| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Atria Investments, Inc | 3,479 | 89,389,000 | 17.02% | ||
| 2 | SVA Wealth Management, LLC | 1,091,992 | 42,500,000 | 8.09% | ||
| 3 | Legacy Wealth Management, Inc | 588,897 | 22,920,000 | 4.36% | ||
| 4 | WELLS FARGO & COMPANY/MN | 510,561 | 19,871,000 | 3.78% | ||
| 5 | HT Partners LLC | 508,647 | 19,680,000 | 3.75% | ||
| 6 | Brouwer & Janachowski, LLC | 380,871 | 14,824,000 | 2.82% | ||
| 7 | PIERSHALE FINANCIAL GROUP, INC. | 369,939 | 14,398,000 | 2.74% | ||
| 8 | PLANNING ALTERNATIVES LTD /ADV | 356,752 | 13,885,000 | 2.64% | ||
| 9 | SHARKEY, HOWES & JAVER | 316,779 | 12,925,000 | 2.46% | ||
| 10 | Raymond James Financial Services Advisors, Inc. | 317,519 | 12,359,000 | 2.35% | ||
| 11 | WealthTrust-Arizona, LLC | 267,027 | 10,393,000 | 1.98% | ||
| 12 | MORGAN STANLEY | 246,725 | 9,603,000 | 1.83% | ||
| 13 | JANE STREET GROUP, LLC | 209,410 | 8,150,000 | 1.55% | ||
| 14 | Emery Howard Portfolio Management, Inc. | 198,328 | 7,719,000 | 1.47% | ||
| 15 | ASPIRIANT HOLDINGS S3, LLC | 197,022 | 7,668,000 | 1.46% | ||
| 16 | Ironwood Financial, llc | 178,851 | 6,961,000 | 1.33% | ||
| 17 | LEAVELL INVESTMENT MANAGEMENT, INC. | 178,519 | 6,948,000 | 1.32% | ||
| 18 | JMG Financial Group, Ltd. | 172,518 | 6,714,000 | 1.28% | ||
| 19 | OLD DOMINION CAPITAL MANAGEMENT INC | 167,088 | 6,503,000 | 1.24% | ||
| 20 | ProVise Management Group, LLC | 159,431 | 6,205,000 | 1.18% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 148,129 | 5,765,000 | 1.10% | ||
| 22 | Leisure Capital Management | 139,631 | 5,434,000 | 1.03% | ||
| 23 | LATHROP INVESTMENT MANAGEMENT CO | 138,780 | 5,401,000 | 1.03% | ||
| 24 | Bouchey Financial Group Ltd | 134,332 | 5,228,000 | 1.00% | ||
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 132,735 | 5,166,000 | 0.98% | ||
| 26 | VSR Financial Services, Inc. | 115,910 | 4,511,000 | 0.86% | ||
| 27 | HARFST & ASSOCIATES, INC. | 115,833 | 4,508,000 | 0.86% | ||
| 28 | Gateway Advisory, LLC | 115,133 | 4,481,000 | 0.85% | ||
| 29 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 105,456 | 4,318,000 | 0.82% | ||
| 30 | FINANCIAL CONSULATE, INC | 106,935 | 4,162,000 | 0.79% | ||
| 31 | Marquette Asset Management, LLC | 102,252 | 3,980,000 | 0.76% | ||
| 32 | Gemmer Asset Management LLC | 98,654 | 3,840,000 | 0.73% | ||
| 33 | EATON VANCE MANAGEMENT | 94,105 | 3,663,000 | 0.70% | ||
| 34 | ENVESTNET ASSET MANAGEMENT INC | 92,776 | 3,611,000 | 0.69% | ||
| 35 | Summit Financial Strategies, Inc. | 90,245 | 3,512,000 | 0.67% | ||
| 36 | Nadler Financial Group, Inc. | 89,551 | 3,485,000 | 0.66% | ||
| 37 | CWH Capital Management, Inc. | 89,267 | 3,474,000 | 0.66% | ||
| 38 | Avior Wealth Management, LLC | 88,245 | 3,435,000 | 0.65% | ||
| 39 | BLB&B Advisors, LLC | 86,073 | 3,350,000 | 0.64% | ||
| 40 | Madden Advisory Services, Inc. | 85,281 | 3,319,000 | 0.63% | ||
| 41 | Mariner, LLC | 81,985 | 3,190,000 | 0.61% | ||
| 42 | RKL Wealth Management LLC | 80,460 | 3,132,000 | 0.60% | ||
| 43 | Buckingham Capital Management, Inc. | 80,014 | 3,114,000 | 0.59% | ||
| 44 | Tradewinds Capital Management, LLC | 77,709 | 3,024,000 | 0.58% | ||
| 45 | LPL Financial LLC | 75,041 | 3,017,000 | 0.57% | ||
| 46 | UBS Group AG | 73,150 | 2,847,000 | 0.54% | ||
| 47 | Tower Research Capital LLC (TRC) | 66,537 | 2,590,000 | 0.49% | ||
| 48 | VALLEY NATIONAL ADVISERS INC | 64,818 | 2,523,000 | 0.48% | ||
| 49 | One Capital Management, LLC | 63,410 | 2,468,000 | 0.47% | ||
| 50 | Courage Miller Partners, LLC | 62,693 | 2,440,000 | 0.46% |
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.
