| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 7,009,587 | 217,437,000 | 24.70% | ||
| 2 | Personal Capital Advisors Corp | 3,252,243 | 100,885,000 | 11.46% | ||
| 3 | WEALTHFRONT CORP | 2,871,233 | 89,066,000 | 10.12% | ||
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,376,679 | 42,705,000 | 4.85% | ||
| 5 | BCWM, LLC | 121,323 | 37,635,000 | 4.28% | ||
| 6 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 755,949 | 23,450,000 | 2.66% | ||
| 7 | Live Your Vision, LLC | 773,767 | 22,718,000 | 2.58% | ||
| 8 | HENGEHOLD CAPITAL MANAGEMENT LLC | 616,420 | 19,121,000 | 2.17% | ||
| 9 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 600,962 | 18,642,000 | 2.12% | ||
| 10 | HBK Sorce Advisory LLC | 579,737 | 17,983,000 | 2.04% | ||
| 11 | JANE STREET GROUP, LLC | 493,733 | 15,316,000 | 1.74% | ||
| 12 | Apriem Advisors | 417,027 | 12,936,000 | 1.47% | ||
| 13 | VECTOR WEALTH MANAGEMENT, LLC | 346,578 | 10,751,000 | 1.22% | ||
| 14 | HighTower Advisors, LLC | 307,962 | 9,553,000 | 1.09% | ||
| 15 | UBS AG | 299,139 | 9,279,000 | 1.05% | ||
| 16 | NORTHWEST INVESTMENT COUNSELORS, LLC | 286,309 | 8,881,000 | 1.01% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 276,859 | 8,588,000 | 0.98% | ||
| 18 | Summit Asset Management, LLC | 265,463 | 8,235,000 | 0.94% | ||
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 244,391 | 7,581,000 | 0.86% | ||
| 20 | Gateway Advisory, LLC | 238,511 | 7,399,000 | 0.84% | ||
| 21 | PLANNING ALTERNATIVES LTD /ADV | 227,325 | 7,052,000 | 0.80% | ||
| 22 | BBVA USA Bancshares, Inc. | 225,948 | 7,009,000 | 0.80% | ||
| 23 | CONDOR CAPITAL MANAGEMENT | 225,793 | 7,004,000 | 0.80% | ||
| 24 | Gemmer Asset Management LLC | 203,218 | 6,304,000 | 0.72% | ||
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 184,560 | 5,725,000 | 0.65% | ||
| 26 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 181,432 | 5,628,000 | 0.64% | ||
| 27 | Retirement Planning Group, LLC | 156,137 | 4,843,000 | 0.55% | ||
| 28 | White Pine Investment CO | 136,493 | 4,234,000 | 0.48% | ||
| 29 | BANK OF THE WEST | 129,113 | 4,005,000 | 0.45% | ||
| 30 | Hanson & Doremus Investment Management | 127,581 | 3,958,000 | 0.45% | ||
| 31 | American Money Management, LLC | 127,117 | 3,943,169 | 0.45% | ||
| 32 | Emery Howard Portfolio Management, Inc. | 124,229 | 3,854,000 | 0.44% | ||
| 33 | One Capital Management, LLC | 123,112 | 3,819,000 | 0.43% | ||
| 34 | Buckingham Capital Management, Inc. | 122,084 | 3,787,000 | 0.43% | ||
| 35 | LPL Financial LLC | 122,950 | 3,772,000 | 0.43% | ||
| 36 | GHP Investment Advisors, Inc. | 118,502 | 3,676,000 | 0.42% | ||
| 37 | CABOT WEALTH MANAGEMENT INC | 113,103 | 3,508,000 | 0.40% | ||
| 38 | CAHILL FINANCIAL ADVISORS INC | 111,155 | 3,449,000 | 0.39% | ||
| 39 | 3D ASSET MANAGEMENT, INC | 109,190 | 3,387,000 | 0.38% | ||
| 40 | Courage Miller Partners, LLC | 107,597 | 3,338,000 | 0.38% | ||
| 41 | Mosaic Financial Partners, Inc. | 106,521 | 3,304,000 | 0.38% | ||
| 42 | BOSTON PRIVATE BANK & TRUST CO | 100,266 | 3,110,000 | 0.35% | ||
| 43 | Cambridge Investment Research Advisors, Inc. | 99,316 | 3,081,000 | 0.35% | ||
| 44 | EATON VANCE MANAGEMENT | 95,850 | 2,974,000 | 0.34% | ||
| 45 | SALEM INVESTMENT COUNSELORS INC | 93,190 | 2,891,000 | 0.33% | ||
| 46 | Garde Capital, Inc. | 81,411 | 2,525,000 | 0.29% | ||
| 47 | Stearns Financial Services Group | 80,627 | 2,501,000 | 0.28% | ||
| 48 | ALESCO ADVISORS LLC | 80,004 | 2,482,000 | 0.28% | ||
| 49 | JMG Financial Group, Ltd. | 79,097 | 2,454,000 | 0.28% | ||
| 50 | Bank of New York Mellon Corp | 76,144 | 2,362,000 | 0.27% |
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.
