| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | 2,293,080 | 109,013,000 | 20.33% | ||
| 2 | Creative Planning | 1,964,272 | 93,381,000 | 17.42% | ||
| 3 | GOLDMAN SACHS GROUP INC | 963,664 | 45,813,000 | 8.54% | ||
| 4 | MORGAN STANLEY | 571,961 | 27,191,000 | 5.07% | ||
| 5 | Morningstar Investment Services LLC | 557,926 | 26,524,000 | 4.95% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 441,425 | 20,985,000 | 3.91% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 368,763 | 17,531,000 | 3.27% | ||
| 8 | Simply Money Advisors | 355,089 | 16,881,000 | 3.15% | ||
| 9 | LPL Financial LLC | 350,180 | 16,648,000 | 3.11% | ||
| 10 | UBS AG | 233,186 | 11,086,000 | 2.07% | ||
| 11 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 198,094 | 9,417,000 | 1.76% | ||
| 12 | BLAIR WILLIAM & CO/IL | 188,410 | 8,957,000 | 1.67% | ||
| 13 | First Allied Asset Management, Inc. | 185,512 | 8,820,000 | 1.65% | ||
| 14 | TD Ameritrade Trust Co | 174,433 | 8,293,000 | 1.55% | ||
| 15 | DEUTSCHE BANK AG\ | 159,840 | 7,596,000 | 1.42% | ||
| 16 | WELLS FARGO & COMPANY/MN | 153,440 | 7,295,000 | 1.36% | ||
| 17 | CREDIT SUISSE AG/ | 146,237 | 6,952,000 | 1.30% | ||
| 18 | COMERICA BANK | 138,814 | 6,599,000 | 1.23% | ||
| 19 | WHITTIER TRUST CO | 110,570 | 5,256,000 | 0.98% | ||
| 20 | Cambridge Investment Research Advisors, Inc. | 97,408 | 4,631,000 | 0.86% | ||
| 21 | BANK OF AMERICA CORP /DE/ | 95,225 | 4,527,000 | 0.84% | ||
| 22 | EMERSON INVESTMENT MANAGEMENT, LLC | 87,827 | 4,175,000 | 0.78% | ||
| 23 | Windhaven Investment Management, Inc. | 79,345 | 3,767,000 | 0.70% | ||
| 24 | White Pine Investment CO | 78,900 | 3,751,000 | 0.70% | ||
| 25 | OPTIMUM INVESTMENT ADVISORS | 75,125 | 3,571,000 | 0.67% | ||
| 26 | Live Your Vision, LLC | 72,697 | 3,456,000 | 0.64% | ||
| 27 | Jefferies Group LLC | 58,688 | 2,790,000 | 0.52% | ||
| 28 | Garde Capital, Inc. | 54,874 | 2,609,000 | 0.49% | ||
| 29 | Invesco Ltd. | 50,324 | 2,392,000 | 0.45% | ||
| 30 | BBVA USA Bancshares, Inc. | 49,790 | 2,367,000 | 0.44% | ||
| 31 | Capital Investment Advisors, LLC | 49,554 | 2,356,000 | 0.44% | ||
| 32 | IndexIQ Advisors LLC | 43,582 | 2,072,000 | 0.39% | ||
| 33 | TRUST CO OF VERMONT | 41,268 | 1,962,000 | 0.37% | ||
| 34 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 40,825 | 1,941,000 | 0.36% | ||
| 35 | WHITTIER TRUST CO OF NEVADA INC | 38,579 | 1,834,000 | 0.34% | ||
| 36 | JOHNSON INVESTMENT COUNSEL INC | 37,704 | 1,792,000 | 0.33% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 34,144 | 1,623,000 | 0.30% | ||
| 38 | JFS WEALTH ADVISORS, LLC | 32,173 | 1,530,000 | 0.29% | ||
| 39 | Bluefin Trading, LLC | 29,089 | 1,400,000 | 0.26% | ||
| 40 | Brookstone Capital Management | 27,085 | 1,288,000 | 0.24% | ||
| 41 | Raymond James Financial Services Advisors, Inc. | 25,774 | 1,225,000 | 0.23% | ||
| 42 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,187 | 1,150,000 | 0.21% | ||
| 43 | First Allied Advisory Services, Inc. | 23,135 | 1,101,000 | 0.21% | ||
| 44 | Gradient Investments LLC | 22,769 | 1,082,000 | 0.20% | ||
| 45 | Mirae Asset Global Investments Co., Ltd. | 21,791 | 1,036,000 | 0.19% | ||
| 46 | Lattice Strategies LLC | 19,799 | 941,000 | 0.18% | ||
| 47 | BLB&B Advisors, LLC | 19,297 | 917,000 | 0.17% | ||
| 48 | FIRSTMERIT BANK N A TRUSTEE | 18,221 | 866,000 | 0.16% | ||
| 49 | PRUDENTIAL PLC | 16,500 | 784,000 | 0.15% | ||
| 50 | HighTower Advisors, LLC | 16,260 | 773,000 | 0.14% |
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.
