| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 4,710,824 | 236,954,000 | 13.60% | ||
| 2 | WEALTHFRONT CORP | 3,506,158 | 176,360,000 | 10.12% | ||
| 3 | Mirae Asset Global Investments Co., Ltd. | 2,537,806 | 127,652,000 | 7.33% | ||
| 4 | Betterment LLC | 2,057,233 | 103,479,000 | 5.94% | ||
| 5 | HT Partners LLC | 1,523,948 | 76,655,000 | 4.40% | ||
| 6 | Evensky & Katz LLC | 1,332,126 | 67,005,000 | 3.85% | ||
| 7 | Retirement Planning Group, LLC | 1,189,661 | 59,840,000 | 3.44% | ||
| 8 | Brouwer & Janachowski, LLC | 1,049,576 | 52,794,000 | 3.03% | ||
| 9 | AGILIS PARTNERS LLC | 1,017,495 | 51,180,000 | 2.94% | ||
| 10 | UBS Group AG | 858,649 | 43,190,000 | 2.48% | ||
| 11 | PLANNING ALTERNATIVES LTD /ADV | 833,550 | 41,928,000 | 2.41% | ||
| 12 | ROYAL BANK OF CANADA | 789,869 | 39,730,000 | 2.28% | ||
| 13 | Accredited Investors Inc. | 731,546 | 36,797,000 | 2.11% | ||
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 696,726 | 34,836,000 | 2.00% | ||
| 15 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 595,667 | 29,962,000 | 1.72% | ||
| 16 | FORT PITT CAPITAL GROUP, LLC | 571,615 | 28,752,000 | 1.65% | ||
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 546,140 | 27,482,000 | 1.58% | ||
| 18 | FINANCIAL CONSULATE, INC | 439,923 | 22,128,000 | 1.27% | ||
| 19 | ENVESTNET ASSET MANAGEMENT INC | 395,715 | 19,904,000 | 1.14% | ||
| 20 | Homrich & Berg | 391,886 | 19,712,000 | 1.13% | ||
| 21 | Hanson & Doremus Investment Management | 340,416 | 17,123,000 | 0.98% | ||
| 22 | KAYS FINANCIAL ADVISORY CORP /ADV | 329,900 | 16,594,000 | 0.95% | ||
| 23 | BROWN ADVISORY INC | 317,698 | 15,980,000 | 0.92% | ||
| 24 | NORTH STAR ASSET MANAGEMENT INC | 313,824 | 15,785,000 | 0.91% | ||
| 25 | Summit Financial Strategies, Inc. | 268,831 | 13,522,000 | 0.78% | ||
| 26 | WELLS FARGO & COMPANY/MN | 261,345 | 13,146,000 | 0.75% | ||
| 27 | Forvis Mazars Wealth Advisors, LLC | 244,989 | 12,323,000 | 0.71% | ||
| 28 | KEMPER Corp | 238,251 | 11,984,000 | 0.69% | ||
| 29 | BlackRock Finance, Inc. | 200,293 | 10,075,000 | 0.58% | ||
| 30 | Bartlett & Co. LLC | 198,031 | 9,961,000 | 0.57% | ||
| 31 | IFP ADVISORS, INC | 196,887 | 9,903,000 | 0.57% | ||
| 32 | Stearns Financial Services Group | 190,780 | 9,596,000 | 0.55% | ||
| 33 | Bouchey Financial Group Ltd | 181,269 | 9,118,000 | 0.52% | ||
| 34 | Gateway Advisory, LLC | 174,763 | 8,971,000 | 0.52% | ||
| 35 | Carlton Hofferkamp & Jenks Wealth Management, LLC | 172,874 | 8,695,000 | 0.50% | ||
| 36 | MORGAN STANLEY | 166,477 | 8,374,000 | 0.48% | ||
| 37 | Regis Management CO LLC | 153,005 | 7,696,000 | 0.44% | ||
| 38 | SARGENT BICKHAM LAGUDIS LLC | 148,234 | 7,456,000 | 0.43% | ||
| 39 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 143,682 | 7,227,000 | 0.41% | ||
| 40 | HENGEHOLD CAPITAL MANAGEMENT LLC | 136,147 | 6,848,000 | 0.39% | ||
| 41 | BANK OF AMERICA CORP /DE/ | 134,730 | 6,777,000 | 0.39% | ||
| 42 | ROBLE, BELKO & COMPANY, INC | 129,778 | 6,528,000 | 0.37% | ||
| 43 | Financial Architects, Inc | 122,448 | 6,159,000 | 0.35% | ||
| 44 | Buckingham Capital Management, Inc. | 115,775 | 5,823,000 | 0.33% | ||
| 45 | ASSET ADVISORS CORP | 115,515 | 5,810,000 | 0.33% | ||
| 46 | Portfolio Solutions, LLC | 113,622 | 5,715,000 | 0.33% | ||
| 47 | ASSET DEDICATION, LLC | 114,543 | 5,640,000 | 0.32% | ||
| 48 | Strategic Advisors LLC | 110,574 | 5,562,000 | 0.32% | ||
| 49 | Madden Advisory Services, Inc. | 106,913 | 5,377,000 | 0.31% | ||
| 50 | WBH ADVISORY INC | 105,776 | 5,320,000 | 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.
