| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 8,730,403 | 536,746,000 | 34.75% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,669,115 | 102,617,000 | 6.64% | ||
| 3 | UBS Group AG | 1,011,502 | 62,187,000 | 4.03% | ||
| 4 | AT Bancorp | 660,859 | 40,630,000 | 2.63% | ||
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 567,277 | 34,880,000 | 2.26% | ||
| 6 | TD Ameritrade Trust Co | 422,746 | 25,990,000 | 1.68% | ||
| 7 | Financial Management Professionals, Inc. | 418,573 | 25,687,000 | 1.66% | ||
| 8 | QS Investors, LLC | 411,148 | 25,277,000 | 1.64% | ||
| 9 | Richard Bernstein Advisors LLC | 381,122 | 23,432,000 | 1.52% | ||
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 362,369 | 22,279,000 | 1.44% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 334,284 | 20,550,000 | 1.33% | ||
| 12 | SHARKEY, HOWES & JAVER | 310,310 | 19,078,000 | 1.24% | ||
| 13 | PIERSHALE FINANCIAL GROUP, INC. | 302,513 | 18,598,000 | 1.20% | ||
| 14 | JANE STREET GROUP, LLC | 283,644 | 17,438,000 | 1.13% | ||
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 277,628 | 17,069,000 | 1.10% | ||
| 16 | BRONFMAN E.L. ROTHSCHILD, L.P. | 252,076 | 15,498,000 | 1.00% | ||
| 17 | Geneva Advisors, LLC | 246,262 | 15,140,000 | 0.98% | ||
| 18 | SVA Wealth Management, LLC | 219,858 | 13,517,000 | 0.88% | ||
| 19 | AMERIPRISE FINANCIAL INC | 188,985 | 11,629,000 | 0.75% | ||
| 20 | BRR OpCo, LLC | 185,177 | 11,385,000 | 0.74% | ||
| 21 | AJ WEALTH STRATEGIES, LLC | 180,515 | 11,098,000 | 0.72% | ||
| 22 | Mariner Wealth Advisors-Cincinnati, LLC | 179,323 | 11,025,000 | 0.71% | ||
| 23 | MONEYWISE, INC. | 162,286 | 9,977,000 | 0.65% | ||
| 24 | HBK Sorce Advisory LLC | 162,186 | 9,971,000 | 0.65% | ||
| 25 | WealthTrust-Arizona, LLC | 157,925 | 9,709,000 | 0.63% | ||
| 26 | Gemmer Asset Management LLC | 155,352 | 9,551,000 | 0.62% | ||
| 27 | CWH Capital Management, Inc. | 149,451 | 9,188,000 | 0.59% | ||
| 28 | Marquette Asset Management, LLC | 138,734 | 8,529,000 | 0.55% | ||
| 29 | TILLER PRIVATE WEALTH, INC. | 133,839 | 8,228,000 | 0.53% | ||
| 30 | VALENTINE VENTURES LLC | 131,839 | 8,105,000 | 0.52% | ||
| 31 | Burt Wealth Advisors | 128,996 | 7,931,000 | 0.51% | ||
| 32 | BLUESKY WEALTH ADVISORS, LLC | 124,531 | 7,656,000 | 0.50% | ||
| 33 | SII INVESTMENTS INC/WI | 123,335 | 7,575,000 | 0.49% | ||
| 34 | LPL Financial LLC | 116,560 | 7,211,000 | 0.47% | ||
| 35 | HighTower Advisors, LLC | 116,514 | 7,163,000 | 0.46% | ||
| 36 | ProVise Management Group, LLC | 116,228 | 7,145,000 | 0.46% | ||
| 37 | APPLETON GROUP, LLC | 116,072 | 7,136,000 | 0.46% | ||
| 38 | NORTHWEST INVESTMENT COUNSELORS, LLC | 111,597 | 6,861,000 | 0.44% | ||
| 39 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 111,253 | 6,840,000 | 0.44% | ||
| 40 | Cambridge Investment Research Advisors, Inc. | 110,699 | 6,806,000 | 0.44% | ||
| 41 | ADVISOR GROUP, INC. | 110,624 | 6,801,000 | 0.44% | ||
| 42 | Emery Howard Portfolio Management, Inc. | 108,382 | 6,663,000 | 0.43% | ||
| 43 | MERIDIAN MANAGEMENT CO | 99,107 | 6,093,000 | 0.39% | ||
| 44 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 99,006 | 6,087,000 | 0.39% | ||
| 45 | MOISAND FITZGERALD TAMAYO, LLC | 97,085 | 5,969,000 | 0.39% | ||
| 46 | Madden Advisory Services, Inc. | 93,493 | 5,748,000 | 0.37% | ||
| 47 | Summit Financial Strategies, Inc. | 92,802 | 5,705,000 | 0.37% | ||
| 48 | SARGENT BICKHAM LAGUDIS LLC | 89,831 | 5,523,000 | 0.36% | ||
| 49 | MERIDIAN WEALTH MANAGEMENT, LLC | 89,831 | 5,523,000 | 0.36% | ||
| 50 | PLANNING ALTERNATIVES LTD /ADV | 87,412 | 5,374,000 | 0.35% |
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.
