| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | LPL Financial LLC | 252,290 | 7,228,000 | 0.20% | ||
| 52 | Summit Financial Strategies, Inc. | 250,394 | 7,209,000 | 0.20% | ||
| 53 | GHP Investment Advisors, Inc. | 249,562 | 7,185,000 | 0.20% | ||
| 54 | WRAPMANAGER INC | 248,103 | 7,143,000 | 0.19% | ||
| 55 | WELLS FARGO & COMPANY/MN | 247,661 | 7,131,000 | 0.19% | ||
| 56 | American Money Management, LLC | 243,283 | 7,004,000 | 0.19% | ||
| 57 | Homrich & Berg | 237,229 | 6,830,000 | 0.19% | ||
| 58 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 224,641 | 6,467,000 | 0.18% | ||
| 59 | UBS Group AG | 223,191 | 6,426,000 | 0.18% | ||
| 60 | MONEYWISE, INC. | 220,928 | 6,361,000 | 0.17% | ||
| 61 | HENGEHOLD CAPITAL MANAGEMENT LLC | 219,395 | 6,316,000 | 0.17% | ||
| 62 | CABOT WEALTH MANAGEMENT INC | 209,616 | 6,035,000 | 0.16% | ||
| 63 | PITTENGER & ANDERSON INC | 196,049 | 5,644,000 | 0.15% | ||
| 64 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP | 195,804 | 5,637,000 | 0.15% | ||
| 65 | KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC | 195,035 | 5,615,000 | 0.15% | ||
| 66 | Hanson & Doremus Investment Management | 194,708 | 5,606,000 | 0.15% | ||
| 67 | White Pine Investment CO | 192,777 | 5,550,000 | 0.15% | ||
| 68 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 176,639 | 5,088,000 | 0.14% | ||
| 69 | One Capital Management, LLC | 175,599 | 5,055,000 | 0.14% | ||
| 70 | Avior Wealth Management, LLC | 172,755 | 4,974,000 | 0.14% | ||
| 71 | JMG Financial Group, Ltd. | 171,162 | 4,928,000 | 0.13% | ||
| 72 | AVALON CAPITAL MANAGEMENT | 170,438 | 4,907,000 | 0.13% | ||
| 73 | JFS WEALTH ADVISORS, LLC | 168,583 | 4,854,000 | 0.13% | ||
| 74 | Diversified Investment Strategies, LLC | 156,560 | 4,507,000 | 0.12% | ||
| 75 | ANCORA PRIVATE WEALTH ADVISORS, LLC | 152,361 | 4,386,000 | 0.12% | ||
| 76 | Evensky & Katz LLC | 152,071 | 4,378,000 | 0.12% | ||
| 77 | Sterling Global Strategies LLC | 0 | 4,318,000 | 0.12% | ||
| 78 | BANK OF AMERICA CORP /DE/ | 148,054 | 4,262,000 | 0.12% | ||
| 79 | Wealth Architects, LLC | 146,331 | 4,212,000 | 0.11% | ||
| 80 | Bank of New York Mellon Corp | 142,782 | 4,110,000 | 0.11% | ||
| 81 | CONDOR CAPITAL MANAGEMENT | 136,462 | 3,929,000 | 0.11% | ||
| 82 | ALESCO ADVISORS LLC | 128,231 | 3,692,000 | 0.10% | ||
| 83 | RAND WEALTH, LLC | 128,201 | 3,691,000 | 0.10% | ||
| 84 | CAHILL FINANCIAL ADVISORS INC | 127,277 | 3,665,000 | 0.10% | ||
| 85 | ProVise Management Group, LLC | 127,109 | 3,659,000 | 0.10% | ||
| 86 | IFP ADVISORS, INC | 122,497 | 3,527,000 | 0.10% | ||
| 87 | SARGENT BICKHAM LAGUDIS LLC | 201 | 3,467,000 | 0.09% | ||
| 88 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 115,800 | 3,334,000 | 0.09% | ||
| 89 | Fragasso Financial Advisors Inc | 114,948 | 3,309,000 | 0.09% | ||
| 90 | Stearns Financial Services Group | 114,841 | 3,306,000 | 0.09% | ||
| 91 | MCF Advisors LLC | 114,811 | 3,305,000 | 0.09% | ||
| 92 | EATON VANCE MANAGEMENT | 113,615 | 3,271,000 | 0.09% | ||
| 93 | Mariner, LLC | 113,193 | 3,258,000 | 0.09% | ||
| 94 | VALICENTI ADVISORY SERVICES INC | 102,500 | 2,951,000 | 0.08% | ||
| 95 | Curbstone Financial Management Corp | 99,240 | 2,857,000 | 0.08% | ||
| 96 | GRIMES & Co WEALTH MANAGEMENT, LLC | 98,614 | 2,839,000 | 0.08% | ||
| 97 | Garde Capital, Inc. | 102,137 | 2,795,000 | 0.08% | ||
| 98 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 94,438 | 2,719,000 | 0.07% | ||
| 99 | SHARKEY, HOWES & JAVER | 93,924 | 2,704,000 | 0.07% | ||
| 100 | Bangor Savings Bank | 93,681 | 2,697,000 | 0.07% |
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.
