| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,907,487 | 87,191,000 | 15.25% | ||
| 2 | PLANNING ALTERNATIVES LTD /ADV | 1,882,952 | 86,070,000 | 15.06% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1,663,499 | 76,039,000 | 13.30% | ||
| 4 | Destination Wealth Management | 963,841 | 44,057,000 | 7.71% | ||
| 5 | Retirement Planning Group, LLC | 947,627 | 43,316,000 | 7.58% | ||
| 6 | HENGEHOLD CAPITAL MANAGEMENT LLC | 608,327 | 27,807,000 | 4.86% | ||
| 7 | HT Partners LLC | 384,482 | 17,575,000 | 3.07% | ||
| 8 | MORGAN STANLEY | 350,825 | 16,037,000 | 2.81% | ||
| 9 | Apriem Advisors | 281,577 | 12,871,000 | 2.25% | ||
| 10 | Gateway Advisory, LLC | 263,963 | 12,066,000 | 2.11% | ||
| 11 | Stearns Financial Services Group | 225,536 | 10,309,000 | 1.80% | ||
| 12 | Tower Research Capital LLC (TRC) | 182,223 | 8,329,000 | 1.46% | ||
| 13 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 157,342 | 7,192,000 | 1.26% | ||
| 14 | GOLDMAN SACHS GROUP INC | 128,920 | 5,893,000 | 1.03% | ||
| 15 | Bartlett & Co. LLC | 128,330 | 5,866,000 | 1.03% | ||
| 16 | Atria Investments, Inc | 110,035 | 5,030,000 | 0.88% | ||
| 17 | SHEETS SMITH WEALTH MANAGEMENT | 107,074 | 4,894,000 | 0.86% | ||
| 18 | Financial Management Professionals, Inc. | 104,888 | 4,795,000 | 0.84% | ||
| 19 | NORTH STAR ASSET MANAGEMENT INC | 100,797 | 4,607,000 | 0.81% | ||
| 20 | Carlton Hofferkamp & Jenks Wealth Management, LLC | 99,706 | 4,557,000 | 0.80% | ||
| 21 | Madden Advisory Services, Inc. | 93,296 | 4,265,000 | 0.75% | ||
| 22 | Buckingham Capital Management, Inc. | 89,240 | 4,079,000 | 0.71% | ||
| 23 | Mirae Asset Global Investments Co., Ltd. | 87,804 | 4,014,000 | 0.70% | ||
| 24 | Vigilant Capital Management, LLC | 73,593 | 3,364,000 | 0.59% | ||
| 25 | LPL Financial LLC | 68,990 | 3,154,000 | 0.55% | ||
| 26 | Bouchey Financial Group Ltd | 61,489 | 2,811,000 | 0.49% | ||
| 27 | CITIGROUP INC | 56,876 | 2,600,000 | 0.45% | ||
| 28 | Strategic Advisors LLC | 56,763 | 2,595,000 | 0.45% | ||
| 29 | Homrich & Berg | 55,953 | 2,558,000 | 0.45% | ||
| 30 | MAIRS & POWER INC | 50,230 | 2,296,000 | 0.40% | ||
| 31 | Alaska Permanent Capital Management, LLC | 48,178 | 2,202,000 | 0.39% | ||
| 32 | DAVIDSON & GARRARD INC | 46,508 | 2,126,000 | 0.37% | ||
| 33 | AVALON CAPITAL MANAGEMENT | 45,130 | 2,063,000 | 0.36% | ||
| 34 | BCWM, LLC | 42,275 | 1,932,000 | 0.34% | ||
| 35 | Friedenthal Financial | 41,883 | 1,914,000 | 0.33% | ||
| 36 | Cambridge Investment Research Advisors, Inc. | 39,962 | 1,827,000 | 0.32% | ||
| 37 | WBH ADVISORY INC | 37,269 | 1,703,000 | 0.30% | ||
| 38 | Brown Advisory Securities, LLC | 35,530 | 1,624,000 | 0.28% | ||
| 39 | FAGAN ASSOCIATES, INC. | 34,782 | 1,590,000 | 0.28% | ||
| 40 | VSR Financial Services, Inc. | 33,405 | 1,527,000 | 0.27% | ||
| 41 | Curbstone Financial Management Corp | 30,975 | 1,416,000 | 0.25% | ||
| 42 | BANK OF AMERICA CORP /DE/ | 30,463 | 1,393,000 | 0.24% | ||
| 43 | KCM INVESTMENT ADVISORS LLC | 27,165 | 1,242,000 | 0.22% | ||
| 44 | RAYNER & HAYNOR | 26,950 | 1,232,000 | 0.22% | ||
| 45 | BlackRock Institutional Trust Company, N.A. | 25,700 | 1,175,000 | 0.21% | ||
| 46 | Savant Capital, LLC | 23,276 | 1,064,000 | 0.19% | ||
| 47 | Steinberg Global Asset Management | 23,209 | 1,061,000 | 0.19% | ||
| 48 | Hanson & Doremus Investment Management | 22,768 | 1,040,000 | 0.18% | ||
| 49 | CABOT WEALTH MANAGEMENT INC | 21,839 | 998,000 | 0.17% | ||
| 50 | EATON VANCE MANAGEMENT | 21,050 | 962,000 | 0.17% |
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.
