| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | RAYMOND JAMES & ASSOCIATES | 39,639 | 4,009,000 | 1.60% | ||
| 52 | Personal Capital Advisors Corp | 49,652 | 5,022,000 | 2.00% | ||
| 53 | ASSETMARK, INC | 57,893 | 5,855,000 | 2.33% | ||
| 54 | CPWM, LLC | 60,257 | 6,094,000 | 2.43% | ||
| 55 | New England Private Wealth Advisors LLC | 62,183 | 6,289,000 | 2.51% | ||
| 56 | CREDIT AGRICOLE S A | 66,700 | 6,746,000 | 2.69% | ||
| 57 | MORGAN STANLEY | 74,856 | 7,570,000 | 3.02% | ||
| 58 | WELLS FARGO & COMPANY/MN | 109,036 | 11,028,000 | 4.40% | ||
| 59 | BlackRock Institutional Trust Company, N.A. | 166,217 | 16,811,000 | 6.70% | ||
| 60 | UBS AG | 166,300 | 16,820,000 | 6.70% | ||
| 61 | BANK OF AMERICA CORP /DE/ | 201,540 | 20,384,000 | 8.12% | ||
| 62 | Modera Wealth Management, LLC | 520,802 | 52,674,000 | 20.99% | ||
| 63 | Cerity Partners OCIO LLC | 526,880 | 53,289,000 | 21.24% |
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.
