| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHFRONT CORP | 2,031,361 | 102,543,000 | 9.29% | ||
| 2 | PLANNING ALTERNATIVES LTD /ADV | 1,690,653 | 85,344,000 | 7.73% | ||
| 3 | Destination Wealth Management | 1,278,271 | 64,527,000 | 5.85% | ||
| 4 | BESSEMER GROUP INC | 1,119,000 | 56,487,000 | 5.12% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,052,217 | 53,389,000 | 4.84% | ||
| 6 | Retirement Planning Group, LLC | 938,663 | 47,384,000 | 4.29% | ||
| 7 | HENGEHOLD CAPITAL MANAGEMENT LLC | 784,483 | 39,601,000 | 3.59% | ||
| 8 | AGILIS PARTNERS LLC | 739,417 | 37,326,000 | 3.38% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 727,170 | 36,708,000 | 3.33% | ||
| 10 | HT Partners LLC | 662,765 | 33,271,000 | 3.01% | ||
| 11 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 640,525 | 32,334,000 | 2.93% | ||
| 12 | FORT PITT CAPITAL GROUP INC | 628,039 | 31,703,000 | 2.87% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 584,248 | 29,493,000 | 2.67% | ||
| 14 | FAS Wealth Partners, Inc. | 534,921 | 27,003,000 | 2.45% | ||
| 15 | Apriem Advisors | 519,575 | 26,228,000 | 2.38% | ||
| 16 | Evensky & Katz LLC | 478,421 | 24,150,000 | 2.19% | ||
| 17 | Betterment LLC | 351,721 | 17,755,000 | 1.61% | ||
| 18 | BCWM, LLC | 35,098 | 17,717,000 | 1.61% | ||
| 19 | Stearns Financial Services Group | 320,358 | 16,172,000 | 1.47% | ||
| 20 | Gateway Advisory, LLC | 293,088 | 14,795,000 | 1.34% | ||
| 21 | Hanson & Doremus Investment Management | 289,756 | 14,627,000 | 1.33% | ||
| 22 | KAYS FINANCIAL ADVISORY CORP /ADV | 283,098 | 14,291,000 | 1.29% | ||
| 23 | Financial Management Professionals, Inc. | 242,835 | 12,258,000 | 1.11% | ||
| 24 | NORTH STAR ASSET MANAGEMENT INC | 231,666 | 11,695,000 | 1.06% | ||
| 25 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 221,095 | 11,160,876 | 1.01% | ||
| 26 | STANCORP INVESTMENT ADVISERS INC | 188,568 | 9,519,000 | 0.86% | ||
| 27 | ROYAL BANK OF CANADA | 170,384 | 8,601,000 | 0.78% | ||
| 28 | Summit Financial Strategies, Inc. | 162,164 | 8,186,000 | 0.74% | ||
| 29 | Bartlett & Co. LLC | 155,787 | 7,864,000 | 0.71% | ||
| 30 | Brouwer & Janachowski, LLC | 153,025 | 7,725,000 | 0.70% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 147,214 | 7,431,000 | 0.67% | ||
| 32 | Homrich & Berg | 142,124 | 7,174,000 | 0.65% | ||
| 33 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 139,753 | 7,054,000 | 0.64% | ||
| 34 | Carlton Hofferkamp & Jenks Wealth Management, LLC | 138,025 | 6,967,000 | 0.63% | ||
| 35 | FINANCIAL CONSULATE, INC | 131,631 | 6,645,000 | 0.60% | ||
| 36 | SVA Wealth Management, LLC | 127,401 | 6,431,000 | 0.58% | ||
| 37 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 126,958 | 6,409,000 | 0.58% | ||
| 38 | FutureAdvisor, Inc. | 119,451 | 6,024,000 | 0.55% | ||
| 39 | LPL Financial LLC | 103,647 | 5,214,000 | 0.47% | ||
| 40 | Ironwood Financial, llc | 103,107 | 5,205,000 | 0.47% | ||
| 41 | Atria Investments, Inc | 99,909 | 5,043,000 | 0.46% | ||
| 42 | MORGAN STANLEY | 98,241 | 4,958,000 | 0.45% | ||
| 43 | Buckingham Capital Management, Inc. | 97,577 | 4,926,000 | 0.45% | ||
| 44 | Madden Advisory Services, Inc. | 95,846 | 4,838,000 | 0.44% | ||
| 45 | Bouchey Financial Group Ltd | 87,764 | 4,430,000 | 0.40% | ||
| 46 | AVALON CAPITAL MANAGEMENT | 86,885 | 4,386,000 | 0.40% | ||
| 47 | BROWN ADVISORY INC | 86,715 | 4,377,000 | 0.40% | ||
| 48 | FRONTIER INVESTMENT MGMT CO | 81,623 | 4,142,000 | 0.38% | ||
| 49 | DAVIDSON & GARRARD INC | 79,162 | 3,996,000 | 0.36% | ||
| 50 | Strategic Advisors LLC | 60,421 | 2,883,000 | 0.26% |
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.
