| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | 2,692,426 | 139,737,000 | 21.92% | ||
| 2 | TIAA CREF TRUST CO FSB/MO | 1,765,960 | 91,653,000 | 14.38% | ||
| 3 | SUNTRUST BANKS INC | 909,880 | 47,221,000 | 7.41% | ||
| 4 | Morningstar Investment Services LLC | 905,200 | 46,980,000 | 7.37% | ||
| 5 | Destination Wealth Management | 737,915 | 38,298,000 | 6.01% | ||
| 6 | WELLS FARGO & COMPANY/MN | 641,694 | 33,304,000 | 5.22% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 507,052 | 26,316,000 | 4.13% | ||
| 8 | SEI INVESTMENTS CO | 461,205 | 23,934,000 | 3.75% | ||
| 9 | LPL Financial LLC | 412,691 | 21,493,000 | 3.37% | ||
| 10 | Orion Porfolio Solutions, LLC | 299,931 | 15,566,000 | 2.44% | ||
| 11 | Parkside Advisors LLC | 225,835 | 11,721,000 | 1.84% | ||
| 12 | ROYAL BANK OF CANADA | 222,904 | 11,569,000 | 1.81% | ||
| 13 | Twele Capital Management, Inc. | 213,420 | 11,076,000 | 1.74% | ||
| 14 | FIDUCIARY TRUST CO | 209,698 | 10,883,000 | 1.71% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 168,096 | 8,724,000 | 1.37% | ||
| 16 | PLANNING ALTERNATIVES LTD /ADV | 165,076 | 8,567,000 | 1.34% | ||
| 17 | Mosaic Financial Partners, Inc. | 136,107 | 7,064,000 | 1.11% | ||
| 18 | MORGAN STANLEY | 129,637 | 6,729,000 | 1.06% | ||
| 19 | FutureAdvisor, Inc. | 116,785 | 6,070,000 | 0.95% | ||
| 20 | D'Orazio & Associates, Inc. | 105,199 | 5,460,000 | 0.86% | ||
| 21 | Arbor Investment Advisors, LLC | 94,044 | 4,881,000 | 0.77% | ||
| 22 | Gateway Advisory, LLC | 87,507 | 4,542,000 | 0.71% | ||
| 23 | Boston Standard Wealth Management, LLC | 85,153 | 4,438,000 | 0.70% | ||
| 24 | Courage Miller Partners, LLC | 84,171 | 4,368,000 | 0.69% | ||
| 25 | Live Your Vision, LLC | 75,424 | 3,915,000 | 0.61% | ||
| 26 | ATWOOD & PALMER INC | 59,664 | 3,097,000 | 0.49% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 48,648 | 2,526,000 | 0.40% | ||
| 28 | CURIAN CAPITAL LLC | 47,339 | 2,457,000 | 0.39% | ||
| 29 | Sigma Planning Corp | 42,797 | 2,221,000 | 0.35% | ||
| 30 | Commonwealth Equity Services, Inc | 39,461 | 2,048,000 | 0.32% | ||
| 31 | UBS Group AG | 37,446 | 1,944,000 | 0.30% | ||
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,451 | 1,943,000 | 0.30% | ||
| 33 | BANK OF STOCKTON | 34,984 | 1,816,000 | 0.28% | ||
| 34 | Brookstone Capital Management | 31,498 | 1,635,000 | 0.26% | ||
| 35 | JANE STREET GROUP, LLC | 29,282 | 1,520,000 | 0.24% | ||
| 36 | Retirement Planning Group, LLC | 23,516 | 1,220,000 | 0.19% | ||
| 37 | Virtu KCG Holdings LLC | 20,556 | 1,067,000 | 0.17% | ||
| 38 | M&T BANK CORP | 19,873 | 1,031,000 | 0.16% | ||
| 39 | AMERIPRISE FINANCIAL INC | 19,441 | 1,009,000 | 0.16% | ||
| 40 | SIGNET FINANCIAL MANAGEMENT, LLC | 19,226 | 998,000 | 0.16% | ||
| 41 | Focused Wealth Management, Inc | 18,475 | 959,000 | 0.15% | ||
| 42 | MSI Financial Services Inc | 18,223 | 946,000 | 0.15% | ||
| 43 | Cambridge Investment Research Advisors, Inc. | 17,666 | 917,000 | 0.14% | ||
| 44 | Bluefin Trading, LLC | 16,245 | 843,000 | 0.13% | ||
| 45 | Private Advisor Group, LLC | 16,146 | 838,000 | 0.13% | ||
| 46 | GOLDMAN SACHS GROUP INC | 16,038 | 832,000 | 0.13% | ||
| 47 | Allen Investment Management, LLC | 15,298 | 794,000 | 0.12% | ||
| 48 | REGIONS FINANCIAL CORP | 14,814 | 769,000 | 0.12% | ||
| 49 | ALESCO ADVISORS LLC | 12,646 | 656,000 | 0.10% | ||
| 50 | Aureus Asset Management, LLC | 12,350 | 641,000 | 0.10% |
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.
