| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 4,857,323 | 241,458,000 | 23.15% | ||
| 2 | WEALTHFRONT CORP | 1,636,129 | 80,722,000 | 7.74% | ||
| 3 | UBS Group AG | 1,562,876 | 77,108,000 | 7.39% | ||
| 4 | MORGAN STANLEY | 1,377,667 | 67,970,000 | 6.52% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,307,950 | 64,531,000 | 6.19% | ||
| 6 | Charles Schwab Investment Advisory, Inc. | 1,106,024 | 54,568,000 | 5.23% | ||
| 7 | Commonwealth Equity Services, Inc | 979,447 | 48,323,000 | 4.63% | ||
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 885,068 | 43,667,000 | 4.19% | ||
| 9 | WELLS FARGO & COMPANY/MN | 614,239 | 30,305,000 | 2.91% | ||
| 10 | NewSquare Capital LLC | 535,533 | 26,422,000 | 2.53% | ||
| 11 | ASSETMARK, INC | 506,380 | 24,983,000 | 2.40% | ||
| 12 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 496,473 | 24,486,000 | 2.35% | PRN | |
| 13 | Prospera Financial Services Inc | 433,304 | 21,378,000 | 2.05% | ||
| 14 | Transamerica Financial Advisors, LLC | 400,667 | 19,768,000 | 1.90% | ||
| 15 | USA FINANCIAL FORMULAS | 320,149 | 15,795,000 | 1.51% | ||
| 16 | Betterment LLC | 304,539 | 15,026,000 | 1.44% | ||
| 17 | BAILARD, INC. | 291,483 | 14,381,000 | 1.38% | ||
| 18 | BRINKER CAPITAL INC | 207,819 | 10,253,000 | 0.98% | ||
| 19 | LPL Financial LLC | 192,701 | 9,523,000 | 0.91% | ||
| 20 | CWM, LLC | 169,750 | 8,375,000 | 0.80% | ||
| 21 | FDx Advisors, Inc. | 152,489 | 7,523,000 | 0.72% | ||
| 22 | BB&T SECURITIES, LLC | 134,113 | 6,616,000 | 0.63% | ||
| 23 | ENVESTNET ASSET MANAGEMENT INC | 120,952 | 5,961,000 | 0.57% | ||
| 24 | Eagle Ridge Investment Management | 119,932 | 5,917,000 | 0.57% | ||
| 25 | BANK OF MONTREAL /CAN/ | 110,441 | 5,449,000 | 0.52% | ||
| 26 | CAPRIN ASSET MANAGEMENT LLC /ADV | 104,384 | 5,150,000 | 0.49% | ||
| 27 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 97,637 | 4,817,000 | 0.46% | ||
| 28 | Efficient Advisors, LLC | 87,496 | 4,317,000 | 0.41% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 85,162 | 4,202,000 | 0.40% | ||
| 30 | BSW Wealth Partners | 77,013 | 3,800,000 | 0.36% | ||
| 31 | CITIGROUP INC | 72,565 | 3,579,000 | 0.34% | ||
| 32 | RAYMOND JAMES & ASSOCIATES | 70,579 | 3,482,000 | 0.33% | ||
| 33 | ROYAL BANK OF CANADA | 67,663 | 3,339,000 | 0.32% | ||
| 34 | SUNTRUST BANKS INC | 65,253 | 3,218,000 | 0.31% | ||
| 35 | CULLEN/FROST BANKERS, INC. | 62,669 | 3,092,000 | 0.30% | ||
| 36 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 57,774 | 2,851,000 | 0.27% | ||
| 37 | FRANKLIN RESOURCES INC | 56,446 | 2,784,000 | 0.27% | ||
| 38 | HEFTY WEALTH PARTNERS | 53,771 | 2,652,000 | 0.25% | ||
| 39 | FMR LLC | 49,619 | 2,447,000 | 0.23% | ||
| 40 | WEALTHCARE CAPITAL MANAGEMENT LLC | 49,024 | 2,419,000 | 0.23% | ||
| 41 | AVALON CAPITAL MANAGEMENT | 47,475 | 2,342,000 | 0.22% | ||
| 42 | WHITTIER TRUST CO OF NEVADA INC | 46,429 | 2,290,000 | 0.22% | ||
| 43 | CEDAR HILL ASSOCIATES, LLC | 38,990 | 1,924,000 | 0.18% | ||
| 44 | Private Advisor Group, LLC | 36,600 | 1,806,000 | 0.17% | ||
| 45 | AMERICAN INTERNATIONAL GROUP, INC. | 36,505 | 1,802,000 | 0.17% | ||
| 46 | First Allied Advisory Services, Inc. | 36,397 | 1,796,000 | 0.17% | ||
| 47 | BBVA USA Bancshares, Inc. | 34,181 | 1,687,000 | 0.16% | ||
| 48 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 34,069 | 1,681,000 | 0.16% | ||
| 49 | PATTON ALBERTSON MILLER GROUP, LLC | 32,916 | 1,624,000 | 0.16% | ||
| 50 | Orion Porfolio Solutions, LLC | 32,298 | 1,593,000 | 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.
