| 1 |
WELLS FARGO & COMPANY/MN |
3,599,692 |
94,599,000 |
36.85% |
|
|
| 2 |
FMR LLC |
1,323,635 |
34,785,000 |
13.55% |
|
|
| 3 |
ALLIANCEBERNSTEIN L.P. |
748,827 |
19,679,000 |
7.67% |
|
|
| 4 |
BANK OF AMERICA CORP /DE/ |
741,851 |
19,496,000 |
7.59% |
|
|
| 5 |
Emery Howard Portfolio Management, Inc. |
254,557 |
6,690,000 |
2.61% |
|
|
| 6 |
Creative Planning |
225,372 |
5,923,000 |
2.31% |
|
|
| 7 |
BlackRock Finance, Inc. |
182,556 |
4,797,000 |
1.87% |
|
|
| 8 |
ASPIRIANT, LLC |
161,746 |
4,251,000 |
1.66% |
|
|
| 9 |
BLACKROCK ADVISORS LLC |
153,200 |
4,026,000 |
1.57% |
|
|
| 10 |
INTEGRATED WEALTH COUNSEL, LLC |
150,166 |
3,946,000 |
1.54% |
|
|
| 11 |
GOLDMAN SACHS GROUP INC |
148,348 |
3,899,000 |
1.52% |
|
|
| 12 |
JPMORGAN CHASE & CO |
148,182 |
3,894,000 |
1.52% |
|
|
| 13 |
UBS Group AG |
146,716 |
3,856,000 |
1.50% |
|
|
| 14 |
MORGAN STANLEY |
143,926 |
3,782,000 |
1.47% |
|
|
| 15 |
Orion Porfolio Solutions, LLC |
116,458 |
3,061,000 |
1.19% |
|
|
| 16 |
SENTINEL TRUST CO LBA |
114,690 |
3,014,000 |
1.17% |
|
|
| 17 |
BlackRock Institutional Trust Company, N.A. |
114,271 |
3,003,000 |
1.17% |
|
|
| 18 |
PICTET ASSET MANAGEMENT LTD |
99,500 |
2,615,000 |
1.02% |
|
|
| 19 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
97,048 |
2,550,000 |
0.99% |
|
|
| 20 |
STERLING INVESTMENT ADVISORS LLC /ADV |
95,372 |
2,506,000 |
0.98% |
|
|
| 21 |
COURIER CAPITAL LLC |
92,454 |
2,430,000 |
0.95% |
|
|
| 22 |
Bank of New York Mellon Corp |
60,733 |
1,596,000 |
0.62% |
|
|
| 23 |
FDx Advisors, Inc. |
60,718 |
1,596,000 |
0.62% |
|
|
| 24 |
Freedom Investment Management, Inc. |
53,687 |
1,411,000 |
0.55% |
|
|
| 25 |
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC |
51,112 |
1,343,000 |
0.52% |
|
|
| 26 |
AGF INVESTMENTS INC. |
49,597 |
1,302,000 |
0.51% |
|
|
| 27 |
COMERICA BANK |
44,179 |
1,181,000 |
0.46% |
|
|
| 28 |
Parkside Financial Bank & Trust |
42,528 |
1,117,000 |
0.44% |
|
|
| 29 |
ROYAL BANK OF CANADA |
39,818 |
1,046,000 |
0.41% |
|
|
| 30 |
Madrona Financial Services, LLC |
39,445 |
1,037,000 |
0.40% |
|
SH |
| 31 |
Windhaven Investment Management, Inc. |
31,909 |
839,000 |
0.33% |
|
|
| 32 |
Charles Schwab Investment Advisory, Inc. |
29,323 |
771,000 |
0.30% |
|
|
| 33 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC |
28,744 |
755,000 |
0.29% |
|
|
| 34 |
MILLIE CAPITAL MANAGEMENT, LLC |
28,535 |
750,000 |
0.29% |
|
|
| 35 |
Alexandria Capital, LLC |
25,880 |
680,000 |
0.26% |
|
|
| 36 |
RAY GERALD L & ASSOCIATES LTD |
24,540 |
645,000 |
0.25% |
|
|
| 37 |
Phocas Financial Corp. |
24,325 |
639,000 |
0.25% |
|
SH |
| 38 |
Mariner, LLC |
21,791 |
573,000 |
0.22% |
|
|
| 39 |
Cambridge Investment Research Advisors, Inc. |
21,713 |
571,000 |
0.22% |
|
|
| 40 |
Cetera Advisors LLC |
21,026 |
554,000 |
0.22% |
|
|
| 41 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
20,007 |
526,000 |
0.20% |
|
|
| 42 |
LPL Financial LLC |
19,391 |
510,000 |
0.20% |
|
|
| 43 |
BlackRock Investment Management, LLC |
19,223 |
505,000 |
0.20% |
|
|
| 44 |
BLUESKY WEALTH ADVISORS, LLC |
18,553 |
488,000 |
0.19% |
|
|
| 45 |
AMERIPRISE FINANCIAL INC |
17,998 |
474,000 |
0.18% |
|
|
| 46 |
WESTWOOD HOLDINGS GROUP INC |
15,265 |
401,000 |
0.16% |
|
|
| 47 |
Commonwealth Equity Services, Inc |
12,850 |
338,000 |
0.13% |
|
|
| 48 |
Stratford Consulting, LLC |
12,495 |
328,000 |
0.13% |
|
|
| 49 |
EFG Private Wealth Management (Americas) Corp. |
12,322 |
324,000 |
0.13% |
|
|
| 50 |
JANE STREET GROUP, LLC |
11,153 |
293,000 |
0.11% |
|
|
