| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Efficient Advisors, LLC | 819,171 | 45,194,000 | 11.81% | ||
| 2 | MORGAN STANLEY | 587,325 | 32,402,000 | 8.47% | ||
| 3 | BANK OF MONTREAL /CAN/ | 577,078 | 31,837,000 | 8.32% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 426,322 | 23,520,000 | 6.15% | ||
| 5 | 3D ASSET MANAGEMENT, INC | 311,909 | 17,208,000 | 4.50% | ||
| 6 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 295,256 | 16,289,000 | 4.26% | ||
| 7 | M&T BANK CORP | 255,689 | 14,106,000 | 3.69% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 231,051 | 12,747,000 | 3.33% | ||
| 9 | Commonwealth Equity Services, Inc | 207,282 | 11,436,000 | 2.99% | ||
| 10 | JANE STREET GROUP, LLC | 181,403 | 10,008,000 | 2.61% | ||
| 11 | GOLDMAN SACHS GROUP INC | 181,154 | 9,995,000 | 2.61% | ||
| 12 | Cambridge Investment Research Advisors, Inc. | 158,201 | 8,728,000 | 2.28% | ||
| 13 | GUPTA WEALTH MANAGEMENT LLC | 154,968 | 8,550,000 | 2.23% | ||
| 14 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 151,043 | 8,333,000 | 2.18% | ||
| 15 | Atria Investments, Inc | 459 | 8,323,000 | 2.17% | ||
| 16 | COMERICA BANK | 98,445 | 5,432,000 | 1.42% | ||
| 17 | Evanson Asset Management, LLC | 97,813 | 5,396,000 | 1.41% | ||
| 18 | Carlson Capital Management | 96,678 | 5,334,000 | 1.39% | ||
| 19 | UBS Group AG | 89,354 | 4,930,000 | 1.29% | ||
| 20 | One Capital Management, LLC | 79,368 | 4,379,000 | 1.14% | ||
| 21 | JFS WEALTH ADVISORS, LLC | 75,422 | 4,161,000 | 1.09% | ||
| 22 | Cerity Partners OCIO LLC | 73,748 | 4,071,000 | 1.06% | ||
| 23 | MAI Capital Management | 72,903 | 4,022,000 | 1.05% | ||
| 24 | Capital Advantage, Inc. | 71,494 | 3,944,000 | 1.03% | ||
| 25 | EisnerAmper Wealth Management Corporate Benefits, LLC | 68,722 | 3,791,000 | 0.99% | ||
| 26 | Bank of New York Mellon Corp | 61,293 | 3,382,000 | 0.88% | ||
| 27 | GHP Investment Advisors, Inc. | 60,786 | 3,354,000 | 0.88% | ||
| 28 | SMITH, MOORE & CO. | 60,560 | 3,341,000 | 0.87% | ||
| 29 | Whitnell & Co. | 54,590 | 3,012,000 | 0.79% | ||
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,488 | 3,006,000 | 0.79% | ||
| 31 | Stratford Consulting, LLC | 52,758 | 2,911,000 | 0.76% | ||
| 32 | ASSETMARK, INC | 52,204 | 2,880,000 | 0.75% | ||
| 33 | FIDUCIARY TRUST CO | 52,172 | 2,879,000 | 0.75% | ||
| 34 | RAYMOND JAMES & ASSOCIATES | 52,074 | 2,874,000 | 0.75% | ||
| 35 | WELLS FARGO & COMPANY/MN | 51,696 | 2,852,000 | 0.75% | ||
| 36 | BAIRD FINANCIAL GROUP, INC. | 47,961 | 2,646,000 | 0.69% | ||
| 37 | ROYAL BANK OF CANADA | 47,161 | 2,602,000 | 0.68% | ||
| 38 | LPL Financial LLC | 40,836 | 2,324,000 | 0.61% | ||
| 39 | Mosaic Financial Partners, Inc. | 40,591 | 2,239,000 | 0.58% | ||
| 40 | CPWM, LLC | 35,954 | 1,984,000 | 0.52% | ||
| 41 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30,855 | 1,702,000 | 0.44% | ||
| 42 | IndexIQ Advisors LLC | 28,471 | 1,571,000 | 0.41% | ||
| 43 | Orion Porfolio Solutions, LLC | 28,320 | 1,562,000 | 0.41% | ||
| 44 | ASSET PLANNING SERVICES, LTD. | 27,246 | 1,503,000 | 0.39% | ||
| 45 | Telos Capital Management, Inc. | 27,008 | 1,490,000 | 0.39% | ||
| 46 | SVA Wealth Management, LLC | 26,131 | 1,442,000 | 0.38% | ||
| 47 | Parkside Advisors LLC | 25,988 | 1,434,000 | 0.37% | ||
| 48 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 25,611 | 1,413,000 | 0.37% | ||
| 49 | Merriman Wealth Management, LLC | 25,330 | 1,397,000 | 0.36% | ||
| 50 | Ironsides Asset Advisors, LLC | 25,223 | 1,392,000 | 0.36% |
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.
