| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVA Wealth Management, LLC | 942,946 | 40,688,000 | 10.59% | ||
| 2 | HT Partners LLC | 545,778 | 23,403,000 | 6.09% | ||
| 3 | PLANNING ALTERNATIVES LTD /ADV | 490,308 | 21,157,000 | 5.51% | ||
| 4 | SHARKEY, HOWES & JAVER | 319,532 | 13,788,000 | 3.59% | ||
| 5 | LEAVELL INVESTMENT MANAGEMENT, INC. | 265,577 | 11,460,000 | 2.98% | ||
| 6 | WealthTrust-Arizona, LLC | 256,246 | 11,057,000 | 2.88% | ||
| 7 | MORGAN STANLEY | 242,664 | 10,471,000 | 2.73% | ||
| 8 | SALEM INVESTMENT COUNSELORS INC | 222,078 | 9,583,000 | 2.49% | ||
| 9 | Legacy Wealth Management, Inc | 200,928 | 8,670,000 | 2.26% | ||
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 203,085 | 8,664,000 | 2.25% | ||
| 11 | LPL Financial LLC | 191,421 | 8,233,000 | 2.14% | ||
| 12 | Ironwood Financial, llc | 179,742 | 7,756,000 | 2.02% | ||
| 13 | Emery Howard Portfolio Management, Inc. | 172,982 | 7,464,000 | 1.94% | ||
| 14 | JMG Financial Group, Ltd. | 171,310 | 7,392,000 | 1.92% | ||
| 15 | Brouwer & Janachowski, LLC | 171,244 | 7,389,000 | 1.92% | ||
| 16 | OLD DOMINION CAPITAL MANAGEMENT INC | 171,091 | 7,383,000 | 1.92% | ||
| 17 | ASPIRIANT HOLDINGS S3, LLC | 161,595 | 6,973,000 | 1.81% | ||
| 18 | FINANCIAL CONSULATE, INC | 142,289 | 6,140,000 | 1.60% | ||
| 19 | Leisure Capital Management | 135,892 | 5,864,000 | 1.53% | ||
| 20 | ProVise Management Group, LLC | 132,764 | 5,728,000 | 1.49% | ||
| 21 | LATHROP INVESTMENT MANAGEMENT CO | 130,267 | 5,621,000 | 1.46% | ||
| 22 | WELLS FARGO & COMPANY/MN | 129,864 | 5,604,000 | 1.46% | ||
| 23 | Avior Wealth Management, LLC | 127,678 | 5,509,000 | 1.43% | ||
| 24 | Bouchey Financial Group Ltd | 119,136 | 5,141,000 | 1.34% | ||
| 25 | UBS Group AG | 113,301 | 4,889,000 | 1.27% | ||
| 26 | JANE STREET GROUP, LLC | 113,063 | 4,879,000 | 1.27% | ||
| 27 | Marquette Asset Management, LLC | 108,568 | 4,685,000 | 1.22% | ||
| 28 | ENVESTNET ASSET MANAGEMENT INC | 108,030 | 4,661,000 | 1.21% | ||
| 29 | Gemmer Asset Management LLC | 97,974 | 4,228,000 | 1.10% | ||
| 30 | Madden Advisory Services, Inc. | 97,322 | 4,199,000 | 1.09% | ||
| 31 | Atria Investments, Inc | 89,428 | 3,859,000 | 1.00% | ||
| 32 | PRING TURNER CAPITAL GROUP INC | 77,230 | 3,333,000 | 0.87% | ||
| 33 | EATON VANCE MANAGEMENT | 75,910 | 3,276,000 | 0.85% | ||
| 34 | Summit Financial Strategies, Inc. | 75,219 | 3,246,000 | 0.84% | ||
| 35 | Gateway Advisory, LLC | 74,109 | 3,198,000 | 0.83% | ||
| 36 | Tradewinds Capital Management, LLC | 73,152 | 3,157,000 | 0.82% | ||
| 37 | CWH Capital Management, Inc. | 72,322 | 3,121,000 | 0.81% | ||
| 38 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 68,894 | 2,973,000 | 0.77% | ||
| 39 | VALLEY NATIONAL ADVISERS INC | 64,565 | 2,786,000 | 0.73% | ||
| 40 | RKL Wealth Management LLC | 62,558 | 2,699,000 | 0.70% | ||
| 41 | Bangor Savings Bank | 60,860 | 2,627,000 | 0.68% | ||
| 42 | One Capital Management, LLC | 60,001 | 2,589,000 | 0.67% | ||
| 43 | CONDOR CAPITAL MANAGEMENT | 58,222 | 2,512,000 | 0.65% | ||
| 44 | Courage Miller Partners, LLC | 54,848 | 2,367,000 | 0.62% | ||
| 45 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 52,059 | 2,246,346 | 0.58% | ||
| 46 | CITIGROUP INC | 51,327 | 2,216,000 | 0.58% | ||
| 47 | KCM INVESTMENT ADVISORS LLC | 49,488 | 2,135,000 | 0.56% | ||
| 48 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 46,445 | 2,003,000 | 0.52% | ||
| 49 | Buckingham Capital Management, Inc. | 46,260 | 1,996,000 | 0.52% | ||
| 50 | GREENWOOD CAPITAL ASSOCIATES LLC | 44,966 | 1,940,000 | 0.50% |
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.
