| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 947,666 | 49,933,000 | 13.84% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 880,359 | 46,580,000 | 12.91% | ||
| 3 | Sensible Financial Planning & Management, LLC. | 519,248 | 27,473,000 | 7.62% | ||
| 4 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 449,678 | 23,792,000 | 6.60% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 359,271 | 19,009,000 | 5.27% | ||
| 6 | FIRST MERCANTILE TRUST CO | 343,535 | 18,176,000 | 5.04% | ||
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 260,501 | 13,783,000 | 3.82% | ||
| 8 | Apriem Advisors | 157,517 | 8,334,000 | 2.31% | ||
| 9 | BSW Wealth Partners | 139,039 | 7,357,000 | 2.04% | ||
| 10 | TD Ameritrade Trust Co | 136,539 | 7,224,000 | 2.00% | ||
| 11 | SVA Wealth Management, LLC | 135,848 | 7,188,000 | 1.99% | ||
| 12 | BCWM, LLC | 12,668 | 6,703,000 | 1.86% | ||
| 13 | Sequoia Financial Advisors, LLC | 112,333 | 5,944,000 | 1.65% | ||
| 14 | Retirement Planning Group, LLC | 104,622 | 5,536,000 | 1.53% | ||
| 15 | PLANNING ALTERNATIVES LTD /ADV | 97,667 | 5,168,000 | 1.43% | ||
| 16 | ALESCO ADVISORS LLC | 93,233 | 4,933,000 | 1.37% | ||
| 17 | Live Your Vision, LLC | 88,999 | 4,709,000 | 1.31% | ||
| 18 | Atria Investments, Inc | 85,458 | 4,522,000 | 1.25% | ||
| 19 | JANE STREET GROUP, LLC | 85,281 | 4,512,000 | 1.25% | ||
| 20 | HT Partners LLC | 80,998 | 4,292,000 | 1.19% | ||
| 21 | Bangor Savings Bank | 78,916 | 4,175,000 | 1.16% | ||
| 22 | Courage Miller Partners, LLC | 78,078 | 4,131,000 | 1.15% | ||
| 23 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 73,051 | 3,865,000 | 1.07% | ||
| 24 | Bartlett & Co. LLC | 71,699 | 3,794,000 | 1.05% | ||
| 25 | PRING TURNER CAPITAL GROUP INC | 69,480 | 3,676,000 | 1.02% | ||
| 26 | One Capital Management, LLC | 65,652 | 3,474,000 | 0.96% | ||
| 27 | LEAVELL INVESTMENT MANAGEMENT, INC. | 62,795 | 3,322,000 | 0.92% | ||
| 28 | FutureAdvisor, Inc. | 59,885 | 3,165,000 | 0.88% | ||
| 29 | Frontier Wealth Management LLC | 59,092 | 3,127,000 | 0.87% | ||
| 30 | Homrich & Berg | 48,929 | 2,589,000 | 0.72% | ||
| 31 | Summit Financial Strategies, Inc. | 48,736 | 2,579,000 | 0.71% | ||
| 32 | CABOT WEALTH MANAGEMENT INC | 39,967 | 2,115,000 | 0.59% | ||
| 33 | Landmark Financial Advisors, LLC | 39,964 | 2,114,000 | 0.59% | ||
| 34 | ProVise Management Group, LLC | 37,092 | 1,962,000 | 0.54% | ||
| 35 | FormulaFolio Investments, LLC | 37,029 | 1,959,000 | 0.54% | ||
| 36 | AMI INVESTMENT MANAGEMENT INC | 36,669 | 1,940,000 | 0.54% | ||
| 37 | Waverly Advisors, LLC | 32,862 | 1,739,000 | 0.48% | ||
| 38 | Summit Asset Management, LLC | 32,721 | 1,731,000 | 0.48% | ||
| 39 | ROYAL BANK OF CANADA | 31,297 | 1,656,000 | 0.46% | ||
| 40 | Madden Advisory Services, Inc. | 29,491 | 1,560,000 | 0.43% | ||
| 41 | Friedenthal Financial | 28,563 | 1,511,000 | 0.42% | ||
| 42 | Pinnacle Advisory Group, Inc. | 28,360 | 1,500,000 | 0.42% | ||
| 43 | AMERIPRISE FINANCIAL INC | 26,748 | 1,429,000 | 0.40% | ||
| 44 | VALENTINE VENTURES LLC | 23,709 | 1,254,000 | 0.35% | ||
| 45 | Mariner, LLC | 23,707 | 1,254,000 | 0.35% | ||
| 46 | NATIONAL PLANNING CORP | 23,754 | 1,242,000 | 0.34% | ||
| 47 | Marquette Asset Management, LLC | 22,442 | 1,187,000 | 0.33% | ||
| 48 | VALLEY NATIONAL ADVISERS INC | 20,938 | 1,108,000 | 0.31% | ||
| 49 | FINANCIAL CONSULATE, INC | 18,443 | 976,000 | 0.27% | ||
| 50 | Perigon Wealth Management, LLC | 18,056 | 955,000 | 0.26% |
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.
