| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Homrich & Berg | 1,928,946 | 73,859,000 | 14.46% | ||
| 2 | WEALTHFRONT CORP | 1,382,099 | 52,921,000 | 10.36% | ||
| 3 | ASSET ADVISORS CORP | 1,274,315 | 48,794,000 | 9.55% | ||
| 4 | CURIAN CAPITAL LLC | 774,582 | 29,659,000 | 5.81% | ||
| 5 | SHARKEY, HOWES & JAVER | 684,489 | 26,209,000 | 5.13% | ||
| 6 | Summit Asset Management, LLC | 455,644 | 17,447,000 | 3.42% | ||
| 7 | MADISON INVESTMENT HOLDINGS INC | 418,202 | 16,013,000 | 3.14% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 409,579 | 15,683,000 | 3.07% | ||
| 9 | WELLS FARGO & COMPANY/MN | 339,445 | 12,997,000 | 2.54% | ||
| 10 | Charles Schwab Investment Advisory, Inc. | 289,374 | 11,080,000 | 2.17% | ||
| 11 | HENGEHOLD CAPITAL MANAGEMENT LLC | 263,169 | 10,077,000 | 1.97% | ||
| 12 | Apriem Advisors | 257,994 | 9,879,000 | 1.93% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 236,985 | 9,074,000 | 1.78% | ||
| 14 | Brouwer & Janachowski, LLC | 218,257 | 8,357,000 | 1.64% | ||
| 15 | GOLDMAN SACHS GROUP INC | 216,688 | 8,297,000 | 1.62% | ||
| 16 | BANK OF AMERICA CORP /DE/ | 207,256 | 7,936,000 | 1.55% | ||
| 17 | LPL Financial LLC | 203,150 | 7,801,000 | 1.53% | ||
| 18 | MORGAN STANLEY | 172,825 | 6,617,000 | 1.30% | ||
| 19 | Strategic Advisors LLC | 158,107 | 6,054,000 | 1.19% | ||
| 20 | ProVise Management Group, LLC | 146,182 | 5,597,000 | 1.10% | ||
| 21 | JANE STREET GROUP, LLC | 143,921 | 5,511,000 | 1.08% | ||
| 22 | Atria Investments, Inc | 140,248 | 5,370,000 | 1.05% | ||
| 23 | Keystone Financial Planning, Inc. | 126,458 | 4,842,000 | 0.95% | ||
| 24 | Live Your Vision, LLC | 125,335 | 4,832,000 | 0.95% | ||
| 25 | EVERMAY WEALTH MANAGEMENT LLC | 118,860 | 4,551,000 | 0.89% | ||
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 115,406 | 4,419,000 | 0.87% | ||
| 27 | Courage Miller Partners, LLC | 101,974 | 3,905,000 | 0.76% | ||
| 28 | SVA Wealth Management, LLC | 100,170 | 3,836,000 | 0.75% | ||
| 29 | Newman Dignan & Sheerar, Inc. | 95,309 | 3,649,000 | 0.71% | ||
| 30 | Corbenic Partners LLC | 70,739 | 2,709,000 | 0.53% | ||
| 31 | Noven Financial Group, Inc. | 69,610 | 2,665,000 | 0.52% | ||
| 32 | Frontier Wealth Management LLC | 67,455 | 2,583,000 | 0.51% | ||
| 33 | Northstar Group, Inc. | 62,156 | 2,368,000 | 0.46% | ||
| 34 | Buckingham Capital Management, Inc. | 57,017 | 2,203,000 | 0.43% | ||
| 35 | Commonwealth Equity Services, Inc | 56,778 | 2,174,000 | 0.43% | ||
| 36 | RAYMOND JAMES & ASSOCIATES | 53,402 | 2,045,000 | 0.40% | ||
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 52,800 | 2,022,000 | 0.40% | Call | |
| 38 | CITIGROUP INC | 52,325 | 2,003,000 | 0.39% | ||
| 39 | Eidelman Virant Capital | 51,846 | 1,985,000 | 0.39% | ||
| 40 | UBS Group AG | 50,883 | 1,948,000 | 0.38% | ||
| 41 | Cambridge Investment Research Advisors, Inc. | 50,184 | 1,922,000 | 0.38% | ||
| 42 | Madden Advisory Services, Inc. | 46,906 | 1,796,000 | 0.35% | ||
| 43 | FRONTIER INVESTMENT MGMT CO | 44,726 | 1,713,000 | 0.34% | ||
| 44 | LEAVELL INVESTMENT MANAGEMENT, INC. | 44,685 | 1,711,000 | 0.33% | ||
| 45 | Regal Investment Advisors LLC | 44,203 | 1,692,000 | 0.33% | ||
| 46 | PITTENGER & ANDERSON INC | 44,166 | 1,691,000 | 0.33% | ||
| 47 | Eagle Capital Management, LLC | 42,051 | 1,610,000 | 0.32% | ||
| 48 | Stockman Wealth Management, Inc. | 41,350 | 1,583,000 | 0.31% | ||
| 49 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 39,050 | 1,495,000 | 0.29% | ||
| 50 | Tower Research Capital LLC (TRC) | 38,749 | 1,484,000 | 0.29% |
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.
