| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | PLANNING ALTERNATIVES LTD /ADV | 231,905 | 24,825,000 | 0.21% | ||
| 52 | RAYMOND JAMES & ASSOCIATES | 231,340 | 24,765,000 | 0.21% | ||
| 53 | LVW Advisors, LLC | 222,856 | 23,854,000 | 0.21% | ||
| 54 | Atria Investments, Inc | 215,666 | 23,087,000 | 0.20% | ||
| 55 | BANK OF MONTREAL /CAN/ | 205,902 | 22,042,000 | 0.19% | ||
| 56 | Permanens Capital L.P. | 204,990 | 21,944,000 | 0.19% | ||
| 57 | NATIONAL PLANNING CORP | 197,506 | 21,556,000 | 0.19% | ||
| 58 | Spectrum Management Group, LLC | 198,530 | 21,253,000 | 0.18% | ||
| 59 | Financial Planning & Information Services, Inc. | 194,894 | 20,863,000 | 0.18% | ||
| 60 | INSPIRION WEALTH ADVISORS, LLC | 191,084 | 20,456,000 | 0.18% | ||
| 61 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 189,722 | 20,310,000 | 0.17% | ||
| 62 | MCF Advisors LLC | 178,841 | 19,145,000 | 0.16% | ||
| 63 | INVESTMENT CENTERS OF AMERICA INC | 167,912 | 17,977,000 | 0.15% | ||
| 64 | Cornerstone Management, Inc. | 166,262 | 17,798,347 | 0.15% | ||
| 65 | IBBOTSON ASSOCIATES INC | 160,824 | 17,216,000 | 0.15% | ||
| 66 | J.P. Morgan Private Wealth Advisors LLC | 156,784 | 16,784,000 | 0.14% | ||
| 67 | SAGE FINANCIAL GROUP INC | 152,949 | 16,373,000 | 0.14% | ||
| 68 | MSI Financial Services Inc | 148,732 | 15,922,000 | 0.14% | ||
| 69 | TRUIST FINANCIAL CORP | 146,782 | 15,713,000 | 0.14% | ||
| 70 | CREDIT SUISSE AG/ | 144,245 | 15,441,000 | 0.13% | ||
| 71 | Noven Financial Group, Inc. | 142,023 | 15,204,000 | 0.13% | ||
| 72 | AMERIPRISE FINANCIAL INC | 141,378 | 14,919,000 | 0.13% | ||
| 73 | Rehmann Capital Advisory Group | 139,096 | 14,890,000 | 0.13% | ||
| 74 | WOODMONT INVESTMENT COUNSEL LLC | 136,825 | 14,647,000 | 0.13% | ||
| 75 | American Investment Services, Inc. | 136,370 | 14,598,000 | 0.13% | ||
| 76 | JPMORGAN CHASE & CO | 132,875 | 14,224,000 | 0.12% | ||
| 77 | Richard Bernstein Advisors LLC | 125,373 | 13,421,000 | 0.12% | ||
| 78 | Blue Edge Capital, LLC | 122,464 | 13,109,771 | 0.11% | ||
| 79 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 116,226 | 12,442,000 | 0.11% | ||
| 80 | Morningstar Investment Services LLC | 114,398 | 12,246,000 | 0.11% | ||
| 81 | CITIGROUP INC | 107,806 | 11,541,000 | 0.10% | ||
| 82 | Capital Planning Advisors, LLC | 107,315 | 11,488,000 | 0.10% | ||
| 83 | TD Capital Management LLC | 107,012 | 11,456,000 | 0.10% | ||
| 84 | Cranbrook Wealth Management, LLC | 106,950 | 11,449,000 | 0.10% | ||
| 85 | Financial Advisory Group | 106,369 | 11,381,000 | 0.10% | ||
| 86 | CULLEN/FROST BANKERS, INC. | 100,607 | 10,770,000 | 0.09% | ||
| 87 | STIFEL FINANCIAL CORP | 93,042 | 9,955,000 | 0.09% | ||
| 88 | Strategic Income Management, LLC | 92,976 | 9,953,000 | 0.09% | ||
| 89 | Beaumont Financial Partners, LLC | 89,660 | 9,598,000 | 0.08% | ||
| 90 | CONDOR CAPITAL MANAGEMENT | 84,832 | 9,081,000 | 0.08% | ||
| 91 | Mariner, LLC | 84,139 | 9,007,000 | 0.08% | ||
| 92 | Creative Planning | 83,742 | 8,965,000 | 0.08% | ||
| 93 | SVA Wealth Management, LLC | 82,113 | 8,790,000 | 0.08% | ||
| 94 | Janney Montgomery Scott LLC | 81,669 | 8,738,535 | 0.08% | ||
| 95 | BAIRD FINANCIAL GROUP, INC. | 78,508 | 8,400,000 | 0.07% | ||
| 96 | SIGNET FINANCIAL MANAGEMENT, LLC | 77,499 | 8,296,000 | 0.07% | ||
| 97 | Legacy Private Trust Co. | 75,528 | 8,085,000 | 0.07% | ||
| 98 | ASSET PLANNING SERVICES, LTD. | 75,080 | 8,037,000 | 0.07% | ||
| 99 | SHINE INVESTMENT ADVISORY SERVICES INC | 71,738 | 7,680,000 | 0.07% | ||
| 100 | INTRUST BANK NA | 71,206 | 7,623,000 | 0.07% |
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.
