| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 6,284,432 | 340,490,000 | 14.18% | ||
| 2 | WEALTHFRONT CORP | 4,336,246 | 234,938,000 | 9.78% | ||
| 3 | Mirae Asset Global Investments Co., Ltd. | 2,572,436 | 139,375,000 | 5.80% | ||
| 4 | Betterment LLC | 2,430,142 | 131,665,000 | 5.48% | ||
| 5 | Evensky & Katz LLC | 2,119,195 | 114,818,000 | 4.78% | ||
| 6 | HT Partners LLC | 1,666,553 | 90,294,000 | 3.76% | ||
| 7 | Retirement Planning Group, LLC | 1,290,268 | 69,907,000 | 2.91% | ||
| 8 | FORT PITT CAPITAL GROUP, LLC | 986,242 | 53,435,000 | 2.22% | ||
| 9 | ROYAL BANK OF CANADA | 956,607 | 51,829,000 | 2.16% | ||
| 10 | UBS Group AG | 901,888 | 48,864,000 | 2.03% | ||
| 11 | AGILIS PARTNERS LLC | 887,928 | 48,108,000 | 2.00% | ||
| 12 | Brouwer & Janachowski, LLC | 828,330 | 44,879,000 | 1.87% | ||
| 13 | Accredited Investors Inc. | 809,853 | 43,878,000 | 1.83% | ||
| 14 | PLANNING ALTERNATIVES LTD /ADV | 793,973 | 43,017,000 | 1.79% | ||
| 15 | TOTAL INVESTMENT MANAGEMENT INC | 765,395 | 41,469,000 | 1.73% | ||
| 16 | BANK OF AMERICA CORP /DE/ | 688,105 | 37,281,000 | 1.55% | ||
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 645,132 | 34,953,000 | 1.46% | ||
| 18 | NORTHERN TRUST CORP | 640,573 | 34,706,000 | 1.45% | ||
| 19 | CAPITAL ADVISORS INC/OK | 601,771 | 32,604,000 | 1.36% | ||
| 20 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 608,605 | 31,842,000 | 1.33% | ||
| 21 | STRID GROUP, LLC | 490,134 | 26,555,000 | 1.11% | ||
| 22 | CIRCLE WEALTH MANAGEMENT, LLC | 453,175 | 24,553,000 | 1.02% | ||
| 23 | Homrich & Berg | 447,991 | 24,272,000 | 1.01% | ||
| 24 | Personal Capital Advisors Corp | 442,095 | 23,953,000 | 1.00% | ||
| 25 | BROWN ADVISORY INC | 390,183 | 21,141,000 | 0.88% | ||
| 26 | KAYS FINANCIAL ADVISORY CORP /ADV | 362,308 | 19,630,000 | 0.82% | ||
| 27 | Forvis Mazars Wealth Advisors, LLC | 331,122 | 17,940,000 | 0.75% | ||
| 28 | NORTH STAR ASSET MANAGEMENT INC | 328,186 | 17,781,000 | 0.74% | ||
| 29 | Hanson & Doremus Investment Management | 318,235 | 17,241,952 | 0.72% | ||
| 30 | WELLS FARGO & COMPANY/MN | 309,606 | 16,775,000 | 0.70% | ||
| 31 | Summit Financial Strategies, Inc. | 299,290 | 16,216,000 | 0.68% | ||
| 32 | KEMPER Corp | 238,251 | 12,908,000 | 0.54% | ||
| 33 | Bouchey Financial Group Ltd | 226,103 | 12,250,000 | 0.51% | ||
| 34 | FINANCIAL CONSULATE, INC | 219,097 | 11,871,000 | 0.49% | ||
| 35 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 208,589 | 11,301,000 | 0.47% | ||
| 36 | Financial Architects, Inc | 204,973 | 11,105,000 | 0.46% | ||
| 37 | IFP ADVISORS, INC | 203,650 | 11,034,000 | 0.46% | ||
| 38 | Carlton Hofferkamp & Jenks Wealth Management, LLC | 194,685 | 10,548,000 | 0.44% | ||
| 39 | Stearns Financial Services Group | 187,662 | 10,168,000 | 0.42% | ||
| 40 | JANE STREET GROUP, LLC | 184,811 | 10,013,000 | 0.42% | ||
| 41 | Bartlett & Co. LLC | 183,834 | 9,960,000 | 0.41% | ||
| 42 | MORGAN STANLEY | 180,812 | 9,797,000 | 0.41% | ||
| 43 | Fiera Capital Corp | 176,675 | 9,572,000 | 0.40% | ||
| 44 | BlackRock Finance, Inc. | 175,710 | 9,520,000 | 0.40% | ||
| 45 | Strategic Advisors LLC | 170,774 | 9,253,000 | 0.39% | ||
| 46 | Gateway Advisory, LLC | 154,012 | 8,344,000 | 0.35% | ||
| 47 | Regis Management CO LLC | 152,970 | 8,288,000 | 0.35% | ||
| 48 | ASSET ADVISORS CORP | 149,035 | 8,075,000 | 0.34% | ||
| 49 | ROBLE, BELKO & COMPANY, INC | 146,565 | 7,941,000 | 0.33% | ||
| 50 | Cambridge Investment Research Advisors, Inc. | 138,013 | 7,478,000 | 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.
