| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PLANNING ALTERNATIVES LTD /ADV | 1,811,103 | 86,426,000 | 14.10% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,615,322 | 77,083,000 | 12.58% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1,371,912 | 65,468,000 | 10.68% | ||
| 4 | Retirement Planning Group, LLC | 958,545 | 45,742,000 | 7.46% | ||
| 5 | Destination Wealth Management | 728,738 | 34,775,000 | 5.67% | ||
| 6 | HT Partners LLC | 632,463 | 30,408,821 | 4.96% | ||
| 7 | HENGEHOLD CAPITAL MANAGEMENT LLC | 610,026 | 29,110,000 | 4.75% | ||
| 8 | FAS Wealth Partners, Inc. | 510,297 | 24,351,000 | 3.97% | ||
| 9 | MORGAN STANLEY | 346,727 | 16,545,000 | 2.70% | ||
| 10 | Apriem Advisors | 318,070 | 15,178,000 | 2.48% | ||
| 11 | Gateway Advisory, LLC | 273,393 | 13,046,000 | 2.13% | ||
| 12 | Stearns Financial Services Group | 237,485 | 11,333,000 | 1.85% | ||
| 13 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 199,198 | 9,505,729 | 1.55% | ||
| 14 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 170,131 | 8,119,000 | 1.32% | ||
| 15 | Bartlett & Co. LLC | 140,684 | 6,713,000 | 1.10% | ||
| 16 | NORTH STAR ASSET MANAGEMENT INC | 136,378 | 6,508,000 | 1.06% | ||
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 121,001 | 5,774,000 | 0.94% | ||
| 18 | SVA Wealth Management, LLC | 114,507 | 5,464,000 | 0.89% | ||
| 19 | Financial Management Professionals, Inc. | 107,627 | 5,135,000 | 0.84% | ||
| 20 | Homrich & Berg | 99,563 | 4,751,000 | 0.78% | ||
| 21 | Madden Advisory Services, Inc. | 95,916 | 4,577,000 | 0.75% | ||
| 22 | Atria Investments, Inc | 95,386 | 4,552,000 | 0.74% | ||
| 23 | Carlton Hofferkamp & Jenks Wealth Management, LLC | 93,677 | 4,470,000 | 0.73% | ||
| 24 | Buckingham Capital Management, Inc. | 93,576 | 4,465,000 | 0.73% | ||
| 25 | SHEETS SMITH WEALTH MANAGEMENT | 92,197 | 4,400,000 | 0.72% | ||
| 26 | Mirae Asset Global Investments Co., Ltd. | 87,804 | 4,190,000 | 0.68% | ||
| 27 | Hanson & Doremus Investment Management | 75,814 | 3,618,000 | 0.59% | ||
| 28 | Vigilant Capital Management, LLC | 72,273 | 3,449,000 | 0.56% | ||
| 29 | LPL Financial LLC | 71,781 | 3,425,000 | 0.56% | ||
| 30 | Bouchey Financial Group Ltd | 64,869 | 3,096,000 | 0.51% | ||
| 31 | Strategic Advisors LLC | 60,421 | 2,883,000 | 0.47% | ||
| 32 | CITIGROUP INC | 56,842 | 2,713,000 | 0.44% | ||
| 33 | Concert Wealth Management Inc. | 52,154 | 2,461,000 | 0.40% | ||
| 34 | MAIRS & POWER INC | 50,230 | 2,397,000 | 0.39% | ||
| 35 | Alaska Permanent Capital Management, LLC | 49,804 | 2,377,000 | 0.39% | ||
| 36 | Tower Research Capital LLC (TRC) | 47,765 | 2,279,000 | 0.37% | ||
| 37 | DAVIDSON & GARRARD INC | 46,326 | 2,211,000 | 0.36% | ||
| 38 | Friedenthal Financial | 44,126 | 2,106,000 | 0.34% | ||
| 39 | WBH ADVISORY INC | 40,806 | 1,947,000 | 0.32% | ||
| 40 | Brown Advisory Securities, LLC | 40,630 | 1,939,000 | 0.32% | ||
| 41 | BCWM, LLC | 39,062 | 1,865,000 | 0.30% | ||
| 42 | VSR Financial Services, Inc. | 37,733 | 1,801,000 | 0.29% | ||
| 43 | BANK OF AMERICA CORP /DE/ | 36,995 | 1,766,000 | 0.29% | ||
| 44 | FAGAN ASSOCIATES, INC. | 36,396 | 1,737,000 | 0.28% | ||
| 45 | Savant Capital, LLC | 32,934 | 1,572,000 | 0.26% | ||
| 46 | Curbstone Financial Management Corp | 31,150 | 1,486,000 | 0.24% | ||
| 47 | Steinberg Global Asset Management | 30,959 | 1,477,000 | 0.24% | ||
| 48 | Cambridge Investment Research Advisors, Inc. | 28,978 | 1,383,000 | 0.23% | ||
| 49 | KCM INVESTMENT ADVISORS LLC | 28,729 | 1,371,000 | 0.22% | ||
| 50 | RAYNER & HAYNOR | 27,370 | 1,306,000 | 0.21% |
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.
