| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 4,081,186 | 207,284,000 | 30.05% | ||
| 2 | Atria Investments, Inc | 1,486 | 29,251,000 | 4.24% | ||
| 3 | HBK Sorce Advisory LLC | 538,866 | 27,369,000 | 3.97% | ||
| 4 | Financial Management Professionals, Inc. | 335,770 | 17,054,000 | 2.47% | ||
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 309,864 | 16,692,000 | 2.42% | ||
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 320,199 | 16,263,000 | 2.36% | ||
| 7 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 311,153 | 15,803,000 | 2.29% | ||
| 8 | PIERSHALE FINANCIAL GROUP, INC. | 278,070 | 14,123,000 | 2.05% | ||
| 9 | SHARKEY, HOWES & JAVER | 262,184 | 14,037,000 | 2.03% | ||
| 10 | SVA Wealth Management, LLC | 264,301 | 13,424,000 | 1.95% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 251,075 | 12,752,000 | 1.85% | ||
| 12 | Spectrum Management Group, LLC | 223,235 | 11,338,000 | 1.64% | ||
| 13 | WealthTrust-Arizona, LLC | 168,055 | 8,536,000 | 1.24% | ||
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 164,410 | 8,350,000 | 1.21% | ||
| 15 | VALENTINE VENTURES LLC | 163,201 | 8,289,000 | 1.20% | ||
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 145,390 | 7,384,000 | 1.07% | ||
| 17 | MERIDIAN MANAGEMENT CO | 139,976 | 7,109,000 | 1.03% | ||
| 18 | MORGAN STANLEY | 134,937 | 6,852,000 | 0.99% | ||
| 19 | JANE STREET GROUP, LLC | 133,702 | 6,791,000 | 0.98% | ||
| 20 | AMERIPRISE FINANCIAL INC | 128,822 | 6,552,000 | 0.95% | ||
| 21 | Burt Wealth Advisors | 127,354 | 6,468,000 | 0.94% | ||
| 22 | UBS Group AG | 127,330 | 6,467,000 | 0.94% | ||
| 23 | ENVESTNET ASSET MANAGEMENT INC | 124,884 | 6,343,000 | 0.92% | ||
| 24 | Marquette Asset Management, LLC | 119,358 | 6,062,000 | 0.88% | ||
| 25 | Bouchey Financial Group Ltd | 116,730 | 5,929,000 | 0.86% | ||
| 26 | Mariner, LLC | 111,169 | 5,647,000 | 0.82% | ||
| 27 | CWH Capital Management, Inc. | 100,562 | 5,108,000 | 0.74% | ||
| 28 | Gemmer Asset Management LLC | 94,815 | 4,816,000 | 0.70% | ||
| 29 | VSR Financial Services, Inc. | 91,699 | 4,657,000 | 0.68% | ||
| 30 | NORTHWEST INVESTMENT COUNSELORS, LLC | 90,190 | 4,581,000 | 0.66% | ||
| 31 | Summit Asset Management, LLC | 86,603 | 4,399,000 | 0.64% | ||
| 32 | Gateway Advisory, LLC | 85,937 | 4,365,000 | 0.63% | ||
| 33 | HT Partners LLC | 86,543 | 4,364,000 | 0.63% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 85,711 | 4,353,000 | 0.63% | ||
| 35 | Evensky & Katz LLC | 83,116 | 4,221,000 | 0.61% | ||
| 36 | Madden Advisory Services, Inc. | 82,998 | 4,215,000 | 0.61% | ||
| 37 | Newman Dignan & Sheerar, Inc. | 81,469 | 4,138,000 | 0.60% | ||
| 38 | WELLS FARGO & COMPANY/MN | 78,752 | 3,999,000 | 0.58% | ||
| 39 | LPL Financial LLC | 72,528 | 3,820,000 | 0.55% | ||
| 40 | QS Investors, LLC | 72,918 | 3,704,000 | 0.54% | ||
| 41 | Emery Howard Portfolio Management, Inc. | 72,679 | 3,691,000 | 0.54% | ||
| 42 | GOLDMAN SACHS GROUP INC | 71,779 | 3,646,000 | 0.53% | ||
| 43 | Avior Wealth Management, LLC | 70,150 | 3,563,000 | 0.52% | ||
| 44 | NATIONAL PLANNING CORP | 63,267 | 3,466,000 | 0.50% | ||
| 45 | Summit Financial Strategies, Inc. | 64,333 | 3,267,000 | 0.47% | ||
| 46 | CAHILL FINANCIAL ADVISORS INC | 63,719 | 3,237,000 | 0.47% | ||
| 47 | CITIGROUP INC | 57,525 | 2,922,000 | 0.42% | ||
| 48 | Parsec Financial Management, Inc. | 57,351 | 2,913,000 | 0.42% | ||
| 49 | STARFIRE INVESTMENT ADVISERS, INC. | 56,636 | 2,876,575 | 0.42% | ||
| 50 | Tradewinds Capital Management, LLC | 55,995 | 2,844,000 | 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.
