| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Sensible Financial Planning & Management, LLC. | 458,388 | 23,729,000 | 13.01% | ||
| 2 | Homrich & Berg | 370,152 | 17,129,000 | 9.39% | ||
| 3 | FIRST MERCANTILE TRUST CO | 316,856 | 16,403,000 | 9.00% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 306,392 | 15,861,000 | 8.70% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 268,755 | 13,913,000 | 7.63% | ||
| 6 | JANE STREET GROUP, LLC | 154,853 | 8,016,000 | 4.40% | ||
| 7 | BCWM, LLC | 13,309 | 6,890,000 | 3.78% | ||
| 8 | SVA Wealth Management, LLC | 123,954 | 6,417,000 | 3.52% | ||
| 9 | BSW Wealth Partners | 113,613 | 5,881,000 | 3.23% | ||
| 10 | Retirement Planning Group, LLC | 88,590 | 4,586,000 | 2.52% | ||
| 11 | Apriem Advisors | 79,735 | 4,128,000 | 2.26% | ||
| 12 | Courage Miller Partners, LLC | 77,519 | 4,013,000 | 2.20% | ||
| 13 | PLANNING ALTERNATIVES LTD /ADV | 77,368 | 4,005,000 | 2.20% | ||
| 14 | PRING TURNER CAPITAL GROUP INC | 76,945 | 3,983,000 | 2.18% | ||
| 15 | Bangor Savings Bank | 75,623 | 3,915,000 | 2.15% | ||
| 16 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 74,495 | 3,856,000 | 2.11% | ||
| 17 | Live Your Vision, LLC | 69,480 | 3,644,000 | 2.00% | ||
| 18 | UBS AG | 67,819 | 3,511,000 | 1.93% | ||
| 19 | Atria Investments, Inc | 63,161 | 3,270,000 | 1.79% | ||
| 20 | One Capital Management, LLC | 58,127 | 3,009,000 | 1.65% | ||
| 21 | ALESCO ADVISORS LLC | 52,631 | 2,725,000 | 1.49% | ||
| 22 | Bartlett & Co. LLC | 35,148 | 1,820,000 | 1.00% | ||
| 23 | Madden Advisory Services, Inc. | 32,616 | 1,688,000 | 0.93% | ||
| 24 | Waverly Advisors, LLC | 31,467 | 1,629,000 | 0.89% | ||
| 25 | ProVise Management Group, LLC | 27,017 | 1,398,000 | 0.77% | ||
| 26 | ROFFMAN MILLER ASSOCIATES INC /PA/ | 23,310 | 1,207,000 | 0.66% | ||
| 27 | Marquette Asset Management, LLC | 20,832 | 1,078,000 | 0.59% | ||
| 28 | Alaska Permanent Capital Management, LLC | 20,367 | 1,054,000 | 0.58% | ||
| 29 | HBK Sorce Advisory LLC | 20,320 | 1,052,000 | 0.58% | ||
| 30 | Concert Wealth Management Inc. | 19,364 | 1,005,000 | 0.55% | ||
| 31 | Alexandria Capital, LLC | 17,485 | 905,000 | 0.50% | ||
| 32 | Perigon Wealth Management, LLC | 16,579 | 858,000 | 0.47% | ||
| 33 | Allworth Financial LP | 16,092 | 833,000 | 0.46% | ||
| 34 | Friedenthal Financial | 10,870 | 563,000 | 0.31% | ||
| 35 | Mariner, LLC | 9,888 | 512,000 | 0.28% | ||
| 36 | Orion Porfolio Solutions, LLC | 9,718 | 503,000 | 0.28% | ||
| 37 | STRINGER ASSET MANAGEMENT, LLC | 9,501 | 492,000 | 0.27% | ||
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,712 | 451,000 | 0.25% | ||
| 39 | BANK OF AMERICA CORP /DE/ | 8,360 | 433,000 | 0.24% | ||
| 40 | BUCKINGHAM STRATEGIC WEALTH, LLC | 7,957 | 412,000 | 0.23% | ||
| 41 | Aspen Investment Management Inc | 7,330 | 379,000 | 0.21% | ||
| 42 | HOWE & RUSLING INC | 7,216 | 374,000 | 0.21% | ||
| 43 | Tuttle Capital Management, LLC | 7,121 | 368,000 | 0.20% | ||
| 44 | MORGAN STANLEY | 6,700 | 347,000 | 0.19% | ||
| 45 | JMG Financial Group, Ltd. | 6,425 | 333,000 | 0.18% | ||
| 46 | Cubic Asset Management, LLC | 6,400 | 331,000 | 0.18% | ||
| 47 | Placemark Investments, Inc. | 6,323 | 327,000 | 0.18% | ||
| 48 | AMI INVESTMENT MANAGEMENT INC | 6,270 | 325,000 | 0.18% | ||
| 49 | APPLETON GROUP, LLC | 5,284 | 274,000 | 0.15% | ||
| 50 | Garde Capital, Inc. | 5,247 | 272,000 | 0.15% |
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.
