| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | ALESCO ADVISORS LLC | 13,837 | 695,000 | 0.05% | ||
| 102 | CAPTRUST FINANCIAL ADVISORS | 13,300 | 668,000 | 0.05% | ||
| 103 | Bison Wealth, LLC | 12,767 | 641,000 | 0.05% | ||
| 104 | Mengis Capital Management, Inc. | 12,117 | 608,000 | 0.05% | ||
| 105 | JENTNER CORP | 11,884 | 597,000 | 0.05% | ||
| 106 | SHINE INVESTMENT ADVISORY SERVICES INC | 11,719 | 588,000 | 0.05% | ||
| 107 | Whitegate Investment Counselors, Inc. | 11,136 | 559,000 | 0.04% | ||
| 108 | J.P. Morgan Private Wealth Advisors LLC | 11,083 | 556,000 | 0.04% | ||
| 109 | CONTINUUM ADVISORY, LLC | 11,059 | 555,000 | 0.04% | ||
| 110 | First Allied Advisory Services, Inc. | 10,620 | 536,000 | 0.04% | ||
| 111 | Cypress Capital Management LLC (WY) | 10,665 | 535,383 | 0.04% | ||
| 112 | STIFEL FINANCIAL CORP | 10,643 | 534,000 | 0.04% | ||
| 113 | BRONFMAN E.L. ROTHSCHILD, L.P. | 10,157 | 510,000 | 0.04% | ||
| 114 | ALLIANCE WEALTH MANAGEMENT GROUP | 10,030 | 501,000 | 0.04% | ||
| 115 | Raymond James Financial Services Advisors, Inc. | 9,879 | 496,000 | 0.04% | ||
| 116 | Regal Investment Advisors LLC | 9,318 | 468,000 | 0.04% | ||
| 117 | AUSDAL FINANCIAL PARTNERS, INC. | 9,305 | 467,000 | 0.04% | ||
| 118 | KINGSVIEW WEALTH MANAGEMENT, LLC | 9,005 | 452,000 | 0.04% | ||
| 119 | BOYS ARNOLD & CO INC | 8,910 | 447,000 | 0.03% | ||
| 120 | HighTower Advisors, LLC | 8,793 | 440,000 | 0.03% | ||
| 121 | DUNCKER STREETT & CO INC | 8,233 | 413,000 | 0.03% | ||
| 122 | OARSMAN CAPITAL, INC. | 7,984 | 401,000 | 0.03% | ||
| 123 | SIGNATUREFD, LLC | 7,963 | 400,000 | 0.03% | ||
| 124 | ACG Wealth | 7,896 | 396,000 | 0.03% | ||
| 125 | OLD NATIONAL BANCORP /IN/ | 7,754 | 389,000 | 0.03% | ||
| 126 | Mirador Capital Partners LP | 7,402 | 378,000 | 0.03% | ||
| 127 | BRR OpCo, LLC | 7,350 | 369,000 | 0.03% | SH | |
| 128 | L. Roy Papp & Associates, LLP | 7,246 | 364,000 | 0.03% | ||
| 129 | FMR LLC | 7,220 | 362,000 | 0.03% | ||
| 130 | ASPIRIANT, LLC | 7,168 | 360,000 | 0.03% | ||
| 131 | Geneva Advisors, LLC | 7,089 | 356,000 | 0.03% | ||
| 132 | Capital Directions Investment Advisors, LLC | 7,012 | 352,000 | 0.03% | ||
| 133 | AVITY INVESTMENT MANAGEMENT INC. | 6,700 | 336,000 | 0.03% | SH | |
| 134 | US BANCORP \DE\ | 6,647 | 334,000 | 0.03% | ||
| 135 | Roundview Capital LLC | 6,572 | 330,000 | 0.03% | ||
| 136 | IFP ADVISORS, INC | 6,543 | 328,000 | 0.03% | ||
| 137 | FOSTER & MOTLEY INC | 6,450 | 324,000 | 0.03% | ||
| 138 | CLEAR INVESTMENT RESEARCH, LLC | 6,104 | 306,000 | 0.02% | ||
| 139 | ZWJ INVESTMENT COUNSEL INC | 6,000 | 301,000 | 0.02% | ||
| 140 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,800 | 291,000 | 0.02% | Call | |
| 141 | PEAPACK GLADSTONE FINANCIAL CORP | 5,687 | 285,487 | 0.02% | ||
| 142 | NWAM LLC | 5,638 | 283,000 | 0.02% | ||
| 143 | VISTA CAPITAL PARTNERS, INC. | 5,506 | 276,000 | 0.02% | SH | |
| 144 | PENSERRA CAPITAL MANAGEMENT LLC | 5,387 | 270,000 | 0.02% | ||
| 145 | MONEYWISE, INC. | 5,388 | 270,000 | 0.02% | ||
| 146 | LAUREL WEALTH ADVISORS, INC. | 5,340 | 268,000 | 0.02% | ||
| 147 | Sigma Planning Corp | 5,024 | 252,000 | 0.02% | ||
| 148 | EP Wealth Advisors, LLC | 4,965 | 249,000 | 0.02% | ||
| 149 | DAVIDSON & GARRARD INC | 4,857 | 244,000 | 0.02% | ||
| 150 | VAUGHAN DAVID INVESTMENTS LLC/IL | 4,793 | 241,000 | 0.02% |
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.
