| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | 7,688,423 | 191,749,000 | 70.18% | ||
| 2 | Hills Bank & Trust Co | 657,669 | 16,403,000 | 6.00% | ||
| 3 | NORTHERN TRUST CORP | 59,376,768 | 14,808,000 | 5.42% | ||
| 4 | TD Ameritrade Trust Co | 535,283 | 13,350,000 | 4.89% | ||
| 5 | NICOLET BANKSHARES INC | 326,336 | 8,139,000 | 2.98% | ||
| 6 | ROYAL BANK OF CANADA | 280,420 | 6,994,000 | 2.56% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 112,906 | 2,816,000 | 1.03% | ||
| 8 | VSR Financial Services, Inc. | 104,405 | 2,604,000 | 0.95% | ||
| 9 | FIRSTMERIT BANK N A TRUSTEE | 71,752 | 1,789,000 | 0.65% | ||
| 10 | JANE STREET GROUP, LLC | 58,654 | 1,463,000 | 0.54% | ||
| 11 | INTERACTIVE FINANCIAL ADVISORS, INC. | 58,403 | 1,457,000 | 0.53% | ||
| 12 | BANK OF MONTREAL /CAN/ | 52,402 | 1,307,000 | 0.48% | ||
| 13 | Ledyard National Bank | 48,720 | 1,215,000 | 0.44% | ||
| 14 | WOLVERINE TRADING LP /BD | 40,720 | 1,015,150 | 0.37% | ||
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,047 | 974,000 | 0.36% | ||
| 16 | MORGAN STANLEY | 37,207 | 928,000 | 0.34% | ||
| 17 | COMERICA BANK | 35,478 | 878,000 | 0.32% | ||
| 18 | Bank of New York Mellon Corp | 31,215 | 778,000 | 0.28% | ||
| 19 | LPL Financial LLC | 29,648 | 741,000 | 0.27% | ||
| 20 | PARK NATIONAL CORP /OH/ | 29,195 | 728,000 | 0.27% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 18,216 | 454,000 | 0.17% | ||
| 22 | UBS Group AG | 16,686 | 416,000 | 0.15% | ||
| 23 | WELLS FARGO & COMPANY/MN | 16,048 | 401,000 | 0.15% | ||
| 24 | LINCOLN NATIONAL CORP | 14,328 | 357,000 | 0.13% | ||
| 25 | Capital Investment Advisors, LLC | 12,816 | 320,000 | 0.12% | ||
| 26 | FineMark National Bank & Trust | 12,553 | 313,000 | 0.11% | ||
| 27 | Sequoia Financial Advisors, LLC | 9,402 | 234,000 | 0.09% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,088 | 152,000 | 0.06% | ||
| 29 | CEDAR WEALTH MANAGEMENT, LLC | 4,366 | 109,000 | 0.04% | ||
| 30 | US BANCORP \DE\ | 4,193 | 104,000 | 0.04% | ||
| 31 | Endurance Wealth Management, Inc. | 2,000 | 50,000 | 0.02% | ||
| 32 | DUBUQUE BANK & TRUST CO | 1,977 | 49,000 | 0.02% | ||
| 33 | ADVISOR GROUP, INC. | 1,600 | 39,000 | 0.01% | ||
| 34 | MSI Financial Services Inc | 1,325 | 33,000 | 0.01% | ||
| 35 | CITIGROUP INC | 728 | 18,000 | 0.01% | ||
| 36 | Burt Wealth Advisors | 737 | 18,000 | 0.01% | ||
| 37 | Whitnell & Co. | 500 | 12,000 | 0.00% | ||
| 38 | TCI Wealth Advisors, Inc. | 400 | 10,000 | 0.00% | ||
| 39 | AlphaMark Advisors, LLC | 308 | 8,000 | 0.00% | ||
| 40 | MOTCO | 136 | 3,000 | 0.00% | ||
| 41 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.
