| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 18,488,680 | 501,228,000 | 19.41% | ||
| 2 | Personal Capital Advisors Corp | 10,728,963 | 290,862,000 | 11.26% | ||
| 3 | Betterment LLC | 8,491,653 | 230,209,000 | 8.92% | ||
| 4 | Creative Planning | 7,380,284 | 200,079,000 | 7.75% | ||
| 5 | TMFS HOLDINGS LLC | 6,249,973 | 169,437,000 | 6.56% | ||
| 6 | WEALTHFRONT CORP | 6,131,771 | 166,232,000 | 6.44% | ||
| 7 | HBK Sorce Advisory LLC | 1,936,449 | 52,497,000 | 2.03% | ||
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,914,224 | 51,895,000 | 2.01% | ||
| 9 | JANE STREET GROUP, LLC | 1,849,905 | 50,151,000 | 1.94% | ||
| 10 | BESSEMER GROUP INC | 1,581,759 | 42,881,000 | 1.66% | ||
| 11 | ROYAL BANK OF CANADA | 1,473,408 | 39,944,000 | 1.55% | ||
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,149,677 | 30,803,000 | 1.19% | ||
| 13 | Emery Howard Portfolio Management, Inc. | 955,101 | 25,893,000 | 1.00% | ||
| 14 | Bank of New York Mellon Corp | 905,041 | 24,536,000 | 0.95% | ||
| 15 | OLD MISSION CAPITAL LLC | 890,094 | 24,130,000 | 0.93% | ||
| 16 | Live Your Vision, LLC | 865,841 | 23,473,000 | 0.91% | ||
| 17 | HIGHLAND PRIVATE WEALTH MANAGEMENT | 770,069 | 20,876,000 | 0.81% | ||
| 18 | BRONFMAN E.L. ROTHSCHILD, L.P. | 688,643 | 18,669,000 | 0.72% | ||
| 19 | Pinnacle Advisory Group, Inc. | 553,882 | 15,335,000 | 0.59% | ||
| 20 | PLANNING ALTERNATIVES LTD /ADV | 564,604 | 15,306,000 | 0.59% | ||
| 21 | KRILOGY FINANCIAL LLC | 558,560 | 15,143,000 | 0.59% | ||
| 22 | HighTower Advisors, LLC | 495,804 | 13,431,000 | 0.52% | ||
| 23 | VECTOR WEALTH MANAGEMENT, LLC | 495,162 | 13,424,000 | 0.52% | ||
| 24 | TD Ameritrade Trust Co | 485,152 | 13,152,000 | 0.51% | ||
| 25 | Frontier Wealth Management LLC | 477,160 | 12,936,000 | 0.50% | ||
| 26 | FINANCIAL CONSULATE, INC | 469,135 | 12,718,000 | 0.49% | ||
| 27 | NORTHWEST INVESTMENT COUNSELORS, LLC | 457,537 | 12,404,000 | 0.48% | ||
| 28 | BlackRock Finance, Inc. | 453,488 | 12,294,000 | 0.48% | ||
| 29 | LPL Financial LLC | 460,267 | 12,073,000 | 0.47% | ||
| 30 | BERGANKDV WEALTH MANAGEMENT, LLC | 431,693 | 11,703,000 | 0.45% | ||
| 31 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 393,366 | 10,693,000 | 0.41% | ||
| 32 | Gemmer Asset Management LLC | 381,785 | 10,350,000 | 0.40% | ||
| 33 | HENGEHOLD CAPITAL MANAGEMENT LLC | 378,770 | 10,268,000 | 0.40% | ||
| 34 | Courage Miller Partners, LLC | 375,934 | 10,192,000 | 0.39% | ||
| 35 | Signature Financial Management, Inc. | 343,574 | 9,315,000 | 0.36% | ||
| 36 | Summit Asset Management, LLC | 341,616 | 9,261,000 | 0.36% | ||
| 37 | Raymond James Financial Services Advisors, Inc. | 341,247 | 9,251,000 | 0.36% | ||
| 38 | Peachtree Investment Advisors, Inc. | 325,380 | 8,821,000 | 0.34% | ||
| 39 | Mariner Wealth Advisors-Cincinnati, LLC | 306,359 | 8,305,000 | 0.32% | ||
| 40 | VSR Financial Services, Inc. | 303,071 | 8,216,000 | 0.32% | ||
| 41 | Financial Architects, Inc | 300,387 | 8,143,000 | 0.32% | ||
| 42 | ENVESTNET ASSET MANAGEMENT INC | 300,287 | 8,141,000 | 0.32% | ||
| 43 | KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC | 267,049 | 7,240,000 | 0.28% | ||
| 44 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 265,677 | 7,203,000 | 0.28% | ||
| 45 | JFS WEALTH ADVISORS, LLC | 260,925 | 7,074,000 | 0.27% | ||
| 46 | BANK OF THE WEST | 260,791 | 7,070,000 | 0.27% | ||
| 47 | WELLS FARGO & COMPANY/MN | 257,252 | 6,975,000 | 0.27% | ||
| 48 | American Money Management, LLC | 255,084 | 6,915,000 | 0.27% | ||
| 49 | Hanson & Doremus Investment Management | 253,557 | 6,874,000 | 0.27% | ||
| 50 | Homrich & Berg | 250,982 | 6,804,000 | 0.26% |
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.
