| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 20,026,661 | 514,484,000 | 26.88% | ||
| 2 | Neuberger Berman Group LLC | 5,486,999 | 140,961,000 | 7.36% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 4,489,279 | 115,329,000 | 6.03% | ||
| 4 | AMERIPRISE FINANCIAL INC | 4,104,950 | 106,278,000 | 5.55% | ||
| 5 | QS Investors, LLC | 3,716,340 | 95,473,000 | 4.99% | ||
| 6 | WELLS FARGO & COMPANY/MN | 3,503,253 | 89,999,000 | 4.70% | ||
| 7 | RiverFront Investment Group, LLC | 3,439,037 | 88,349,000 | 4.62% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 2,126,619 | 54,633,000 | 2.85% | ||
| 9 | MORGAN STANLEY | 1,871,178 | 48,071,000 | 2.51% | ||
| 10 | LPL Financial LLC | 1,508,527 | 38,664,000 | 2.02% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 1,467,730 | 37,706,000 | 1.97% | ||
| 12 | UBS Group AG | 1,240,820 | 31,876,000 | 1.67% | ||
| 13 | Cassaday & Co Inc. | 1,104,206 | 28,367,000 | 1.48% | ||
| 14 | NOTTINGHAM ADVISORS, INC. | 952,784 | 24,477,000 | 1.28% | ||
| 15 | D'Orazio & Associates, Inc. | 860,220 | 22,099,000 | 1.15% | ||
| 16 | ROYAL BANK OF CANADA | 846,134 | 21,737,000 | 1.14% | ||
| 17 | Efficient Market Advisors, LLC | 749,805 | 19,262,000 | 1.01% | ||
| 18 | Astor Investment Management LLC | 736,220 | 18,913,000 | 0.99% | ||
| 19 | AVIANCE CAPITAL MANAGEMENT, LLC | 646,370 | 16,605,000 | 0.87% | ||
| 20 | SIGMA INVESTMENT COUNSELORS INC | 638,387 | 16,400,000 | 0.86% | ||
| 21 | Destination Wealth Management | 632,669 | 16,253,000 | 0.85% | ||
| 22 | TD ASSET MANAGEMENT INC | 616,085 | 15,827,000 | 0.83% | ||
| 23 | Mount Lucas Management LP | 598,085 | 15,365,000 | 0.80% | ||
| 24 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 586,443 | 15,066,000 | 0.79% | ||
| 25 | Stadion Money Management, LLC | 574,138 | 14,750,000 | 0.77% | ||
| 26 | RAND WEALTH, LLC | 546,638 | 14,043,000 | 0.73% | ||
| 27 | HM PAYSON & CO | 529,377 | 13,600,000 | 0.71% | ||
| 28 | TRUSTMARK BANK TRUST DEPARTMENT | 489,223 | 12,568,000 | 0.66% | ||
| 29 | COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 488,493 | 12,549,000 | 0.66% | ||
| 30 | MADISON INVESTMENT HOLDINGS INC | 389,476 | 10,006,000 | 0.52% | ||
| 31 | Orion Porfolio Solutions, LLC | 385,860 | 9,912,000 | 0.52% | ||
| 32 | BEACON FINANCIAL GROUP | 375,925 | 9,665,000 | 0.50% | ||
| 33 | Steinberg Global Asset Management | 355,673 | 9,137,000 | 0.48% | ||
| 34 | Assured Investment Management LLC | 333,000 | 8,555,000 | 0.45% | ||
| 35 | AFAM CAPITAL, INC. | 300,754 | 7,726,000 | 0.40% | ||
| 36 | Janney Capital Management LLC | 296,475 | 7,616,000 | 0.40% | ||
| 37 | Stratford Consulting, LLC | 283,895 | 7,293,000 | 0.38% | ||
| 38 | Tactical Allocation Group LLC | 272,315 | 6,996,000 | 0.37% | ||
| 39 | ASSETMARK, INC | 268,126 | 6,888,000 | 0.36% | ||
| 40 | STIFEL FINANCIAL CORP | 38,498 | 6,280,000 | 0.33% | ||
| 41 | BB&T SECURITIES, LLC | 243,634 | 6,258,000 | 0.33% | ||
| 42 | Advisory Alpha, LLC | 230,698 | 5,922,000 | 0.31% | ||
| 43 | Dakota Wealth Management | 201,781 | 5,184,000 | 0.27% | ||
| 44 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 196,564 | 5,050,000 | 0.26% | ||
| 45 | Tortoise Investment Management, LLC | 195,896 | 5,033,000 | 0.26% | ||
| 46 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 167,310 | 4,298,000 | 0.22% | ||
| 47 | Community Bank, N.A. | 158,825 | 4,079,000 | 0.21% | ||
| 48 | COURIER CAPITAL LLC | 141,403 | 3,633,000 | 0.19% | ||
| 49 | VSR Financial Services, Inc. | 140,222 | 3,602,000 | 0.19% | ||
| 50 | FLOW TRADERS U.S. LLC | 138,077 | 3,547,000 | 0.19% |
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.
