| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PLANNING ALTERNATIVES LTD /ADV | 1,742,741 | 86,823,000 | 8.62% | ||
| 2 | WEALTHFRONT CORP | 1,706,951 | 85,040,000 | 8.44% | ||
| 3 | BESSEMER GROUP INC | 1,419,000 | 70,695,000 | 7.02% | ||
| 4 | Destination Wealth Management | 1,304,408 | 64,986,000 | 6.45% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,294,544 | 64,494,000 | 6.40% | ||
| 6 | FORT PITT CAPITAL GROUP INC | 1,050,225 | 52,322,000 | 5.19% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 977,934 | 48,721,000 | 4.84% | ||
| 8 | Retirement Planning Group, LLC | 939,067 | 46,784,000 | 4.64% | ||
| 9 | HENGEHOLD CAPITAL MANAGEMENT LLC | 768,781 | 38,301,000 | 3.80% | ||
| 10 | AGILIS PARTNERS LLC | 690,261 | 34,389,000 | 3.41% | ||
| 11 | HT Partners LLC | 560,966 | 27,947,000 | 2.77% | ||
| 12 | FAS Wealth Partners, Inc. | 529,480 | 26,379,000 | 2.62% | ||
| 13 | Apriem Advisors | 466,936 | 23,263,000 | 2.31% | ||
| 14 | Evensky & Katz LLC | 363,334 | 18,101,000 | 1.80% | ||
| 15 | BCWM, LLC | 35,715 | 17,793,000 | 1.77% | ||
| 16 | Stearns Financial Services Group | 328,107 | 16,346,000 | 1.62% | ||
| 17 | Financial Management Professionals, Inc. | 294,291 | 14,662,000 | 1.46% | ||
| 18 | Gateway Advisory, LLC | 291,963 | 14,546,000 | 1.44% | ||
| 19 | KAYS FINANCIAL ADVISORY CORP /ADV | 284,289 | 14,163,000 | 1.41% | ||
| 20 | Betterment LLC | 241,916 | 12,052,000 | 1.20% | ||
| 21 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 240,361 | 11,974,785 | 1.19% | ||
| 22 | Hanson & Doremus Investment Management | 218,393 | 10,880,000 | 1.08% | ||
| 23 | STANCORP INVESTMENT ADVISERS INC | 187,758 | 9,354,000 | 0.93% | ||
| 24 | NORTH STAR ASSET MANAGEMENT INC | 174,321 | 8,685,000 | 0.86% | ||
| 25 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 172,006 | 8,569,000 | 0.85% | ||
| 26 | Bartlett & Co. LLC | 139,492 | 6,949,000 | 0.69% | ||
| 27 | Summit Financial Strategies, Inc. | 137,229 | 6,837,000 | 0.68% | ||
| 28 | Carlton Hofferkamp & Jenks Wealth Management, LLC | 128,410 | 6,397,000 | 0.64% | ||
| 29 | JANE STREET GROUP, LLC | 127,861 | 6,370,000 | 0.63% | ||
| 30 | SVA Wealth Management, LLC | 124,440 | 6,200,000 | 0.62% | ||
| 31 | Homrich & Berg | 117,705 | 5,864,000 | 0.58% | ||
| 32 | ROYAL BANK OF CANADA | 115,186 | 5,739,000 | 0.57% | ||
| 33 | Ironwood Financial, llc | 101,560 | 5,060,000 | 0.50% | ||
| 34 | Atria Investments, Inc | 95,548 | 4,760,000 | 0.47% | ||
| 35 | Madden Advisory Services, Inc. | 95,329 | 4,749,000 | 0.47% | ||
| 36 | Buckingham Capital Management, Inc. | 93,888 | 4,678,000 | 0.46% | ||
| 37 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 86,929 | 4,331,000 | 0.43% | ||
| 38 | LPL Financial LLC | 83,113 | 4,141,000 | 0.41% | ||
| 39 | DAVIDSON & GARRARD INC | 75,796 | 3,776,000 | 0.37% | ||
| 40 | MORGAN STANLEY | 73,351 | 3,655,000 | 0.36% | ||
| 41 | Bouchey Financial Group Ltd | 72,664 | 3,620,000 | 0.36% | ||
| 42 | FINANCIAL CONSULATE, INC | 68,210 | 3,398,000 | 0.34% | ||
| 43 | Strategic Advisors LLC | 66,334 | 3,305,000 | 0.33% | ||
| 44 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 59,541 | 2,966,000 | 0.29% | ||
| 45 | Vigilant Capital Management, LLC | 56,903 | 2,835,000 | 0.28% | ||
| 46 | Cambridge Investment Research Advisors, Inc. | 54,386 | 2,710,000 | 0.27% | ||
| 47 | Concert Wealth Management Inc. | 53,755 | 2,676,000 | 0.27% | ||
| 48 | FormulaFolio Investments, LLC | 49,847 | 2,483,000 | 0.25% | ||
| 49 | MAIRS & POWER INC | 49,730 | 2,478,000 | 0.25% | ||
| 50 | WBH ADVISORY INC | 47,915 | 2,387,000 | 0.24% |
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.
