| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 12,813,827 | 390,437,000 | 23.70% | ||
| 2 | Personal Capital Advisors Corp | 6,410,450 | 195,326,000 | 11.86% | ||
| 3 | WEALTHFRONT CORP | 4,324,160 | 131,757,000 | 8.00% | ||
| 4 | Betterment LLC | 3,502,362 | 106,717,000 | 6.48% | ||
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,641,348 | 50,012,000 | 3.04% | ||
| 6 | Fragasso Financial Advisors Inc | 1,589,454 | 48,430,000 | 2.94% | ||
| 7 | BESSEMER GROUP INC | 1,374,080 | 41,868,000 | 2.54% | ||
| 8 | HBK Sorce Advisory LLC | 934,867 | 28,485,000 | 1.73% | ||
| 9 | Live Your Vision, LLC | 812,053 | 24,841,000 | 1.51% | ||
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 675,951 | 20,596,000 | 1.25% | ||
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 546,406 | 16,649,000 | 1.01% | ||
| 12 | UBS Group AG | 538,492 | 16,408,000 | 1.00% | ||
| 13 | Emery Howard Portfolio Management, Inc. | 534,987 | 16,301,000 | 0.99% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 532,460 | 16,224,000 | 0.98% | ||
| 15 | Frontier Wealth Management LLC | 518,855 | 15,810,000 | 0.96% | ||
| 16 | Pinnacle Advisory Group, Inc. | 299,223 | 15,406,000 | 0.94% | ||
| 17 | Tanglewood Wealth Management, Inc. | 496,493 | 15,128,000 | 0.92% | ||
| 18 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 492,813 | 15,016,000 | 0.91% | ||
| 19 | HighTower Advisors, LLC | 460,264 | 14,024,000 | 0.85% | ||
| 20 | HENGEHOLD CAPITAL MANAGEMENT LLC | 451,299 | 13,751,000 | 0.83% | ||
| 21 | Apriem Advisors | 433,000 | 13,194,000 | 0.80% | ||
| 22 | PIERSHALE FINANCIAL GROUP, INC. | 416,254 | 12,683,000 | 0.77% | ||
| 23 | Capital Advantage, Inc. | 375,944 | 11,455,000 | 0.70% | ||
| 24 | PLANNING ALTERNATIVES LTD /ADV | 369,886 | 11,270,000 | 0.68% | ||
| 25 | VECTOR WEALTH MANAGEMENT, LLC | 360,880 | 10,996,000 | 0.67% | ||
| 26 | BANK OF AMERICA CORP /DE/ | 357,098 | 10,881,000 | 0.66% | ||
| 27 | NORTHWEST INVESTMENT COUNSELORS, LLC | 332,131 | 10,120,000 | 0.61% | ||
| 28 | Tradewinds Capital Management, LLC | 311,608 | 9,495,000 | 0.58% | ||
| 29 | BANK OF THE WEST | 307,170 | 9,360,000 | 0.57% | ||
| 30 | Courage Miller Partners, LLC | 303,114 | 9,236,000 | 0.56% | ||
| 31 | Gemmer Asset Management LLC | 300,690 | 9,162,000 | 0.56% | SH | |
| 32 | Accuvest Global Advisors | 296,490 | 9,034,000 | 0.55% | ||
| 33 | Financial Architects, Inc | 283,734 | 8,645,000 | 0.52% | ||
| 34 | Ironwood Financial, llc | 281,572 | 8,579,000 | 0.52% | ||
| 35 | Summit Asset Management, LLC | 277,869 | 8,467,000 | 0.51% | ||
| 36 | Gateway Advisory, LLC | 276,710 | 8,431,000 | 0.51% | ||
| 37 | FutureAdvisor, Inc. | 230,515 | 7,052,000 | 0.43% | ||
| 38 | Lubar & Co., Inc | 231,200 | 7,045,000 | 0.43% | ||
| 39 | Hanson & Doremus Investment Management | 215,900 | 6,578,000 | 0.40% | ||
| 40 | BAINCO INTERNATIONAL INVESTORS | 207,025 | 6,308,000 | 0.38% | ||
| 41 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 205,512 | 6,262,000 | 0.38% | ||
| 42 | VSR Financial Services, Inc. | 203,224 | 6,192,000 | 0.38% | ||
| 43 | Retirement Planning Group, LLC | 201,621 | 6,143,000 | 0.37% | ||
| 44 | White Pine Investment CO | 187,097 | 5,701,000 | 0.35% | ||
| 45 | JMG Financial Group, Ltd. | 186,630 | 5,687,000 | 0.35% | ||
| 46 | Bank of New York Mellon Corp | 186,604 | 5,685,000 | 0.35% | ||
| 47 | Summit Financial Strategies, Inc. | 184,844 | 5,632,000 | 0.34% | ||
| 48 | American Money Management, LLC | 171,559 | 5,227,403 | 0.32% | ||
| 49 | LPL Financial LLC | 170,225 | 5,115,000 | 0.31% | ||
| 50 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 163,005 | 4,967,000 | 0.30% |
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.
