| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | Orion Porfolio Solutions, LLC | 68,733 | 2,869,000 | 0.44% | ||
| 52 | Private Ocean, LLC | 79,191 | 3,305,000 | 0.51% | ||
| 53 | MADISON INVESTMENT HOLDINGS INC | 92,269 | 3,851,000 | 0.59% | ||
| 54 | Cetera Advisor Networks LLC | 102,018 | 4,255,000 | 0.65% | ||
| 55 | Forvis Mazars Wealth Advisors, LLC | 105,277 | 4,394,000 | 0.67% | ||
| 56 | JFS WEALTH ADVISORS, LLC | 123,638 | 5,161,000 | 0.79% | ||
| 57 | US BANCORP \DE\ | 138,418 | 5,778,000 | 0.88% | ||
| 58 | Frontier Wealth Management LLC | 183,712 | 7,668,000 | 1.17% | ||
| 59 | REGENTATLANTIC CAPITAL LLC | 199,884 | 8,343,000 | 1.27% | ||
| 60 | JANE STREET GROUP, LLC | 201,042 | 8,391,000 | 1.28% | ||
| 61 | Mosaic Financial Partners, Inc. | 209,061 | 8,726,000 | 1.33% | ||
| 62 | AMERIPRISE FINANCIAL INC | 216,479 | 9,032,000 | 1.38% | ||
| 63 | Kinsight, LLC | 218,856 | 9,135,000 | 1.40% | ||
| 64 | ROYAL BANK OF CANADA | 221,514 | 9,245,000 | 1.41% | ||
| 65 | Carroll Financial Associates, Inc. | 225,612 | 9,417,000 | 1.44% | ||
| 66 | UBS Group AG | 298,287 | 12,451,000 | 1.90% | ||
| 67 | Legacy Private Trust Co. | 343,687 | 14,346,000 | 2.19% | ||
| 68 | MORGAN STANLEY | 386,304 | 16,125,000 | 2.46% | ||
| 69 | ASSETMARK, INC | 388,113 | 16,200,000 | 2.48% | ||
| 70 | Charles Schwab Investment Advisory, Inc. | 1,362,049 | 56,852,000 | 8.69% | ||
| 71 | BANK OF AMERICA CORP /DE/ | 1,524,374 | 63,628,000 | 9.72% | ||
| 72 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,731,020 | 72,253,000 | 11.04% | ||
| 73 | Invesco Ltd. | 6,619,545 | 276,299,000 | 42.22% |
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.
