| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 17,567,522 | 906,836,000 | 36.28% | ||
| 2 | SAGE FINANCIAL GROUP INC | 3,501,985 | 180,772,000 | 7.23% | ||
| 3 | HBK Sorce Advisory LLC | 2,321,926 | 119,858,000 | 4.80% | ||
| 4 | QS Investors, LLC | 2,132,003 | 110,054,000 | 4.40% | ||
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,699,344 | 87,721,000 | 3.51% | ||
| 6 | Creative Planning | 1,386,689 | 71,581,000 | 2.86% | ||
| 7 | EVERMAY WEALTH MANAGEMENT LLC | 888,281 | 45,853,000 | 1.83% | ||
| 8 | SALEM INVESTMENT COUNSELORS INC | 88,431 | 45,648,000 | 1.83% | ||
| 9 | AT Bancorp | 877,990 | 45,322,000 | 1.81% | ||
| 10 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 788,964 | 40,726,000 | 1.63% | ||
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 716,447 | 36,983,000 | 1.48% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 642,404 | 33,161,000 | 1.33% | ||
| 13 | Mariner Wealth Advisors-Cincinnati, LLC | 627,699 | 32,402,000 | 1.30% | ||
| 14 | PLANNING ALTERNATIVES LTD /ADV | 487,159 | 25,147,000 | 1.01% | ||
| 15 | TD Ameritrade Trust Co | 481,843 | 24,873,000 | 1.00% | ||
| 16 | Financial Management Professionals, Inc. | 393,032 | 20,335,000 | 0.81% | ||
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 395,218 | 20,326,000 | 0.81% | ||
| 18 | BRONFMAN E.L. ROTHSCHILD, L.P. | 385,090 | 19,878,000 | 0.80% | ||
| 19 | Courage Miller Partners, LLC | 357,698 | 18,464,000 | 0.74% | ||
| 20 | JMG Financial Group, Ltd. | 354,806 | 18,315,000 | 0.73% | ||
| 21 | SVA Wealth Management, LLC | 339,458 | 17,523,000 | 0.70% | ||
| 22 | Parsec Financial Management, Inc. | 326,245 | 16,841,000 | 0.67% | ||
| 23 | Buffington Mohr McNeal | 317,684 | 16,398,000 | 0.66% | ||
| 24 | FINANCIAL CONSULATE, INC | 302,199 | 15,600,000 | 0.62% | ||
| 25 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 296,728 | 15,317,000 | 0.61% | ||
| 26 | WealthTrust-Arizona, LLC | 289,058 | 14,921,000 | 0.60% | ||
| 27 | MONEYWISE, INC. | 259,795 | 13,411,000 | 0.54% | ||
| 28 | BSW Wealth Partners | 679 | 13,150,000 | 0.53% | ||
| 29 | AMI INVESTMENT MANAGEMENT INC | 244,641 | 12,628,000 | 0.51% | ||
| 30 | Bangor Savings Bank | 231,946 | 11,973,000 | 0.48% | ||
| 31 | ASPIRIANT, LLC | 218,105 | 11,259,000 | 0.45% | ||
| 32 | KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC | 212,523 | 10,970,000 | 0.44% | ||
| 33 | Sequoia Financial Advisors, LLC | 206,743 | 10,672,000 | 0.43% | ||
| 34 | LEAVELL INVESTMENT MANAGEMENT, INC. | 206,678 | 10,669,000 | 0.43% | ||
| 35 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 206,658 | 10,668,000 | 0.43% | ||
| 36 | CWH Capital Management, Inc. | 206,073 | 10,637,000 | 0.43% | ||
| 37 | BRISTLECONE ADVISORS, LLC | 205,966 | 10,632,000 | 0.43% | ||
| 38 | Bowling Portfolio Management LLC | 194,338 | 10,032,000 | 0.40% | ||
| 39 | WELLS FARGO & COMPANY/MN | 191,289 | 9,875,000 | 0.40% | ||
| 40 | RKL Wealth Management LLC | 182,904 | 9,442,000 | 0.38% | ||
| 41 | SII INVESTMENTS INC/WI | 181,033 | 9,344,000 | 0.37% | ||
| 42 | SUTTON WEALTH ADVISORS INC. | 157,652 | 8,137,988 | 0.33% | ||
| 43 | AMERIPRISE FINANCIAL INC | 150,705 | 7,779,000 | 0.31% | ||
| 44 | Bouchey Financial Group Ltd | 148,323 | 7,656,000 | 0.31% | ||
| 45 | CABOT WEALTH MANAGEMENT INC | 140,538 | 7,255,000 | 0.29% | ||
| 46 | St. Johns Investment Management Company, LLC | 137,344 | 7,090,000 | 0.28% | ||
| 47 | VALICENTI ADVISORY SERVICES INC | 128,726 | 6,645,000 | 0.27% | ||
| 48 | Apriem Advisors | 124,054 | 6,404,000 | 0.26% | ||
| 49 | Phocas Financial Corp. | 120,291 | 6,209,000 | 0.25% | PRN | |
| 50 | MONETTA FINANCIAL SERVICES INC | 120,000 | 6,194,000 | 0.25% |
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.
