| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 6,985,124 | 389,071,000 | 11.16% | ||
| 2 | Betterment LLC | 4,749,551 | 264,550,000 | 7.59% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 4,204,952 | 234,216,000 | 6.72% | ||
| 4 | QS Investors, LLC | 3,950,971 | 220,069,000 | 6.31% | ||
| 5 | AMERIPRISE FINANCIAL INC | 3,696,096 | 209,456,000 | 6.01% | ||
| 6 | Charles Schwab Investment Advisory, Inc. | 3,668,532 | 204,338,000 | 5.86% | ||
| 7 | FIL Ltd | 2,812,901 | 156,678,000 | 4.49% | ||
| 8 | WELLS FARGO & COMPANY/MN | 2,026,873 | 112,896,000 | 3.24% | ||
| 9 | MORGAN STANLEY | 1,797,121 | 100,099,000 | 2.87% | ||
| 10 | BlackRock Finance, Inc. | 1,604,881 | 89,392,000 | 2.56% | ||
| 11 | UBS Group AG | 1,427,793 | 79,528,000 | 2.28% | ||
| 12 | Cambridge Investment Research Advisors, Inc. | 1,408,881 | 78,475,000 | 2.25% | ||
| 13 | VANGUARD GROUP INC | 1,360,497 | 75,779,000 | 2.17% | ||
| 14 | ASSETMARK, INC | 1,358,717 | 75,681,000 | 2.17% | ||
| 15 | Windhaven Investment Management, Inc. | 1,177,315 | 65,576,000 | 1.88% | ||
| 16 | ROYAL BANK OF CANADA | 1,023,979 | 57,036,000 | 1.64% | ||
| 17 | Annex Advisory Services, LLC | 874,700 | 48,721,000 | 1.40% | ||
| 18 | STATE STREET CORP | 792,554 | 44,145,000 | 1.27% | ||
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 734,807 | 40,928,000 | 1.17% | ||
| 20 | IFC Holdings Incorporated/FL | 726,894 | 40,556,000 | 1.16% | ||
| 21 | Polaris Wealth Advisory Group, LLC | 612,385 | 34,110,000 | 0.98% | ||
| 22 | Valmark Advisers, Inc. | 608,048 | 33,868,000 | 0.97% | ||
| 23 | Sensible Financial Planning & Management, LLC. | 530,546 | 29,551,000 | 0.85% | ||
| 24 | SII INVESTMENTS INC/WI | 503,577 | 28,048,000 | 0.80% | ||
| 25 | MAKENA CAPITAL MANAGEMENT LLC | 472,192 | 26,301,000 | 0.75% | ||
| 26 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 461,111 | 25,683,000 | 0.74% | ||
| 27 | Windham Capital Management, LLC | 419,039 | 23,340,000 | 0.67% | ||
| 28 | NATIONAL PLANNING CORP | 419,327 | 23,319,000 | 0.67% | ||
| 29 | Jaffetilchin Investment Partners, LLC | 407,253 | 22,684,000 | 0.65% | ||
| 30 | Transamerica Financial Advisors, LLC | 384,876 | 21,438,000 | 0.61% | ||
| 31 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 361,415 | 20,181,000 | 0.58% | ||
| 32 | Cerity Partners OCIO LLC | 335,372 | 18,694,000 | 0.54% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 312,193 | 17,389,000 | 0.50% | ||
| 34 | RETIREMENT CAPITAL STRATEGIES | 284,342 | 15,838,000 | 0.45% | ||
| 35 | Retirement Planning Group, LLC | 281,968 | 15,706,000 | 0.45% | ||
| 36 | INVESTMENT CENTERS OF AMERICA INC | 273,579 | 15,237,000 | 0.44% | ||
| 37 | ADVISOR GROUP, INC. | 271,939 | 15,144,000 | 0.43% | ||
| 38 | ALPS ADVISORS INC | 267,254 | 14,886,000 | 0.43% | ||
| 39 | TWIN CAPITAL MANAGEMENT INC | 264,300 | 14,722,000 | 0.42% | ||
| 40 | WILSHIRE ASSOCIATES INC | 260,710 | 14,522,000 | 0.42% | ||
| 41 | US BANCORP \DE\ | 230,221 | 12,824,000 | 0.37% | ||
| 42 | PEAK FINANCIAL MANAGEMENT, INC. | 229,150 | 12,764,000 | 0.37% | ||
| 43 | RAYMOND JAMES & ASSOCIATES | 228,395 | 12,722,000 | 0.36% | ||
| 44 | FundX Investment Group, LLC | 226,813 | 12,633,000 | 0.36% | ||
| 45 | HT Partners LLC | 212,046 | 11,811,000 | 0.34% | ||
| 46 | LPL Financial LLC | 200,408 | 11,231,000 | 0.32% | ||
| 47 | Bouchey Financial Group Ltd | 200,884 | 11,189,000 | 0.32% | ||
| 48 | CITIGROUP INC | 200,862 | 11,188,000 | 0.32% | ||
| 49 | STIFEL FINANCIAL CORP | 195,575 | 10,894,000 | 0.31% | ||
| 50 | AGF INVESTMENTS INC. | 187,368 | 10,433,000 | 0.30% |
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.
