| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Efficient Advisors, LLC | 829,563 | 50,056,000 | 11.65% | ||
| 2 | MORGAN STANLEY | 638,573 | 38,532,000 | 8.97% | ||
| 3 | BANK OF MONTREAL /CAN/ | 594,136 | 35,850,000 | 8.35% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 507,214 | 30,605,000 | 7.12% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 438,802 | 26,477,000 | 6.16% | ||
| 6 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 285,627 | 17,235,000 | 4.01% | ||
| 7 | 3D ASSET MANAGEMENT, INC | 271,410 | 16,377,000 | 3.81% | ||
| 8 | M&T BANK CORP | 261,808 | 15,797,000 | 3.68% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 233,123 | 14,067,000 | 3.27% | ||
| 10 | Commonwealth Equity Services, Inc | 197,791 | 11,935,000 | 2.78% | ||
| 11 | COMERICA BANK | 197,320 | 11,906,000 | 2.77% | ||
| 12 | Cambridge Investment Research Advisors, Inc. | 154,894 | 9,346,000 | 2.18% | ||
| 13 | UBS Group AG | 152,258 | 9,187,000 | 2.14% | ||
| 14 | GOLDMAN SACHS GROUP INC | 144,723 | 8,732,000 | 2.03% | ||
| 15 | GUPTA WEALTH MANAGEMENT LLC | 135,923 | 8,202,000 | 1.91% | ||
| 16 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 129,486 | 7,813,000 | 1.82% | ||
| 17 | Evanson Asset Management, LLC | 100,297 | 6,051,000 | 1.41% | ||
| 18 | Carlson Capital Management | 94,418 | 5,697,000 | 1.33% | ||
| 19 | IndexIQ Advisors LLC | 92,003 | 5,551,000 | 1.29% | ||
| 20 | One Capital Management, LLC | 85,572 | 5,163,000 | 1.20% | ||
| 21 | JFS WEALTH ADVISORS, LLC | 77,257 | 4,662,000 | 1.09% | ||
| 22 | MAI Capital Management | 70,655 | 4,263,000 | 0.99% | ||
| 23 | Cerity Partners OCIO LLC | 66,588 | 4,018,000 | 0.94% | ||
| 24 | Capital Advantage, Inc. | 66,464 | 4,010,000 | 0.93% | ||
| 25 | EisnerAmper Wealth Management Corporate Benefits, LLC | 65,374 | 3,945,000 | 0.92% | ||
| 26 | ASSETMARK, INC | 59,324 | 3,580,000 | 0.83% | ||
| 27 | GHP Investment Advisors, Inc. | 58,670 | 3,508,000 | 0.82% | ||
| 28 | SMITH, MOORE & CO. | 58,107 | 3,506,000 | 0.82% | ||
| 29 | Whitnell & Co. | 54,590 | 3,294,000 | 0.77% | ||
| 30 | Stratford Consulting, LLC | 53,574 | 3,233,000 | 0.75% | ||
| 31 | FIDUCIARY TRUST CO | 52,647 | 3,177,000 | 0.74% | ||
| 32 | WELLS FARGO & COMPANY/MN | 51,036 | 3,079,000 | 0.72% | ||
| 33 | ROYAL BANK OF CANADA | 48,003 | 2,896,000 | 0.67% | ||
| 34 | LPL Financial LLC | 45,922 | 2,729,000 | 0.64% | ||
| 35 | Mosaic Financial Partners, Inc. | 43,941 | 2,651,000 | 0.62% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 42,382 | 2,558,000 | 0.60% | ||
| 37 | Bank of New York Mellon Corp | 40,175 | 2,425,000 | 0.56% | ||
| 38 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34,929 | 2,108,000 | 0.49% | ||
| 39 | BAIRD FINANCIAL GROUP, INC. | 32,501 | 1,961,000 | 0.46% | ||
| 40 | CFO4Life, L.P. | 31,477 | 1,899,000 | 0.44% | ||
| 41 | Orion Porfolio Solutions, LLC | 28,320 | 1,709,000 | 0.40% | ||
| 42 | Telos Capital Management, Inc. | 27,237 | 1,644,000 | 0.38% | ||
| 43 | Ironsides Asset Advisors, LLC | 27,002 | 1,629,000 | 0.38% | ||
| 44 | ASSET PLANNING SERVICES, LTD. | 26,705 | 1,611,000 | 0.38% | ||
| 45 | Parkside Advisors LLC | 26,161 | 1,579,000 | 0.37% | ||
| 46 | CPWM, LLC | 25,768 | 1,555,000 | 0.36% | ||
| 47 | SVA Wealth Management, LLC | 25,214 | 1,521,000 | 0.35% | ||
| 48 | HHG & Company, LLC | 22,038 | 1,330,000 | 0.31% | ||
| 49 | Tortoise Investment Management, LLC | 20,384 | 1,230,000 | 0.29% | ||
| 50 | Invesco Ltd. | 20,044 | 1,209,000 | 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.
