| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 1,521,334 | 87,598,000 | 16.68% | ||
| 2 | HBK Sorce Advisory LLC | 531,332 | 30,594,000 | 5.83% | ||
| 3 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 423,122 | 24,363,000 | 4.64% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 313,805 | 17,736,000 | 3.38% | ||
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 292,414 | 16,838,000 | 3.21% | ||
| 6 | SHARKEY, HOWES & JAVER | 238,976 | 13,760,000 | 2.62% | ||
| 7 | SVA Wealth Management, LLC | 231,610 | 13,336,000 | 2.54% | ||
| 8 | Spectrum Management Group, LLC | 227,658 | 13,109,000 | 2.50% | ||
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 219,209 | 12,622,000 | 2.40% | ||
| 10 | PIERSHALE FINANCIAL GROUP, INC. | 208,071 | 11,981,000 | 2.28% | ||
| 11 | VALENTINE VENTURES LLC | 166,546 | 9,590,000 | 1.83% | ||
| 12 | LPL Financial LLC | 163,054 | 9,381,000 | 1.79% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 159,489 | 9,183,000 | 1.75% | ||
| 14 | MERIDIAN MANAGEMENT CO | 155,771 | 8,969,000 | 1.71% | ||
| 15 | ProVise Management Group, LLC | 152,475 | 8,780,000 | 1.67% | ||
| 16 | Marquette Asset Management, LLC | 122,445 | 7,050,000 | 1.34% | ||
| 17 | MORGAN STANLEY | 114,446 | 6,589,000 | 1.25% | ||
| 18 | Bouchey Financial Group Ltd | 108,954 | 6,274,000 | 1.19% | ||
| 19 | HT Partners LLC | 109,211 | 6,248,000 | 1.19% | ||
| 20 | UBS Group AG | 107,366 | 6,182,000 | 1.18% | ||
| 21 | WELLS FARGO & COMPANY/MN | 106,782 | 6,149,000 | 1.17% | ||
| 22 | Burt Wealth Advisors | 118,035 | 6,117,000 | 1.16% | ||
| 23 | Summit Asset Management, LLC | 101,878 | 5,866,000 | 1.12% | ||
| 24 | Evensky & Katz LLC | 100,991 | 5,815,000 | 1.11% | ||
| 25 | CITIGROUP INC | 100,415 | 5,782,000 | 1.10% | ||
| 26 | BNP PARIBAS FINANCIAL MARKETS | 100,000 | 5,758,000 | 1.10% | ||
| 27 | AMERIPRISE FINANCIAL INC | 99,364 | 5,702,000 | 1.09% | ||
| 28 | Gemmer Asset Management LLC | 95,486 | 5,498,000 | 1.05% | ||
| 29 | Avior Wealth Management, LLC | 93,886 | 5,406,000 | 1.03% | ||
| 30 | NORTHWEST INVESTMENT COUNSELORS, LLC | 88,621 | 5,103,000 | 0.97% | ||
| 31 | Newman Dignan & Sheerar, Inc. | 76,699 | 4,416,000 | 0.84% | ||
| 32 | Madden Advisory Services, Inc. | 71,724 | 4,130,000 | 0.79% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 65,992 | 3,800,000 | 0.72% | ||
| 34 | BCWM, LLC | 6,263 | 3,606,000 | 0.69% | ||
| 35 | Apriem Advisors | 62,110 | 3,576,000 | 0.68% | ||
| 36 | CAHILL FINANCIAL ADVISORS INC | 61,659 | 3,551,000 | 0.68% | ||
| 37 | Emery Howard Portfolio Management, Inc. | 59,593 | 3,431,000 | 0.65% | ||
| 38 | STARFIRE INVESTMENT ADVISERS, INC. | 58,116 | 3,346,359 | 0.64% | ||
| 39 | Summit Financial Strategies, Inc. | 57,422 | 3,306,000 | 0.63% | ||
| 40 | JMG Financial Group, Ltd. | 57,352 | 3,302,000 | 0.63% | ||
| 41 | NATIONAL PLANNING CORP | 56,828 | 3,205,000 | 0.61% | ||
| 42 | Gateway Advisory, LLC | 54,423 | 3,134,000 | 0.60% | ||
| 43 | Parsec Financial Management, Inc. | 54,159 | 3,118,000 | 0.59% | ||
| 44 | Tradewinds Capital Management, LLC | 53,776 | 3,096,000 | 0.59% | ||
| 45 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 50,414 | 2,902,000 | 0.55% | ||
| 46 | CWH Capital Management, Inc. | 48,242 | 2,778,000 | 0.53% | ||
| 47 | Courage Miller Partners, LLC | 47,809 | 2,753,000 | 0.52% | ||
| 48 | Brouwer & Janachowski, LLC | 47,808 | 2,753,000 | 0.52% | ||
| 49 | Bangor Savings Bank | 46,753 | 2,692,000 | 0.51% | ||
| 50 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 46,650 | 2,686,000 | 0.51% |
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.
