| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | 2,657,687 | 110,560,000 | 28.27% | ||
| 2 | GOLDMAN SACHS GROUP INC | 962,593 | 40,044,000 | 10.24% | ||
| 3 | Morningstar Investment Services LLC | 805,644 | 33,515,000 | 8.57% | ||
| 4 | MORGAN STANLEY | 516,855 | 21,501,000 | 5.50% | ||
| 5 | LPL Financial LLC | 497,363 | 20,690,000 | 5.29% | ||
| 6 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 390,000 | 16,224,000 | 4.15% | ||
| 7 | Capstone Financial Advisors, Inc. | 339,435 | 14,120,000 | 3.61% | ||
| 8 | JANE STREET GROUP, LLC | 265,705 | 11,053,000 | 2.83% | ||
| 9 | BLAIR WILLIAM & CO/IL | 250,550 | 10,423,000 | 2.67% | ||
| 10 | TD Ameritrade Trust Co | 199,677 | 8,297,000 | 2.12% | ||
| 11 | UBS Group AG | 195,885 | 8,149,000 | 2.08% | ||
| 12 | CREDIT SUISSE AG/ | 137,594 | 5,724,000 | 1.46% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 125,060 | 5,203,000 | 1.33% | ||
| 14 | Paracle Advisors, LLC | 119,249 | 4,960,000 | 1.27% | ||
| 15 | STERLING INVESTMENT ADVISORS LLC /ADV | 118,436 | 4,927,000 | 1.26% | ||
| 16 | WHITTIER TRUST CO | 109,657 | 4,560,000 | 1.17% | ||
| 17 | White Pine Investment CO | 93,580 | 3,893,000 | 1.00% | ||
| 18 | Cambridge Investment Research Advisors, Inc. | 90,941 | 3,783,000 | 0.97% | ||
| 19 | Busey Bank | 80,895 | 3,365,000 | 0.86% | ||
| 20 | ASSETMARK, INC | 77,930 | 3,242,000 | 0.83% | ||
| 21 | OPTIMUM INVESTMENT ADVISORS | 70,810 | 2,946,000 | 0.75% | ||
| 22 | Invesco Ltd. | 60,030 | 2,497,000 | 0.64% | ||
| 23 | WELLS FARGO & COMPANY/MN | 59,952 | 2,494,000 | 0.64% | ||
| 24 | Windhaven Investment Management, Inc. | 58,434 | 2,431,000 | 0.62% | ||
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 56,804 | 2,363,000 | 0.60% | ||
| 26 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 56,704 | 2,359,000 | 0.60% | ||
| 27 | BANK OF AMERICA CORP /DE/ | 54,097 | 2,250,000 | 0.58% | ||
| 28 | Garde Capital, Inc. | 44,055 | 1,833,000 | 0.47% | ||
| 29 | Private Advisor Group, LLC | 42,507 | 1,768,000 | 0.45% | ||
| 30 | TRUST CO OF VERMONT | 41,965 | 1,746,000 | 0.45% | ||
| 31 | Bluefin Trading, LLC | 41,328 | 1,719,000 | 0.44% | ||
| 32 | BBVA USA Bancshares, Inc. | 41,215 | 1,715,000 | 0.44% | ||
| 33 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38,383 | 1,597,000 | 0.41% | ||
| 34 | SEI INVESTMENTS CO | 37,563 | 1,562,000 | 0.40% | ||
| 35 | Hillsdale Investment Management Inc. | 37,400 | 1,556,000 | 0.40% | ||
| 36 | Capital Investment Advisors, LLC | 36,170 | 1,505,000 | 0.38% | ||
| 37 | JOHNSON INVESTMENT COUNSEL INC | 31,101 | 1,293,000 | 0.33% | ||
| 38 | JFS WEALTH ADVISORS, LLC | 29,641 | 1,233,000 | 0.32% | ||
| 39 | Brookstone Capital Management | 26,608 | 1,107,000 | 0.28% | ||
| 40 | Creative Planning | 26,386 | 1,098,000 | 0.28% | ||
| 41 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,894 | 911,000 | 0.23% | ||
| 42 | Gradient Investments LLC | 21,179 | 881,000 | 0.23% | ||
| 43 | Klingman & Associates, LLC | 21,199 | 881,000 | 0.23% | ||
| 44 | PRUDENTIAL PLC | 21,000 | 874,000 | 0.22% | ||
| 45 | WHITTIER TRUST CO OF NEVADA INC | 20,296 | 844,000 | 0.22% | ||
| 46 | Raymond James Financial Services Advisors, Inc. | 20,173 | 839,000 | 0.21% | ||
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,312 | 803,000 | 0.21% | ||
| 48 | BLB&B Advisors, LLC | 17,699 | 736,000 | 0.19% | ||
| 49 | IndexIQ Advisors LLC | 16,657 | 693,000 | 0.18% | ||
| 50 | KWMG, LLC | 16,138 | 669,000 | 0.17% |
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.
