| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | Apriem Advisors | 165,053 | 13,175,000 | 5.23% | ||
| 52 | KRILOGY FINANCIAL LLC | 166,666 | 13,303,000 | 5.28% | ||
| 53 | PIERSHALE FINANCIAL GROUP, INC. | 234,744 | 18,737,000 | 7.43% | ||
| 54 | Brouwer & Janachowski, LLC | 490,073 | 39,118,000 | 15.52% | ||
| 55 | STATE STREET CORP | 1,279,304 | 102,114,000 | 40.52% |
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.
