| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | 2,418,885 | 107,882,000 | 21.14% | ||
| 2 | Creative Planning | 1,355,887 | 60,473,000 | 11.85% | ||
| 3 | GOLDMAN SACHS GROUP INC | 1,012,603 | 45,162,000 | 8.85% | ||
| 4 | Morningstar Investment Services LLC | 750,359 | 33,466,000 | 6.56% | ||
| 5 | MORGAN STANLEY | 561,678 | 25,051,000 | 4.91% | ||
| 6 | LPL Financial LLC | 527,068 | 23,481,000 | 4.60% | ||
| 7 | Capstone Financial Advisors, Inc. | 514,780 | 22,959,000 | 4.50% | ||
| 8 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 390,000 | 17,421,000 | 3.41% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 324,836 | 14,488,000 | 2.84% | ||
| 10 | First Allied Asset Management, Inc. | 252,789 | 11,263,000 | 2.21% | ||
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 221,575 | 9,882,000 | 1.94% | ||
| 12 | BLAIR WILLIAM & CO/IL | 211,700 | 9,442,000 | 1.85% | ||
| 13 | UBS AG | 210,737 | 9,399,000 | 1.84% | ||
| 14 | TD Ameritrade Trust Co | 181,177 | 8,080,000 | 1.58% | ||
| 15 | Paracle Advisors, LLC | 163,976 | 7,313,000 | 1.43% | ||
| 16 | CREDIT SUISSE AG/ | 142,831 | 6,370,000 | 1.25% | ||
| 17 | WELLS FARGO & COMPANY/MN | 137,193 | 6,118,000 | 1.20% | ||
| 18 | COMERICA BANK | 125,995 | 5,619,000 | 1.10% | ||
| 19 | JANE STREET GROUP, LLC | 125,164 | 5,582,000 | 1.09% | ||
| 20 | One Capital Management, LLC | 111,137 | 4,957,000 | 0.97% | ||
| 21 | WHITTIER TRUST CO | 110,940 | 4,947,000 | 0.97% | ||
| 22 | Cambridge Investment Research Advisors, Inc. | 102,692 | 4,580,000 | 0.90% | ||
| 23 | EMERSON INVESTMENT MANAGEMENT, LLC | 88,027 | 3,926,000 | 0.77% | ||
| 24 | White Pine Investment CO | 84,940 | 3,788,000 | 0.74% | ||
| 25 | OPTIMUM INVESTMENT ADVISORS | 73,360 | 3,272,000 | 0.64% | ||
| 26 | BANK OF AMERICA CORP /DE/ | 69,355 | 3,093,000 | 0.61% | ||
| 27 | Invesco Ltd. | 63,457 | 2,830,000 | 0.55% | ||
| 28 | Windhaven Investment Management, Inc. | 63,038 | 2,815,000 | 0.55% | ||
| 29 | Garde Capital, Inc. | 57,874 | 2,581,000 | 0.51% | ||
| 30 | Bluefin Trading, LLC | 57,370 | 2,563,000 | 0.50% | ||
| 31 | BBVA USA Bancshares, Inc. | 48,735 | 2,174,000 | 0.43% | ||
| 32 | Private Advisor Group, LLC | 41,570 | 1,854,000 | 0.36% | ||
| 33 | TRUST CO OF VERMONT | 40,104 | 1,788,000 | 0.35% | ||
| 34 | Capital Investment Advisors, LLC | 39,866 | 1,778,000 | 0.35% | ||
| 35 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38,792 | 1,730,000 | 0.34% | ||
| 36 | FCG ADVISORS, LLC | 35,878 | 1,689,000 | 0.33% | ||
| 37 | ROYAL BANK OF CANADA | 36,590 | 1,632,000 | 0.32% | ||
| 38 | JOHNSON INVESTMENT COUNSEL INC | 34,101 | 1,520,000 | 0.30% | ||
| 39 | WHITTIER TRUST CO OF NEVADA INC | 32,421 | 1,445,000 | 0.28% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 31,500 | 1,405,000 | 0.28% | ||
| 41 | JFS WEALTH ADVISORS, LLC | 30,179 | 1,346,000 | 0.26% | ||
| 42 | Brookstone Capital Management | 27,056 | 1,207,000 | 0.24% | ||
| 43 | IndexIQ Advisors LLC | 26,219 | 1,171,000 | 0.23% | ||
| 44 | Raymond James Financial Services Advisors, Inc. | 23,748 | 1,059,000 | 0.21% | ||
| 45 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,736 | 1,014,000 | 0.20% | ||
| 46 | Gradient Investments LLC | 21,862 | 975,000 | 0.19% | ||
| 47 | BLB&B Advisors, LLC | 21,857 | 975,000 | 0.19% | ||
| 48 | PRUDENTIAL PLC | 19,400 | 865,000 | 0.17% | ||
| 49 | Lattice Strategies LLC | 17,849 | 796,000 | 0.16% | ||
| 50 | First Allied Advisory Services, Inc. | 15,592 | 695,000 | 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.
