| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 9,201,691 | 515,663,000 | 14.15% | ||
| 2 | Betterment LLC | 5,752,320 | 322,360,000 | 8.85% | ||
| 3 | Charles Schwab Investment Advisory, Inc. | 4,419,531 | 247,670,000 | 6.80% | ||
| 4 | QS Investors, LLC | 4,088,847 | 229,139,000 | 6.29% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 4,069,212 | 228,038,000 | 6.26% | ||
| 6 | AMERIPRISE FINANCIAL INC | 4,056,733 | 227,252,000 | 6.24% | ||
| 7 | FIL Ltd | 2,793,805 | 156,565,000 | 4.30% | ||
| 8 | MORGAN STANLEY | 2,032,778 | 113,916,000 | 3.13% | ||
| 9 | Cambridge Investment Research Advisors, Inc. | 1,599,599 | 89,642,000 | 2.46% | ||
| 10 | VANGUARD GROUP INC | 1,449,914 | 81,253,000 | 2.23% | ||
| 11 | UBS Group AG | 1,446,150 | 81,042,000 | 2.22% | ||
| 12 | BlackRock Finance, Inc. | 1,207,380 | 67,661,000 | 1.86% | ||
| 13 | ASSETMARK, INC | 1,198,226 | 67,149,000 | 1.84% | ||
| 14 | WELLS FARGO & COMPANY/MN | 1,174,932 | 65,843,000 | 1.81% | ||
| 15 | ROYAL BANK OF CANADA | 1,039,708 | 58,265,000 | 1.60% | ||
| 16 | Annex Advisory Services, LLC | 891,400 | 49,954,000 | 1.37% | ||
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 802,143 | 44,953,000 | 1.23% | ||
| 18 | IFC Holdings Incorporated/FL | 788,670 | 44,212,000 | 1.21% | ||
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 700,896 | 39,278,000 | 1.08% | ||
| 20 | Polaris Wealth Advisory Group, LLC | 627,182 | 35,147,000 | 0.96% | ||
| 21 | Valmark Advisers, Inc. | 617,307 | 34,594,000 | 0.95% | ||
| 22 | SII INVESTMENTS INC/WI | 541,061 | 30,329,000 | 0.83% | ||
| 23 | Sensible Financial Planning & Management, LLC. | 539,888 | 30,255,000 | 0.83% | ||
| 24 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 435,647 | 24,413,000 | 0.67% | ||
| 25 | NATIONAL PLANNING CORP | 424,000 | 23,409,000 | 0.64% | ||
| 26 | ADVISOR GROUP, INC. | 411,406 | 23,054,000 | 0.63% | ||
| 27 | Cerity Partners OCIO LLC | 402,232 | 22,541,000 | 0.62% | ||
| 28 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 384,372 | 21,295,000 | 0.58% | ||
| 29 | Transamerica Financial Advisors, LLC | 354,777 | 19,882,000 | 0.55% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 339,167 | 19,007,000 | 0.52% | ||
| 31 | INVESTMENT CENTERS OF AMERICA INC | 320,690 | 17,973,000 | 0.49% | ||
| 32 | Retirement Planning Group, LLC | 296,849 | 16,635,000 | 0.46% | ||
| 33 | RETIREMENT CAPITAL STRATEGIES | 285,308 | 15,989,000 | 0.44% | ||
| 34 | INR ADVISORY SERVICES LLC | 282,836 | 15,850,000 | 0.44% | ||
| 35 | LPL Financial LLC | 283,531 | 15,807,000 | 0.43% | ||
| 36 | Janney Montgomery Scott LLC | 262,302 | 14,699,000 | 0.40% | ||
| 37 | Personal Capital Advisors Corp | 255,479 | 14,335,000 | 0.39% | ||
| 38 | TWIN CAPITAL MANAGEMENT INC | 246,800 | 13,831,000 | 0.38% | ||
| 39 | WILSHIRE ASSOCIATES INC | 246,800 | 13,831,000 | 0.38% | ||
| 40 | PEAK FINANCIAL MANAGEMENT, INC. | 230,683 | 12,927,000 | 0.35% | ||
| 41 | US BANCORP \DE\ | 230,492 | 12,917,000 | 0.35% | ||
| 42 | FundX Investment Group, LLC | 227,673 | 12,759,000 | 0.35% | ||
| 43 | HT Partners LLC | 220,598 | 12,362,000 | 0.34% | ||
| 44 | STIFEL FINANCIAL CORP | 203,035 | 11,386,000 | 0.31% | ||
| 45 | AVIANCE CAPITAL MANAGEMENT, LLC | 202,871 | 11,369,000 | 0.31% | ||
| 46 | CITIGROUP INC | 199,725 | 11,193,000 | 0.31% | ||
| 47 | Bouchey Financial Group Ltd | 196,292 | 11,000,000 | 0.30% | ||
| 48 | Boston Standard Wealth Management, LLC | 189,678 | 10,630,000 | 0.29% | ||
| 49 | AllSquare Wealth Management LLC | 185,992 | 10,423,000 | 0.29% | ||
| 50 | D.A. DAVIDSON & CO. | 183,357 | 10,275,000 | 0.28% |
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.
