| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 15,421,131 | 838,294,000 | 16.83% | ||
| 2 | Betterment LLC | 9,435,380 | 512,907,000 | 10.30% | ||
| 3 | Charles Schwab Investment Advisory, Inc. | 8,389,724 | 456,066,000 | 9.16% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 7,126,978 | 387,422,000 | 7.78% | ||
| 5 | QS Investors, LLC | 4,882,956 | 265,437,000 | 5.33% | ||
| 6 | FIL Ltd | 3,302,452 | 179,522,000 | 3.60% | ||
| 7 | AMERIPRISE FINANCIAL INC | 3,179,746 | 172,819,000 | 3.47% | ||
| 8 | Cambridge Investment Research Advisors, Inc. | 2,147,103 | 116,717,000 | 2.34% | ||
| 9 | MORGAN STANLEY | 1,929,529 | 104,889,000 | 2.11% | ||
| 10 | Mirae Asset Global Investments Co., Ltd. | 1,718,310 | 93,407,000 | 1.88% | ||
| 11 | ROYAL BANK OF CANADA | 1,445,694 | 78,588,000 | 1.58% | ||
| 12 | JPMORGAN CHASE & CO | 1,433,749 | 77,938,000 | 1.57% | ||
| 13 | ASSETMARK, INC | 1,432,504 | 77,871,000 | 1.56% | ||
| 14 | BlackRock Finance, Inc. | 1,420,345 | 77,210,000 | 1.55% | ||
| 15 | UBS Group AG | 1,314,880 | 71,477,000 | 1.44% | ||
| 16 | VANGUARD GROUP INC | 1,267,070 | 68,878,000 | 1.38% | ||
| 17 | WELLS FARGO & COMPANY/MN | 1,101,440 | 59,874,000 | 1.20% | ||
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,060,809 | 57,666,000 | 1.16% | ||
| 19 | IFC Holdings Incorporated/FL | 956,684 | 52,000,000 | 1.04% | ||
| 20 | ADVISOR GROUP, INC. | 918,292 | 49,919,000 | 1.00% | ||
| 21 | Bank of New York Mellon Corp | 903,156 | 49,096,000 | 0.99% | ||
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 760,337 | 41,332,000 | 0.83% | ||
| 23 | SII INVESTMENTS INC/WI | 653,929 | 35,546,000 | 0.71% | ||
| 24 | Valmark Advisers, Inc. | 647,936 | 35,222,000 | 0.71% | ||
| 25 | Sensible Financial Planning & Management, LLC. | 621,732 | 33,797,000 | 0.68% | ||
| 26 | Polaris Wealth Advisory Group, LLC | 610,514 | 33,188,000 | 0.67% | ||
| 27 | Personal Capital Advisors Corp | 501,910 | 27,284,000 | 0.55% | ||
| 28 | LPL Financial LLC | 490,882 | 26,684,000 | 0.54% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 461,813 | 25,104,000 | 0.50% | ||
| 30 | Commonwealth Equity Services, Inc | 439,115 | 23,869,000 | 0.48% | ||
| 31 | INVESTMENT CENTERS OF AMERICA INC | 430,887 | 23,439,000 | 0.47% | ||
| 32 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 417,456 | 22,681,000 | 0.46% | ||
| 33 | GLOBAL FINANCIAL PRIVATE CAPITAL, INC | 412,597 | 22,429,000 | 0.45% | ||
| 34 | Janney Montgomery Scott LLC | 377,736 | 20,534,000 | 0.41% | ||
| 35 | SYMMETRY PARTNERS, LLC | 363,905 | 19,782,000 | 0.40% | ||
| 36 | INR ADVISORY SERVICES LLC | 350,815 | 19,070,000 | 0.38% | ||
| 37 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 338,517 | 18,402,000 | 0.37% | ||
| 38 | NATIONAL PLANNING CORP | 320,118 | 17,354,000 | 0.35% | ||
| 39 | GOLDMAN SACHS GROUP INC | 318,384 | 17,307,000 | 0.35% | ||
| 40 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 317,989 | 17,286,000 | 0.35% | ||
| 41 | RETIREMENT CAPITAL STRATEGIES | 292,571 | 15,825,000 | 0.32% | ||
| 42 | Transamerica Financial Advisors, LLC | 289,774 | 15,753,000 | 0.32% | ||
| 43 | HT Partners LLC | 277,407 | 15,080,000 | 0.30% | ||
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 272,580 | 14,817,000 | 0.30% | ||
| 45 | Capital Analysts, LLC | 271,762 | 14,772,995 | 0.30% | ||
| 46 | Boston Standard Wealth Management, LLC | 231,773 | 12,564,000 | 0.25% | ||
| 47 | D.A. DAVIDSON & CO. | 230,247 | 12,516,000 | 0.25% | ||
| 48 | PEAK FINANCIAL MANAGEMENT, INC. | 229,376 | 12,469,000 | 0.25% | ||
| 49 | TWIN CAPITAL MANAGEMENT INC | 229,340 | 12,467,000 | 0.25% | ||
| 50 | WILSHIRE ASSOCIATES INC | 229,340 | 12,466,000 | 0.25% |
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.
