| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 699,948 | 9,729,000 | 52.52% | ||
| 2 | Alaska Permanent Capital Management, LLC | 466,013 | 6,477,000 | 34.96% | ||
| 3 | UBS Group AG | 31,550 | 439,000 | 2.37% | ||
| 4 | AMERIPRISE FINANCIAL INC | 27,669 | 384,000 | 2.07% | ||
| 5 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 25,802 | 359,000 | 1.94% | ||
| 6 | Brown Advisory Securities, LLC | 18,690 | 260,000 | 1.40% | ||
| 7 | Pinnacle Advisory Group, Inc. | 15,955 | 221,000 | 1.19% | ||
| 8 | BANK OF THE WEST | 15,708 | 218,000 | 1.18% | ||
| 9 | WELLS FARGO & COMPANY/MN | 13,463 | 187,000 | 1.01% | ||
| 10 | M Holdings Securities, Inc. | 13,338 | 185,000 | 1.00% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 4,296 | 60,000 | 0.32% | ||
| 12 | Psagot Value Holdings Ltd. | 201 | 3,000 | 0.02% | ||
| 13 | Tower Research Capital LLC (TRC) | 141 | 2,000 | 0.01% | ||
| 14 | Transamerica Financial Advisors, LLC | 20 | 1,000 | 0.01% | ||
| 15 | Parallax Volatility Advisers, L.P. | 1 | 0 | 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.
