| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 5,236,450 | 258,052,000 | 15.79% | ||
| 2 | WEALTHFRONT CORP | 2,753,997 | 135,717,000 | 8.30% | ||
| 3 | Mirae Asset Global Investments Co., Ltd. | 2,157,297 | 106,312,000 | 6.50% | ||
| 4 | Betterment LLC | 1,897,887 | 93,528,000 | 5.72% | ||
| 5 | HT Partners LLC | 1,515,993 | 74,723,000 | 4.57% | ||
| 6 | Evensky & Katz LLC | 1,184,753 | 58,384,000 | 3.57% | ||
| 7 | Retirement Planning Group, LLC | 1,163,018 | 57,314,000 | 3.51% | ||
| 8 | AGILIS PARTNERS LLC | 1,126,907 | 55,534,000 | 3.40% | ||
| 9 | PLANNING ALTERNATIVES LTD /ADV | 862,081 | 42,483,000 | 2.60% | ||
| 10 | ROYAL BANK OF CANADA | 816,816 | 40,252,000 | 2.46% | ||
| 11 | Brouwer & Janachowski, LLC | 759,464 | 37,426,000 | 2.29% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 730,785 | 36,013,000 | 2.20% | ||
| 13 | Destination Wealth Management | 729,017 | 35,751,000 | 2.19% | ||
| 14 | Accredited Investors Inc. | 684,472 | 33,731,000 | 2.06% | ||
| 15 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 672,112 | 33,122,000 | 2.03% | ||
| 16 | FORT PITT CAPITAL GROUP, LLC | 627,621 | 30,929,000 | 1.89% | ||
| 17 | FINANCIAL CONSULATE, INC | 441,552 | 21,760,000 | 1.33% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 428,773 | 21,130,000 | 1.29% | ||
| 19 | Homrich & Berg | 373,103 | 18,387,000 | 1.12% | ||
| 20 | Hanson & Doremus Investment Management | 330,908 | 16,307,000 | 1.00% | ||
| 21 | KAYS FINANCIAL ADVISORY CORP /ADV | 325,880 | 16,059,000 | 0.98% | ||
| 22 | BROWN ADVISORY INC | 298,844 | 14,727,000 | 0.90% | ||
| 23 | NORTH STAR ASSET MANAGEMENT INC | 296,889 | 14,631,000 | 0.90% | ||
| 24 | Summit Financial Strategies, Inc. | 260,858 | 12,855,000 | 0.79% | ||
| 25 | WELLS FARGO & COMPANY/MN | 256,448 | 12,638,000 | 0.77% | ||
| 26 | Gateway Advisory, LLC | 233,714 | 11,517,000 | 0.70% | ||
| 27 | LPL Financial LLC | 215,169 | 10,520,000 | 0.64% | ||
| 28 | IFP ADVISORS, INC | 201,111 | 9,911,000 | 0.61% | ||
| 29 | BlackRock Finance, Inc. | 192,957 | 9,509,000 | 0.58% | ||
| 30 | Bartlett & Co. LLC | 192,232 | 9,473,000 | 0.58% | ||
| 31 | Stearns Financial Services Group | 191,809 | 9,452,000 | 0.58% | ||
| 32 | Forvis Mazars Wealth Advisors, LLC | 180,590 | 8,899,000 | 0.54% | ||
| 33 | CAPTRUST FINANCIAL ADVISORS | 177,542 | 8,749,000 | 0.54% | ||
| 34 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 12,356 | 8,719,000 | 0.53% | ||
| 35 | MORGAN STANLEY | 176,668 | 8,707,000 | 0.53% | ||
| 36 | Carlton Hofferkamp & Jenks Wealth Management, LLC | 165,792 | 8,170,000 | 0.50% | ||
| 37 | SARGENT BICKHAM LAGUDIS LLC | 153,630 | 7,571,000 | 0.46% | ||
| 38 | Regis Management CO LLC | 153,608 | 7,570,000 | 0.46% | ||
| 39 | Bouchey Financial Group Ltd | 140,218 | 6,910,000 | 0.42% | ||
| 40 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 134,840 | 6,645,000 | 0.41% | ||
| 41 | KEMPER Corp | 134,169 | 6,612,000 | 0.40% | ||
| 42 | HENGEHOLD CAPITAL MANAGEMENT LLC | 134,063 | 6,607,000 | 0.40% | ||
| 43 | Financial Architects, Inc | 122,101 | 6,017,000 | 0.37% | ||
| 44 | ROBLE, BELKO & COMPANY, INC | 119,769 | 5,902,000 | 0.36% | ||
| 45 | ASSET DEDICATION, LLC | 114,543 | 5,645,000 | 0.35% | ||
| 46 | Buckingham Capital Management, Inc. | 113,951 | 5,615,000 | 0.34% | ||
| 47 | Portfolio Solutions, LLC | 113,295 | 5,583,000 | 0.34% | ||
| 48 | Strategic Advisors LLC | 111,520 | 5,496,000 | 0.34% | ||
| 49 | Madden Advisory Services, Inc. | 108,387 | 5,341,000 | 0.33% | ||
| 50 | WBH ADVISORY INC | 103,614 | 5,106,000 | 0.31% |
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.
