| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 23,171,438 | 667,106,000 | 18.18% | ||
| 2 | Personal Capital Advisors Corp | 14,319,244 | 409,530,000 | 11.16% | ||
| 3 | WEALTHFRONT CORP | 13,005,420 | 374,426,000 | 10.20% | ||
| 4 | Betterment LLC | 11,633,517 | 334,929,000 | 9.13% | ||
| 5 | TMFS HOLDINGS LLC | 9,402,473 | 268,666,000 | 7.32% | ||
| 6 | Creative Planning | 8,874,441 | 255,495,000 | 6.96% | ||
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,057,675 | 116,820,000 | 3.18% | ||
| 8 | BSW Wealth Partners | 2,118 | 73,564,000 | 2.00% | ||
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,145,381 | 61,766,000 | 1.68% | ||
| 10 | BESSEMER GROUP INC | 2,039,707 | 58,723,000 | 1.60% | ||
| 11 | HBK Sorce Advisory LLC | 1,943,316 | 55,948,000 | 1.52% | ||
| 12 | SALEM INVESTMENT COUNSELORS INC | 153,140 | 44,089,000 | 1.20% | ||
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,489,766 | 42,934,000 | 1.17% | ||
| 14 | FRONTIER INVESTMENT MGMT CO | 129,201 | 37,197,000 | 1.01% | ||
| 15 | ROYAL BANK OF CANADA | 1,084,466 | 31,222,000 | 0.85% | ||
| 16 | Emery Howard Portfolio Management, Inc. | 1,021,707 | 29,415,000 | 0.80% | ||
| 17 | HighTower Advisors, LLC | 1,013,607 | 29,166,000 | 0.79% | ||
| 18 | Live Your Vision, LLC | 908,187 | 26,147,000 | 0.71% | ||
| 19 | Pinnacle Advisory Group, Inc. | 459,306 | 25,932,000 | 0.71% | ||
| 20 | BRONFMAN E.L. ROTHSCHILD, L.P. | 784,300 | 22,580,000 | 0.62% | ||
| 21 | BCWM, LLC | 752,171 | 21,655,000 | 0.59% | ||
| 22 | HIGHLAND PRIVATE WEALTH MANAGEMENT | 720,783 | 20,751,000 | 0.57% | ||
| 23 | TD Ameritrade Trust Co | 701,393 | 20,193,000 | 0.55% | ||
| 24 | KRILOGY FINANCIAL LLC | 580,689 | 16,718,000 | 0.46% | ||
| 25 | PLANNING ALTERNATIVES LTD /ADV | 547,565 | 15,764,000 | 0.43% | ||
| 26 | NORTHWEST INVESTMENT COUNSELORS, LLC | 519,804 | 14,965,000 | 0.41% | ||
| 27 | VECTOR WEALTH MANAGEMENT, LLC | 508,578 | 14,642,000 | 0.40% | ||
| 28 | BERGANKDV WEALTH MANAGEMENT, LLC | 499,764 | 14,388,000 | 0.39% | ||
| 29 | BlackRock Finance, Inc. | 477,850 | 13,757,000 | 0.37% | ||
| 30 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 474,285 | 13,655,000 | 0.37% | ||
| 31 | Apriem Advisors | 471,059 | 13,562,000 | 0.37% | ||
| 32 | Gemmer Asset Management LLC | 412,288 | 11,870,000 | 0.32% | ||
| 33 | Mariner Wealth Advisors-Cincinnati, LLC | 405,383 | 11,671,000 | 0.32% | ||
| 34 | FLOW TRADERS U.S. LLC | 403,410 | 11,614,000 | 0.32% | ||
| 35 | Courage Miller Partners, LLC | 390,009 | 11,228,000 | 0.31% | ||
| 36 | Signature Financial Management, Inc. | 384,204 | 11,053,000 | 0.30% | ||
| 37 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 359,557 | 10,352,000 | 0.28% | ||
| 38 | Summit Asset Management, LLC | 349,539 | 10,063,000 | 0.27% | ||
| 39 | Raymond James Financial Services Advisors, Inc. | 335,335 | 9,654,000 | 0.26% | ||
| 40 | Peachtree Investment Advisors, Inc. | 331,753 | 9,551,000 | 0.26% | ||
| 41 | BANK OF THE WEST | 323,080 | 9,301,000 | 0.25% | ||
| 42 | Financial Architects, Inc | 317,653 | 9,145,000 | 0.25% | ||
| 43 | ENVESTNET ASSET MANAGEMENT INC | 310,835 | 8,949,000 | 0.24% | ||
| 44 | OLD MISSION CAPITAL LLC | 287,981 | 8,291,000 | 0.23% | ||
| 45 | APPLETON GROUP, LLC | 285,040 | 8,206,000 | 0.22% | ||
| 46 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | 284,680 | 8,196,000 | 0.22% | ||
| 47 | BRISTLECONE ADVISORS, LLC | 282,496 | 8,133,000 | 0.22% | ||
| 48 | Cambridge Investment Research Advisors, Inc. | 257,848 | 7,423,000 | 0.20% | ||
| 49 | Retirement Planning Group, LLC | 256,916 | 7,397,000 | 0.20% | ||
| 50 | MOISAND FITZGERALD TAMAYO, LLC | 255,513 | 7,356,000 | 0.20% |
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.
