| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INTEGRATED WEALTH MANAGEMENT | 19 | 1,000 | 0.01% | ||
| 2 | TRUST CO OF VERMONT | 104 | 5,000 | 0.03% | ||
| 3 | Archford Capital Strategies, LLC | 179 | 8,000 | 0.05% | ||
| 4 | QUADRANT CAPITAL GROUP LLC | 623 | 26,000 | 0.15% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 885 | 40,000 | 0.23% | ||
| 6 | RELIANCE TRUST CO OF DELAWARE | 5,771 | 262,000 | 1.52% | ||
| 7 | GENESEE VALLEY TRUST CO | 6,270 | 284,000 | 1.64% | ||
| 8 | AMERIPRISE FINANCIAL INC | 7,127 | 327,000 | 1.89% | ||
| 9 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 96,129 | 4,404,000 | 25.48% | ||
| 10 | Fisher Asset Management, LLC | 116,924 | 5,298,000 | 30.65% | ||
| 11 | GLENMEDE TRUST CO NA | 146,298 | 6,632,000 | 38.36% |
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.
