| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | CITADEL ADVISORS LLC | 44,554 | 1,844,000 | 0.90% | ||
| 52 | CORDA Investment Management, LLC. | 48,603 | 2,011,000 | 0.98% | ||
| 53 | UBS Group AG | 53,573 | 2,217,000 | 1.09% | ||
| 54 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 66,936 | 2,744,000 | 1.34% | ||
| 55 | Baystate Wealth Management LLC | 75,440 | 3,122,000 | 1.53% | ||
| 56 | Blue Chip Partners, LLC | 81,780 | 3,385,000 | 1.66% | ||
| 57 | BANK OF AMERICA CORP /DE/ | 88,165 | 3,650,000 | 1.79% | ||
| 58 | JFS WEALTH ADVISORS, LLC | 89,955 | 3,723,000 | 1.82% | ||
| 59 | Trutina Financial LLC | 108,865 | 4,506,000 | 2.21% | ||
| 60 | ROYAL BANK OF CANADA | 137,287 | 5,682,000 | 2.78% | ||
| 61 | WELLS FARGO & COMPANY/MN | 163,063 | 6,749,000 | 3.30% | ||
| 62 | M&T BANK CORP | 188,794 | 7,815,000 | 3.83% | ||
| 63 | FIRSTMERIT BANK N A TRUSTEE | 210,154 | 8,699,000 | 4.26% | ||
| 64 | BEACON FINANCIAL GROUP | 315,265 | 12,822,000 | 6.28% | ||
| 65 | MORGAN STANLEY | 482,760 | 19,982,000 | 9.78% | ||
| 66 | CUTLER INVESTMENT COUNSEL LLC | 562,144 | 23,267,000 | 11.39% | ||
| 67 | Creative Planning | 711,997 | 29,470,000 | 14.43% | ||
| 68 | FINANCIAL STRATEGY NETWORK, LLC | 846,469 | 34,635,000 | 16.96% |
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.
