| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | 2,746,805 | 101,137,000 | 42.86% | ||
| 2 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 673,600 | 24,802,000 | 10.51% | ||
| 3 | Morningstar Investment Services LLC | 472,456 | 17,396,000 | 7.37% | ||
| 4 | MORGAN STANLEY | 398,002 | 14,654,000 | 6.21% | ||
| 5 | LPL Financial LLC | 274,941 | 9,978,000 | 4.23% | ||
| 6 | Paracle Advisors, LLC | 172,440 | 6,349,000 | 2.69% | ||
| 7 | TD Ameritrade Trust Co | 150,965 | 5,559,000 | 2.36% | ||
| 8 | CLEAR INVESTMENT RESEARCH, LLC | 147,563 | 5,433,000 | 2.30% | ||
| 9 | Cambridge Investment Research Advisors, Inc. | 134,784 | 4,963,000 | 2.10% | ||
| 10 | IndexIQ Advisors LLC | 108,492 | 3,994,000 | 1.69% | ||
| 11 | STERLING INVESTMENT ADVISORS LLC /ADV | 95,986 | 3,534,000 | 1.50% | ||
| 12 | Lattice Strategies LLC | 69,671 | 2,565,000 | 1.09% | ||
| 13 | Busey Bank | 69,555 | 2,561,000 | 1.09% | ||
| 14 | OPTIMUM INVESTMENT ADVISORS | 65,655 | 2,417,000 | 1.02% | ||
| 15 | Mirae Asset Global Investments Co., Ltd. | 58,860 | 2,167,000 | 0.92% | ||
| 16 | GOLDMAN SACHS GROUP INC | 58,681 | 2,161,000 | 0.92% | ||
| 17 | PRUDENTIAL PLC | 46,800 | 1,723,000 | 0.73% | ||
| 18 | UBS Group AG | 43,273 | 1,593,000 | 0.68% | ||
| 19 | JANE STREET GROUP, LLC | 40,249 | 1,482,000 | 0.63% | ||
| 20 | JPMORGAN CHASE & CO | 39,360 | 1,449,000 | 0.61% | ||
| 21 | WELLS FARGO & COMPANY/MN | 39,231 | 1,444,000 | 0.61% | ||
| 22 | ROYAL BANK OF CANADA | 38,339 | 1,411,000 | 0.60% | ||
| 23 | WHITTIER TRUST CO | 34,444 | 1,268,000 | 0.54% | ||
| 24 | ENVESTNET ASSET MANAGEMENT INC | 30,955 | 1,140,000 | 0.48% | ||
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30,528 | 1,124,000 | 0.48% | ||
| 26 | Invesco Ltd. | 30,427 | 1,120,000 | 0.47% | ||
| 27 | GUGGENHEIM CAPITAL LLC | 26,623 | 980,000 | 0.42% | ||
| 28 | TRUST CO OF VERMONT | 19,089 | 703,000 | 0.30% | ||
| 29 | BANK OF AMERICA CORP /DE/ | 18,514 | 682,000 | 0.29% | ||
| 30 | JFS WEALTH ADVISORS, LLC | 17,261 | 636,000 | 0.27% | ||
| 31 | IFP ADVISORS, INC | 16,970 | 625,000 | 0.26% | ||
| 32 | Autus Asset Management, LLC | 16,907 | 623,000 | 0.26% | ||
| 33 | Capital Investment Advisors, LLC | 16,834 | 620,000 | 0.26% | ||
| 34 | KWMG, LLC | 15,461 | 569,000 | 0.24% | ||
| 35 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 14,900 | 549,000 | 0.23% | ||
| 36 | Mosaic Financial Partners, Inc. | 14,470 | 533,000 | 0.23% | ||
| 37 | JOHNSON INVESTMENT COUNSEL INC | 12,439 | 458,000 | 0.19% | ||
| 38 | FLOW TRADERS U.S. LLC | 10,903 | 401,000 | 0.17% | ||
| 39 | Arete Wealth Advisors, LLC | 10,322 | 380,000 | 0.16% | ||
| 40 | Brookstone Capital Management | 10,254 | 377,000 | 0.16% | ||
| 41 | Compagnie Lombard Odier SCmA | 9,300 | 342,000 | 0.14% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 8,883 | 327,000 | 0.14% | ||
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,802 | 324,000 | 0.14% | ||
| 44 | Creative Planning | 8,761 | 323,000 | 0.14% | ||
| 45 | Commonwealth Equity Services, Inc | 8,574 | 316,000 | 0.13% | ||
| 46 | US BANCORP \DE\ | 8,520 | 314,000 | 0.13% | ||
| 47 | DAVENPORT & Co LLC | 7,420 | 273,204 | 0.12% | ||
| 48 | CITADEL ADVISORS LLC | 7,175 | 264,000 | 0.11% | ||
| 49 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7,053 | 260,000 | 0.11% | ||
| 50 | DUNCKER STREETT & CO INC | 6,565 | 242,000 | 0.10% |
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.
