| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 4,887,274 | 228,723,000 | 21.26% | ||
| 2 | LPL Financial LLC | 1,975,289 | 92,404,000 | 8.59% | ||
| 3 | RAYMOND JAMES & ASSOCIATES | 1,798,601 | 84,174,000 | 7.82% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,274,288 | 59,637,000 | 5.54% | ||
| 5 | MORGAN STANLEY | 1,268,525 | 59,367,000 | 5.52% | ||
| 6 | GLENMEDE TRUST CO NA | 1,001,874 | 46,887,000 | 4.36% | ||
| 7 | STATE STREET CORP | 821,315 | 38,437,000 | 3.57% | ||
| 8 | HSBC HOLDINGS PLC | 782,803 | 36,635,000 | 3.40% | ||
| 9 | Sequoia Financial Advisors, LLC | 764,810 | 35,793,000 | 3.33% | ||
| 10 | Cerity Partners OCIO LLC | 610,452 | 28,569,000 | 2.66% | ||
| 11 | UBS Group AG | 445,566 | 20,852,000 | 1.94% | ||
| 12 | FIFTH THIRD BANCORP | 346,727 | 16,227,000 | 1.51% | ||
| 13 | Hudock, Inc. | 340,026 | 15,913,000 | 1.48% | ||
| 14 | WELLS FARGO & COMPANY/MN | 322,868 | 15,110,000 | 1.40% | ||
| 15 | Emery Howard Portfolio Management, Inc. | 285,056 | 13,341,000 | 1.24% | ||
| 16 | Gradient Investments LLC | 283,700 | 13,277,000 | 1.23% | ||
| 17 | VOYA FINANCIAL ADVISORS, INC. | 254,076 | 12,000,000 | 1.12% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 238,492 | 11,161,000 | 1.04% | ||
| 19 | FDx Advisors, Inc. | 213,983 | 10,014,000 | 0.93% | ||
| 20 | BNP PARIBAS FINANCIAL MARKETS | 207,206 | 9,697,241 | 0.90% | ||
| 21 | ST. LOUIS TRUST CO | 192,915 | 9,028,000 | 0.84% | ||
| 22 | RINET CO LLC | 192,413 | 9,005,000 | 0.84% | ||
| 23 | Cable Hill Partners, LLC | 176,205 | 8,247,000 | 0.77% | ||
| 24 | JFS WEALTH ADVISORS, LLC | 172,397 | 8,068,000 | 0.75% | ||
| 25 | Dakota Wealth Management | 160,653 | 7,519,000 | 0.70% | ||
| 26 | Legacy Private Trust Co. | 139,478 | 6,528,000 | 0.61% | ||
| 27 | ENVESTNET ASSET MANAGEMENT INC | 135,138 | 6,324,000 | 0.59% | ||
| 28 | M Holdings Securities, Inc. | 133,622 | 6,254,000 | 0.58% | ||
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 129,046 | 6,040,000 | 0.56% | ||
| 30 | FC ADVISORY LLC | 123,216 | 5,767,000 | 0.54% | ||
| 31 | PICTET ASSET MANAGEMENT LTD | 121,757 | 5,698,000 | 0.53% | ||
| 32 | Advisory Alpha, LLC | 116,336 | 5,442,000 | 0.51% | ||
| 33 | BLAIR WILLIAM & CO/IL | 100,014 | 4,680,000 | 0.43% | ||
| 34 | Simplicity Solutions, LLC | 92,678 | 4,337,312 | 0.40% | ||
| 35 | Mariner, LLC | 90,429 | 4,232,000 | 0.39% | ||
| 36 | Boston Standard Wealth Management, LLC | 89,585 | 4,231,000 | 0.39% | ||
| 37 | HIGHLAND PRIVATE WEALTH MANAGEMENT | 87,455 | 4,092,000 | 0.38% | ||
| 38 | MSI Financial Services Inc | 83,344 | 3,901,000 | 0.36% | ||
| 39 | NOMURA ASSET MANAGEMENT CO LTD | 82,500 | 3,861,000 | 0.36% | ||
| 40 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 81,934 | 3,834,000 | 0.36% | ||
| 41 | SHARKEY, HOWES & JAVER | 74,240 | 3,474,000 | 0.32% | ||
| 42 | ROYAL BANK OF CANADA | 72,951 | 3,413,000 | 0.32% | ||
| 43 | WEALTHPLAN PARTNERS, LLC | 213,803 | 3,303,554 | 0.31% | ||
| 44 | JONES FINANCIAL COMPANIES LLLP | 70,307 | 3,291,000 | 0.31% | ||
| 45 | CURIAN CAPITAL LLC | 70,026 | 3,277,000 | 0.30% | ||
| 46 | Allianz Asset Management GmbH | 69,243 | 3,241,000 | 0.30% | ||
| 47 | Ironsides Asset Advisors, LLC | 66,816 | 3,127,000 | 0.29% | ||
| 48 | Cetera Advisor Networks LLC | 66,681 | 3,123,000 | 0.29% | ||
| 49 | Mosaic Financial Partners, Inc. | 65,861 | 3,082,000 | 0.29% | ||
| 50 | Tactical Allocation Group LLC | 64,606 | 3,024,000 | 0.28% |
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.
