| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 10,923,039 | 660,626,000 | 41.63% | ||
| 2 | HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV | 4,003,533 | 242,134,000 | 15.26% | ||
| 3 | Marquette Asset Management, LLC | 762,990 | 46,146,000 | 2.91% | ||
| 4 | TOTAL INVESTMENT MANAGEMENT INC | 693,958 | 41,971,000 | 2.64% | ||
| 5 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 515,625 | 31,185,000 | 1.97% | ||
| 6 | KRILOGY FINANCIAL LLC | 541,337 | 30,223,000 | 1.90% | ||
| 7 | LPL Financial LLC | 365,059 | 22,053,000 | 1.39% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 363,512 | 21,990,000 | 1.39% | ||
| 9 | Raymond James Financial Services Advisors, Inc. | 315,786 | 19,099,000 | 1.20% | ||
| 10 | HENGEHOLD CAPITAL MANAGEMENT LLC | 309,661 | 18,728,000 | 1.18% | ||
| 11 | FINANCIAL COUNSELORS INC | 301,426 | 18,230,000 | 1.15% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 218,799 | 13,232,000 | 0.83% | ||
| 13 | Summit Asset Management, LLC | 204,895 | 12,392,000 | 0.78% | ||
| 14 | Gemmer Asset Management LLC | 196,539 | 11,887,000 | 0.75% | ||
| 15 | MORGAN STANLEY | 188,063 | 11,375,000 | 0.72% | ||
| 16 | FAS Wealth Partners, Inc. | 185,117 | 11,196,000 | 0.71% | ||
| 17 | AMERIPRISE FINANCIAL INC | 184,515 | 11,143,000 | 0.70% | ||
| 18 | Spectrum Asset Management, Inc. (NB/CA) | 175,950 | 10,642,000 | 0.67% | ||
| 19 | OPES ADVISORS INC | 172,071 | 10,407,000 | 0.66% | ||
| 20 | LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC. | 170,040 | 10,236,000 | 0.64% | ||
| 21 | Commonwealth Equity Services, Inc | 158,283 | 9,573,000 | 0.60% | ||
| 22 | VOYA FINANCIAL ADVISORS, INC. | 153,355 | 9,267,000 | 0.58% | ||
| 23 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 147,354 | 8,912,000 | 0.56% | ||
| 24 | ENVESTNET ASSET MANAGEMENT INC | 138,654 | 8,386,000 | 0.53% | ||
| 25 | Atria Investments, Inc | 138,383 | 8,369,000 | 0.53% | ||
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 136,012 | 8,226,000 | 0.52% | ||
| 27 | MCADAM, LLC | 133,524 | 8,076,000 | 0.51% | ||
| 28 | One Capital Management, LLC | 128,106 | 7,748,000 | 0.49% | ||
| 29 | Covington Capital Management | 118,072 | 7,141,000 | 0.45% | ||
| 30 | ProVise Management Group, LLC | 115,539 | 6,987,000 | 0.44% | ||
| 31 | Mariner, LLC | 115,175 | 6,965,000 | 0.44% | ||
| 32 | MATHER GROUP, LLC. | 114,845 | 6,946,000 | 0.44% | ||
| 33 | JANE STREET GROUP, LLC | 111,424 | 6,739,000 | 0.42% | ||
| 34 | GUIDANT WEALTH ADVISORS | 108,731 | 6,544,000 | 0.41% | ||
| 35 | Newman Dignan & Sheerar, Inc. | 108,105 | 6,538,000 | 0.41% | ||
| 36 | Cetera Advisor Networks LLC | 106,678 | 6,452,000 | 0.41% | ||
| 37 | GHP Investment Advisors, Inc. | 95,877 | 5,799,000 | 0.37% | ||
| 38 | SARGENT BICKHAM LAGUDIS LLC | 92,994 | 5,624,000 | 0.35% | ||
| 39 | UBS Group AG | 92,664 | 5,604,000 | 0.35% | ||
| 40 | Nadler Financial Group, Inc. | 90,810 | 5,492,000 | 0.35% | ||
| 41 | Live Your Vision, LLC | 89,807 | 5,432,000 | 0.34% | ||
| 42 | PACIFIC WEALTH STRATEGIES GROUP, INC. | 82,086 | 4,965,000 | 0.31% | ||
| 43 | JFS WEALTH ADVISORS, LLC | 83,285 | 4,650,000 | 0.29% | ||
| 44 | LVW Advisors, LLC | 76,458 | 4,624,000 | 0.29% | ||
| 45 | First Personal Financial Services | 75,722 | 4,580,000 | 0.29% | ||
| 46 | SUN LIFE FINANCIAL INC | 276 | 4,570,000 | 0.29% | ||
| 47 | WELLS FARGO & COMPANY/MN | 73,742 | 4,459,000 | 0.28% | ||
| 48 | HighTower Advisors, LLC | 73,633 | 4,455,000 | 0.28% | ||
| 49 | Stratos Wealth Partners, LTD. | 70,157 | 4,243,000 | 0.27% | ||
| 50 | MUFG Americas Holdings Corp | 67,585 | 4,088,000 | 0.26% |
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.
