| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 24,441,450 | 1,326,927,000 | 24.88% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 11,056,108 | 600,238,000 | 11.25% | ||
| 3 | Betterment LLC | 6,693,783 | 363,405,000 | 6.81% | ||
| 4 | Charles Schwab Investment Advisory, Inc. | 5,391,954 | 292,729,000 | 5.49% | ||
| 5 | QS Investors, LLC | 4,684,555 | 254,324,000 | 4.77% | ||
| 6 | AMERIPRISE FINANCIAL INC | 3,940,833 | 213,879,000 | 4.01% | ||
| 7 | FIL Ltd | 3,528,707 | 191,574,000 | 3.59% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 2,779,783 | 150,915,000 | 2.83% | ||
| 9 | MORGAN STANLEY | 2,124,484 | 115,339,000 | 2.16% | ||
| 10 | Cambridge Investment Research Advisors, Inc. | 1,796,194 | 97,515,000 | 1.83% | ||
| 11 | JPMORGAN CHASE & CO | 1,728,935 | 93,864,000 | 1.76% | ||
| 12 | UBS Group AG | 1,485,018 | 80,622,000 | 1.51% | ||
| 13 | CI INVESTMENTS INC. | 1,375,234 | 74,661,000 | 1.40% | ||
| 14 | VANGUARD GROUP INC | 1,374,938 | 74,645,000 | 1.40% | ||
| 15 | ASSETMARK, INC | 1,330,901 | 72,255,000 | 1.35% | ||
| 16 | BlackRock Finance, Inc. | 1,288,754 | 69,967,000 | 1.31% | ||
| 17 | ROYAL BANK OF CANADA | 1,160,541 | 63,006,000 | 1.18% | ||
| 18 | WELLS FARGO & COMPANY/MN | 1,043,628 | 56,658,000 | 1.06% | ||
| 19 | Annex Advisory Services, LLC | 931,584 | 50,576,000 | 0.95% | ||
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 875,878 | 47,554,000 | 0.89% | ||
| 21 | IFC Holdings Incorporated/FL | 844,025 | 45,851,000 | 0.86% | ||
| 22 | STATE STREET CORP | 738,533 | 40,095,000 | 0.75% | ||
| 23 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 718,343 | 38,999,000 | 0.73% | ||
| 24 | Valmark Advisers, Inc. | 629,671 | 34,185,000 | 0.64% | ||
| 25 | Polaris Wealth Advisory Group, LLC | 602,582 | 32,714,000 | 0.61% | ||
| 26 | ADVISOR GROUP, INC. | 585,388 | 31,781,000 | 0.60% | ||
| 27 | SII INVESTMENTS INC/WI | 570,173 | 30,969,000 | 0.58% | ||
| 28 | Sensible Financial Planning & Management, LLC. | 564,855 | 30,666,000 | 0.57% | ||
| 29 | Bank of New York Mellon Corp | 520,587 | 28,263,000 | 0.53% | ||
| 30 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 457,248 | 24,824,000 | 0.47% | ||
| 31 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 402,098 | 21,766,000 | 0.41% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 363,725 | 19,747,000 | 0.37% | ||
| 33 | INVESTMENT CENTERS OF AMERICA INC | 353,624 | 19,206,000 | 0.36% | ||
| 34 | Transamerica Financial Advisors, LLC | 324,214 | 17,602,000 | 0.33% | ||
| 35 | NATIONAL PLANNING CORP | 319,443 | 17,141,000 | 0.32% | ||
| 36 | Personal Capital Advisors Corp | 305,194 | 16,569,000 | 0.31% | ||
| 37 | Retirement Planning Group, LLC | 303,178 | 16,460,000 | 0.31% | ||
| 38 | INR ADVISORY SERVICES LLC | 303,006 | 16,450,000 | 0.31% | ||
| 39 | LPL Financial LLC | 293,168 | 15,860,000 | 0.30% | ||
| 40 | RETIREMENT CAPITAL STRATEGIES | 285,799 | 15,462,000 | 0.29% | ||
| 41 | SYMMETRY PARTNERS, LLC | 284,375 | 15,439,000 | 0.29% | ||
| 42 | Janney Montgomery Scott LLC | 279,244 | 15,160,000 | 0.28% | ||
| 43 | US BANCORP \DE\ | 246,084 | 13,361,000 | 0.25% | ||
| 44 | TWIN CAPITAL MANAGEMENT INC | 241,250 | 13,097,000 | 0.25% | ||
| 45 | WILSHIRE ASSOCIATES INC | 241,250 | 13,051,000 | 0.24% | ||
| 46 | PEAK FINANCIAL MANAGEMENT, INC. | 231,342 | 12,560,000 | 0.24% | ||
| 47 | CITIGROUP INC | 206,232 | 11,196,000 | 0.21% | ||
| 48 | Estate Counselors, LLC | 205,300 | 11,146,000 | 0.21% | ||
| 49 | HT Partners LLC | 201,909 | 10,962,000 | 0.21% | ||
| 50 | Boston Standard Wealth Management, LLC | 199,678 | 10,841,000 | 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.
