| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 9,908,653 | 492,271,000 | 38.24% | ||
| 2 | HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV | 2,279,862 | 114,449,000 | 8.89% | ||
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,874,217 | 94,074,000 | 7.31% | ||
| 4 | BlackRock Finance, Inc. | 764,908 | 38,398,000 | 2.98% | ||
| 5 | UBS Group AG | 725,455 | 36,418,000 | 2.83% | ||
| 6 | KRILOGY FINANCIAL LLC | 696,290 | 34,954,000 | 2.72% | ||
| 7 | FINANCIAL COUNSELORS INC | 600,027 | 30,109,000 | 2.34% | ||
| 8 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 582,177 | 29,225,000 | 2.27% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 526,068 | 26,409,000 | 2.05% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 429,624 | 21,568,000 | 1.68% | ||
| 11 | RESOURCES INVESTMENT ADVISORS, INC. | 305,721 | 15,347,000 | 1.19% | ||
| 12 | Gemmer Asset Management LLC | 292,556 | 14,686,000 | 1.14% | ||
| 13 | Live Your Vision, LLC | 269,831 | 13,756,000 | 1.07% | ||
| 14 | Summit Asset Management, LLC | 251,717 | 12,636,000 | 0.98% | ||
| 15 | MATHER GROUP, LLC. | 223,894 | 11,239,000 | 0.87% | ||
| 16 | MORGAN STANLEY | 221,964 | 11,142,000 | 0.87% | ||
| 17 | One Capital Management, LLC | 219,986 | 11,043,000 | 0.86% | ||
| 18 | LPL Financial LLC | 210,146 | 10,549,000 | 0.82% | ||
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 196,379 | 9,858,000 | 0.77% | ||
| 20 | Betterment LLC | 166,013 | 8,334,000 | 0.65% | ||
| 21 | Apriem Advisors | 159,702 | 8,017,000 | 0.62% | ||
| 22 | JANE STREET GROUP, LLC | 157,973 | 7,930,000 | 0.62% | ||
| 23 | APPLETON GROUP, LLC | 157,553 | 7,909,000 | 0.61% | ||
| 24 | OPES ADVISORS INC | 152,668 | 7,783,000 | 0.60% | ||
| 25 | SAGE FINANCIAL GROUP INC | 153,281 | 7,695,000 | 0.60% | ||
| 26 | Newman Dignan & Sheerar, Inc. | 146,452 | 7,352,000 | 0.57% | ||
| 27 | GHP Investment Advisors, Inc. | 145,968 | 7,328,000 | 0.57% | ||
| 28 | Cetera Advisor Networks LLC | 133,541 | 6,703,000 | 0.52% | ||
| 29 | WELLS FARGO & COMPANY/MN | 132,155 | 6,634,000 | 0.52% | ||
| 30 | Nadler Financial Group, Inc. | 118,205 | 5,934,000 | 0.46% | ||
| 31 | Atria Investments, Inc | 116,649 | 5,856,000 | 0.45% | ||
| 32 | IMA Advisory Services, Inc. | 112,688 | 5,657,000 | 0.44% | ||
| 33 | FAS Wealth Partners, Inc. | 109,547 | 5,499,000 | 0.43% | ||
| 34 | MUFG Americas Holdings Corp | 108,417 | 5,443,000 | 0.42% | ||
| 35 | INVST, LLC | 109,416 | 5,436,000 | 0.42% | ||
| 36 | MOISAND FITZGERALD TAMAYO, LLC | 101,171 | 5,079,000 | 0.39% | ||
| 37 | PEAK CAPITAL MANAGEMENT LLC | 100,489 | 5,045,000 | 0.39% | ||
| 38 | Mariner, LLC | 100,129 | 5,027,000 | 0.39% | ||
| 39 | GUIDANT WEALTH ADVISORS | 91,157 | 4,576,000 | 0.36% | ||
| 40 | Sequoia Financial Advisors, LLC | 90,664 | 4,551,000 | 0.35% | ||
| 41 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 87,197 | 4,377,000 | 0.34% | ||
| 42 | AMERIPRISE FINANCIAL INC | 85,150 | 4,268,000 | 0.33% | ||
| 43 | Commonwealth Equity Services, Inc | 76,391 | 3,835,000 | 0.30% | ||
| 44 | ProVise Management Group, LLC | 60,570 | 3,041,000 | 0.24% | ||
| 45 | Orion Porfolio Solutions, LLC | 59,349 | 2,979,000 | 0.23% | ||
| 46 | CONDOR CAPITAL MANAGEMENT | 58,094 | 2,916,000 | 0.23% | ||
| 47 | FINANCIAL STRATEGY NETWORK, LLC | 930,788 | 2,844,000 | 0.22% | ||
| 48 | INVESTMENT CENTERS OF AMERICA INC | 54,966 | 2,760,000 | 0.21% | ||
| 49 | NATIONAL PLANNING CORP | 54,187 | 2,735,000 | 0.21% | ||
| 50 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 54,186 | 2,720,000 | 0.21% |
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.
