| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 16,143,356 | 444,911,000 | 19.78% | ||
| 2 | Personal Capital Advisors Corp | 7,989,491 | 220,190,000 | 9.79% | ||
| 3 | WEALTHFRONT CORP | 7,855,074 | 216,486,000 | 9.63% | ||
| 4 | Betterment LLC | 5,818,810 | 160,366,000 | 7.13% | ||
| 5 | TMFS HOLDINGS LLC | 5,579,540 | 153,722,000 | 6.83% | ||
| 6 | Creative Planning | 4,008,050 | 110,462,000 | 4.91% | ||
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,841,664 | 50,775,000 | 2.26% | ||
| 8 | BESSEMER GROUP INC | 1,633,297 | 45,014,000 | 2.00% | ||
| 9 | HBK Sorce Advisory LLC | 1,497,159 | 41,262,000 | 1.83% | ||
| 10 | Fragasso Financial Advisors Inc | 1,302,695 | 35,902,000 | 1.60% | ||
| 11 | Homrich & Berg | 1,064,443 | 29,336,000 | 1.30% | ||
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 772,774 | 21,298,000 | 0.95% | ||
| 13 | Live Your Vision, LLC | 674,361 | 18,585,000 | 0.83% | ||
| 14 | Emery Howard Portfolio Management, Inc. | 671,058 | 18,494,000 | 0.82% | ||
| 15 | BRONFMAN E.L. ROTHSCHILD, L.P. | 659,832 | 18,185,000 | 0.81% | ||
| 16 | CAPTRUST FINANCIAL ADVISORS | 636,627 | 17,545,000 | 0.78% | ||
| 17 | Pinnacle Advisory Group, Inc. | 308,153 | 14,804,000 | 0.66% | ||
| 18 | PLANNING ALTERNATIVES LTD /ADV | 524,416 | 14,453,000 | 0.64% | ||
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 508,724 | 14,020,000 | 0.62% | ||
| 20 | HighTower Advisors, LLC | 488,603 | 13,466,000 | 0.60% | ||
| 21 | Frontier Wealth Management LLC | 488,616 | 13,466,000 | 0.60% | ||
| 22 | ROYAL BANK OF CANADA | 473,903 | 13,061,000 | 0.58% | ||
| 23 | FINANCIAL CONSULATE, INC | 470,027 | 12,954,000 | 0.58% | ||
| 24 | JANE STREET GROUP, LLC | 456,551 | 12,583,000 | 0.56% | ||
| 25 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 415,273 | 11,445,000 | 0.51% | ||
| 26 | VECTOR WEALTH MANAGEMENT, LLC | 408,340 | 11,254,000 | 0.50% | ||
| 27 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 396,171 | 10,918,000 | 0.49% | ||
| 28 | ENVESTNET ASSET MANAGEMENT INC | 391,931 | 10,802,000 | 0.48% | ||
| 29 | Courage Miller Partners, LLC | 388,393 | 10,704,000 | 0.48% | ||
| 30 | Evensky & Katz LLC | 382,302 | 10,536,000 | 0.47% | ||
| 31 | Gemmer Asset Management LLC | 377,935 | 10,416,000 | 0.46% | ||
| 32 | HENGEHOLD CAPITAL MANAGEMENT LLC | 377,298 | 10,398,000 | 0.46% | ||
| 33 | LPL Financial LLC | 379,078 | 10,269,000 | 0.46% | ||
| 34 | HIGHLAND PRIVATE WEALTH MANAGEMENT | 358,689 | 9,885,000 | 0.44% | ||
| 35 | JFS WEALTH ADVISORS, LLC | 348,835 | 9,614,000 | 0.43% | ||
| 36 | NORTHWEST INVESTMENT COUNSELORS, LLC | 345,697 | 9,527,000 | 0.42% | ||
| 37 | BlackRock Finance, Inc. | 339,101 | 9,346,000 | 0.42% | ||
| 38 | Summit Asset Management, LLC | 325,440 | 8,969,000 | 0.40% | ||
| 39 | Financial Architects, Inc | 309,774 | 8,537,000 | 0.38% | ||
| 40 | Raymond James Financial Services Advisors, Inc. | 308,887 | 8,512,000 | 0.38% | ||
| 41 | Gateway Advisory, LLC | 306,844 | 8,457,000 | 0.38% | ||
| 42 | KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC | 301,096 | 8,298,000 | 0.37% | ||
| 43 | VSR Financial Services, Inc. | 281,986 | 7,772,000 | 0.35% | ||
| 44 | Peachtree Investment Advisors, Inc. | 270,763 | 7,462,000 | 0.33% | ||
| 45 | WELLS FARGO & COMPANY/MN | 270,328 | 7,450,000 | 0.33% | ||
| 46 | Mariner Wealth Advisors-Cincinnati, LLC | 262,360 | 7,231,000 | 0.32% | ||
| 47 | BANK OF MONTREAL /CAN/ | 256,437 | 7,067,000 | 0.31% | ||
| 48 | Hanson & Doremus Investment Management | 248,530 | 6,849,000 | 0.30% | ||
| 49 | BANK OF THE WEST | 247,865 | 6,831,000 | 0.30% | ||
| 50 | American Money Management, LLC | 243,423 | 6,709,000 | 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.
