| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | Bangor Savings Bank | 111,088 | 5,804,000 | 0.50% | ||
| 52 | KELMAN-LAZAROV, INC. | 97,141 | 5,076,000 | 0.44% | ||
| 53 | ASPIRIANT, LLC | 95,848 | 5,008,000 | 0.43% | ||
| 54 | HORAN SECURITIES, INC. | 93,595 | 4,884,000 | 0.42% | ||
| 55 | WEALTHSOURCE PARTNERS, LLC | 93,101 | 4,865,000 | 0.42% | ||
| 56 | Pinnacle Advisory Group, Inc. | 92,824 | 4,850,000 | 0.42% | ||
| 57 | Mariner, LLC | 90,644 | 4,736,000 | 0.41% | ||
| 58 | BERGANKDV WEALTH MANAGEMENT, LLC | 89,337 | 4,668,000 | 0.40% | ||
| 59 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 88,655 | 4,632,000 | 0.40% | ||
| 60 | WATERMARK ASSET MANAGEMENT, INC. | 86,263 | 4,507,000 | 0.39% | ||
| 61 | DOMANI WEALTH, LLC | 85,086 | 4,446,000 | 0.38% | ||
| 62 | Strategic Financial Services, Inc. | 73,865 | 3,859,000 | 0.33% | ||
| 63 | BANK OF MONTREAL /CAN/ | 72,216 | 3,773,000 | 0.32% | ||
| 64 | PRING TURNER CAPITAL GROUP INC | 70,218 | 3,669,000 | 0.32% | ||
| 65 | Callan Capital, LLC | 69,689 | 3,641,000 | 0.31% | ||
| 66 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 68,253 | 3,566,000 | 0.31% | ||
| 67 | LEE FINANCIAL CORP | 66,339 | 3,466,000 | 0.30% | ||
| 68 | Waverly Advisors, LLC | 56,183 | 2,936,000 | 0.25% | ||
| 69 | MCF Advisors LLC | 55,553 | 2,903,000 | 0.25% | ||
| 70 | Summit Financial Strategies, Inc. | 54,472 | 2,846,000 | 0.24% | ||
| 71 | AMI INVESTMENT MANAGEMENT INC | 52,788 | 2,758,000 | 0.24% | ||
| 72 | IFP ADVISORS, INC | 52,673 | 2,752,000 | 0.24% | ||
| 73 | Diversified Investment Strategies, LLC | 51,320 | 2,681,000 | 0.23% | ||
| 74 | HORAN CAPITAL MANAGEMENT | 50,915 | 2,660,000 | 0.23% | ||
| 75 | FIDUCIARY GROUP, LLC | 50,112 | 2,618,000 | 0.22% | ||
| 76 | CABOT WEALTH MANAGEMENT INC | 49,980 | 2,611,000 | 0.22% | ||
| 77 | Roof Eidam Maycock Peralta, LLC | 49,450 | 2,584,000 | 0.22% | ||
| 78 | OPES ADVISORS INC | 49,454 | 2,584,000 | 0.22% | ||
| 79 | Orion Porfolio Solutions, LLC | 47,935 | 2,505,000 | 0.22% | ||
| 80 | NATIONAL PLANNING CORP | 48,066 | 2,503,000 | 0.22% | ||
| 81 | WELLS FARGO & COMPANY/MN | 47,861 | 2,501,000 | 0.21% | ||
| 82 | ProVise Management Group, LLC | 46,828 | 2,446,000 | 0.21% | ||
| 83 | SVA Wealth Management, LLC | 46,523 | 2,431,000 | 0.21% | ||
| 84 | CAPTRUST FINANCIAL ADVISORS | 46,484 | 2,428,000 | 0.21% | ||
| 85 | UBS Group AG | 45,497 | 2,377,000 | 0.20% | ||
| 86 | Roundview Capital LLC | 44,200 | 2,309,000 | 0.20% | ||
| 87 | FCA CORP /TX | 42,936 | 2,243,000 | 0.19% | ||
| 88 | OLD MISSION CAPITAL LLC | 42,031 | 2,196,000 | 0.19% | ||
| 89 | ARBOR WEALTH MANAGEMENT, LLC | 41,507 | 2,179,000 | 0.19% | ||
| 90 | Gemmer Asset Management LLC | 38,746 | 2,024,000 | 0.17% | ||
| 91 | Regis Management CO LLC | 33,971 | 1,775,000 | 0.15% | ||
| 92 | VALICENTI ADVISORY SERVICES INC | 33,818 | 1,767,000 | 0.15% | ||
| 93 | Allianz Asset Management GmbH | 31,808 | 1,662,000 | 0.14% | ||
| 94 | FINANCIAL CONSULATE, INC | 31,680 | 1,655,000 | 0.14% | ||
| 95 | LPL Financial LLC | 30,961 | 1,618,000 | 0.14% | ||
| 96 | Boltwood Capital Management | 28,985 | 1,514,000 | 0.13% | ||
| 97 | Portfolio Solutions, LLC | 28,804 | 1,505,000 | 0.13% | ||
| 98 | Marquette Asset Management, LLC | 28,638 | 1,496,000 | 0.13% | ||
| 99 | CORRIGAN FINANCIAL, INC. | 27,604 | 1,442,323 | 0.12% | ||
| 100 | FORTE CAPITAL LLC /ADV | 27,539 | 1,439,000 | 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.
