| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | ARBOR WEALTH MANAGEMENT, LLC | 72,588 | 3,861,000 | 0.41% | ||
| 52 | Mariner, LLC | 68,342 | 3,668,000 | 0.39% | ||
| 53 | PRING TURNER CAPITAL GROUP INC | 67,239 | 3,609,000 | 0.38% | ||
| 54 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 62,952 | 3,379,000 | 0.36% | ||
| 55 | BANK OF MONTREAL /CAN/ | 59,445 | 3,190,000 | 0.34% | ||
| 56 | AMI INVESTMENT MANAGEMENT INC | 58,504 | 3,140,000 | 0.33% | ||
| 57 | TMFS HOLDINGS LLC | 64,504 | 3,135,000 | 0.33% | ||
| 58 | Summit Financial Strategies, Inc. | 52,552 | 2,820,000 | 0.30% | ||
| 59 | Waverly Advisors, LLC | 52,467 | 2,816,000 | 0.30% | ||
| 60 | Creative Planning | 52,144 | 2,799,000 | 0.30% | ||
| 61 | KELMAN-LAZAROV, INC. | 50,014 | 2,670,247 | 0.28% | ||
| 62 | Curbstone Financial Management Corp | 48,400 | 2,598,000 | 0.27% | ||
| 63 | ProVise Management Group, LLC | 45,891 | 2,462,000 | 0.26% | ||
| 64 | WELLS FARGO & COMPANY/MN | 41,172 | 2,210,000 | 0.23% | ||
| 65 | Simplicity Solutions, LLC | 40,172 | 2,156,000 | 0.23% | ||
| 66 | INTEGRATED WEALTH MANAGEMENT | 39,712 | 2,131,000 | 0.23% | ||
| 67 | Roundview Capital LLC | 37,735 | 2,025,000 | 0.21% | ||
| 68 | FIDUCIARY GROUP, LLC | 36,970 | 1,984,000 | 0.21% | ||
| 69 | Orion Porfolio Solutions, LLC | 34,100 | 1,830,000 | 0.19% | ||
| 70 | Landmark Financial Advisors, LLC | 33,698 | 1,809,000 | 0.19% | ||
| 71 | Strategic Financial Services, Inc. | 31,405 | 1,686,000 | 0.18% | ||
| 72 | CETERA INVESTMENT ADVISERS | 30,955 | 1,662,000 | 0.18% | ||
| 73 | FormulaFolio Investments, LLC | 28,028 | 1,504,000 | 0.16% | ||
| 74 | FINANCIAL CONSULATE, INC | 26,076 | 1,399,000 | 0.15% | ||
| 75 | Argentus Capital Management, LLC | 25,953 | 1,393,000 | 0.15% | ||
| 76 | ALLEGIS INVESTMENT ADVISORS, LLC | 25,897 | 1,390,000 | 0.15% | ||
| 77 | Marquette Asset Management, LLC | 25,855 | 1,388,000 | 0.15% | ||
| 78 | HENGEHOLD CAPITAL MANAGEMENT LLC | 25,787 | 1,384,000 | 0.15% | ||
| 79 | VALENTINE VENTURES LLC | 25,773 | 1,383,000 | 0.15% | ||
| 80 | UBS Group AG | 24,262 | 1,302,000 | 0.14% | ||
| 81 | Homrich & Berg | 23,032 | 1,236,000 | 0.13% | ||
| 82 | VALLEY NATIONAL ADVISERS INC | 22,463 | 1,206,000 | 0.13% | ||
| 83 | VALICENTI ADVISORY SERVICES INC | 21,881 | 1,174,000 | 0.12% | ||
| 84 | D L CARLSON INVESTMENT GROUP INC | 21,109 | 1,133,000 | 0.12% | ||
| 85 | FCA CORP /TX | 20,516 | 1,101,000 | 0.12% | ||
| 86 | Madden Advisory Services, Inc. | 20,193 | 1,083,000 | 0.11% | ||
| 87 | CORRIGAN FINANCIAL, INC. | 19,374 | 1,039,791 | 0.11% | ||
| 88 | FORTE CAPITAL LLC /ADV | 17,845 | 958,000 | 0.10% | ||
| 89 | Boltwood Capital Management | 17,421 | 934,000 | 0.10% | ||
| 90 | Twele Capital Management, Inc. | 17,168 | 921,000 | 0.10% | ||
| 91 | BCWM, LLC | 17,116 | 919,000 | 0.10% | ||
| 92 | Apriem Advisors | 16,740 | 898,000 | 0.09% | ||
| 93 | LPL Financial LLC | 16,509 | 881,000 | 0.09% | ||
| 94 | LVW Advisors, LLC | 16,087 | 863,000 | 0.09% | ||
| 95 | Gradient Investments LLC | 15,926 | 855,000 | 0.09% | ||
| 96 | MONEYWISE, INC. | 15,828 | 849,000 | 0.09% | ||
| 97 | Carnegie Investment Counsel | 15,880 | 845,000 | 0.09% | ||
| 98 | JMG Financial Group, Ltd. | 15,410 | 827,000 | 0.09% | ||
| 99 | Concert Wealth Management Inc. | 15,152 | 813,000 | 0.09% | ||
| 100 | Pure Financial Advisors, LLC | 14,303 | 768,000 | 0.08% |
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.
