND SECURITIES CORP /MA/ | 547 | 14,000 | 0.00% | ||
| 32 | AMERICAN INTERNATIONAL GROUP, INC. | 403 | 10,176 | 0.00% | ||
| 33 | 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.
