| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 2,439,879 | 222,688,000 | 14.04% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1,243,481 | 113,492,000 | 7.16% | ||
| 3 | MORGAN STANLEY | 1,143,135 | 104,335,000 | 6.58% | ||
| 4 | WEALTHFRONT CORP | 907,391 | 82,818,000 | 5.22% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 900,659 | 82,203,000 | 5.18% | ||
| 6 | Cambridge Investment Research Advisors, Inc. | 623,709 | 56,926,000 | 3.59% | ||
| 7 | ASSETMARK, INC | 560,976 | 51,200,000 | 3.23% | ||
| 8 | Stratos Wealth Partners, LTD. | 515,715 | 47,069,000 | 2.97% | ||
| 9 | Fragasso Financial Advisors Inc | 466,339 | 42,562,000 | 2.68% | ||
| 10 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 454,055 | 41,442,000 | 2.61% | ||
| 11 | SULLIVAN, BRUYETTE, SPEROS & BLANEY, INC. | 413,065 | 37,700,000 | 2.38% | ||
| 12 | Ancora Advisors LLC | 386,945 | 35,316,000 | 2.23% | ||
| 13 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 371,753 | 33,919,000 | 2.14% | ||
| 14 | US BANCORP \DE\ | 322,609 | 29,445,000 | 1.86% | ||
| 15 | COLDSTREAM CAPITAL MANAGEMENT INC | 305,766 | 27,907,000 | 1.76% | ||
| 16 | Van Cleef Asset Management,Inc | 284,788 | 25,993,000 | 1.64% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 236,992 | 21,628,000 | 1.36% | ||
| 18 | SARGENT BICKHAM LAGUDIS LLC | 5,106 | 20,462,000 | 1.29% | ||
| 19 | FCG ADVISORS, LLC | 222,483 | 20,306,000 | 1.28% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 213,183 | 19,458,000 | 1.23% | ||
| 21 | FIFTH THIRD BANCORP | 205,955 | 18,798,000 | 1.19% | ||
| 22 | BROWN ADVISORY INC | 188,505 | 17,204,000 | 1.09% | ||
| 23 | LPL Financial LLC | 187,052 | 16,928,000 | 1.07% | ||
| 24 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 171,480 | 15,651,000 | 0.99% | ||
| 25 | WELLS FARGO & COMPANY/MN | 165,779 | 15,132,000 | 0.95% | ||
| 26 | Diversified Trust Co | 159,960 | 14,600,000 | 0.92% | ||
| 27 | AMERIPRISE FINANCIAL INC | 148,003 | 13,480,000 | 0.85% | ||
| 28 | GOLDMAN SACHS GROUP INC | 138,746 | 12,663,000 | 0.80% | ||
| 29 | RAYMOND JAMES TRUST N.A. | 134,241 | 12,252,000 | 0.77% | ||
| 30 | ADVISOR GROUP, INC. | 129,238 | 11,794,000 | 0.74% | ||
| 31 | New England Private Wealth Advisors LLC | 126,985 | 11,593,000 | 0.73% | ||
| 32 | Linscomb Wealth, Inc. | 124,186 | 11,334,000 | 0.71% | ||
| 33 | FIRST HAWAIIAN BANK | 119,100 | 10,871,000 | 0.69% | ||
| 34 | FC ADVISORY LLC | 118,242 | 10,792,000 | 0.68% | ||
| 35 | VICUS CAPITAL | 118,071 | 10,776,000 | 0.68% | ||
| 36 | ROYAL BANK OF CANADA | 107,798 | 9,838,000 | 0.62% | ||
| 37 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 105,693 | 9,647,000 | 0.61% | ||
| 38 | NATIXIS ADVISORS, LLC | 87,179 | 7,957,000 | 0.50% | ||
| 39 | Bank of New York Mellon Corp | 85,900 | 7,840,000 | 0.49% | ||
| 40 | Boston Standard Wealth Management, LLC | 79,442 | 7,251,000 | 0.46% | ||
| 41 | HighTower Advisors, LLC | 69,664 | 6,355,000 | 0.40% | ||
| 42 | FIDUCIARY GROUP, LLC | 66,621 | 6,080,000 | 0.38% | ||
| 43 | Legacy Private Trust Co. | 66,085 | 6,032,000 | 0.38% | ||
| 44 | GOULD ASSET MANAGEMENT LLC /CA/ | 63,305 | 5,778,000 | 0.36% | ||
| 45 | TWIN CAPITAL MANAGEMENT INC | 53,520 | 4,885,000 | 0.31% | ||
| 46 | WILSHIRE ASSOCIATES INC | 53,520 | 4,885,000 | 0.31% | ||
| 47 | Commonwealth Equity Services, Inc | 52,898 | 4,828,000 | 0.30% | ||
| 48 | Raymond James Financial Services Advisors, Inc. | 52,187 | 4,763,000 | 0.30% | ||
| 49 | THRESHOLD GROUP LLC | 51,485 | 4,699,000 | 0.30% | ||
| 50 | BUCKINGHAM STRATEGIC WEALTH, LLC | 50,080 | 4,571,000 | 0.29% |
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.
