| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 7,605,564 | 219,877,000 | 20.46% | ||
| 2 | Personal Capital Advisors Corp | 4,146,108 | 119,864,000 | 11.16% | ||
| 3 | WEALTHFRONT CORP | 3,918,052 | 113,271,000 | 10.54% | ||
| 4 | Betterment LLC | 1,552,816 | 44,892,000 | 4.18% | ||
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,447,213 | 41,839,000 | 3.89% | ||
| 6 | BCWM, LLC | 120,716 | 34,899,000 | 3.25% | ||
| 7 | HBK Sorce Advisory LLC | 890,537 | 25,745,000 | 2.40% | ||
| 8 | FutureAdvisor, Inc. | 528,327 | 24,448,000 | 2.28% | ||
| 9 | Live Your Vision, LLC | 801,788 | 22,763,000 | 2.12% | ||
| 10 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 745,448 | 21,551,000 | 2.01% | ||
| 11 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 649,760 | 18,785,000 | 1.75% | ||
| 12 | Frontier Wealth Management LLC | 496,015 | 14,340,000 | 1.33% | ||
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 480,697 | 13,897,000 | 1.29% | ||
| 14 | HENGEHOLD CAPITAL MANAGEMENT LLC | 468,481 | 13,544,000 | 1.26% | ||
| 15 | Tanglewood Wealth Management, Inc. | 413,860 | 11,965,000 | 1.11% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 409,061 | 11,826,000 | 1.10% | ||
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 368,632 | 10,657,000 | 0.99% | ||
| 18 | Capital Advantage, Inc. | 366,903 | 10,607,000 | 0.99% | ||
| 19 | VECTOR WEALTH MANAGEMENT, LLC | 348,061 | 10,062,000 | 0.94% | ||
| 20 | BSW Wealth Partners | 343,143 | 9,920,000 | 0.92% | ||
| 21 | PLANNING ALTERNATIVES LTD /ADV | 329,712 | 9,532,000 | 0.89% | ||
| 22 | HighTower Advisors, LLC | 322,588 | 9,326,000 | 0.87% | ||
| 23 | Emery Howard Portfolio Management, Inc. | 308,152 | 8,909,000 | 0.83% | ||
| 24 | NORTHWEST INVESTMENT COUNSELORS, LLC | 298,601 | 8,633,000 | 0.80% | ||
| 25 | Gateway Advisory, LLC | 246,285 | 7,120,000 | 0.66% | ||
| 26 | Summit Asset Management, LLC | 244,424 | 7,066,000 | 0.66% | ||
| 27 | Ironwood Financial, llc | 239,658 | 6,930,000 | 0.64% | ||
| 28 | Gemmer Asset Management LLC | 233,113 | 6,739,000 | 0.63% | ||
| 29 | CONDOR CAPITAL MANAGEMENT | 229,011 | 6,621,000 | 0.62% | ||
| 30 | UBS Group AG | 204,473 | 5,911,000 | 0.55% | ||
| 31 | BANK OF THE WEST | 202,888 | 5,865,000 | 0.55% | ||
| 32 | BBVA USA Bancshares, Inc. | 191,374 | 5,533,000 | 0.51% | ||
| 33 | Hanson & Doremus Investment Management | 189,096 | 5,467,000 | 0.51% | ||
| 34 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 181,545 | 5,248,000 | 0.49% | ||
| 35 | White Pine Investment CO | 181,511 | 5,247,000 | 0.49% | ||
| 36 | Retirement Planning Group, LLC | 175,152 | 5,064,000 | 0.47% | ||
| 37 | CABOT WEALTH MANAGEMENT INC | 152,120 | 4,398,000 | 0.41% | ||
| 38 | BANK OF AMERICA CORP /DE/ | 148,626 | 4,297,000 | 0.40% | ||
| 39 | LPL Financial LLC | 143,560 | 4,150,000 | 0.39% | ||
| 40 | GOLDMAN SACHS GROUP INC | 135,339 | 3,913,000 | 0.36% | ||
| 41 | Evensky & Katz LLC | 134,797 | 3,897,000 | 0.36% | ||
| 42 | GHP Investment Advisors, Inc. | 134,431 | 3,886,000 | 0.36% | ||
| 43 | Wealth Architects, LLC | 134,015 | 3,874,000 | 0.36% | ||
| 44 | One Capital Management, LLC | 133,160 | 3,850,000 | 0.36% | ||
| 45 | American Money Management, LLC | 129,777 | 3,752,000 | 0.35% | ||
| 46 | Courage Miller Partners, LLC | 128,224 | 3,707,000 | 0.35% | ||
| 47 | Buckingham Capital Management, Inc. | 125,008 | 3,614,000 | 0.34% | ||
| 48 | JMG Financial Group, Ltd. | 124,478 | 3,599,000 | 0.33% | ||
| 49 | Summit Financial Strategies, Inc. | 123,588 | 3,573,000 | 0.33% | ||
| 50 | Fragasso Financial Advisors Inc | 120,990 | 3,498,000 | 0.33% |
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.
