| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 21,096,692 | 615,812,000 | 19.05% | ||
| 2 | RiverFront Investment Group, LLC | 7,138,549 | 208,374,000 | 6.45% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 7,021,598 | 204,960,000 | 6.34% | ||
| 4 | AEGON USA Investment Management, LLC | 6,096,124 | 177,946,000 | 5.51% | ||
| 5 | Pine River Capital Management L.P. | 5,587,415 | 163,097,000 | 5.05% | ||
| 6 | AMERIPRISE FINANCIAL INC | 5,256,607 | 153,467,000 | 4.75% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 5,045,631 | 147,282,000 | 4.56% | ||
| 8 | MORGAN STANLEY | 5,042,811 | 147,200,000 | 4.55% | ||
| 9 | BB&T SECURITIES, LLC | 482,419 | 140,818,000 | 4.36% | ||
| 10 | Neuberger Berman Group LLC | 4,355,109 | 127,126,000 | 3.93% | ||
| 11 | WELLS FARGO & COMPANY/MN | 3,572,347 | 104,277,000 | 3.23% | ||
| 12 | UBS Group AG | 2,977,412 | 86,911,000 | 2.69% | ||
| 13 | LPL Financial LLC | 2,962,053 | 86,136,000 | 2.67% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 1,479,831 | 43,196,000 | 1.34% | ||
| 15 | TD ASSET MANAGEMENT INC | 1,389,385 | 40,570,000 | 1.26% | ||
| 16 | CITIGROUP INC | 1,109,134 | 32,387,000 | 1.00% | ||
| 17 | AFAM CAPITAL, INC. | 1,048,231 | 30,598,000 | 0.95% | ||
| 18 | Destination Wealth Management | 989,632 | 28,887,000 | 0.89% | ||
| 19 | RAND WEALTH, LLC | 979,188 | 28,583,000 | 0.88% | ||
| 20 | NOTTINGHAM ADVISORS, INC. | 933,104 | 27,237,000 | 0.84% | ||
| 21 | MADISON INVESTMENT HOLDINGS INC | 865,227 | 25,256,000 | 0.78% | ||
| 22 | WELLINGTON MANAGEMENT GROUP LLP | 758,500 | 22,148,000 | 0.69% | ||
| 23 | Pictet North America Advisors SA | 750,240 | 21,907,000 | 0.68% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 749,877 | 21,889,000 | 0.68% | ||
| 25 | SIGMA INVESTMENT COUNSELORS INC | 740,124 | 21,604,000 | 0.67% | ||
| 26 | Efficient Market Advisors, LLC | 661,985 | 19,323,000 | 0.60% | ||
| 27 | BEACON FINANCIAL GROUP | 583,826 | 17,060,000 | 0.53% | ||
| 28 | Janney Capital Management LLC | 563,603 | 16,451,563 | 0.51% | ||
| 29 | ROYAL BANK OF CANADA | 543,391 | 15,862,000 | 0.49% | ||
| 30 | GOLDMAN SACHS GROUP INC | 508,005 | 14,829,000 | 0.46% | ||
| 31 | SPINNAKER TRUST | 470,503 | 13,734,000 | 0.42% | ||
| 32 | TRUSTMARK BANK TRUST DEPARTMENT | 430,788 | 12,575,000 | 0.39% | ||
| 33 | COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 420,838 | 12,284,000 | 0.38% | ||
| 34 | Transamerica Financial Advisors, LLC | 396,155 | 11,564,000 | 0.36% | ||
| 35 | Orion Porfolio Solutions, LLC | 387,758 | 11,319,000 | 0.35% | ||
| 36 | BANK OF MONTREAL /CAN/ | 375,112 | 10,950,000 | 0.34% | ||
| 37 | Buckingham Capital Management, Inc. | 367,280 | 10,721,000 | 0.33% | ||
| 38 | Stratford Consulting, LLC | 350,854 | 10,241,000 | 0.32% | ||
| 39 | HM PAYSON & CO | 349,280 | 10,195,000 | 0.32% | ||
| 40 | Vigilant Capital Management, LLC | 349,122 | 10,191,000 | 0.32% | ||
| 41 | Assured Investment Management LLC | 333,000 | 9,724,000 | 0.30% | ||
| 42 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 323,520 | 9,444,000 | 0.29% | ||
| 43 | First Allied Asset Management, Inc. | 302,391 | 8,802,000 | 0.27% | ||
| 44 | Weatherstone Capital Management | 299,591 | 8,745,000 | 0.27% | ||
| 45 | Bluefin Trading, LLC | 295,868 | 8,639,000 | 0.27% | ||
| 46 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 291,814 | 8,521,000 | 0.26% | PRN | |
| 47 | AVIANCE CAPITAL MANAGEMENT, LLC | 285,426 | 8,332,000 | 0.26% | ||
| 48 | Clark Capital Management Group, Inc. | 282,348 | 8,242,000 | 0.26% | ||
| 49 | CREDIT SUISSE AG/ | 278,323 | 8,124,000 | 0.25% | ||
| 50 | Jefferies Group LLC | 263,700 | 7,697,000 | 0.24% | Call |
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.
