| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 879,016 | 37,639,000 | 20.91% | ||
| 2 | FINANCIAL STRATEGY NETWORK, LLC | 814,986 | 35,738,000 | 19.86% | ||
| 3 | CUTLER INVESTMENT COUNSEL LLC | 436,449 | 18,689,000 | 10.38% | ||
| 4 | M&T BANK CORP | 172,124 | 7,370,000 | 4.10% | ||
| 5 | MORGAN STANLEY | 171,263 | 7,334,000 | 4.08% | ||
| 6 | HUNTINGTON NATIONAL BANK | 158,144 | 6,772,000 | 3.76% | ||
| 7 | WELLS FARGO & COMPANY/MN | 147,107 | 6,299,000 | 3.50% | ||
| 8 | Blue Chip Partners, LLC | 118,380 | 5,069,000 | 2.82% | ||
| 9 | ROYAL BANK OF CANADA | 113,188 | 4,847,000 | 2.69% | ||
| 10 | Baystate Wealth Management LLC | 109,459 | 4,767,000 | 2.65% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 107,092 | 4,586,000 | 2.55% | ||
| 12 | Trutina Financial LLC | 83,570 | 3,578,000 | 1.99% | ||
| 13 | UBS Group AG | 69,341 | 2,969,000 | 1.65% | ||
| 14 | JANE STREET GROUP, LLC | 65,291 | 2,796,000 | 1.55% | ||
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 53,948 | 2,310,000 | 1.28% | ||
| 16 | CORDA Investment Management, LLC. | 50,338 | 2,155,000 | 1.20% | ||
| 17 | Evanson Asset Management, LLC | 41,787 | 1,790,000 | 0.99% | ||
| 18 | Evercore Wealth Management, LLC | 39,626 | 1,697,000 | 0.94% | ||
| 19 | Ironsides Asset Advisors, LLC | 38,730 | 1,658,000 | 0.92% | ||
| 20 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 37,652 | 1,612,000 | 0.90% | ||
| 21 | JFS WEALTH ADVISORS, LLC | 36,241 | 1,552,000 | 0.86% | ||
| 22 | KWMG, LLC | 35,687 | 1,528,000 | 0.85% | ||
| 23 | ADVISORY RESEARCH INC | 32,320 | 1,384,000 | 0.77% | ||
| 24 | CITADEL ADVISORS LLC | 25,965 | 1,112,000 | 0.62% | ||
| 25 | COMERICA BANK | 23,118 | 1,019,000 | 0.57% | ||
| 26 | Parsec Financial Management, Inc. | 18,154 | 777,000 | 0.43% | ||
| 27 | Ruggie Capital Group | 16,695 | 716,000 | 0.40% | ||
| 28 | Concert Wealth Management Inc. | 16,194 | 690,000 | 0.38% | ||
| 29 | Bank of New York Mellon Corp | 15,884 | 680,000 | 0.38% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 15,612 | 669,000 | 0.37% | ||
| 31 | GOLDMAN SACHS GROUP INC | 15,572 | 667,000 | 0.37% | ||
| 32 | WADE G W & INC | 15,189 | 650,000 | 0.36% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 13,872 | 594,000 | 0.33% | ||
| 34 | JPMORGAN CHASE & CO | 13,011 | 557,000 | 0.31% | ||
| 35 | HIGHWATER WEALTH MANAGEMENT, LLC | 12,181 | 522,000 | 0.29% | ||
| 36 | ENVESTNET ASSET MANAGEMENT INC | 11,476 | 492,000 | 0.27% | ||
| 37 | US BANCORP \DE\ | 10,815 | 464,000 | 0.26% | ||
| 38 | LPL Financial LLC | 10,586 | 456,000 | 0.25% | ||
| 39 | Commonwealth Equity Services, Inc | 10,060 | 431,000 | 0.24% | ||
| 40 | POINTE CAPITAL MANAGEMENT LLC | 9,592 | 410,739 | 0.23% | ||
| 41 | STARFIRE INVESTMENT ADVISERS, INC. | 9,592 | 410,739 | 0.23% | ||
| 42 | RELIANCE TRUST CO | 8,984 | 394,000 | 0.22% | ||
| 43 | SMITH, MOORE & CO. | 8,772 | 376,000 | 0.21% | ||
| 44 | SG Americas Securities, LLC | 8,722 | 373,000 | 0.21% | ||
| 45 | BEACON FINANCIAL GROUP | 8,615 | 368,000 | 0.20% | ||
| 46 | ADVISOR GROUP, INC. | 8,036 | 344,000 | 0.19% | ||
| 47 | FUSION FAMILY WEALTH, LLC | 7,387 | 324,000 | 0.18% | SH | |
| 48 | RAND WEALTH, LLC | 7,418 | 318,000 | 0.18% | ||
| 49 | Virtu KCG Holdings LLC | 7,130 | 305,000 | 0.17% | ||
| 50 | MSI Financial Services Inc | 6,854 | 293,000 | 0.16% |
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.
