| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 10,945,828 | 662,127,000 | 36.65% | ||
| 2 | HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV | 4,117,242 | 260,210,000 | 14.40% | ||
| 3 | Marquette Asset Management, LLC | 764,754 | 48,332,000 | 2.68% | ||
| 4 | TOTAL INVESTMENT MANAGEMENT INC | 685,348 | 43,314,000 | 2.40% | ||
| 5 | KRILOGY FINANCIAL LLC | 533,351 | 33,708,000 | 1.87% | ||
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 494,588 | 31,258,000 | 1.73% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 474,899 | 30,013,000 | 1.66% | ||
| 8 | JANE STREET GROUP, LLC | 427,552 | 27,021,000 | 1.50% | ||
| 9 | LPL Financial LLC | 379,058 | 23,956,000 | 1.33% | ||
| 10 | Financial Management Professionals, Inc. | 374,333 | 23,657,000 | 1.31% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 342,302 | 21,634,000 | 1.20% | ||
| 12 | FINANCIAL COUNSELORS INC | 321,879 | 20,334,000 | 1.13% | ||
| 13 | HENGEHOLD CAPITAL MANAGEMENT LLC | 303,107 | 19,156,000 | 1.06% | ||
| 14 | B & T Capital Management DBA Alpha Capital Management | 281,961 | 17,820,000 | 0.99% | ||
| 15 | Parsec Financial Management, Inc. | 227,593 | 14,384,000 | 0.80% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 219,226 | 13,854,000 | 0.77% | ||
| 17 | MATHER GROUP, LLC. | 215,736 | 13,635,000 | 0.75% | ||
| 18 | RESOURCES INVESTMENT ADVISORS, INC. | 213,110 | 13,469,000 | 0.75% | ||
| 19 | Summit Asset Management, LLC | 203,377 | 12,853,000 | 0.71% | ||
| 20 | AMERIPRISE FINANCIAL INC | 202,392 | 12,788,000 | 0.71% | ||
| 21 | WELLS FARGO & COMPANY/MN | 201,652 | 12,744,000 | 0.71% | ||
| 22 | Gemmer Asset Management LLC | 200,100 | 12,646,000 | 0.70% | ||
| 23 | FAS Wealth Partners, Inc. | 186,658 | 11,797,000 | 0.65% | ||
| 24 | OPES ADVISORS INC | 177,450 | 11,529,000 | 0.64% | ||
| 25 | BANK OF AMERICA CORP /DE/ | 180,634 | 11,416,000 | 0.63% | ||
| 26 | MORGAN STANLEY | 180,338 | 11,397,000 | 0.63% | ||
| 27 | Spectrum Asset Management, Inc. (NB/CA) | 177,133 | 11,195,000 | 0.62% | ||
| 28 | Commonwealth Equity Services, Inc | 172,964 | 10,931,000 | 0.61% | ||
| 29 | ProVise Management Group, LLC | 164,970 | 10,427,000 | 0.58% | ||
| 30 | MCADAM, LLC | 158,415 | 10,012,000 | 0.55% | ||
| 31 | LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC. | 156,510 | 9,917,000 | 0.55% | ||
| 32 | VOYA FINANCIAL ADVISORS, INC. | 156,470 | 9,870,000 | 0.55% | ||
| 33 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 150,405 | 9,505,000 | 0.53% | ||
| 34 | Atria Investments, Inc | 150,340 | 9,501,000 | 0.53% | ||
| 35 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 146,916 | 9,285,000 | 0.51% | ||
| 36 | Apriem Advisors | 145,993 | 9,227,000 | 0.51% | ||
| 37 | BB&T SECURITIES, LLC | 141,227 | 8,925,000 | 0.49% | ||
| 38 | UBS Group AG | 135,847 | 8,586,000 | 0.48% | ||
| 39 | One Capital Management, LLC | 128,446 | 8,118,000 | 0.45% | ||
| 40 | Mariner, LLC | 121,061 | 7,651,000 | 0.42% | ||
| 41 | Covington Capital Management | 117,270 | 7,411,000 | 0.41% | ||
| 42 | GUIDANT WEALTH ADVISORS | 113,493 | 7,196,000 | 0.40% | ||
| 43 | Cetera Advisor Networks LLC | 107,903 | 6,812,000 | 0.38% | ||
| 44 | GHP Investment Advisors, Inc. | 105,067 | 6,640,000 | 0.37% | ||
| 45 | Live Your Vision, LLC | 95,105 | 6,185,000 | 0.34% | ||
| 46 | Nadler Financial Group, Inc. | 95,662 | 6,046,000 | 0.33% | ||
| 47 | INVST, LLC | 99,637 | 6,026,000 | 0.33% | ||
| 48 | HighTower Advisors, LLC | 92,777 | 5,871,000 | 0.32% | ||
| 49 | PACIFIC WEALTH STRATEGIES GROUP, INC. | 82,439 | 5,210,000 | 0.29% | ||
| 50 | JFS WEALTH ADVISORS, LLC | 80,480 | 5,086,000 | 0.28% |
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.
