| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 286,988 | 34,237,000 | 19.02% | ||
| 2 | MORGAN STANLEY | 190,343 | 22,708,000 | 12.61% | ||
| 3 | LPL Financial LLC | 143,786 | 17,195,000 | 9.55% | ||
| 4 | BAILARD, INC. | 134,456 | 16,041,000 | 8.91% | ||
| 5 | UBS Group AG | 115,285 | 13,754,000 | 7.64% | ||
| 6 | Pure Financial Advisors, LLC | 57,294 | 6,835,000 | 3.80% | ||
| 7 | WELLS FARGO & COMPANY/MN | 48,564 | 5,793,000 | 3.22% | ||
| 8 | MUFG Americas Holdings Corp | 44,461 | 5,304,000 | 2.95% | ||
| 9 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 43,630 | 5,205,000 | 2.89% | ||
| 10 | Betterment LLC | 35,462 | 4,231,000 | 2.35% | ||
| 11 | AMERIPRISE FINANCIAL INC | 33,205 | 3,961,000 | 2.20% | ||
| 12 | Parkside Advisors LLC | 32,596 | 3,889,000 | 2.16% | ||
| 13 | Pictet North America Advisors SA | 29,650 | 3,537,000 | 1.96% | ||
| 14 | BANQUE PICTET & CIE SA | 29,650 | 3,537,000 | 1.96% | ||
| 15 | JANE STREET GROUP, LLC | 28,584 | 3,410,000 | 1.89% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 25,981 | 3,100,000 | 1.72% | ||
| 17 | BB&T SECURITIES, LLC | 21,944 | 2,617,000 | 1.45% | ||
| 18 | WEALTHSOURCE PARTNERS, LLC | 17,943 | 2,141,000 | 1.19% | ||
| 19 | Cambridge Investment Research Advisors, Inc. | 13,746 | 1,640,000 | 0.91% | ||
| 20 | Charles Schwab Investment Advisory, Inc. | 11,207 | 1,337,000 | 0.74% | ||
| 21 | GFS Advisors, LLC | 153,420 | 1,286,000 | 0.71% | ||
| 22 | USCA RIA LLC | 153,420 | 1,286,000 | 0.71% | ||
| 23 | Garde Capital, Inc. | 8,537 | 1,018,000 | 0.57% | ||
| 24 | CITIGROUP INC | 7,547 | 900,000 | 0.50% | ||
| 25 | BANK OF STOCKTON | 6,400 | 763,000 | 0.42% | ||
| 26 | Winfield Associates, Inc. | 6,363 | 759,000 | 0.42% | ||
| 27 | CAPRIN ASSET MANAGEMENT LLC /ADV | 6,200 | 740,000 | 0.41% | ||
| 28 | Virtu KCG Holdings LLC | 5,604 | 669,000 | 0.37% | ||
| 29 | WHITTIER TRUST CO | 5,470 | 653,000 | 0.36% | ||
| 30 | JPMORGAN CHASE & CO | 5,305 | 633,000 | 0.35% | ||
| 31 | Commonwealth Equity Services, Inc | 4,925 | 588,000 | 0.33% | ||
| 32 | ASPIRIANT, LLC | 4,908 | 586,000 | 0.33% | ||
| 33 | Fisher Asset Management, LLC | 4,477 | 538,000 | 0.30% | ||
| 34 | FCA CORP /TX | 4,364 | 521,000 | 0.29% | ||
| 35 | Atria Investments, Inc | 4,153 | 495,000 | 0.27% | ||
| 36 | BRIGHTON JONES LLC | 3,430 | 409,199 | 0.23% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 3,429 | 409,000 | 0.23% | ||
| 38 | MISSION WEALTH MANAGEMENT, LLC | 3,410 | 407,000 | 0.23% | ||
| 39 | MILLIE CAPITAL MANAGEMENT, LLC | 3,320 | 396,000 | 0.22% | ||
| 40 | D.A. DAVIDSON & CO. | 3,282 | 391,000 | 0.22% | ||
| 41 | First Allied Advisory Services, Inc. | 3,189 | 379,000 | 0.21% | ||
| 42 | IFP ADVISORS, INC | 2,912 | 347,000 | 0.19% | ||
| 43 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,876 | 343,000 | 0.19% | ||
| 44 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,867 | 342,000 | 0.19% | ||
| 45 | HighTower Advisors, LLC | 2,743 | 328,000 | 0.18% | ||
| 46 | STIFEL FINANCIAL CORP | 2,717 | 324,000 | 0.18% | ||
| 47 | ROYAL BANK OF CANADA | 2,586 | 308,000 | 0.17% | ||
| 48 | FIRST FOUNDATION ADVISORS | 2,553 | 305,000 | 0.17% | ||
| 49 | Litman Gregory Wealth Management LLC | 2,487 | 297,000 | 0.16% | ||
| 50 | BlackRock Investment Management, LLC | 2,473 | 295,000 | 0.16% |
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.
