| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVA Wealth Management, LLC | 1,331,264 | 60,107,000 | 7.48% | ||
| 2 | Legacy Wealth Management, Inc | 931,005 | 42,034,856 | 5.23% | ||
| 3 | MORGAN STANLEY | 756,436 | 34,153,000 | 4.25% | ||
| 4 | AT Bancorp | 701,291 | 31,664,000 | 3.94% | ||
| 5 | Brouwer & Janachowski, LLC | 667,577 | 30,141,000 | 3.75% | ||
| 6 | HBK Sorce Advisory LLC | 663,223 | 29,945,000 | 3.73% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 485,119 | 21,902,000 | 2.73% | ||
| 8 | SHARKEY, HOWES & JAVER | 380,469 | 17,178,000 | 2.14% | ||
| 9 | CWH Capital Management, Inc. | 363,352 | 16,405,000 | 2.04% | ||
| 10 | Nadler Financial Group, Inc. | 359,341 | 16,224,000 | 2.02% | ||
| 11 | ProVise Management Group, LLC | 300,455 | 13,565,000 | 1.69% | ||
| 12 | MONEYWISE, INC. | 299,382 | 13,517,000 | 1.68% | ||
| 13 | WealthTrust-Arizona, LLC | 287,979 | 13,002,000 | 1.62% | ||
| 14 | WELLS FARGO & COMPANY/MN | 260,919 | 11,781,000 | 1.47% | ||
| 15 | Emery Howard Portfolio Management, Inc. | 255,485 | 11,535,000 | 1.44% | ||
| 16 | PLANNING ALTERNATIVES LTD /ADV | 254,831 | 11,506,000 | 1.43% | ||
| 17 | ASPIRIANT, LLC | 254,180 | 11,476,000 | 1.43% | ||
| 18 | Cambridge Investment Research Advisors, Inc. | 248,406 | 11,216,000 | 1.40% | ||
| 19 | SALEM INVESTMENT COUNSELORS INC | 246,060 | 11,110,000 | 1.38% | ||
| 20 | JMG Financial Group, Ltd. | 235,393 | 10,628,000 | 1.32% | ||
| 21 | Summit Asset Management, LLC | 224,994 | 10,158,000 | 1.26% | ||
| 22 | ROYAL BANK OF CANADA | 220,203 | 9,943,000 | 1.24% | ||
| 23 | BLB&B Advisors, LLC | 210,112 | 9,487,000 | 1.18% | ||
| 24 | MOISAND FITZGERALD TAMAYO, LLC | 208,899 | 9,432,000 | 1.17% | ||
| 25 | HARFST & ASSOCIATES, INC. | 200,422 | 9,049,000 | 1.13% | ||
| 26 | SII INVESTMENTS INC/WI | 192,672 | 8,695,000 | 1.08% | ||
| 27 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 175,485 | 7,924,000 | 0.99% | ||
| 28 | UBS Group AG | 170,419 | 7,694,000 | 0.96% | ||
| 29 | Eagle Capital Management, LLC | 160,233 | 7,235,000 | 0.90% | ||
| 30 | OLD DOMINION CAPITAL MANAGEMENT INC | 154,491 | 6,975,000 | 0.87% | ||
| 31 | St. Johns Investment Management Company, LLC | 154,393 | 6,971,000 | 0.87% | ||
| 32 | LEAVELL INVESTMENT MANAGEMENT, INC. | 151,643 | 6,847,000 | 0.85% | ||
| 33 | LPL Financial LLC | 150,348 | 6,823,000 | 0.85% | ||
| 34 | PIERSHALE FINANCIAL GROUP, INC. | 142,077 | 6,415,000 | 0.80% | ||
| 35 | Gemmer Asset Management LLC | 137,596 | 6,212,000 | 0.77% | ||
| 36 | LATHROP INVESTMENT MANAGEMENT CO | 136,128 | 6,146,000 | 0.77% | ||
| 37 | WESCAP MANAGEMENT GROUP, INC. | 135,329 | 6,110,000 | 0.76% | ||
| 38 | Leisure Capital Management | 134,397 | 6,068,000 | 0.76% | ||
| 39 | Summit Financial Strategies, Inc. | 133,043 | 6,007,000 | 0.75% | ||
| 40 | Bouchey Financial Group Ltd | 126,576 | 5,715,000 | 0.71% | ||
| 41 | FINANCIAL CONSULATE, INC | 125,099 | 5,648,000 | 0.70% | ||
| 42 | Marquette Asset Management, LLC | 119,296 | 5,386,000 | 0.67% | ||
| 43 | Triangle Securities Wealth Management | 112,791 | 5,092,000 | 0.63% | ||
| 44 | KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC | 110,466 | 4,988,000 | 0.62% | ||
| 45 | EATON VANCE MANAGEMENT | 110,297 | 4,980,000 | 0.62% | ||
| 46 | NorthRock Partners, LLC | 109,215 | 4,930,000 | 0.61% | ||
| 47 | SAGE FINANCIAL GROUP INC | 101,345 | 4,576,000 | 0.57% | ||
| 48 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 99,221 | 4,480,000 | 0.56% | ||
| 49 | JANE STREET GROUP, LLC | 92,664 | 4,184,000 | 0.52% | ||
| 50 | MITCHELL CAPITAL MANAGEMENT CO | 92,305 | 4,168,000 | 0.52% |
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.
