| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 16,240,045 | 434,584,000 | 62.47% | ||
| 2 | Choate Investment Advisors | 2,790,707 | 74,679,319 | 10.74% | ||
| 3 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 2,070,909 | 55,372,000 | 7.96% | ||
| 4 | MORGAN STANLEY | 941,245 | 25,187,000 | 3.62% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 875,629 | 23,432,000 | 3.37% | ||
| 6 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 643,134 | 17,210,000 | 2.47% | ||
| 7 | Orion Porfolio Solutions, LLC | 514,000 | 13,755,000 | 1.98% | ||
| 8 | FIRST TRUST ADVISORS LP | 306,823 | 8,211,000 | 1.18% | ||
| 9 | OLD MISSION CAPITAL, LLC | 290,315 | 7,769,000 | 1.12% | ||
| 10 | WELLS FARGO & COMPANY/MN | 272,381 | 7,289,000 | 1.05% | ||
| 11 | LPL Financial LLC | 142,921 | 3,860,000 | 0.55% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 136,112 | 3,642,000 | 0.52% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 114,492 | 3,064,000 | 0.44% | ||
| 14 | UBS Group AG | 94,982 | 2,542,000 | 0.37% | ||
| 15 | LEVEL FOUR ADVISORY SERVICES, LLC | 81,615 | 2,184,000 | 0.31% | ||
| 16 | WEALTHSOURCE PARTNERS, LLC | 80,219 | 2,147,000 | 0.31% | ||
| 17 | Sigma Planning Corp | 78,235 | 2,094,000 | 0.30% | ||
| 18 | Commonwealth Equity Services, Inc | 66,481 | 1,779,000 | 0.26% | ||
| 19 | WHITTIER TRUST CO | 45,233 | 1,210,000 | 0.17% | ||
| 20 | WHITTIER TRUST CO OF NEVADA INC | 39,329 | 1,052,000 | 0.15% | ||
| 21 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 38,757 | 1,047,000 | 0.15% | ||
| 22 | ROYAL BANK OF CANADA | 30,012 | 803,000 | 0.12% | ||
| 23 | Cetera Advisor Networks LLC | 17,546 | 469,000 | 0.07% | ||
| 24 | PINNACLE FINANCIAL PARTNERS INC | 14,826 | 396,000 | 0.06% | ||
| 25 | VENTURI WEALTH MANAGEMENT, LLC | 11,830 | 317,000 | 0.05% | ||
| 26 | Essex Financial Services, Inc. | 10,901 | 292,000 | 0.04% | ||
| 27 | HighTower Advisors, LLC | 9,686 | 259,000 | 0.04% | ||
| 28 | BROWN ADVISORY INC | 8,215 | 220,000 | 0.03% | ||
| 29 | ADELL HARRIMAN & CARPENTER INC | 8,100 | 216,756 | 0.03% | ||
| 30 | Private Advisor Group, LLC | 7,245 | 202,000 | 0.03% | ||
| 31 | IFP ADVISORS, INC | 4,458 | 119,000 | 0.02% | ||
| 32 | ROPES WEALTH ADVISORS LLC | 3,817 | 102,000 | 0.01% | ||
| 33 | Tower Research Capital LLC (TRC) | 2,080 | 56,000 | 0.01% | ||
| 34 | LBA Wealth Management, LLC | 1,502 | 40,000 | 0.01% | ||
| 35 | MSI Financial Services Inc | 800 | 21,000 | 0.00% | ||
| 36 | NEXT Financial Group, Inc | 150 | 4,000 | 0.00% | ||
| 37 | Creative Planning | 20 | 1,000 | 0.00% |
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.
