| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | 2,781,644 | 110,570,000 | 30.56% | ||
| 2 | GOLDMAN SACHS GROUP INC | 1,025,573 | 40,767,000 | 11.27% | ||
| 3 | Morningstar Investment Services LLC | 838,593 | 33,334,000 | 9.21% | ||
| 4 | MORGAN STANLEY | 490,293 | 19,489,000 | 5.39% | ||
| 5 | LPL Financial LLC | 427,955 | 17,114,000 | 4.73% | ||
| 6 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 390,000 | 15,503,000 | 4.28% | ||
| 7 | BLAIR WILLIAM & CO/IL | 331,350 | 13,171,000 | 3.64% | ||
| 8 | TD Ameritrade Trust Co | 216,979 | 8,625,000 | 2.38% | ||
| 9 | Paracle Advisors, LLC | 198,594 | 7,894,000 | 2.18% | ||
| 10 | UBS Group AG | 168,785 | 6,709,000 | 1.85% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 125,334 | 4,982,000 | 1.38% | ||
| 12 | One Capital Management, LLC | 124,561 | 4,951,000 | 1.37% | ||
| 13 | CLEAR INVESTMENT RESEARCH, LLC | 121,738 | 4,839,000 | 1.34% | ||
| 14 | STERLING INVESTMENT ADVISORS LLC /ADV | 121,056 | 4,812,000 | 1.33% | ||
| 15 | WHITTIER TRUST CO | 115,321 | 4,584,000 | 1.27% | ||
| 16 | CREDIT SUISSE AG/ | 107,936 | 4,290,000 | 1.19% | ||
| 17 | Cambridge Investment Research Advisors, Inc. | 98,078 | 3,899,000 | 1.08% | ||
| 18 | White Pine Investment CO | 90,780 | 3,609,000 | 1.00% | ||
| 19 | JANE STREET GROUP, LLC | 80,276 | 3,191,000 | 0.88% | ||
| 20 | OPTIMUM INVESTMENT ADVISORS | 69,090 | 2,746,000 | 0.76% | ||
| 21 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 64,362 | 2,559,000 | 0.71% | ||
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 55,943 | 2,281,000 | 0.63% | ||
| 23 | BANK OF AMERICA CORP /DE/ | 54,034 | 2,148,000 | 0.59% | ||
| 24 | Invesco Ltd. | 52,543 | 2,089,000 | 0.58% | ||
| 25 | WELLS FARGO & COMPANY/MN | 51,048 | 2,030,000 | 0.56% | ||
| 26 | Garde Capital, Inc. | 47,196 | 1,876,000 | 0.52% | ||
| 27 | IndexIQ Advisors LLC | 46,467 | 1,847,000 | 0.51% | ||
| 28 | TRUST CO OF VERMONT | 40,738 | 1,619,000 | 0.45% | ||
| 29 | EXANE DERIVATIVES | 40,274 | 1,600,828 | 0.44% | ||
| 30 | BBVA USA Bancshares, Inc. | 37,967 | 1,509,000 | 0.42% | ||
| 31 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 37,740 | 1,500,000 | 0.41% | ||
| 32 | Hillsdale Investment Management Inc. | 37,400 | 1,487,000 | 0.41% | ||
| 33 | Capital Investment Advisors, LLC | 75,879 | 1,228,000 | 0.34% | ||
| 34 | JOHNSON INVESTMENT COUNSEL INC | 30,101 | 1,196,000 | 0.33% | ||
| 35 | JFS WEALTH ADVISORS, LLC | 29,533 | 1,174,000 | 0.32% | ||
| 36 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27,644 | 1,099,000 | 0.30% | ||
| 37 | JPMORGAN CHASE & CO | 27,526 | 1,095,000 | 0.30% | ||
| 38 | Brookstone Capital Management | 27,547 | 1,095,000 | 0.30% | ||
| 39 | PRUDENTIAL PLC | 26,400 | 1,049,000 | 0.29% | ||
| 40 | Klingman & Associates, LLC | 20,899 | 831,000 | 0.23% | ||
| 41 | Gradient Investments LLC | 20,301 | 807,000 | 0.22% | ||
| 42 | Private Advisor Group, LLC | 20,064 | 798,000 | 0.22% | ||
| 43 | Raymond James Financial Services Advisors, Inc. | 19,899 | 791,000 | 0.22% | ||
| 44 | Creative Planning | 17,663 | 702,000 | 0.19% | ||
| 45 | KWMG, LLC | 16,138 | 657,000 | 0.18% | ||
| 46 | HighTower Advisors, LLC | 15,501 | 616,000 | 0.17% | ||
| 47 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 15,178 | 604,000 | 0.17% | ||
| 48 | Twele Capital Management, Inc. | 14,138 | 562,000 | 0.16% | ||
| 49 | Bluefin Trading, LLC | 13,982 | 556,000 | 0.15% | ||
| 50 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,807 | 549,000 | 0.15% |
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.
