| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 19,716,058 | 569,991,000 | 19.66% | ||
| 2 | RiverFront Investment Group, LLC | 7,331,559 | 211,955,000 | 7.31% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 6,434,463 | 186,020,000 | 6.42% | ||
| 4 | Neuberger Berman Group LLC | 5,414,539 | 156,534,000 | 5.40% | ||
| 5 | QS Investors, LLC | 5,141,533 | 148,642,000 | 5.13% | ||
| 6 | MORGAN STANLEY | 4,674,399 | 135,137,000 | 4.66% | ||
| 7 | AMERIPRISE FINANCIAL INC | 4,551,250 | 131,613,000 | 4.54% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 4,155,235 | 120,128,000 | 4.14% | ||
| 9 | WELLS FARGO & COMPANY/MN | 3,688,604 | 106,637,000 | 3.68% | ||
| 10 | LPL Financial LLC | 2,838,467 | 81,691,000 | 2.82% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 2,779,285 | 80,349,000 | 2.77% | ||
| 12 | UBS Group AG | 2,766,112 | 79,968,000 | 2.76% | ||
| 13 | Glovista Investments LLC | 2,075,952 | 60,016,000 | 2.07% | ||
| 14 | MADISON INVESTMENT HOLDINGS INC | 1,289,052 | 37,266,000 | 1.29% | ||
| 15 | TD ASSET MANAGEMENT INC | 1,253,685 | 36,244,000 | 1.25% | ||
| 16 | Pine River Capital Management L.P. | 1,124,868 | 32,520,000 | 1.12% | ||
| 17 | Destination Wealth Management | 1,115,730 | 32,256,000 | 1.11% | ||
| 18 | NOTTINGHAM ADVISORS, INC. | 1,031,853 | 29,831,000 | 1.03% | ||
| 19 | RAND WEALTH, LLC | 972,486 | 28,115,000 | 0.97% | ||
| 20 | AFAM CAPITAL, INC. | 809,193 | 23,394,000 | 0.81% | ||
| 21 | Pictet North America Advisors SA | 780,810 | 22,573,000 | 0.78% | ||
| 22 | SIGMA INVESTMENT COUNSELORS INC | 750,154 | 21,687,000 | 0.75% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 656,231 | 18,971,000 | 0.65% | ||
| 24 | BEACON FINANCIAL GROUP | 658,062 | 18,965,000 | 0.65% | ||
| 25 | Efficient Market Advisors, LLC | 631,668 | 18,262,000 | 0.63% | ||
| 26 | WELLINGTON MANAGEMENT GROUP LLP | 590,400 | 17,068,000 | 0.59% | ||
| 27 | Janney Capital Management LLC | 554,958 | 16,043,837 | 0.55% | ||
| 28 | BB&T SECURITIES, LLC | 505,483 | 14,613,000 | 0.50% | ||
| 29 | CITIGROUP INC | 504,129 | 14,575,000 | 0.50% | ||
| 30 | Stratos Wealth Partners, LTD. | 462,552 | 13,372,000 | 0.46% | ||
| 31 | SPINNAKER TRUST | 461,630 | 13,346,000 | 0.46% | ||
| 32 | HM PAYSON & CO | 460,726 | 13,320,000 | 0.46% | ||
| 33 | TRUSTMARK BANK TRUST DEPARTMENT | 460,602 | 13,316,000 | 0.46% | ||
| 34 | AVIANCE CAPITAL MANAGEMENT, LLC | 435,363 | 12,586,000 | 0.43% | ||
| 35 | COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 420,838 | 12,166,000 | 0.42% | ||
| 36 | WESTBOURNE INVESTMENT ADVISORS, INC. | 344 | 11,900,000 | 0.41% | ||
| 37 | Orion Porfolio Solutions, LLC | 385,837 | 11,154,000 | 0.38% | ||
| 38 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 381,877 | 11,040,000 | 0.38% | ||
| 39 | Stratford Consulting, LLC | 364,069 | 10,525,000 | 0.36% | ||
| 40 | JANE STREET GROUP, LLC | 350,065 | 10,120,000 | 0.35% | ||
| 41 | Vigilant Capital Management, LLC | 347,117 | 10,035,000 | 0.35% | ||
| 42 | D'Orazio & Associates, Inc. | 333,719 | 9,648,000 | 0.33% | ||
| 43 | Assured Investment Management LLC | 333,000 | 9,627,000 | 0.33% | ||
| 44 | JPMORGAN CHASE & CO | 290,846 | 8,408,000 | 0.29% | ||
| 45 | Clark Capital Management Group, Inc. | 284,358 | 8,221,000 | 0.28% | ||
| 46 | BANK OF MONTREAL /CAN/ | 272,361 | 7,873,000 | 0.27% | ||
| 47 | ROYAL BANK OF CANADA | 256,415 | 7,413,000 | 0.26% | ||
| 48 | First Allied Advisory Services, Inc. | 248,368 | 7,178,000 | 0.25% | ||
| 49 | CURIAN CAPITAL LLC | 237,996 | 6,880,000 | 0.24% | ||
| 50 | Tactical Allocation Group LLC | 221,807 | 6,413,000 | 0.22% |
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.
