| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 17,770,874 | 478,748,000 | 21.83% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 5,904,816 | 159,076,000 | 7.25% | ||
| 3 | AMERIPRISE FINANCIAL INC | 5,220,860 | 140,686,000 | 6.42% | ||
| 4 | Neuberger Berman Group LLC | 4,790,839 | 129,065,000 | 5.89% | ||
| 5 | QS Investors, LLC | 4,414,320 | 118,922,000 | 5.42% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 3,586,006 | 96,607,000 | 4.41% | ||
| 7 | RiverFront Investment Group, LLC | 3,496,541 | 94,196,000 | 4.30% | ||
| 8 | WELLS FARGO & COMPANY/MN | 3,012,459 | 81,156,000 | 3.70% | ||
| 9 | MORGAN STANLEY | 2,930,060 | 78,936,000 | 3.60% | ||
| 10 | UBS Group AG | 2,171,464 | 58,499,000 | 2.67% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 2,139,068 | 57,627,000 | 2.63% | ||
| 12 | LPL Financial LLC | 1,975,798 | 53,109,000 | 2.42% | ||
| 13 | MADISON INVESTMENT HOLDINGS INC | 1,148,540 | 30,942,000 | 1.41% | ||
| 14 | Destination Wealth Management | 1,071,691 | 28,871,000 | 1.32% | ||
| 15 | NOTTINGHAM ADVISORS, INC. | 1,027,332 | 27,676,000 | 1.26% | ||
| 16 | Jefferies Group LLC | 1,000,000 | 26,940,000 | 1.23% | ||
| 17 | TD ASSET MANAGEMENT INC | 805,985 | 21,713,000 | 0.99% | ||
| 18 | D'Orazio & Associates, Inc. | 739,168 | 20,201,000 | 0.92% | ||
| 19 | AFAM CAPITAL, INC. | 744,160 | 20,048,000 | 0.91% | ||
| 20 | JANE STREET GROUP, LLC | 698,769 | 18,825,000 | 0.86% | ||
| 21 | Efficient Market Advisors, LLC | 647,409 | 17,441,000 | 0.80% | ||
| 22 | SIGMA INVESTMENT COUNSELORS INC | 617,578 | 16,638,000 | 0.76% | ||
| 23 | Janney Capital Management LLC | 557,214 | 15,011,000 | 0.68% | ||
| 24 | SPINNAKER TRUST | 524,229 | 14,123,000 | 0.64% | ||
| 25 | CITIGROUP INC | 499,865 | 13,466,000 | 0.61% | ||
| 26 | COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 488,493 | 13,160,000 | 0.60% | ||
| 27 | TRUSTMARK BANK TRUST DEPARTMENT | 483,878 | 13,036,000 | 0.59% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 469,834 | 12,658,000 | 0.58% | ||
| 29 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 464,008 | 12,500,000 | 0.57% | ||
| 30 | HM PAYSON & CO | 449,507 | 12,110,000 | 0.55% | ||
| 31 | RAND WEALTH, LLC | 430,979 | 11,611,000 | 0.53% | ||
| 32 | BEACON FINANCIAL GROUP | 428,700 | 11,545,000 | 0.53% | ||
| 33 | Orion Porfolio Solutions, LLC | 385,837 | 10,395,000 | 0.47% | ||
| 34 | Stratford Consulting, LLC | 360,863 | 9,722,000 | 0.44% | ||
| 35 | Tactical Allocation Group LLC | 337,284 | 9,086,000 | 0.41% | ||
| 36 | Assured Investment Management LLC | 333,000 | 8,971,000 | 0.41% | ||
| 37 | Vigilant Capital Management, LLC | 327,546 | 8,824,000 | 0.40% | ||
| 38 | Pine River Capital Management L.P. | 321,410 | 8,658,000 | 0.39% | ||
| 39 | AVIANCE CAPITAL MANAGEMENT, LLC | 293,243 | 7,900,000 | 0.36% | ||
| 40 | Coastline Trust Co | 228,870 | 6,166,000 | 0.28% | ||
| 41 | CREDIT SUISSE AG/ | 220,526 | 5,941,000 | 0.27% | ||
| 42 | First Allied Advisory Services, Inc. | 215,515 | 5,789,000 | 0.26% | ||
| 43 | BB&T SECURITIES, LLC | 208,407 | 5,614,000 | 0.26% | ||
| 44 | Dakota Wealth Management | 207,948 | 5,602,000 | 0.26% | ||
| 45 | Advisory Alpha, LLC | 196,643 | 5,298,000 | 0.24% | ||
| 46 | BANK OF MONTREAL /CAN/ | 194,592 | 5,242,000 | 0.24% | ||
| 47 | Tortoise Investment Management, LLC | 187,451 | 5,050,000 | 0.23% | ||
| 48 | CURIAN CAPITAL LLC | 182,497 | 4,916,000 | 0.22% | ||
| 49 | BAIRD FINANCIAL GROUP, INC. | 177,641 | 4,786,000 | 0.22% | ||
| 50 | ROYAL BANK OF CANADA | 171,827 | 4,629,000 | 0.21% |
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.
