| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | Burt Wealth Advisors | 45,806 | 2,359,000 | 0.44% | ||
| 52 | Landmark Financial Advisors, LLC | 42,419 | 2,184,000 | 0.40% | ||
| 53 | CAPTRUST FINANCIAL ADVISORS | 40,984 | 2,111,000 | 0.39% | ||
| 54 | Trutina Financial LLC | 40,935 | 2,108,000 | 0.39% | ||
| 55 | Curbstone Financial Management Corp | 38,100 | 1,962,000 | 0.36% | ||
| 56 | WELLS FARGO & COMPANY/MN | 38,075 | 1,961,000 | 0.36% | ||
| 57 | Portfolio Solutions, LLC | 35,143 | 1,810,000 | 0.33% | ||
| 58 | ProVise Management Group, LLC | 31,807 | 1,638,000 | 0.30% | ||
| 59 | Marquette Asset Management, LLC | 31,535 | 1,624,000 | 0.30% | ||
| 60 | Homrich & Berg | 30,670 | 1,579,000 | 0.29% | ||
| 61 | Mariner, LLC | 30,550 | 1,573,000 | 0.29% | ||
| 62 | Roundview Capital LLC | 29,870 | 1,538,000 | 0.28% | ||
| 63 | WRAPMANAGER INC | 29,458 | 1,517,000 | 0.28% | ||
| 64 | Perigon Wealth Management, LLC | 28,926 | 1,490,000 | 0.28% | ||
| 65 | HT Partners LLC | 28,505 | 1,470,000 | 0.27% | ||
| 66 | STRINGER ASSET MANAGEMENT, LLC | 26,744 | 1,377,000 | 0.25% | ||
| 67 | ALLEGIS INVESTMENT ADVISORS, LLC | 25,987 | 1,338,000 | 0.25% | ||
| 68 | MOISAND FITZGERALD TAMAYO, LLC | 25,592 | 1,318,000 | 0.24% | ||
| 69 | VALENTINE VENTURES LLC | 23,174 | 1,193,000 | 0.22% | ||
| 70 | Madden Advisory Services, Inc. | 22,826 | 1,175,000 | 0.22% | ||
| 71 | First Allied Advisory Services, Inc. | 21,003 | 1,083,000 | 0.20% | ||
| 72 | HBK Sorce Advisory LLC | 20,936 | 1,078,000 | 0.20% | ||
| 73 | Cambridge Investment Research Advisors, Inc. | 20,904 | 1,077,000 | 0.20% | ||
| 74 | BANK OF MONTREAL /CAN/ | 20,205 | 1,041,000 | 0.19% | ||
| 75 | JMG Financial Group, Ltd. | 18,841 | 970,000 | 0.18% | ||
| 76 | Apriem Advisors | 17,521 | 902,000 | 0.17% | ||
| 77 | UBS Group AG | 17,107 | 881,000 | 0.16% | ||
| 78 | Concert Wealth Management Inc. | 16,876 | 872,000 | 0.16% | ||
| 79 | FIDUCIARY GROUP, LLC | 16,565 | 853,000 | 0.16% | ||
| 80 | Allworth Financial LP | 16,508 | 850,000 | 0.16% | ||
| 81 | Alexandria Capital, LLC | 15,028 | 774,000 | 0.14% | ||
| 82 | Charles Schwab Investment Advisory, Inc. | 14,984 | 772,000 | 0.14% | ||
| 83 | TILLER PRIVATE WEALTH, INC. | 14,967 | 771,000 | 0.14% | ||
| 84 | Simplicity Solutions, LLC | 14,775 | 760,933 | 0.14% | ||
| 85 | Orion Porfolio Solutions, LLC | 14,652 | 755,000 | 0.14% | ||
| 86 | CORRIGAN FINANCIAL, INC. | 13,058 | 672,510 | 0.12% | ||
| 87 | BCWM, LLC | 13,016 | 671,000 | 0.12% | ||
| 88 | FCA CORP /TX | 12,837 | 661,000 | 0.12% | ||
| 89 | Twele Capital Management, Inc. | 11,831 | 609,000 | 0.11% | ||
| 90 | Diversified Investment Strategies, LLC | 11,550 | 595,000 | 0.11% | ||
| 91 | MCF Advisors LLC | 11,427 | 588,000 | 0.11% | ||
| 92 | HOWE & RUSLING INC | 11,346 | 584,000 | 0.11% | ||
| 93 | LPL Financial LLC | 11,145 | 575,000 | 0.11% | ||
| 94 | Quantum Capital Management, LLC / NJ | 10,532 | 542,000 | 0.10% | ||
| 95 | B. Riley Wealth Advisors, Inc. | 10,136 | 523,000 | 0.10% | ||
| 96 | VALLEY NATIONAL ADVISERS INC | 9,294 | 479,000 | 0.09% | ||
| 97 | GIERL AUGUSTINE INVESTMENT MANAGEMENT INC | 8,026 | 413,000 | 0.08% | ||
| 98 | ACR Alpine Capital Research, LLC | 7,852 | 404,000 | 0.07% | ||
| 99 | Pure Financial Advisors, LLC | 7,520 | 387,000 | 0.07% | ||
| 100 | FOSTER & MOTLEY INC | 7,178 | 370,000 | 0.07% |
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.
