| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | 2,680,731 | 139,988,000 | 18.98% | ||
| 2 | MORGAN STANLEY | 2,225,125 | 116,196,000 | 15.76% | ||
| 3 | TIAA CREF TRUST CO FSB/MO | 2,029,438 | 105,977,000 | 14.37% | ||
| 4 | Morningstar Investment Services LLC | 897,374 | 46,861,000 | 6.35% | ||
| 5 | Destination Wealth Management | 873,420 | 45,610,000 | 6.18% | ||
| 6 | WELLS FARGO & COMPANY/MN | 656,181 | 34,266,000 | 4.65% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 570,880 | 29,810,000 | 4.04% | ||
| 8 | SEI INVESTMENTS CO | 561,093 | 29,300,000 | 3.97% | ||
| 9 | SUNTRUST BANKS INC | 374,331 | 19,546,000 | 2.65% | ||
| 10 | LPL Financial LLC | 368,151 | 19,236,000 | 2.61% | ||
| 11 | Orion Porfolio Solutions, LLC | 340,081 | 17,759,000 | 2.41% | ||
| 12 | Parkside Advisors LLC | 231,767 | 12,103,000 | 1.64% | ||
| 13 | Twele Capital Management, Inc. | 212,901 | 11,118,000 | 1.51% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 172,369 | 9,001,000 | 1.22% | ||
| 15 | PLANNING ALTERNATIVES LTD /ADV | 163,702 | 8,549,000 | 1.16% | ||
| 16 | FutureAdvisor, Inc. | 137,488 | 7,168,000 | 0.97% | ||
| 17 | Mosaic Financial Partners, Inc. | 127,429 | 6,654,000 | 0.90% | ||
| 18 | FIDUCIARY TRUST CO | 110,594 | 5,776,000 | 0.78% | ||
| 19 | Arbor Investment Advisors, LLC | 92,387 | 4,824,000 | 0.65% | ||
| 20 | Virtu KCG Holdings LLC | 83,551 | 4,363,000 | 0.59% | ||
| 21 | Gateway Advisory, LLC | 83,500 | 4,360,000 | 0.59% | ||
| 22 | D'Orazio & Associates, Inc. | 82,399 | 4,303,000 | 0.58% | ||
| 23 | Courage Miller Partners, LLC | 79,343 | 4,143,000 | 0.56% | ||
| 24 | Boston Standard Wealth Management, LLC | 76,475 | 3,992,000 | 0.54% | ||
| 25 | Live Your Vision, LLC | 75,191 | 3,920,000 | 0.53% | ||
| 26 | ROYAL BANK OF CANADA | 71,086 | 3,713,000 | 0.50% | ||
| 27 | ATWOOD & PALMER INC | 55,880 | 2,918,000 | 0.40% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 49,569 | 2,588,000 | 0.35% | ||
| 29 | CURIAN CAPITAL LLC | 46,991 | 2,454,000 | 0.33% | ||
| 30 | Sigma Planning Corp | 44,447 | 2,321,000 | 0.31% | ||
| 31 | Commonwealth Equity Services, Inc | 38,958 | 2,034,000 | 0.28% | ||
| 32 | UBS Group AG | 37,942 | 1,981,000 | 0.27% | ||
| 33 | JANE STREET GROUP, LLC | 35,057 | 1,831,000 | 0.25% | ||
| 34 | REGIONS FINANCIAL CORP | 30,414 | 1,589,000 | 0.22% | ||
| 35 | SIGNET FINANCIAL MANAGEMENT, LLC | 30,352 | 1,585,000 | 0.21% | ||
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,976 | 1,565,000 | 0.21% | ||
| 37 | Brookstone Capital Management | 28,186 | 1,472,000 | 0.20% | ||
| 38 | Retirement Planning Group, LLC | 23,435 | 1,224,000 | 0.17% | ||
| 39 | Cambridge Investment Research Advisors, Inc. | 20,457 | 1,068,000 | 0.14% | ||
| 40 | M&T BANK CORP | 20,132 | 1,051,000 | 0.14% | ||
| 41 | Focused Wealth Management, Inc | 18,475 | 965,000 | 0.13% | ||
| 42 | Private Advisor Group, LLC | 15,360 | 802,000 | 0.11% | ||
| 43 | BANK HAPOALIM BM | 15,298 | 799,000 | 0.11% | PRN | |
| 44 | ALESCO ADVISORS LLC | 12,871 | 672,000 | 0.09% | ||
| 45 | AMERIPRISE FINANCIAL INC | 12,132 | 634,000 | 0.09% | ||
| 46 | US BANCORP \DE\ | 11,400 | 595,000 | 0.08% | ||
| 47 | COLONY GROUP LLC | 11,180 | 584,000 | 0.08% | ||
| 48 | Somerset Group LLC | 11,006 | 575,000 | 0.08% | ||
| 49 | Fusion Investment Group, LLC | 10,518 | 549,000 | 0.07% | ||
| 50 | MSI Financial Services Inc | 9,892 | 517,000 | 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.
