| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 20,534,327 | 1,093,658,000 | 35.27% | ||
| 2 | SAGE FINANCIAL GROUP INC | 3,526,485 | 187,821,000 | 6.06% | ||
| 3 | QS Investors, LLC | 2,428,578 | 129,346,000 | 4.17% | ||
| 4 | HBK Sorce Advisory LLC | 2,373,356 | 126,405,000 | 4.08% | ||
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,826,029 | 97,255,000 | 3.14% | ||
| 6 | Creative Planning | 1,469,039 | 78,241,000 | 2.52% | ||
| 7 | AT Bancorp | 1,367,009 | 72,807,000 | 2.35% | ||
| 8 | EVERMAY WEALTH MANAGEMENT LLC | 917,786 | 48,881,000 | 1.58% | ||
| 9 | Apriem Advisors | 800,762 | 42,649,000 | 1.38% | ||
| 10 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 789,762 | 42,063,000 | 1.36% | ||
| 11 | TOTAL INVESTMENT MANAGEMENT INC | 774,481 | 41,249,000 | 1.33% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 706,657 | 37,637,000 | 1.21% | ||
| 13 | NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC | 652,214 | 35,663,543 | 1.15% | ||
| 14 | AJ WEALTH STRATEGIES, LLC | 666,380 | 35,491,000 | 1.14% | ||
| 15 | SFMG, LLC | 647,597 | 34,491,000 | 1.11% | ||
| 16 | Mariner Wealth Advisors-Cincinnati, LLC | 628,663 | 33,483,000 | 1.08% | ||
| 17 | PLANNING ALTERNATIVES LTD /ADV | 478,329 | 25,476,000 | 0.82% | ||
| 18 | ACCESS FINANCIAL SERVICES, INC. | 458,094 | 24,398,000 | 0.79% | ||
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 433,607 | 23,098,000 | 0.74% | ||
| 20 | BRONFMAN E.L. ROTHSCHILD, L.P. | 377,727 | 20,118,000 | 0.65% | ||
| 21 | SVA Wealth Management, LLC | 376,665 | 20,061,000 | 0.65% | ||
| 22 | CWH Capital Management, Inc. | 358,103 | 19,073,000 | 0.62% | ||
| 23 | Courage Miller Partners, LLC | 354,010 | 18,855,000 | 0.61% | ||
| 24 | Parsec Financial Management, Inc. | 328,008 | 17,470,000 | 0.56% | ||
| 25 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 327,688 | 17,453,000 | 0.56% | ||
| 26 | Financial Management Professionals, Inc. | 326,898 | 17,287,000 | 0.56% | ||
| 27 | Buffington Mohr McNeal | 309,020 | 16,458,000 | 0.53% | ||
| 28 | TD Ameritrade Trust Co | 308,689 | 16,441,000 | 0.53% | ||
| 29 | WealthTrust-Arizona, LLC | 300,790 | 16,020,000 | 0.52% | ||
| 30 | JMG Financial Group, Ltd. | 292,707 | 15,590,000 | 0.50% | ||
| 31 | FINANCIAL CONSULATE, INC | 290,750 | 15,485,000 | 0.50% | ||
| 32 | LEAVELL INVESTMENT MANAGEMENT, INC. | 285,397 | 15,200,000 | 0.49% | ||
| 33 | MONEYWISE, INC. | 273,046 | 14,542,000 | 0.47% | ||
| 34 | MCADAM, LLC | 255,327 | 13,599,000 | 0.44% | ||
| 35 | Bangor Savings Bank | 249,338 | 13,279,000 | 0.43% | ||
| 36 | Bowling Portfolio Management LLC | 243,276 | 12,957,000 | 0.42% | ||
| 37 | BLUESKY WEALTH ADVISORS, LLC | 234,290 | 12,478,000 | 0.40% | ||
| 38 | AMI INVESTMENT MANAGEMENT INC | 234,269 | 12,477,000 | 0.40% | ||
| 39 | JANE STREET GROUP, LLC | 229,565 | 12,227,000 | 0.39% | ||
| 40 | BRISTLECONE ADVISORS, LLC | 222,699 | 11,861,000 | 0.38% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 220,882 | 11,753,000 | 0.38% | ||
| 42 | KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC | 218,074 | 11,615,000 | 0.37% | ||
| 43 | ASPIRIANT, LLC | 217,857 | 11,603,000 | 0.37% | ||
| 44 | Sequoia Financial Advisors, LLC | 213,121 | 11,351,000 | 0.37% | ||
| 45 | PAGNATOKARP PARTNERS LLC | 208,800 | 11,121,000 | 0.36% | ||
| 46 | PIERSHALE FINANCIAL GROUP, INC. | 197,328 | 10,510,000 | 0.34% | ||
| 47 | SII INVESTMENTS INC/WI | 195,770 | 10,427,000 | 0.34% | ||
| 48 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 195,272 | 10,400,000 | 0.34% | ||
| 49 | RKL Wealth Management LLC | 194,513 | 10,360,000 | 0.33% | ||
| 50 | KEMPER Corp | 192,280 | 10,241,000 | 0.33% |
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.
