| # | % | |||||
|---|---|---|---|---|---|---|
| 151 | Stearns Financial Services Group | 37,975 | 1,906,000 | 0.15% | ||
| 152 | EDGE ADVISORS, LLC | 38,641 | 1,939,000 | 0.15% | ||
| 153 | KELMAN-LAZAROV, INC. | 38,723 | 1,944,000 | 0.15% | ||
| 154 | Financial Architects, Inc | 41,564 | 2,086,000 | 0.16% | ||
| 155 | Savant Capital, LLC | 45,685 | 2,293,000 | 0.18% | ||
| 156 | NORTH STAR ASSET MANAGEMENT INC | 48,250 | 2,422,000 | 0.19% | ||
| 157 | Yorktown Management & Research Co Inc | 50,000 | 2,510,000 | 0.19% | ||
| 158 | SOUTH TEXAS MONEY MANAGEMENT LTD | 50,730 | 2,547,000 | 0.20% | ||
| 159 | Courage Miller Partners, LLC | 52,953 | 2,658,000 | 0.21% | ||
| 160 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 54,186 | 2,720,000 | 0.21% | ||
| 161 | NATIONAL PLANNING CORP | 54,187 | 2,735,000 | 0.21% | ||
| 162 | INVESTMENT CENTERS OF AMERICA INC | 54,966 | 2,760,000 | 0.21% | ||
| 163 | FINANCIAL STRATEGY NETWORK, LLC | 930,788 | 2,844,000 | 0.22% | ||
| 164 | CONDOR CAPITAL MANAGEMENT | 58,094 | 2,916,000 | 0.23% | ||
| 165 | Orion Porfolio Solutions, LLC | 59,349 | 2,979,000 | 0.23% | ||
| 166 | ProVise Management Group, LLC | 60,570 | 3,041,000 | 0.24% | ||
| 167 | Commonwealth Equity Services, Inc | 76,391 | 3,835,000 | 0.30% | ||
| 168 | AMERIPRISE FINANCIAL INC | 85,150 | 4,268,000 | 0.33% | ||
| 169 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 87,197 | 4,377,000 | 0.34% | ||
| 170 | Sequoia Financial Advisors, LLC | 90,664 | 4,551,000 | 0.35% | ||
| 171 | GUIDANT WEALTH ADVISORS | 91,157 | 4,576,000 | 0.36% | ||
| 172 | Mariner, LLC | 100,129 | 5,027,000 | 0.39% | ||
| 173 | PEAK CAPITAL MANAGEMENT LLC | 100,489 | 5,045,000 | 0.39% | ||
| 174 | MOISAND FITZGERALD TAMAYO, LLC | 101,171 | 5,079,000 | 0.39% | ||
| 175 | INVST, LLC | 109,416 | 5,436,000 | 0.42% | ||
| 176 | MUFG Americas Holdings Corp | 108,417 | 5,443,000 | 0.42% | ||
| 177 | FAS Wealth Partners, Inc. | 109,547 | 5,499,000 | 0.43% | ||
| 178 | IMA Advisory Services, Inc. | 112,688 | 5,657,000 | 0.44% | ||
| 179 | Atria Investments, Inc | 116,649 | 5,856,000 | 0.45% | ||
| 180 | Nadler Financial Group, Inc. | 118,205 | 5,934,000 | 0.46% | ||
| 181 | WELLS FARGO & COMPANY/MN | 132,155 | 6,634,000 | 0.52% | ||
| 182 | Cetera Advisor Networks LLC | 133,541 | 6,703,000 | 0.52% | ||
| 183 | GHP Investment Advisors, Inc. | 145,968 | 7,328,000 | 0.57% | ||
| 184 | Newman Dignan & Sheerar, Inc. | 146,452 | 7,352,000 | 0.57% | ||
| 185 | SAGE FINANCIAL GROUP INC | 153,281 | 7,695,000 | 0.60% | ||
| 186 | OPES ADVISORS INC | 152,668 | 7,783,000 | 0.60% | ||
| 187 | APPLETON GROUP, LLC | 157,553 | 7,909,000 | 0.61% | ||
| 188 | JANE STREET GROUP, LLC | 157,973 | 7,930,000 | 0.62% | ||
| 189 | Apriem Advisors | 159,702 | 8,017,000 | 0.62% | ||
| 190 | Betterment LLC | 166,013 | 8,334,000 | 0.65% | ||
| 191 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 196,379 | 9,858,000 | 0.77% | ||
| 192 | LPL Financial LLC | 210,146 | 10,549,000 | 0.82% | ||
| 193 | One Capital Management, LLC | 219,986 | 11,043,000 | 0.86% | ||
| 194 | MORGAN STANLEY | 221,964 | 11,142,000 | 0.87% | ||
| 195 | MATHER GROUP, LLC. | 223,894 | 11,239,000 | 0.87% | ||
| 196 | Summit Asset Management, LLC | 251,717 | 12,636,000 | 0.98% | ||
| 197 | Live Your Vision, LLC | 269,831 | 13,756,000 | 1.07% | ||
| 198 | Gemmer Asset Management LLC | 292,556 | 14,686,000 | 1.14% | ||
| 199 | RESOURCES INVESTMENT ADVISORS, INC. | 305,721 | 15,347,000 | 1.19% | ||
| 200 | BANK OF AMERICA CORP /DE/ | 429,624 | 21,568,000 | 1.68% |
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.
