| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | AJ WEALTH STRATEGIES, LLC | 96,931 | 4,992,000 | 0.48% | ||
| 52 | DOMANI WEALTH, LLC | 95,040 | 4,895,000 | 0.47% | ||
| 53 | Courage Miller Partners, LLC | 94,603 | 4,872,000 | 0.47% | ||
| 54 | WEALTHSOURCE PARTNERS, LLC | 91,645 | 4,720,000 | 0.46% | ||
| 55 | BERGANKDV WEALTH MANAGEMENT, LLC | 90,651 | 4,669,000 | 0.45% | ||
| 56 | OPES ADVISORS INC | 87,201 | 4,491,000 | 0.44% | ||
| 57 | JFS WEALTH ADVISORS, LLC | 84,115 | 4,332,000 | 0.42% | ||
| 58 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 82,230 | 4,235,000 | 0.41% | ||
| 59 | Bangor Savings Bank | 80,546 | 4,148,000 | 0.40% | ||
| 60 | Creative Planning | 76,152 | 3,922,000 | 0.38% | ||
| 61 | LEAVELL INVESTMENT MANAGEMENT, INC. | 75,965 | 3,912,000 | 0.38% | ||
| 62 | Mariner, LLC | 73,198 | 3,770,000 | 0.37% | ||
| 63 | PRING TURNER CAPITAL GROUP INC | 68,983 | 3,553,000 | 0.34% | ||
| 64 | Callan Capital, LLC | 67,803 | 3,492,000 | 0.34% | ||
| 65 | Diversified Investment Strategies, LLC | 66,915 | 3,446,000 | 0.33% | ||
| 66 | Strategic Financial Services, Inc. | 66,789 | 3,440,000 | 0.33% | ||
| 67 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 66,486 | 3,424,000 | 0.33% | ||
| 68 | CABOT WEALTH MANAGEMENT INC | 65,532 | 3,375,000 | 0.33% | ||
| 69 | MORGAN STANLEY | 64,245 | 3,309,000 | 0.32% | ||
| 70 | AMI INVESTMENT MANAGEMENT INC | 60,625 | 3,122,000 | 0.30% | ||
| 71 | KELMAN-LAZAROV, INC. | 59,205 | 3,049,057 | 0.30% | ||
| 72 | BANK OF MONTREAL /CAN/ | 58,727 | 3,039,000 | 0.29% | ||
| 73 | SUMMIT GLOBAL INVESTMENTS | 54,573 | 2,811,000 | 0.27% | ||
| 74 | ARBOR WEALTH MANAGEMENT, LLC | 53,689 | 2,771,000 | 0.27% | ||
| 75 | Waverly Advisors, LLC | 52,929 | 2,726,000 | 0.26% | ||
| 76 | Summit Financial Strategies, Inc. | 52,539 | 2,706,000 | 0.26% | ||
| 77 | Simplicity Solutions, LLC | 51,294 | 2,642,000 | 0.26% | ||
| 78 | INTEGRATED WEALTH MANAGEMENT | 48,317 | 2,488,000 | 0.24% | ||
| 79 | ProVise Management Group, LLC | 46,143 | 2,377,000 | 0.23% | ||
| 80 | FIDUCIARY GROUP, LLC | 43,652 | 2,248,000 | 0.22% | ||
| 81 | WELLS FARGO & COMPANY/MN | 43,472 | 2,239,000 | 0.22% | ||
| 82 | Orion Porfolio Solutions, LLC | 42,334 | 2,180,000 | 0.21% | ||
| 83 | Roundview Capital LLC | 39,765 | 2,048,000 | 0.20% | ||
| 84 | UBS Group AG | 38,505 | 1,983,000 | 0.19% | ||
| 85 | FCA CORP /TX | 37,771 | 1,945,000 | 0.19% | ||
| 86 | WRAPMANAGER INC | 36,381 | 1,874,000 | 0.18% | ||
| 87 | CETERA INVESTMENT ADVISERS | 35,912 | 1,848,000 | 0.18% | ||
| 88 | D L CARLSON INVESTMENT GROUP INC | 34,181 | 1,760,000 | 0.17% | ||
| 89 | FINANCIAL CONSULATE, INC | 30,915 | 1,592,000 | 0.15% | ||
| 90 | Roof Eidam Maycock Peralta, LLC | 29,860 | 1,538,000 | 0.15% | ||
| 91 | Allianz Asset Management GmbH | 29,498 | 1,519,000 | 0.15% | ||
| 92 | Landmark Financial Advisors, LLC | 29,059 | 1,497,000 | 0.15% | ||
| 93 | Perigon Wealth Management, LLC | 28,757 | 1,484,000 | 0.14% | ||
| 94 | VALENTINE VENTURES LLC | 27,199 | 1,401,000 | 0.14% | ||
| 95 | Marquette Asset Management, LLC | 26,874 | 1,384,000 | 0.13% | ||
| 96 | LPL Financial LLC | 25,325 | 1,307,000 | 0.13% | ||
| 97 | SIGFIG WEALTH MANAGEMENT, LLC | 24,569 | 1,268,000 | 0.12% | ||
| 98 | VALICENTI ADVISORY SERVICES INC | 23,838 | 1,228,000 | 0.12% | ||
| 99 | Curbstone Financial Management Corp | 23,700 | 1,221,000 | 0.12% | ||
| 100 | Carnegie Investment Counsel | 23,445 | 1,215,000 | 0.12% |
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.
