| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHFRONT CORP | 2,302,728 | 115,666,000 | 10.66% | ||
| 2 | PLANNING ALTERNATIVES LTD /ADV | 1,624,855 | 81,616,000 | 7.52% | ||
| 3 | Destination Wealth Management | 1,084,981 | 54,499,000 | 5.02% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,042,680 | 52,374,000 | 4.82% | ||
| 5 | Retirement Planning Group, LLC | 929,803 | 46,704,000 | 4.30% | ||
| 6 | AGILIS PARTNERS LLC | 800,917 | 40,230,000 | 3.71% | ||
| 7 | HENGEHOLD CAPITAL MANAGEMENT LLC | 777,443 | 39,051,000 | 3.60% | ||
| 8 | Evensky & Katz LLC | 657,833 | 33,042,000 | 3.04% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 652,715 | 32,786,000 | 3.02% | ||
| 10 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 637,276 | 32,010,000 | 2.95% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 634,327 | 31,863,000 | 2.94% | ||
| 12 | HT Partners LLC | 610,105 | 30,749,000 | 2.83% | ||
| 13 | Betterment LLC | 544,373 | 27,344,000 | 2.52% | ||
| 14 | FORT PITT CAPITAL GROUP INC | 540,511 | 27,150,000 | 2.50% | ||
| 15 | Apriem Advisors | 539,996 | 27,124,000 | 2.50% | ||
| 16 | FAS Wealth Partners, Inc. | 499,046 | 25,067,000 | 2.31% | ||
| 17 | ROYAL BANK OF CANADA | 336,478 | 16,901,000 | 1.56% | ||
| 18 | Stearns Financial Services Group | 335,153 | 16,835,000 | 1.55% | ||
| 19 | Gateway Advisory, LLC | 308,987 | 15,520,000 | 1.43% | ||
| 20 | Hanson & Doremus Investment Management | 305,306 | 15,336,000 | 1.41% | ||
| 21 | KAYS FINANCIAL ADVISORY CORP /ADV | 290,203 | 14,577,000 | 1.34% | ||
| 22 | NORTH STAR ASSET MANAGEMENT INC | 252,238 | 12,670,000 | 1.17% | ||
| 23 | Homrich & Berg | 246,113 | 12,362,000 | 1.14% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 223,868 | 11,245,000 | 1.04% | ||
| 25 | Brouwer & Janachowski, LLC | 208,912 | 10,494,000 | 0.97% | ||
| 26 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 191,363 | 9,612,163 | 0.89% | ||
| 27 | JANE STREET GROUP, LLC | 191,082 | 9,598,000 | 0.88% | ||
| 28 | Financial Management Professionals, Inc. | 180,478 | 9,064,000 | 0.83% | ||
| 29 | Summit Financial Strategies, Inc. | 179,415 | 9,012,000 | 0.83% | ||
| 30 | Bartlett & Co. LLC | 166,975 | 8,387,000 | 0.77% | ||
| 31 | Accredited Investors Inc. | 166,493 | 8,363,000 | 0.77% | ||
| 32 | FutureAdvisor, Inc. | 153,919 | 7,786,000 | 0.72% | ||
| 33 | Carlton Hofferkamp & Jenks Wealth Management, LLC | 149,524 | 7,564,000 | 0.70% | ||
| 34 | FormulaFolio Investments, LLC | 141,405 | 7,103,000 | 0.65% | ||
| 35 | FINANCIAL CONSULATE, INC | 132,887 | 6,675,000 | 0.61% | ||
| 36 | Bouchey Financial Group Ltd | 128,834 | 6,587,000 | 0.61% | ||
| 37 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 130,353 | 6,548,000 | 0.60% | ||
| 38 | WELLS FARGO & COMPANY/MN | 125,116 | 6,284,000 | 0.58% | ||
| 39 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 120,107 | 6,033,000 | 0.56% | ||
| 40 | BROWN ADVISORY INC | 115,353 | 5,795,000 | 0.53% | ||
| 41 | Atria Investments, Inc | 107,436 | 5,396,000 | 0.50% | ||
| 42 | Strategic Advisors LLC | 104,450 | 5,247,000 | 0.48% | ||
| 43 | Ironwood Financial, llc | 103,322 | 5,190,000 | 0.48% | ||
| 44 | Buckingham Capital Management, Inc. | 99,403 | 5,089,000 | 0.47% | ||
| 45 | Madden Advisory Services, Inc. | 99,834 | 5,014,000 | 0.46% | ||
| 46 | LPL Financial LLC | 85,900 | 4,326,000 | 0.40% | ||
| 47 | Concert Wealth Management Inc. | 78,477 | 3,949,000 | 0.36% | ||
| 48 | DAVIDSON & GARRARD INC | 78,344 | 3,935,000 | 0.36% | ||
| 49 | MORGAN STANLEY | 75,460 | 3,791,000 | 0.35% | ||
| 50 | Financial Architects, Inc | 70,123 | 3,522,000 | 0.32% |
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.
