| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 5,630,467 | 294,586,000 | 13.96% | ||
| 2 | WEALTHFRONT CORP | 4,310,234 | 225,511,000 | 10.69% | ||
| 3 | Mirae Asset Global Investments Co., Ltd. | 3,035,506 | 158,818,000 | 7.53% | ||
| 4 | Betterment LLC | 2,168,363 | 113,449,000 | 5.38% | ||
| 5 | Evensky & Katz LLC | 2,027,682 | 106,088,000 | 5.03% | ||
| 6 | HT Partners LLC | 1,476,712 | 77,262,000 | 3.66% | ||
| 7 | AGILIS PARTNERS LLC | 1,385,325 | 72,480,000 | 3.43% | ||
| 8 | Retirement Planning Group, LLC | 1,290,917 | 67,541,000 | 3.20% | ||
| 9 | Brouwer & Janachowski, LLC | 1,116,055 | 58,392,000 | 2.77% | ||
| 10 | UBS Group AG | 886,756 | 46,395,000 | 2.20% | ||
| 11 | PLANNING ALTERNATIVES LTD /ADV | 810,341 | 42,397,000 | 2.01% | ||
| 12 | Accredited Investors Inc. | 782,710 | 40,951,000 | 1.94% | ||
| 13 | ROYAL BANK OF CANADA | 736,650 | 38,541,000 | 1.83% | ||
| 14 | BANK OF AMERICA CORP /DE/ | 690,256 | 36,114,000 | 1.71% | ||
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 685,700 | 35,876,000 | 1.70% | ||
| 16 | NORTHERN TRUST CORP | 637,324 | 33,345,000 | 1.58% | ||
| 17 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 608,605 | 31,842,000 | 1.51% | ||
| 18 | FORT PITT CAPITAL GROUP, LLC | 569,653 | 29,804,000 | 1.41% | ||
| 19 | STRID GROUP, LLC | 464,464 | 24,301,000 | 1.15% | ||
| 20 | Homrich & Berg | 399,884 | 20,922,000 | 0.99% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 383,539 | 20,067,000 | 0.95% | ||
| 22 | BSW Wealth Partners | 1,003 | 19,176,000 | 0.91% | ||
| 23 | BROWN ADVISORY INC | 349,193 | 18,270,000 | 0.87% | ||
| 24 | KAYS FINANCIAL ADVISORY CORP /ADV | 342,479 | 17,918,000 | 0.85% | ||
| 25 | NORTH STAR ASSET MANAGEMENT INC | 314,086 | 16,433,000 | 0.78% | ||
| 26 | Forvis Mazars Wealth Advisors, LLC | 299,410 | 15,665,000 | 0.74% | ||
| 27 | FINANCIAL CONSULATE, INC | 294,601 | 15,414,000 | 0.73% | ||
| 28 | Summit Financial Strategies, Inc. | 287,229 | 15,028,000 | 0.71% | ||
| 29 | WELLS FARGO & COMPANY/MN | 282,066 | 14,758,000 | 0.70% | ||
| 30 | KEMPER Corp | 238,251 | 12,465,000 | 0.59% | ||
| 31 | Hanson & Doremus Investment Management | 227,083 | 11,881,000 | 0.56% | ||
| 32 | CAPTRUST FINANCIAL ADVISORS | 221,335 | 11,133,000 | 0.53% | ||
| 33 | Bouchey Financial Group Ltd | 210,047 | 10,990,000 | 0.52% | ||
| 34 | Stearns Financial Services Group | 192,216 | 10,057,000 | 0.48% | ||
| 35 | BlackRock Finance, Inc. | 191,652 | 10,027,000 | 0.48% | ||
| 36 | IFP ADVISORS, INC | 190,564 | 9,970,000 | 0.47% | ||
| 37 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 186,889 | 9,778,000 | 0.46% | ||
| 38 | Bartlett & Co. LLC | 185,849 | 9,724,000 | 0.46% | ||
| 39 | SALEM INVESTMENT COUNSELORS INC | 18,444 | 9,650,000 | 0.46% | ||
| 40 | Carlton Hofferkamp & Jenks Wealth Management, LLC | 173,929 | 9,099,000 | 0.43% | ||
| 41 | MORGAN STANLEY | 171,417 | 8,968,000 | 0.42% | ||
| 42 | Gateway Advisory, LLC | 168,664 | 8,754,000 | 0.41% | ||
| 43 | Regis Management CO LLC | 153,055 | 8,008,000 | 0.38% | ||
| 44 | SARGENT BICKHAM LAGUDIS LLC | 145,392 | 7,607,000 | 0.36% | ||
| 45 | ROBLE, BELKO & COMPANY, INC | 133,341 | 6,976,000 | 0.33% | ||
| 46 | Financial Architects, Inc | 132,493 | 6,932,000 | 0.33% | ||
| 47 | ASSET ADVISORS CORP | 121,425 | 6,353,000 | 0.30% | ||
| 48 | ASSET DEDICATION, LLC | 119,352 | 6,241,000 | 0.30% | ||
| 49 | Buckingham Capital Management, Inc. | 113,632 | 5,945,000 | 0.28% | ||
| 50 | Portfolio Solutions, LLC | 113,622 | 5,945,000 | 0.28% |
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.
