| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 7,798,631 | 235,753,000 | 18.15% | ||
| 2 | Personal Capital Advisors Corp | 5,456,527 | 166,000,000 | 12.78% | ||
| 3 | WEALTHFRONT CORP | 2,744,050 | 82,953,000 | 6.39% | ||
| 4 | Betterment LLC | 1,685,662 | 50,958,000 | 3.92% | ||
| 5 | Fragasso Financial Advisors Inc | 1,575,815 | 47,636,000 | 3.67% | ||
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,545,765 | 46,729,000 | 3.60% | ||
| 7 | BCWM, LLC | 122,576 | 37,055,000 | 2.85% | ||
| 8 | HBK Sorce Advisory LLC | 932,330 | 28,184,000 | 2.17% | ||
| 9 | BESSEMER GROUP INC | 864,364 | 26,130,000 | 2.01% | ||
| 10 | OLD MISSION CAPITAL LLC | 845,557 | 25,561,000 | 1.97% | ||
| 11 | Live Your Vision, LLC | 786,658 | 23,781,000 | 1.83% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 685,859 | 21,570,000 | 1.66% | ||
| 13 | JANE STREET GROUP, LLC | 648,471 | 19,603,000 | 1.51% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 616,332 | 18,632,000 | 1.43% | ||
| 15 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 603,043 | 18,230,000 | 1.40% | ||
| 16 | Frontier Wealth Management LLC | 520,888 | 15,746,000 | 1.21% | ||
| 17 | Emery Howard Portfolio Management, Inc. | 504,866 | 15,262,000 | 1.18% | ||
| 18 | Tanglewood Wealth Management, Inc. | 492,895 | 14,900,000 | 1.15% | ||
| 19 | HENGEHOLD CAPITAL MANAGEMENT LLC | 466,477 | 14,102,000 | 1.09% | ||
| 20 | BANK OF AMERICA CORP /DE/ | 434,176 | 13,125,000 | 1.01% | ||
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 383,851 | 11,604,000 | 0.89% | ||
| 22 | Capital Advantage, Inc. | 373,743 | 11,298,000 | 0.87% | ||
| 23 | VECTOR WEALTH MANAGEMENT, LLC | 344,510 | 10,415,000 | 0.80% | ||
| 24 | HighTower Advisors, LLC | 339,163 | 10,253,000 | 0.79% | ||
| 25 | Tradewinds Capital Management, LLC | 318,579 | 9,631,000 | 0.74% | ||
| 26 | NORTHWEST INVESTMENT COUNSELORS, LLC | 318,406 | 9,625,000 | 0.74% | ||
| 27 | BANK OF THE WEST | 301,857 | 9,125,000 | 0.70% | ||
| 28 | Ironwood Financial, llc | 281,913 | 8,523,000 | 0.66% | ||
| 29 | Apriem Advisors | 276,873 | 8,370,000 | 0.64% | ||
| 30 | Summit Asset Management, LLC | 264,385 | 7,992,000 | 0.62% | ||
| 31 | Courage Miller Partners, LLC | 258,988 | 7,829,000 | 0.60% | ||
| 32 | Gateway Advisory, LLC | 255,680 | 7,729,000 | 0.60% | ||
| 33 | Gemmer Asset Management LLC | 252,909 | 7,645,000 | 0.59% | ||
| 34 | UBS Group AG | 231,316 | 6,993,000 | 0.54% | ||
| 35 | Hanson & Doremus Investment Management | 205,116 | 6,201,000 | 0.48% | ||
| 36 | BAINCO INTERNATIONAL INVESTORS | 203,350 | 6,147,000 | 0.47% | ||
| 37 | Retirement Planning Group, LLC | 194,347 | 5,875,000 | 0.45% | ||
| 38 | White Pine Investment CO | 183,468 | 5,546,000 | 0.43% | ||
| 39 | BBVA USA Bancshares, Inc. | 179,253 | 5,419,000 | 0.42% | ||
| 40 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 177,195 | 5,357,000 | 0.41% | ||
| 41 | Summit Financial Strategies, Inc. | 170,577 | 5,157,000 | 0.40% | ||
| 42 | JMG Financial Group, Ltd. | 168,277 | 5,087,000 | 0.39% | ||
| 43 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 167,302 | 5,058,000 | 0.39% | ||
| 44 | LPL Financial LLC | 160,924 | 4,894,000 | 0.38% | ||
| 45 | American Money Management, LLC | 151,431 | 4,577,759 | 0.35% | ||
| 46 | CABOT WEALTH MANAGEMENT INC | 147,674 | 4,464,000 | 0.34% | ||
| 47 | CAHILL FINANCIAL ADVISORS INC | 146,296 | 4,423,000 | 0.34% | ||
| 48 | Diversified Investment Strategies, LLC | 146,005 | 4,414,000 | 0.34% | ||
| 49 | Homrich & Berg | 145,799 | 4,408,000 | 0.34% | ||
| 50 | FutureAdvisor, Inc. | 140,613 | 4,248,000 | 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.
