| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 2,260,376 | 103,683,000 | 17.38% | ||
| 2 | Valmark Advisers, Inc. | 2,211,143 | 101,425,000 | 17.00% | ||
| 3 | GOLDMAN SACHS GROUP INC | 1,057,864 | 48,524,000 | 8.14% | ||
| 4 | CURIAN CAPITAL LLC | 1,055,096 | 48,400,000 | 8.11% | ||
| 5 | MORGAN STANLEY | 602,770 | 27,649,000 | 4.64% | ||
| 6 | Capstone Financial Advisors, Inc. | 510,007 | 23,394,000 | 3.92% | ||
| 7 | Morningstar Investment Services LLC | 509,693 | 23,380,000 | 3.92% | ||
| 8 | Simply Money Advisors | 349,499 | 16,032,000 | 2.69% | ||
| 9 | LPL Financial LLC | 335,512 | 15,390,000 | 2.58% | ||
| 10 | UBS AG | 253,916 | 11,647,000 | 1.95% | ||
| 11 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 210,429 | 9,652,000 | 1.62% | ||
| 12 | Bluefin Trading, LLC | 171,537 | 7,900,000 | 1.32% | ||
| 13 | TD Ameritrade Trust Co | 170,603 | 7,826,000 | 1.31% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 158,511 | 7,271,000 | 1.22% | ||
| 15 | COMERICA BANK | 151,813 | 6,964,000 | 1.17% | ||
| 16 | BLAIR WILLIAM & CO/IL | 147,150 | 6,750,000 | 1.13% | ||
| 17 | CREDIT SUISSE AG/ | 142,775 | 6,549,000 | 1.10% | ||
| 18 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 120,635 | 5,534,000 | 0.93% | ||
| 19 | WELLS FARGO & COMPANY/MN | 110,254 | 5,057,000 | 0.85% | ||
| 20 | One Capital Management, LLC | 102,083 | 4,683,000 | 0.79% | ||
| 21 | WHITTIER TRUST CO | 101,754 | 4,666,000 | 0.78% | ||
| 22 | ROYAL BANK OF CANADA | 92,913 | 4,261,000 | 0.71% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 92,304 | 4,234,000 | 0.71% | ||
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 91,828 | 4,212,000 | 0.71% | ||
| 25 | JANE STREET GROUP, LLC | 89,114 | 4,088,000 | 0.69% | ||
| 26 | BANK OF AMERICA CORP /DE/ | 86,860 | 3,984,000 | 0.67% | ||
| 27 | EMERSON INVESTMENT MANAGEMENT, LLC | 86,667 | 3,975,000 | 0.67% | ||
| 28 | First Allied Asset Management, Inc. | 85,639 | 3,924,000 | 0.66% | ||
| 29 | Mirae Asset Global Investments Co., Ltd. | 85,000 | 3,899,000 | 0.65% | ||
| 30 | White Pine Investment CO | 79,200 | 3,633,000 | 0.61% | ||
| 31 | OPTIMUM INVESTMENT ADVISORS | 76,650 | 3,516,000 | 0.59% | ||
| 32 | Capital Investment Advisors, LLC | 76,383 | 3,503,689 | 0.59% | ||
| 33 | Live Your Vision, LLC | 73,747 | 3,383,000 | 0.57% | ||
| 34 | Meristem Family Wealth, LLC | 59,165 | 2,714,000 | 0.46% | ||
| 35 | Invesco Ltd. | 51,650 | 2,369,000 | 0.40% | ||
| 36 | JFS WEALTH ADVISORS, LLC | 49,334 | 2,262,966 | 0.38% | ||
| 37 | WHITTIER TRUST CO OF NEVADA INC | 48,216 | 2,211,000 | 0.37% | ||
| 38 | Round Table Services, LLC | 46,210 | 2,120,000 | 0.36% | ||
| 39 | IndexIQ Advisors LLC | 45,902 | 2,106,000 | 0.35% | ||
| 40 | TRUST CO OF VERMONT | 43,484 | 1,995,000 | 0.33% | ||
| 41 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 41,283 | 1,894,000 | 0.32% | ||
| 42 | JOHNSON INVESTMENT COUNSEL INC | 41,210 | 1,890,000 | 0.32% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 34,355 | 1,576,000 | 0.26% | ||
| 44 | VICUS CAPITAL | 31,807 | 1,459,000 | 0.24% | ||
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,638 | 1,359,000 | 0.23% | ||
| 46 | BlackRock Institutional Trust Company, N.A. | 29,397 | 1,348,000 | 0.23% | ||
| 47 | Gradient Investments LLC | 27,278 | 1,251,000 | 0.21% | ||
| 48 | Raymond James Financial Services Advisors, Inc. | 26,918 | 1,235,000 | 0.21% | ||
| 49 | FIRSTMERIT BANK N A TRUSTEE | 25,336 | 1,162,000 | 0.19% | ||
| 50 | Lattice Strategies LLC | 24,364 | 1,118,000 | 0.19% |
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.
