| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cerity Partners OCIO LLC | 526,880 | 53,289,000 | 21.24% | ||
| 2 | Modera Wealth Management, LLC | 520,802 | 52,674,000 | 20.99% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 201,540 | 20,384,000 | 8.12% | ||
| 4 | UBS AG | 166,300 | 16,820,000 | 6.70% | ||
| 5 | BlackRock Institutional Trust Company, N.A. | 166,217 | 16,811,000 | 6.70% | ||
| 6 | WELLS FARGO & COMPANY/MN | 109,036 | 11,028,000 | 4.40% | ||
| 7 | MORGAN STANLEY | 74,856 | 7,570,000 | 3.02% | ||
| 8 | CREDIT AGRICOLE S A | 66,700 | 6,746,000 | 2.69% | ||
| 9 | New England Private Wealth Advisors LLC | 62,183 | 6,289,000 | 2.51% | ||
| 10 | CPWM, LLC | 60,257 | 6,094,000 | 2.43% | ||
| 11 | ASSETMARK, INC | 57,893 | 5,855,000 | 2.33% | ||
| 12 | Personal Capital Advisors Corp | 49,652 | 5,022,000 | 2.00% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 39,639 | 4,009,000 | 1.60% | ||
| 14 | LPL Financial LLC | 39,297 | 3,974,000 | 1.58% | ||
| 15 | FIFTH THIRD BANCORP | 38,177 | 3,861,000 | 1.54% | ||
| 16 | ROYAL BANK OF CANADA | 31,800 | 3,216,000 | 1.28% | ||
| 17 | DEUTSCHE BANK AG\ | 27,300 | 2,761,000 | 1.10% | ||
| 18 | Buffington Mohr McNeal | 25,015 | 2,530,000 | 1.01% | ||
| 19 | Madden Advisory Services, Inc. | 23,999 | 2,427,000 | 0.97% | ||
| 20 | COMERICA SECURITIES INC | 19,426 | 1,965,000 | 0.78% | ||
| 21 | Placemark Investments, Inc. | 16,492 | 1,667,000 | 0.66% | ||
| 22 | LINCOLN NATIONAL CORP | 12,477 | 1,262,000 | 0.50% | ||
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,085 | 1,222,000 | 0.49% | ||
| 24 | REGENTATLANTIC CAPITAL LLC | 11,671 | 1,180,000 | 0.47% | ||
| 25 | LVZ, Inc. | 10,355 | 1,047,000 | 0.42% | ||
| 26 | Arbor Investment Advisors, LLC | 10,228 | 1,034,000 | 0.41% | ||
| 27 | 3D ASSET MANAGEMENT, INC | 9,097 | 920,000 | 0.37% | ||
| 28 | GREAT LAKES ADVISORS, LLC | 7,121 | 720,000 | 0.29% | ||
| 29 | AEGON USA Investment Management, LLC | 6,342 | 641,000 | 0.26% | ||
| 30 | ROCKEFELLER FINANCIAL SERVICES INC | 5,710 | 578,000 | 0.23% | ||
| 31 | PATTON ALBERTSON MILLER GROUP, LLC | 5,682 | 575,000 | 0.23% | ||
| 32 | AMERICAN INTERNATIONAL GROUP, INC. | 5,369 | 543,020 | 0.22% | ||
| 33 | HM PAYSON & CO | 4,877 | 493,000 | 0.20% | ||
| 34 | Regal Investment Advisors LLC | 4,384 | 443,000 | 0.18% | ||
| 35 | Cobble Hill Financial Services, INC | 4,000 | 405,000 | 0.16% | ||
| 36 | Winfield Associates, Inc. | 3,779 | 382,000 | 0.15% | ||
| 37 | BANK HAPOALIM BM | 3,737 | 378,000 | 0.15% | PRN | |
| 38 | VSR Financial Services, Inc. | 2,900 | 293,000 | 0.12% | ||
| 39 | BLB&B Advisors, LLC | 2,720 | 275,000 | 0.11% | ||
| 40 | VICUS CAPITAL | 2,695 | 273,000 | 0.11% | ||
| 41 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,537 | 257,000 | 0.10% | ||
| 42 | ENVESTNET ASSET MANAGEMENT INC | 2,537 | 257,000 | 0.10% | ||
| 43 | STIFEL FINANCIAL CORP | 2,523 | 255,000 | 0.10% | ||
| 44 | Fiduciary Trust Co International of Pennsylvania | 2,510 | 254,000 | 0.10% | ||
| 45 | BANK OF MONTREAL /CAN/ | 2,400 | 243,000 | 0.10% | ||
| 46 | Cumberland Partners Ltd | 2,200 | 223,000 | 0.09% | ||
| 47 | Transamerica Financial Advisors, LLC | 2,163 | 219,000 | 0.09% | ||
| 48 | HL FINANCIAL SERVICES LLC | 2,020 | 204,000 | 0.08% | ||
| 49 | Granite Investment Advisors, LLC | 2,000 | 202,000 | 0.08% | ||
| 50 | NWAM LLC | 2,001 | 202,000 | 0.08% |
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.
