| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 3,604,575 | 207,191,000 | 30.56% | ||
| 2 | HBK Sorce Advisory LLC | 537,042 | 30,869,000 | 4.55% | ||
| 3 | SHARKEY, HOWES & JAVER | 345,239 | 19,844,000 | 2.93% | ||
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 303,806 | 17,454,000 | 2.57% | ||
| 5 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 303,005 | 17,417,000 | 2.57% | ||
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 294,936 | 16,953,000 | 2.50% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 256,181 | 14,725,000 | 2.17% | ||
| 8 | SVA Wealth Management, LLC | 247,692 | 14,237,000 | 2.10% | ||
| 9 | Spectrum Management Group, LLC | 225,190 | 12,944,000 | 1.91% | ||
| 10 | PIERSHALE FINANCIAL GROUP, INC. | 224,627 | 12,912,000 | 1.90% | ||
| 11 | WELLS FARGO & COMPANY/MN | 181,890 | 10,455,000 | 1.54% | ||
| 12 | VALENTINE VENTURES LLC | 166,128 | 9,549,000 | 1.41% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 145,481 | 8,362,000 | 1.23% | ||
| 14 | MERIDIAN MANAGEMENT CO | 132,736 | 7,630,000 | 1.13% | ||
| 15 | MORGAN STANLEY | 131,811 | 7,577,000 | 1.12% | ||
| 16 | UBS Group AG | 127,910 | 7,352,000 | 1.08% | ||
| 17 | Burt Wealth Advisors | 123,980 | 7,126,000 | 1.05% | ||
| 18 | ProVise Management Group, LLC | 120,662 | 6,936,000 | 1.02% | ||
| 19 | Marquette Asset Management, LLC | 118,918 | 6,835,000 | 1.01% | ||
| 20 | Bouchey Financial Group Ltd | 115,101 | 6,529,000 | 0.96% | ||
| 21 | AMERIPRISE FINANCIAL INC | 111,422 | 6,396,000 | 0.94% | ||
| 22 | LPL Financial LLC | 109,474 | 6,263,000 | 0.92% | ||
| 23 | HT Partners LLC | 109,041 | 6,262,000 | 0.92% | ||
| 24 | Evensky & Katz LLC | 101,207 | 5,817,000 | 0.86% | ||
| 25 | VSR Financial Services, Inc. | 100,652 | 5,785,000 | 0.85% | ||
| 26 | CITIGROUP INC | 100,415 | 5,769,000 | 0.85% | ||
| 27 | Pension Partners, LLC | 98,938 | 5,683,000 | 0.84% | ||
| 28 | Gemmer Asset Management LLC | 96,580 | 5,551,000 | 0.82% | SH | |
| 29 | NORTHWEST INVESTMENT COUNSELORS, LLC | 91,272 | 5,246,000 | 0.77% | ||
| 30 | Summit Asset Management, LLC | 81,465 | 4,683,000 | 0.69% | ||
| 31 | Newman Dignan & Sheerar, Inc. | 77,042 | 4,428,000 | 0.65% | ||
| 32 | Apriem Advisors | 74,886 | 4,304,000 | 0.63% | ||
| 33 | Madden Advisory Services, Inc. | 74,004 | 4,253,000 | 0.63% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 68,905 | 3,961,000 | 0.58% | ||
| 35 | Avior Wealth Management, LLC | 68,199 | 3,920,000 | 0.58% | ||
| 36 | Summit Financial Strategies, Inc. | 64,156 | 3,688,000 | 0.54% | ||
| 37 | CAHILL FINANCIAL ADVISORS INC | 63,579 | 3,655,000 | 0.54% | ||
| 38 | Emery Howard Portfolio Management, Inc. | 62,850 | 3,613,000 | 0.53% | ||
| 39 | JANE STREET GROUP, LLC | 62,307 | 3,581,000 | 0.53% | ||
| 40 | CWH Capital Management, Inc. | 61,862 | 3,556,000 | 0.52% | ||
| 41 | JMG Financial Group, Ltd. | 61,023 | 3,508,000 | 0.52% | ||
| 42 | NATIONAL PLANNING CORP | 61,261 | 3,441,000 | 0.51% | ||
| 43 | Gateway Advisory, LLC | 58,481 | 3,361,000 | 0.50% | ||
| 44 | STARFIRE INVESTMENT ADVISERS, INC. | 57,510 | 3,305,681 | 0.49% | ||
| 45 | Parsec Financial Management, Inc. | 56,217 | 3,231,000 | 0.48% | ||
| 46 | Tradewinds Capital Management, LLC | 53,725 | 3,088,000 | 0.46% | ||
| 47 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 51,232 | 2,945,000 | 0.43% | ||
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49,671 | 2,854,000 | 0.42% | ||
| 49 | Courage Miller Partners, LLC | 49,297 | 2,834,000 | 0.42% | ||
| 50 | PLANNING ALTERNATIVES LTD /ADV | 48,526 | 2,789,000 | 0.41% |
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.
