| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 20,764,195 | 562,917,000 | 18.65% | ||
| 2 | Personal Capital Advisors Corp | 12,383,781 | 335,724,000 | 11.12% | ||
| 3 | WEALTHFRONT CORP | 11,680,623 | 316,662,000 | 10.49% | ||
| 4 | Betterment LLC | 11,039,871 | 299,291,000 | 9.92% | ||
| 5 | TMFS HOLDINGS LLC | 8,683,733 | 235,416,000 | 7.80% | ||
| 6 | Creative Planning | 8,609,996 | 233,417,000 | 7.73% | ||
| 7 | HBK Sorce Advisory LLC | 1,950,776 | 52,886,000 | 1.75% | ||
| 8 | BESSEMER GROUP INC | 1,940,331 | 52,603,000 | 1.74% | ||
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,916,864 | 51,967,000 | 1.72% | ||
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,367,035 | 37,061,000 | 1.23% | ||
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,258,389 | 34,115,000 | 1.13% | ||
| 12 | ROYAL BANK OF CANADA | 1,139,167 | 30,883,000 | 1.02% | ||
| 13 | Emery Howard Portfolio Management, Inc. | 1,029,875 | 27,920,000 | 0.92% | ||
| 14 | HighTower Advisors, LLC | 966,734 | 26,199,000 | 0.87% | ||
| 15 | JANE STREET GROUP, LLC | 965,906 | 26,186,000 | 0.87% | ||
| 16 | Live Your Vision, LLC | 888,590 | 24,090,000 | 0.80% | ||
| 17 | HIGHLAND PRIVATE WEALTH MANAGEMENT | 750,929 | 20,358,000 | 0.67% | ||
| 18 | BRONFMAN E.L. ROTHSCHILD, L.P. | 730,779 | 19,811,000 | 0.66% | ||
| 19 | TD Ameritrade Trust Co | 597,603 | 16,201,000 | 0.54% | ||
| 20 | Pinnacle Advisory Group, Inc. | 298,885 | 15,267,000 | 0.51% | ||
| 21 | BCWM, LLC | 559,876 | 15,178,000 | 0.50% | ||
| 22 | PLANNING ALTERNATIVES LTD /ADV | 551,444 | 14,950,000 | 0.50% | ||
| 23 | KRILOGY FINANCIAL LLC | 502,479 | 13,622,000 | 0.45% | ||
| 24 | VECTOR WEALTH MANAGEMENT, LLC | 497,587 | 13,490,000 | 0.45% | ||
| 25 | BlackRock Finance, Inc. | 490,088 | 13,286,000 | 0.44% | ||
| 26 | NORTHWEST INVESTMENT COUNSELORS, LLC | 476,252 | 12,911,000 | 0.43% | ||
| 27 | Frontier Wealth Management LLC | 464,472 | 12,592,000 | 0.42% | ||
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 448,769 | 12,166,000 | 0.40% | ||
| 29 | BERGANKDV WEALTH MANAGEMENT, LLC | 447,687 | 12,137,000 | 0.40% | ||
| 30 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 434,828 | 11,788,000 | 0.39% | ||
| 31 | Gemmer Asset Management LLC | 421,601 | 11,430,000 | 0.38% | ||
| 32 | Courage Miller Partners, LLC | 381,080 | 10,331,000 | 0.34% | ||
| 33 | Signature Financial Management, Inc. | 380,962 | 10,327,000 | 0.34% | ||
| 34 | Peachtree Investment Advisors, Inc. | 350,533 | 9,503,000 | 0.31% | ||
| 35 | Summit Asset Management, LLC | 348,694 | 9,453,000 | 0.31% | ||
| 36 | Raymond James Financial Services Advisors, Inc. | 347,206 | 9,412,000 | 0.31% | ||
| 37 | HENGEHOLD CAPITAL MANAGEMENT LLC | 346,863 | 9,403,000 | 0.31% | ||
| 38 | Mariner Wealth Advisors-Cincinnati, LLC | 339,264 | 9,197,000 | 0.30% | ||
| 39 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 308,316 | 8,325,000 | 0.28% | ||
| 40 | Financial Architects, Inc | 305,280 | 8,276,000 | 0.27% | ||
| 41 | BRISTLECONE ADVISORS, LLC | 272,437 | 7,386,000 | 0.24% | ||
| 42 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 272,154 | 7,378,000 | 0.24% | ||
| 43 | Hanson & Doremus Investment Management | 264,171 | 7,162,000 | 0.24% | ||
| 44 | ENVESTNET ASSET MANAGEMENT INC | 264,043 | 7,158,000 | 0.24% | ||
| 45 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | 261,221 | 7,082,000 | 0.23% | ||
| 46 | BANK OF THE WEST | 260,981 | 7,075,000 | 0.23% | ||
| 47 | American Money Management, LLC | 253,999 | 6,886,000 | 0.23% | ||
| 48 | WELLS FARGO & COMPANY/MN | 250,555 | 6,792,000 | 0.23% | ||
| 49 | MOISAND FITZGERALD TAMAYO, LLC | 247,576 | 6,712,000 | 0.22% | ||
| 50 | Retirement Planning Group, LLC | 245,970 | 6,668,000 | 0.22% |
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.
