| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 8,797,760 | 467,249,000 | 21.17% | ||
| 2 | UBS Group AG | 5,356,180 | 284,467,000 | 12.89% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 2,906,177 | 154,347,000 | 6.99% | ||
| 4 | CURIAN CAPITAL LLC | 2,644,515 | 140,450,000 | 6.36% | ||
| 5 | Windhaven Investment Management, Inc. | 1,741,896 | 92,512,000 | 4.19% | ||
| 6 | MANAGED ACCOUNT ADVISORS LLC | 1,477,665 | 78,479,000 | 3.56% | ||
| 7 | Betterment LLC | 1,283,857 | 68,186,000 | 3.09% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1,215,684 | 64,565,000 | 2.93% | ||
| 9 | WELLS FARGO & COMPANY/MN | 1,157,787 | 61,490,000 | 2.79% | ||
| 10 | Choate Investment Advisors | 844,967 | 44,876,197 | 2.03% | ||
| 11 | BARCLAYS PLC | 836,528 | 44,336,000 | 2.01% | ||
| 12 | DEUTSCHE BANK AG\ | 760,462 | 40,388,000 | 1.83% | ||
| 13 | MORGAN STANLEY | 734,245 | 38,996,000 | 1.77% | ||
| 14 | Annex Advisory Services, LLC | 708,916 | 37,651,000 | 1.71% | ||
| 15 | Bank of New York Mellon Corp | 610,727 | 32,436,000 | 1.47% | ||
| 16 | Valmark Advisers, Inc. | 602,451 | 31,996,000 | 1.45% | ||
| 17 | Stadion Money Management, LLC | 546,470 | 29,023,000 | 1.31% | ||
| 18 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 524,809 | 27,873,000 | 1.26% | ||
| 19 | Atria Investments, Inc | 509,045 | 27,035,000 | 1.22% | ||
| 20 | LPL Financial LLC | 436,053 | 23,159,000 | 1.05% | ||
| 21 | Polaris Wealth Advisory Group, LLC | 418,830 | 22,244,000 | 1.01% | ||
| 22 | Sensible Financial Planning & Management, LLC. | 390,479 | 20,738,000 | 0.94% | ||
| 23 | Jaffetilchin Investment Partners, LLC | 365,169 | 19,394,000 | 0.88% | ||
| 24 | Transamerica Financial Advisors, LLC | 353,026 | 18,750,000 | 0.85% | ||
| 25 | NOTTINGHAM ADVISORS, INC. | 339,169 | 18,058,000 | 0.82% | ||
| 26 | Baker Avenue Asset Management, LP | 302,834 | 16,084,000 | 0.73% | ||
| 27 | NATIONAL PLANNING CORP | 269,247 | 14,379,128 | 0.65% | ||
| 28 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 263,684 | 14,082,000 | 0.64% | ||
| 29 | AMERIPRISE FINANCIAL INC | 264,502 | 14,056,000 | 0.64% | ||
| 30 | IFC Holdings Incorporated/FL | 257,060 | 13,635,000 | 0.62% | ||
| 31 | RETIREMENT CAPITAL STRATEGIES | 248,170 | 13,180,000 | 0.60% | ||
| 32 | Quantitative Advantage, LLC | 227,547 | 12,085,000 | 0.55% | ||
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 225,432 | 11,973,000 | 0.54% | ||
| 34 | SII INVESTMENTS INC/WI | 195,101 | 10,366,000 | 0.47% | ||
| 35 | Horizon Investments, LLC | 194,079 | 10,308,000 | 0.47% | ||
| 36 | RAYMOND JAMES & ASSOCIATES | 178,388 | 9,474,000 | 0.43% | ||
| 37 | VANGUARD GROUP INC | 171,208 | 9,093,000 | 0.41% | ||
| 38 | AllSquare Wealth Management LLC | 169,235 | 8,988,000 | 0.41% | ||
| 39 | FIRST MERCANTILE TRUST CO | 155,379 | 8,252,000 | 0.37% | ||
| 40 | Price Capital Management, Inc. | 140,000 | 7,435,000 | 0.34% | ||
| 41 | Windham Capital Management, LLC | 137,323 | 7,293,000 | 0.33% | ||
| 42 | Boston Standard Wealth Management, LLC | 121,296 | 6,509,000 | 0.29% | ||
| 43 | Community Bank, N.A. | 117,100 | 6,219,000 | 0.28% | ||
| 44 | US BANCORP \DE\ | 116,513 | 6,188,000 | 0.28% | ||
| 45 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 112,475 | 5,974,000 | 0.27% | ||
| 46 | Bouchey Financial Group Ltd | 109,772 | 5,830,000 | 0.26% | ||
| 47 | FDx Advisors, Inc. | 109,634 | 5,823,000 | 0.26% | ||
| 48 | Alaska Permanent Capital Management, LLC | 99,921 | 5,306,000 | 0.24% | ||
| 49 | VICUS CAPITAL | 99,649 | 5,292,000 | 0.24% | ||
| 50 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 86,238 | 4,580,000 | 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.
