| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 13,241,618 | 646,721,000 | 32.44% | ||
| 2 | SAGE FINANCIAL GROUP INC | 3,355,028 | 163,860,000 | 8.22% | ||
| 3 | HBK Sorce Advisory LLC | 1,997,537 | 97,560,000 | 4.89% | ||
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,442,216 | 70,438,000 | 3.53% | ||
| 5 | QS Investors, LLC | 1,346,004 | 65,739,000 | 3.30% | ||
| 6 | Creative Planning | 1,297,248 | 63,358,000 | 3.18% | ||
| 7 | Financial Management Professionals, Inc. | 1,141,488 | 55,750,000 | 2.80% | ||
| 8 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 918,821 | 44,875,000 | 2.25% | ||
| 9 | EVERMAY WEALTH MANAGEMENT LLC | 810,529 | 39,586,000 | 1.99% | ||
| 10 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 709,618 | 34,658,000 | 1.74% | ||
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 640,269 | 31,271,000 | 1.57% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 555,023 | 27,107,000 | 1.36% | ||
| 13 | Mariner Wealth Advisors-Cincinnati, LLC | 525,568 | 25,669,000 | 1.29% | ||
| 14 | PLANNING ALTERNATIVES LTD /ADV | 491,317 | 23,996,000 | 1.20% | ||
| 15 | JMG Financial Group, Ltd. | 362,791 | 17,719,000 | 0.89% | ||
| 16 | Courage Miller Partners, LLC | 351,804 | 17,182,000 | 0.86% | ||
| 17 | FINANCIAL CONSULATE, INC | 347,961 | 16,994,000 | 0.85% | ||
| 18 | BRONFMAN E.L. ROTHSCHILD, L.P. | 345,055 | 16,852,000 | 0.85% | ||
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 336,068 | 16,417,000 | 0.82% | ||
| 20 | TD Ameritrade Trust Co | 334,048 | 16,315,000 | 0.82% | ||
| 21 | Buffington Mohr McNeal | 326,148 | 15,929,000 | 0.80% | ||
| 22 | Parsec Financial Management, Inc. | 319,852 | 15,622,000 | 0.78% | ||
| 23 | SVA Wealth Management, LLC | 308,838 | 15,084,000 | 0.76% | ||
| 24 | KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC | 308,272 | 15,056,000 | 0.76% | ||
| 25 | Destination Wealth Management | 295,984 | 14,376,000 | 0.72% | ||
| 26 | WealthTrust-Arizona, LLC | 279,256 | 13,639,000 | 0.68% | ||
| 27 | ASPIRIANT, LLC | 250,879 | 12,253,000 | 0.61% | ||
| 28 | JANE STREET GROUP, LLC | 249,095 | 12,166,000 | 0.61% | ||
| 29 | CWH Capital Management, Inc. | 241,236 | 11,782,000 | 0.59% | ||
| 30 | AMI INVESTMENT MANAGEMENT INC | 236,581 | 11,555,000 | 0.58% | ||
| 31 | Bangor Savings Bank | 229,620 | 11,214,000 | 0.56% | ||
| 32 | Bowling Portfolio Management LLC | 227,022 | 11,088,000 | 0.56% | ||
| 33 | LPL Financial LLC | 210,063 | 10,194,000 | 0.51% | ||
| 34 | LEAVELL INVESTMENT MANAGEMENT, INC. | 203,660 | 9,947,000 | 0.50% | ||
| 35 | RKL Wealth Management LLC | 202,928 | 9,911,000 | 0.50% | ||
| 36 | WELLS FARGO & COMPANY/MN | 188,681 | 9,215,000 | 0.46% | ||
| 37 | CORRADO ADVISORS, LLC | 169,977 | 8,302,000 | 0.42% | ||
| 38 | SUTTON WEALTH ADVISORS INC. | 154,841 | 7,562,427 | 0.38% | ||
| 39 | SII INVESTMENTS INC/WI | 144,183 | 7,045,000 | 0.35% | ||
| 40 | Bouchey Financial Group Ltd | 144,173 | 7,041,000 | 0.35% | ||
| 41 | GOLDMAN SACHS GROUP INC | 143,662 | 7,016,000 | 0.35% | ||
| 42 | DELPHI PRIVATE ADVISORS LLC | 130,809 | 6,389,000 | 0.32% | ||
| 43 | Sequoia Financial Advisors, LLC | 130,703 | 6,384,000 | 0.32% | ||
| 44 | MONETTA FINANCIAL SERVICES INC | 120,000 | 5,861,000 | 0.29% | ||
| 45 | FMR LLC | 114,105 | 5,580,000 | 0.28% | ||
| 46 | BERGANKDV WEALTH MANAGEMENT, LLC | 112,310 | 5,485,000 | 0.28% | ||
| 47 | BRISTLECONE ADVISORS, LLC | 110,740 | 5,408,551 | 0.27% | ||
| 48 | AMERIPRISE FINANCIAL INC | 108,995 | 5,323,000 | 0.27% | ||
| 49 | HENGEHOLD CAPITAL MANAGEMENT LLC | 107,755 | 5,263,000 | 0.26% | ||
| 50 | ANCORA PRIVATE WEALTH ADVISORS, LLC | 107,140 | 5,233,000 | 0.26% |
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.
