| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 26,667,140 | 738,146,000 | 18.97% | ||
| 2 | Personal Capital Advisors Corp | 16,035,075 | 443,851,000 | 11.41% | ||
| 3 | WEALTHFRONT CORP | 13,238,631 | 366,445,000 | 9.42% | ||
| 4 | Betterment LLC | 12,836,892 | 355,325,000 | 9.13% | ||
| 5 | Creative Planning | 9,251,525 | 256,082,000 | 6.58% | ||
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7,896,360 | 218,572,000 | 5.62% | ||
| 7 | Financial Engines Advisors L.L.C. | 7,628,401 | 211,154,000 | 5.43% | ||
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,374,562 | 65,728,000 | 1.69% | ||
| 9 | BESSEMER GROUP INC | 2,319,894 | 64,215,000 | 1.65% | ||
| 10 | HBK Sorce Advisory LLC | 1,948,781 | 53,942,000 | 1.39% | ||
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,819,140 | 50,357,000 | 1.29% | ||
| 12 | HighTower Advisors, LLC | 1,464,117 | 40,525,000 | 1.04% | ||
| 13 | WealthTrust Fairport, LLC | 1,162,641 | 32,182,000 | 0.83% | ||
| 14 | Emery Howard Portfolio Management, Inc. | 1,028,389 | 28,466,000 | 0.73% | ||
| 15 | RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC | 969,014 | 27,626,000 | 0.71% | ||
| 16 | ROYAL BANK OF CANADA | 982,990 | 27,209,000 | 0.70% | ||
| 17 | JANE STREET GROUP, LLC | 960,297 | 26,581,000 | 0.68% | ||
| 18 | Live Your Vision, LLC | 913,058 | 25,273,000 | 0.65% | ||
| 19 | BRONFMAN E.L. ROTHSCHILD, L.P. | 846,163 | 23,422,000 | 0.60% | ||
| 20 | BCWM, LLC | 740,584 | 20,500,000 | 0.53% | ||
| 21 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 710,982 | 19,680,000 | 0.51% | ||
| 22 | HIGHLAND PRIVATE WEALTH MANAGEMENT | 708,288 | 19,605,000 | 0.50% | ||
| 23 | TD Ameritrade Trust Co | 639,624 | 17,705,000 | 0.46% | ||
| 24 | KRILOGY FINANCIAL LLC | 611,396 | 16,923,000 | 0.43% | ||
| 25 | PLANNING ALTERNATIVES LTD /ADV | 605,485 | 16,760,000 | 0.43% | ||
| 26 | NORTHWEST INVESTMENT COUNSELORS, LLC | 537,297 | 14,872,000 | 0.38% | ||
| 27 | BERGANKDV WEALTH MANAGEMENT, LLC | 520,693 | 14,413,000 | 0.37% | ||
| 28 | Mariner Wealth Advisors-Cincinnati, LLC | 512,029 | 14,173,000 | 0.36% | ||
| 29 | BANK OF AMERICA CORP /DE/ | 499,627 | 13,829,000 | 0.36% | ||
| 30 | VECTOR WEALTH MANAGEMENT, LLC | 493,780 | 13,668,000 | 0.35% | ||
| 31 | Tradewinds Capital Management, LLC | 484,275 | 13,405,000 | 0.34% | ||
| 32 | BlackRock Finance, Inc. | 480,460 | 13,299,000 | 0.34% | ||
| 33 | Gemmer Asset Management LLC | 443,206 | 12,268,000 | 0.32% | ||
| 34 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 432,527 | 11,972,000 | 0.31% | ||
| 35 | Signature Financial Management, Inc. | 420,350 | 11,631,000 | 0.30% | ||
| 36 | Courage Miller Partners, LLC | 417,965 | 11,569,000 | 0.30% | ||
| 37 | Retirement Planning Group, LLC | 398,096 | 11,019,000 | 0.28% | ||
| 38 | BRISTLECONE ADVISORS, LLC | 382,120 | 10,577,000 | 0.27% | ||
| 39 | Summit Asset Management, LLC | 359,277 | 9,945,000 | 0.26% | ||
| 40 | KOHMANN BOSSHARD FINANCIAL SERVICES, LLC | 338,749 | 9,780,000 | 0.25% | ||
| 41 | Peachtree Investment Advisors, Inc. | 331,028 | 9,161,000 | 0.24% | ||
| 42 | FRONTIER INVESTMENT MGMT CO | 327,951 | 9,078,000 | 0.23% | ||
| 43 | White Pine Investment CO | 320,844 | 8,881,000 | 0.23% | ||
| 44 | Raymond James Financial Services Advisors, Inc. | 320,423 | 8,869,000 | 0.23% | ||
| 45 | BANK OF THE WEST | 318,845 | 8,826,000 | 0.23% | ||
| 46 | Financial Architects, Inc | 316,860 | 8,770,000 | 0.23% | ||
| 47 | AJ WEALTH STRATEGIES, LLC | 313,747 | 8,685,000 | 0.22% | ||
| 48 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | 304,954 | 8,441,000 | 0.22% | ||
| 49 | HENGEHOLD CAPITAL MANAGEMENT LLC | 304,450 | 8,427,000 | 0.22% | ||
| 50 | CABOT WEALTH MANAGEMENT INC | 289,148 | 8,004,000 | 0.21% |
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.
