| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 22,947,349 | 570,241,000 | 41.26% | ||
| 2 | WealthTrust Fairport, LLC | 2,124,200 | 52,786,000 | 3.82% | ||
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,905,994 | 47,775,000 | 3.46% | ||
| 4 | MATHER GROUP, LLC. | 1,581,575 | 39,302,000 | 2.84% | ||
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,083,079 | 26,915,000 | 1.95% | ||
| 6 | Emery Howard Portfolio Management, Inc. | 1,063,884 | 26,438,000 | 1.91% | ||
| 7 | BlackRock Finance, Inc. | 1,057,591 | 26,281,000 | 1.90% | ||
| 8 | B & T Capital Management DBA Alpha Capital Management | 1,007,862 | 25,045,000 | 1.81% | ||
| 9 | Live Your Vision, LLC | 918,570 | 24,223,000 | 1.75% | ||
| 10 | FLOW TRADERS U.S. LLC | 865,734 | 21,513,000 | 1.56% | ||
| 11 | Financial Engines Advisors L.L.C. | 811,005 | 19,439,000 | 1.41% | ||
| 12 | Apriem Advisors | 641,132 | 15,932,000 | 1.15% | ||
| 13 | KRILOGY FINANCIAL LLC | 617,154 | 15,336,000 | 1.11% | ||
| 14 | LPL Financial LLC | 487,207 | 12,107,000 | 0.88% | ||
| 15 | TOMPKINS FINANCIAL CORP | 441,897 | 10,976,000 | 0.79% | ||
| 16 | Bouchey Financial Group Ltd | 428,832 | 10,656,000 | 0.77% | ||
| 17 | JMG Financial Group, Ltd. | 411,800 | 10,233,000 | 0.74% | ||
| 18 | BANK OF AMERICA CORP /DE/ | 393,381 | 9,776,000 | 0.71% | ||
| 19 | FRONTIER INVESTMENT MGMT CO | 376,691 | 9,361,000 | 0.68% | ||
| 20 | BERGANKDV WEALTH MANAGEMENT, LLC | 358,995 | 8,921,000 | 0.65% | ||
| 21 | PREMIER ASSET MANAGEMENT LLC | 353,655 | 8,788,000 | 0.64% | ||
| 22 | CABOT WEALTH MANAGEMENT INC | 342,201 | 8,504,000 | 0.62% | ||
| 23 | WELLS FARGO & COMPANY/MN | 334,784 | 8,320,000 | 0.60% | ||
| 24 | BLUESKY WEALTH ADVISORS, LLC | 321,065 | 7,978,000 | 0.58% | ||
| 25 | MML INVESTORS SERVICES, INC. | 312,829 | 7,774,000 | 0.56% | ||
| 26 | SARGENT BICKHAM LAGUDIS LLC | 301,242 | 7,486,000 | 0.54% | ||
| 27 | UBS Group AG | 293,306 | 7,289,000 | 0.53% | ||
| 28 | NORTH STAR ASSET MANAGEMENT INC | 268,862 | 6,681,000 | 0.48% | ||
| 29 | Ifrah Financial Services, Inc. | 266,221 | 6,616,000 | 0.48% | ||
| 30 | MORGAN STANLEY | 264,838 | 6,581,000 | 0.48% | ||
| 31 | BRONFMAN E.L. ROTHSCHILD, L.P. | 263,048 | 6,537,000 | 0.47% | ||
| 32 | Raymond James Financial Services Advisors, Inc. | 261,378 | 6,495,000 | 0.47% | ||
| 33 | Atria Investments, Inc | 247,999 | 6,163,000 | 0.45% | ||
| 34 | CAPITAL ONE, NATIONAL ASSOCIATION | 242,232 | 6,020,000 | 0.44% | ||
| 35 | Creative Planning | 236,262 | 5,871,000 | 0.42% | ||
| 36 | Garde Capital, Inc. | 232,661 | 5,782,000 | 0.42% | ||
| 37 | Gemmer Asset Management LLC | 231,277 | 5,747,000 | 0.42% | ||
| 38 | Retirement Planning Group, LLC | 225,814 | 5,611,000 | 0.41% | ||
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 215,265 | 5,349,000 | 0.39% | ||
| 40 | RKL Wealth Management LLC | 213,193 | 5,301,000 | 0.38% | ||
| 41 | FINANCIAL CONSULATE, INC | 212,196 | 5,273,000 | 0.38% | ||
| 42 | HighTower Advisors, LLC | 200,006 | 4,969,000 | 0.36% | ||
| 43 | APPLETON GROUP, LLC | 196,100 | 4,873,000 | 0.35% | ||
| 44 | ALLIANCE WEALTH MANAGEMENT GROUP | 190,405 | 4,709,000 | 0.34% | ||
| 45 | PITTENGER & ANDERSON INC | 188,527 | 4,685,000 | 0.34% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 181,314 | 4,506,000 | 0.33% | ||
| 47 | Sequoia Financial Advisors, LLC | 180,294 | 4,480,000 | 0.32% | ||
| 48 | SUTTON WEALTH ADVISORS INC. | 176,308 | 4,381,254 | 0.32% | ||
| 49 | INVST, LLC | 171,219 | 4,104,000 | 0.30% | ||
| 50 | SIGFIG WEALTH MANAGEMENT, LLC | 163,150 | 4,054,000 | 0.29% |
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.
