| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHFRONT CORP | 5,366,547 | 261,297,000 | 15.80% | ||
| 2 | Fisher Asset Management, LLC | 4,570,489 | 222,537,000 | 13.46% | ||
| 3 | Betterment LLC | 3,858,732 | 187,882,000 | 11.36% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 2,556,746 | 124,487,000 | 7.53% | ||
| 5 | UBS Group AG | 2,279,587 | 110,993,000 | 6.71% | ||
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,800,531 | 87,668,000 | 5.30% | ||
| 7 | Commonwealth Equity Services, Inc | 1,637,653 | 79,737,000 | 4.82% | ||
| 8 | FMR LLC | 1,432,084 | 69,728,000 | 4.22% | ||
| 9 | MORGAN STANLEY | 1,144,897 | 55,745,000 | 3.37% | ||
| 10 | Charles Schwab Investment Advisory, Inc. | 1,108,132 | 53,955,000 | 3.26% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 620,844 | 30,231,000 | 1.83% | ||
| 12 | BAILARD, INC. | 527,680 | 25,693,000 | 1.55% | ||
| 13 | JANE STREET GROUP, LLC | 515,115 | 25,081,000 | 1.52% | ||
| 14 | ASSETMARK, INC | 500,314 | 24,360,000 | 1.47% | ||
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 436,312 | 21,244,032 | 1.28% | ||
| 16 | BRINKER CAPITAL INC | 351,901 | 17,134,000 | 1.04% | ||
| 17 | WELLS FARGO & COMPANY/MN | 313,564 | 15,268,000 | 0.92% | ||
| 18 | WEALTHCARE ADVISORY PARTNERS LLC | 273,480 | 13,316,000 | 0.81% | ||
| 19 | FLOW TRADERS U.S. LLC | 231,127 | 11,254,000 | 0.68% | ||
| 20 | CREDIT SUISSE AG/ | 229,066 | 11,153,000 | 0.67% | ||
| 21 | COMPREHENSIVE PORTFOLIO MANAGEMENT, LLC | 215,610 | 10,498,000 | 0.63% | ||
| 22 | WEALTHCARE CAPITAL MANAGEMENT LLC | 203,736 | 9,920,000 | 0.60% | ||
| 23 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 190,598 | 9,280,000 | 0.56% | ||
| 24 | LPL Financial LLC | 173,687 | 8,457,000 | 0.51% | ||
| 25 | HighTower Advisors, LLC | 158,966 | 7,739,000 | 0.47% | ||
| 26 | STIFEL FINANCIAL CORP | 136,615 | 6,648,000 | 0.40% | ||
| 27 | CULLEN/FROST BANKERS, INC. | 131,937 | 6,424,000 | 0.39% | ||
| 28 | AMERIPRISE FINANCIAL INC | 126,652 | 6,157,000 | 0.37% | ||
| 29 | Eagle Ridge Investment Management | 116,002 | 5,648,000 | 0.34% | ||
| 30 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 98,280 | 4,785,000 | 0.29% | ||
| 31 | ALLIANCE WEALTH MANAGEMENT GROUP | 96,374 | 4,693,000 | 0.28% | ||
| 32 | ROYAL BANK OF CANADA | 95,509 | 4,650,000 | 0.28% | ||
| 33 | CITIGROUP INC | 95,027 | 4,626,000 | 0.28% | ||
| 34 | FDx Advisors, Inc. | 92,083 | 4,484,000 | 0.27% | ||
| 35 | SUNTRUST BANKS INC | 83,582 | 4,070,000 | 0.25% | ||
| 36 | RAYMOND JAMES & ASSOCIATES | 78,297 | 3,812,000 | 0.23% | ||
| 37 | BANK OF MONTREAL /CAN/ | 75,940 | 3,697,000 | 0.22% | ||
| 38 | BB&T SECURITIES, LLC | 73,023 | 3,555,000 | 0.21% | ||
| 39 | BSW Wealth Partners | 72,221 | 3,516,000 | 0.21% | ||
| 40 | SRS CAPITAL ADVISORS, INC. | 72,115 | 3,502,000 | 0.21% | SH | |
| 41 | GENTRUST, LLC | 66,632 | 3,244,000 | 0.20% | ||
| 42 | HEFTY WEALTH PARTNERS | 59,127 | 2,878,000 | 0.17% | ||
| 43 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 58,623 | 2,854,000 | 0.17% | ||
| 44 | Financial Engines Advisors L.L.C. | 54,077 | 2,591,000 | 0.16% | ||
| 45 | CEDAR HILL ASSOCIATES, LLC | 49,745 | 2,422,000 | 0.15% | ||
| 46 | Private Advisor Group, LLC | 46,613 | 2,265,000 | 0.14% | ||
| 47 | Beaumont Financial Partners, LLC | 41,680 | 2,029,000 | 0.12% | ||
| 48 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 41,317 | 2,011,000 | 0.12% | ||
| 49 | BBVA USA Bancshares, Inc. | 40,817 | 1,987,000 | 0.12% | ||
| 50 | Cambridge Investment Research Advisors, Inc. | 40,075 | 1,951,000 | 0.12% |
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.
