| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,077,097 | 55,718,000 | 13.24% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1,003,689 | 51,921,000 | 12.33% | ||
| 3 | Sensible Financial Planning & Management, LLC. | 752,844 | 38,945,000 | 9.25% | ||
| 4 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 468,751 | 24,248,000 | 5.76% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 358,510 | 18,546,000 | 4.41% | ||
| 6 | FIRST MERCANTILE TRUST CO | 336,061 | 17,384,000 | 4.13% | ||
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 304,115 | 15,732,000 | 3.74% | ||
| 8 | HighTower Advisors, LLC | 303,577 | 15,704,000 | 3.73% | ||
| 9 | UBS Group AG | 225,546 | 11,668,000 | 2.77% | ||
| 10 | Apriem Advisors | 189,401 | 9,798,000 | 2.33% | ||
| 11 | TD Ameritrade Trust Co | 150,728 | 7,797,000 | 1.85% | ||
| 12 | BSW Wealth Partners | 143,797 | 7,439,000 | 1.77% | ||
| 13 | Sequoia Financial Advisors, LLC | 130,154 | 6,733,000 | 1.60% | ||
| 14 | FutureAdvisor, Inc. | 129,444 | 6,658,000 | 1.58% | ||
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 113,962 | 5,895,000 | 1.40% | ||
| 16 | Retirement Planning Group, LLC | 108,906 | 5,634,000 | 1.34% | ||
| 17 | CABOT WEALTH MANAGEMENT INC | 107,809 | 5,577,000 | 1.32% | ||
| 18 | ALESCO ADVISORS LLC | 105,655 | 5,466,000 | 1.30% | ||
| 19 | Atria Investments, Inc | 102,297 | 5,292,000 | 1.26% | ||
| 20 | PLANNING ALTERNATIVES LTD /ADV | 101,242 | 5,237,000 | 1.24% | ||
| 21 | Live Your Vision, LLC | 94,549 | 4,864,000 | 1.16% | ||
| 22 | Bartlett & Co. LLC | 85,779 | 4,437,000 | 1.05% | ||
| 23 | Courage Miller Partners, LLC | 80,151 | 4,146,000 | 0.98% | ||
| 24 | Bangor Savings Bank | 79,016 | 4,088,000 | 0.97% | ||
| 25 | HT Partners LLC | 79,006 | 4,069,000 | 0.97% | ||
| 26 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 73,449 | 3,799,000 | 0.90% | ||
| 27 | One Capital Management, LLC | 73,036 | 3,778,000 | 0.90% | ||
| 28 | PRING TURNER CAPITAL GROUP INC | 72,364 | 3,743,000 | 0.89% | ||
| 29 | NATIONAL PLANNING CORP | 58,662 | 3,057,000 | 0.73% | ||
| 30 | Frontier Wealth Management LLC | 57,435 | 2,971,000 | 0.71% | ||
| 31 | Summit Asset Management, LLC | 56,925 | 2,945,000 | 0.70% | ||
| 32 | LEAVELL INVESTMENT MANAGEMENT, INC. | 53,453 | 2,765,000 | 0.66% | ||
| 33 | FormulaFolio Investments, LLC | 51,053 | 2,641,000 | 0.63% | ||
| 34 | Concert Wealth Management Inc. | 48,682 | 2,516,000 | 0.60% | ||
| 35 | Summit Financial Strategies, Inc. | 48,429 | 2,505,000 | 0.60% | ||
| 36 | Landmark Financial Advisors, LLC | 43,611 | 2,255,000 | 0.54% | ||
| 37 | Homrich & Berg | 43,030 | 2,226,000 | 0.53% | ||
| 38 | Trutina Financial LLC | 42,409 | 2,194,000 | 0.52% | ||
| 39 | AMI INVESTMENT MANAGEMENT INC | 41,554 | 2,150,000 | 0.51% | ||
| 40 | ProVise Management Group, LLC | 41,179 | 2,130,000 | 0.51% | ||
| 41 | AMERIPRISE FINANCIAL INC | 37,113 | 1,920,000 | 0.46% | ||
| 42 | Waverly Advisors, LLC | 36,730 | 1,900,000 | 0.45% | ||
| 43 | Friedenthal Financial | 29,475 | 1,525,000 | 0.36% | ||
| 44 | Perigon Wealth Management, LLC | 27,673 | 1,432,000 | 0.34% | ||
| 45 | Madden Advisory Services, Inc. | 26,611 | 1,376,000 | 0.33% | ||
| 46 | Marquette Asset Management, LLC | 25,956 | 1,343,000 | 0.32% | ||
| 47 | VALENTINE VENTURES LLC | 25,108 | 1,299,000 | 0.31% | ||
| 48 | JANE STREET GROUP, LLC | 24,603 | 1,273,000 | 0.30% | ||
| 49 | VALLEY NATIONAL ADVISERS INC | 23,512 | 1,216,000 | 0.29% | ||
| 50 | Mariner, LLC | 22,265 | 1,152,000 | 0.27% |
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.
