| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 94,389 | 10,197,000 | 32.93% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 65,639 | 7,092,000 | 22.90% | ||
| 3 | WELLS FARGO & COMPANY/MN | 37,712 | 4,074,000 | 13.16% | ||
| 4 | ALESCO ADVISORS LLC | 18,725 | 2,023,000 | 6.53% | ||
| 5 | UBS AG | 9,360 | 1,011,000 | 3.26% | ||
| 6 | ARROW FINANCIAL CORP | 9,315 | 1,006,000 | 3.25% | ||
| 7 | BARCLAYS PLC | 6,432 | 695,000 | 2.24% | ||
| 8 | Laidlaw Group, LLC | 4,450 | 481,000 | 1.55% | ||
| 9 | GOLDMAN SACHS GROUP INC | 4,243 | 458,000 | 1.48% | ||
| 10 | BlackRock Investment Management, LLC | 3,544 | 383,000 | 1.24% | ||
| 11 | Tortoise Investment Management, LLC | 3,500 | 378,000 | 1.22% | ||
| 12 | AMERIPRISE FINANCIAL INC | 2,862 | 309,000 | 1.00% | ||
| 13 | Private Advisor Group, LLC | 2,767 | 299,000 | 0.97% | ||
| 14 | LPL Financial LLC | 2,387 | 258,000 | 0.83% | ||
| 15 | 1st Global Advisors, Inc. | 2,306 | 249,000 | 0.80% | ||
| 16 | MSI Financial Services Inc | 2,290 | 247,000 | 0.80% | ||
| 17 | CREDIT SUISSE AG/ | 2,266 | 245,000 | 0.79% | ||
| 18 | ROYAL BANK OF CANADA | 2,250 | 243,000 | 0.78% | ||
| 19 | JANE STREET GROUP, LLC | 2,217 | 240,000 | 0.78% | ||
| 20 | Placemark Investments, Inc. | 1,942 | 209,000 | 0.67% | ||
| 21 | Commonwealth Equity Services, Inc | 1,926 | 208,000 | 0.67% | ||
| 22 | RELIANCE TRUST CO | 1,902 | 206,000 | 0.67% | ||
| 23 | WEALTHCARE CAPITAL MANAGEMENT LLC | 1,817 | 196,000 | 0.63% | ||
| 24 | ROCKEFELLER FINANCIAL SERVICES INC | 777 | 84,000 | 0.27% | ||
| 25 | Focused Wealth Management, Inc | 557 | 60,000 | 0.19% | ||
| 26 | HOWE & RUSLING INC | 485 | 52,000 | 0.17% | ||
| 27 | CITIGROUP INC | 281 | 30,000 | 0.10% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 178 | 19,000 | 0.06% | ||
| 29 | AMERICAN INTERNATIONAL GROUP, INC. | 130 | 14,044 | 0.05% |
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.
