| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 8,303,176 | 399,300,000 | 35.94% | ||
| 2 | HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV | 3,264,166 | 156,974,000 | 14.13% | ||
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,424,286 | 68,499,000 | 6.17% | ||
| 4 | BlackRock Finance, Inc. | 756,142 | 36,363,000 | 3.27% | ||
| 5 | KRILOGY FINANCIAL LLC | 718,638 | 34,559,000 | 3.11% | ||
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 603,167 | 29,006,000 | 2.61% | ||
| 7 | Betterment LLC | 563,611 | 27,104,000 | 2.44% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 352,792 | 16,966,000 | 1.53% | ||
| 9 | MORGAN STANLEY | 345,694 | 16,625,000 | 1.50% | ||
| 10 | Apriem Advisors | 329,398 | 15,841,000 | 1.43% | ||
| 11 | Gemmer Asset Management LLC | 322,174 | 15,493,000 | 1.39% | ||
| 12 | FINANCIAL COUNSELORS INC | 285,777 | 13,743,000 | 1.24% | ||
| 13 | Live Your Vision, LLC | 256,223 | 12,322,000 | 1.11% | ||
| 14 | Summit Asset Management, LLC | 249,700 | 12,008,000 | 1.08% | ||
| 15 | One Capital Management, LLC | 220,954 | 10,626,000 | 0.96% | ||
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 217,790 | 10,474,000 | 0.94% | ||
| 17 | LPL Financial LLC | 214,056 | 10,367,000 | 0.93% | ||
| 18 | APPLETON GROUP, LLC | 162,050 | 7,793,000 | 0.70% | ||
| 19 | AVALON CAPITAL MANAGEMENT | 158,551 | 7,625,000 | 0.69% | ||
| 20 | Atria Investments, Inc | 154,814 | 7,445,000 | 0.67% | ||
| 21 | VALENTINE VENTURES LLC | 150,995 | 7,261,000 | 0.65% | ||
| 22 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 147,464 | 7,092,000 | 0.64% | ||
| 23 | OPES ADVISORS INC | 136,443 | 6,562,000 | 0.59% | ||
| 24 | Newman Dignan & Sheerar, Inc. | 136,123 | 6,546,000 | 0.59% | ||
| 25 | SAGE FINANCIAL GROUP INC | 129,874 | 6,246,000 | 0.56% | ||
| 26 | IMA Advisory Services, Inc. | 129,359 | 6,221,000 | 0.56% | ||
| 27 | GHP Investment Advisors, Inc. | 128,069 | 6,159,000 | 0.55% | ||
| 28 | UBS Group AG | 126,666 | 6,091,000 | 0.55% | ||
| 29 | BANK OF AMERICA CORP /DE/ | 126,257 | 6,072,000 | 0.55% | ||
| 30 | MOISAND FITZGERALD TAMAYO, LLC | 105,037 | 5,051,000 | 0.45% | ||
| 31 | PIERSHALE FINANCIAL GROUP, INC. | 102,023 | 4,906,000 | 0.44% | ||
| 32 | Nadler Financial Group, Inc. | 101,035 | 4,859,000 | 0.44% | ||
| 33 | Cetera Advisor Networks LLC | 96,144 | 4,623,000 | 0.42% | ||
| 34 | Mariner, LLC | 94,179 | 4,529,000 | 0.41% | ||
| 35 | MUFG Americas Holdings Corp | 91,965 | 4,423,000 | 0.40% | ||
| 36 | WELLS FARGO & COMPANY/MN | 88,728 | 4,267,000 | 0.38% | ||
| 37 | ProVise Management Group, LLC | 85,326 | 4,083,000 | 0.37% | ||
| 38 | FAS Wealth Partners, Inc. | 78,551 | 3,778,000 | 0.34% | ||
| 39 | Pinnacle Advisory Group, Inc. | 75,174 | 3,615,000 | 0.33% | ||
| 40 | Courage Miller Partners, LLC | 73,365 | 3,528,000 | 0.32% | ||
| 41 | GUIDANT WEALTH ADVISORS | 71,028 | 3,438,000 | 0.31% | ||
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60,365 | 2,903,000 | 0.26% | ||
| 43 | Sequoia Financial Advisors, LLC | 57,678 | 2,774,000 | 0.25% | ||
| 44 | Orion Porfolio Solutions, LLC | 57,114 | 2,747,000 | 0.25% | ||
| 45 | CONDOR CAPITAL MANAGEMENT | 56,199 | 2,703,000 | 0.24% | ||
| 46 | SOUTH TEXAS MONEY MANAGEMENT LTD | 55,388 | 2,664,000 | 0.24% | ||
| 47 | Financial Architects, Inc | 41,185 | 1,981,000 | 0.18% | ||
| 48 | Commonwealth Equity Services, Inc | 39,927 | 1,920,000 | 0.17% | ||
| 49 | Creative Planning | 38,678 | 1,860,000 | 0.17% | ||
| 50 | EDGE ADVISORS, LLC | 38,388 | 1,846,000 | 0.17% |
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.
