| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | 12,869,629 | 318,009,000 | 77.82% | ||
| 2 | TD Ameritrade Trust Co | 1,162,548 | 28,727,000 | 7.03% | ||
| 3 | NORTHERN TRUST CORP | 71,895,854 | 17,766,000 | 4.35% | ||
| 4 | Hills Bank & Trust Co | 431,381 | 10,660,000 | 2.61% | ||
| 5 | M&T BANK CORP | 321,564 | 7,946,000 | 1.94% | ||
| 6 | FIRSTMERIT BANK N A TRUSTEE | 155,285 | 3,837,000 | 0.94% | ||
| 7 | VSR Financial Services, Inc. | 110,254 | 2,724,000 | 0.67% | ||
| 8 | MORGAN STANLEY | 108,937 | 2,691,000 | 0.66% | ||
| 9 | Capital Investment Advisors, LLC | 91,173 | 2,253,000 | 0.55% | ||
| 10 | INTERACTIVE FINANCIAL ADVISORS, INC. | 80,591 | 1,991,000 | 0.49% | ||
| 11 | COMERICA BANK | 76,227 | 1,883,000 | 0.46% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 67,519 | 1,668,000 | 0.41% | ||
| 13 | LPL Financial LLC | 50,486 | 1,253,000 | 0.31% | ||
| 14 | Ledyard National Bank | 49,778 | 1,230,000 | 0.30% | ||
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,267 | 970,000 | 0.24% | ||
| 16 | Sequoia Financial Advisors, LLC | 33,803 | 835,000 | 0.20% | ||
| 17 | Bank of New York Mellon Corp | 30,915 | 764,000 | 0.19% | ||
| 18 | SYNOVUS FINANCIAL CORP | 25,000 | 618,000 | 0.15% | ||
| 19 | DEUTSCHE BANK AG\ | 24,720 | 610,000 | 0.15% | ||
| 20 | US BANCORP \DE\ | 20,703 | 512,000 | 0.13% | ||
| 21 | WELLS FARGO & COMPANY/MN | 18,438 | 456,000 | 0.11% | ||
| 22 | Janney Montgomery Scott LLC | 11,500 | 284,165 | 0.07% | ||
| 23 | ENVESTNET ASSET MANAGEMENT INC | 8,246 | 204,000 | 0.05% | ||
| 24 | UBS AG | 7,922 | 196,000 | 0.05% | ||
| 25 | CITIGROUP INC | 5,728 | 142,000 | 0.03% | ||
| 26 | PNC FINANCIAL SERVICES GROUP, INC. | 5,753 | 142,000 | 0.03% | ||
| 27 | Apriem Advisors | 2,915 | 72,000 | 0.02% | ||
| 28 | FineMark National Bank & Trust | 1,976 | 49,000 | 0.01% | ||
| 29 | PRIVATE TRUST CO NA | 1,795 | 44,000 | 0.01% | ||
| 30 | WHITTIER TRUST CO | 1,456 | 36,000 | 0.01% | ||
| 31 | First Horizon Advisors, Inc. | 1,138 | 28,000 | 0.01% | ||
| 32 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 850 | 21,000 | 0.01% | ||
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 790 | 20,000 | 0.00% | ||
| 34 | FIFTH THIRD BANCORP | 500 | 12,000 | 0.00% | ||
| 35 | Institute for Wealth Management, LLC. | 209 | 5,000 | 0.00% | ||
| 36 | MOTCO | 136 | 3,000 | 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.
