| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 224,312 | 26,525,000 | 19.86% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 191,278 | 22,618,000 | 16.94% | ||
| 3 | BB&T SECURITIES, LLC | 15,906 | 18,808,000 | 14.08% | ||
| 4 | UBS Group AG | 101,727 | 12,029,000 | 9.01% | ||
| 5 | BAILARD, INC. | 79,414 | 9,391,000 | 7.03% | ||
| 6 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 46,386 | 5,485,000 | 4.11% | ||
| 7 | Parkside Advisors LLC | 33,283 | 3,936,000 | 2.95% | ||
| 8 | WELLS FARGO & COMPANY/MN | 31,691 | 3,747,000 | 2.81% | ||
| 9 | JANE STREET GROUP, LLC | 30,338 | 3,587,000 | 2.69% | ||
| 10 | LPL Financial LLC | 28,899 | 3,414,000 | 2.56% | ||
| 11 | Pure Financial Advisors, LLC | 27,837 | 3,292,000 | 2.47% | ||
| 12 | JPMORGAN CHASE & CO | 17,959 | 2,124,000 | 1.59% | ||
| 13 | Betterment LLC | 14,461 | 1,710,000 | 1.28% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 13,160 | 1,556,000 | 1.17% | ||
| 15 | Garde Capital, Inc. | 9,023 | 1,067,000 | 0.80% | ||
| 16 | Cambridge Investment Research Advisors, Inc. | 7,692 | 910,000 | 0.68% | ||
| 17 | CITIGROUP INC | 6,636 | 785,000 | 0.59% | ||
| 18 | MUFG Americas Holdings Corp | 5,864 | 693,000 | 0.52% | ||
| 19 | WHITTIER TRUST CO | 5,650 | 668,000 | 0.50% | ||
| 20 | Winfield Associates, Inc. | 5,601 | 662,000 | 0.50% | ||
| 21 | ASPIRIANT, LLC | 4,908 | 580,000 | 0.43% | ||
| 22 | MANAGED ACCOUNT ADVISORS LLC | 4,829 | 571,000 | 0.43% | ||
| 23 | Commonwealth Equity Services, Inc | 4,641 | 549,000 | 0.41% | ||
| 24 | BlackRock Investment Management, LLC | 4,499 | 532,000 | 0.40% | ||
| 25 | CREDIT SUISSE AG/ | 4,405 | 521,000 | 0.39% | ||
| 26 | ROYAL BANK OF CANADA | 4,393 | 520,000 | 0.39% | ||
| 27 | Perigon Wealth Management, LLC | 4,215 | 498,000 | 0.37% | ||
| 28 | BANK OF STOCKTON | 3,800 | 450,000 | 0.34% | ||
| 29 | Atria Investments, Inc | 3,637 | 430,000 | 0.32% | ||
| 30 | BRIGHTON JONES LLC | 3,430 | 406,000 | 0.30% | ||
| 31 | MILLIE CAPITAL MANAGEMENT, LLC | 3,320 | 393,000 | 0.29% | ||
| 32 | FCA CORP /TX | 3,260 | 385,000 | 0.29% | ||
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,935 | 347,000 | 0.26% | ||
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,853 | 337,000 | 0.25% | ||
| 35 | Cetera Advisor Networks LLC | 2,837 | 335,000 | 0.25% | ||
| 36 | STIFEL FINANCIAL CORP | 2,565 | 303,000 | 0.23% | ||
| 37 | RAND WEALTH, LLC | 2,566 | 303,000 | 0.23% | ||
| 38 | Baker Avenue Asset Management, LP | 2,540 | 300,000 | 0.22% | ||
| 39 | GOLDMAN SACHS GROUP INC | 2,478 | 293,000 | 0.22% | ||
| 40 | AMERIPRISE FINANCIAL INC | 2,217 | 262,000 | 0.20% | ||
| 41 | First Allied Advisory Services, Inc. | 2,123 | 251,000 | 0.19% | ||
| 42 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2,005 | 237,000 | 0.18% | ||
| 43 | Advisory Services Network, LLC | 2,009 | 237,000 | 0.18% | ||
| 44 | Partnervest Advisory Services LLC | 1,995 | 236,000 | 0.18% | ||
| 45 | Coe Capital Management, LLC | 1,980 | 234,000 | 0.18% | ||
| 46 | WEALTHCARE CAPITAL MANAGEMENT LLC | 1,856 | 219,000 | 0.16% | ||
| 47 | BANK OF THE WEST | 1,795 | 212,000 | 0.16% | ||
| 48 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,414 | 167,000 | 0.13% | ||
| 49 | D.A. DAVIDSON & CO. | 1,128 | 133,000 | 0.10% | ||
| 50 | BARCLAYS PLC | 1,082 | 128,000 | 0.10% |
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.
