| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | 2,655,108 | 99,328,000 | 48.65% | ||
| 2 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 611,900 | 22,891,000 | 11.21% | ||
| 3 | MORGAN STANLEY | 316,176 | 11,829,000 | 5.79% | ||
| 4 | Paracle Advisors, LLC | 172,003 | 6,434,000 | 3.15% | ||
| 5 | FLOW TRADERS U.S. LLC | 159,158 | 5,954,000 | 2.92% | ||
| 6 | TD Ameritrade Trust Co | 148,496 | 5,555,000 | 2.72% | ||
| 7 | CLEAR INVESTMENT RESEARCH, LLC | 146,545 | 5,482,000 | 2.68% | ||
| 8 | Cambridge Investment Research Advisors, Inc. | 124,891 | 4,672,000 | 2.29% | ||
| 9 | GOLDMAN SACHS GROUP INC | 108,498 | 4,059,000 | 1.99% | ||
| 10 | Morningstar Investment Services LLC | 99,043 | 3,716,000 | 1.82% | ||
| 11 | STERLING INVESTMENT ADVISORS LLC /ADV | 93,199 | 3,487,000 | 1.71% | ||
| 12 | Lattice Strategies LLC | 69,261 | 2,591,000 | 1.27% | ||
| 13 | OPTIMUM INVESTMENT ADVISORS | 65,655 | 2,456,000 | 1.20% | ||
| 14 | WELLS FARGO & COMPANY/MN | 53,899 | 2,016,000 | 0.99% | ||
| 15 | UBS Group AG | 43,019 | 1,609,000 | 0.79% | ||
| 16 | AUSDAL FINANCIAL PARTNERS, INC. | 42,708 | 1,598,000 | 0.78% | ||
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,091 | 1,462,000 | 0.72% | ||
| 18 | Virtu KCG Holdings LLC | 35,810 | 1,340,000 | 0.66% | ||
| 19 | JANE STREET GROUP, LLC | 31,557 | 1,181,000 | 0.58% | ||
| 20 | WHITTIER TRUST CO | 31,464 | 1,177,000 | 0.58% | ||
| 21 | GUGGENHEIM CAPITAL LLC | 31,267 | 1,170,000 | 0.57% | ||
| 22 | Invesco Ltd. | 29,813 | 1,115,000 | 0.55% | ||
| 23 | ROYAL BANK OF CANADA | 25,498 | 954,000 | 0.47% | ||
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23,644 | 875,000 | 0.43% | ||
| 25 | Autus Asset Management, LLC | 19,837 | 743,000 | 0.36% | ||
| 26 | Mosaic Financial Partners, Inc. | 17,511 | 655,000 | 0.32% | ||
| 27 | Busey Bank | 17,465 | 653,000 | 0.32% | ||
| 28 | BANK OF AMERICA CORP /DE/ | 17,139 | 641,000 | 0.31% | ||
| 29 | TRUST CO OF VERMONT | 16,734 | 626,000 | 0.31% | ||
| 30 | Bluefin Trading, LLC | 15,251 | 571,000 | 0.28% | ||
| 31 | KWMG, LLC | 15,267 | 571,000 | 0.28% | ||
| 32 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 14,900 | 557,000 | 0.27% | ||
| 33 | Capital Investment Advisors, LLC | 14,837 | 555,000 | 0.27% | ||
| 34 | LPL Financial LLC | 12,634 | 471,000 | 0.23% | ||
| 35 | JOHNSON INVESTMENT COUNSEL INC | 12,099 | 452,000 | 0.22% | ||
| 36 | IFP ADVISORS, INC | 11,212 | 419,000 | 0.21% | ||
| 37 | JFS WEALTH ADVISORS, LLC | 10,050 | 376,000 | 0.18% | ||
| 38 | Compagnie Lombard Odier SCmA | 9,300 | 348,000 | 0.17% | ||
| 39 | CITADEL ADVISORS LLC | 7,639 | 286,000 | 0.14% | ||
| 40 | Creative Planning | 7,549 | 282,000 | 0.14% | ||
| 41 | DUNCKER STREETT & CO INC | 7,383 | 276,000 | 0.14% | ||
| 42 | DAVENPORT & Co LLC | 7,320 | 273,841 | 0.13% | ||
| 43 | IndexIQ Advisors LLC | 7,209 | 270,000 | 0.13% | ||
| 44 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7,063 | 264,000 | 0.13% | ||
| 45 | V WEALTH MANAGEMENT,LLC | 6,484 | 244,000 | 0.12% | ||
| 46 | Salient Capital Advisors, LLC | 6,060 | 227,000 | 0.11% | ||
| 47 | Commonwealth Equity Services, Inc | 5,697 | 213,000 | 0.10% | ||
| 48 | WOLVERINE TRADING LP /BD | 51 | 190,332 | 0.09% | Put | |
| 49 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,173 | 157,000 | 0.08% | ||
| 50 | ENVESTNET ASSET MANAGEMENT INC | 4,185 | 157,000 | 0.08% |
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.
