| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 9,521,956 | 232,145,000 | 24.52% | ||
| 2 | WEALTHFRONT CORP | 3,539,865 | 86,302,000 | 9.12% | ||
| 3 | UBS Group AG | 2,861,655 | 69,767,000 | 7.37% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 2,562,595 | 62,476,000 | 6.60% | ||
| 5 | MORGAN STANLEY | 2,319,448 | 56,548,000 | 5.97% | ||
| 6 | Charles Schwab Investment Advisory, Inc. | 2,088,142 | 50,909,000 | 5.38% | ||
| 7 | Commonwealth Equity Services, Inc | 1,908,981 | 46,541,000 | 4.92% | ||
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,151,786 | 28,081,000 | 2.97% | ||
| 9 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,021,318 | 24,900,000 | 2.63% | PRN | |
| 10 | WELLS FARGO & COMPANY/MN | 998,622 | 24,346,000 | 2.57% | ||
| 11 | ASSETMARK, INC | 921,902 | 22,476,000 | 2.37% | ||
| 12 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 819,503 | 19,979,000 | 2.11% | ||
| 13 | Betterment LLC | 607,636 | 14,814,000 | 1.56% | ||
| 14 | NewSquare Capital LLC | 589,556 | 14,373,000 | 1.52% | ||
| 15 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 447,614 | 10,913,000 | 1.15% | ||
| 16 | Transamerica Financial Advisors, LLC | 418,765 | 10,210,000 | 1.08% | ||
| 17 | Pinnacle Advisory Group, Inc. | 393,613 | 9,596,000 | 1.01% | ||
| 18 | FDx Advisors, Inc. | 392,637 | 9,572,000 | 1.01% | ||
| 19 | LPL Financial LLC | 335,136 | 8,194,000 | 0.87% | ||
| 20 | Prospera Financial Services Inc | 331,519 | 8,082,000 | 0.85% | ||
| 21 | STIFEL FINANCIAL CORP | 285,969 | 7,449,000 | 0.79% | ||
| 22 | Eagle Ridge Investment Management | 244,953 | 5,972,000 | 0.63% | ||
| 23 | BRINKER CAPITAL INC | 237,564 | 5,796,000 | 0.61% | ||
| 24 | ENVESTNET ASSET MANAGEMENT INC | 228,915 | 5,581,000 | 0.59% | ||
| 25 | BANK OF MONTREAL /CAN/ | 220,392 | 5,374,000 | 0.57% | ||
| 26 | CAPRIN ASSET MANAGEMENT LLC /ADV | 183,199 | 4,466,000 | 0.47% | ||
| 27 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 172,628 | 4,209,000 | 0.44% | ||
| 28 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 162,201 | 3,954,000 | 0.42% | ||
| 29 | BSW Wealth Partners | 158,274 | 3,859,000 | 0.41% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 158,226 | 3,858,000 | 0.41% | ||
| 31 | CITIGROUP INC | 144,950 | 3,534,000 | 0.37% | ||
| 32 | BB&T SECURITIES, LLC | 131,890 | 3,215,000 | 0.34% | ||
| 33 | WEALTHCARE CAPITAL MANAGEMENT LLC | 129,789 | 3,164,000 | 0.33% | ||
| 34 | FRANKLIN RESOURCES INC | 117,574 | 2,866,000 | 0.30% | ||
| 35 | AMERIPRISE FINANCIAL INC | 113,529 | 2,765,000 | 0.29% | ||
| 36 | FMR LLC | 93,262 | 2,274,000 | 0.24% | ||
| 37 | WHITTIER TRUST CO OF NEVADA INC | 92,871 | 2,263,000 | 0.24% | ||
| 38 | CULLEN/FROST BANKERS, INC. | 91,582 | 2,233,000 | 0.24% | ||
| 39 | RAYMOND JAMES & ASSOCIATES | 87,186 | 2,126,000 | 0.22% | ||
| 40 | ROYAL BANK OF CANADA | 80,217 | 1,956,000 | 0.21% | ||
| 41 | AMERICAN INTERNATIONAL GROUP, INC. | 72,546 | 1,769,000 | 0.19% | ||
| 42 | Curi Capital, LLC | 71,604 | 1,746,000 | 0.18% | ||
| 43 | SUNTRUST BANKS INC | 71,679 | 1,746,000 | 0.18% | ||
| 44 | CWM, LLC | 70,764 | 1,725,000 | 0.18% | ||
| 45 | Towercrest Capital Management | 67,942 | 1,656,000 | 0.17% | ||
| 46 | Orion Porfolio Solutions, LLC | 67,235 | 1,639,000 | 0.17% | ||
| 47 | Virtu KCG Holdings LLC | 67,008 | 1,634,000 | 0.17% | ||
| 48 | PATTON ALBERTSON MILLER GROUP, LLC | 65,836 | 1,605,000 | 0.17% | ||
| 49 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 62,429 | 1,521,000 | 0.16% | ||
| 50 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 61,723 | 1,505,000 | 0.16% |
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.
