| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 21,119,262 | 545,299,000 | 29.72% | ||
| 2 | RiverFront Investment Group, LLC | 4,198,384 | 108,402,000 | 5.91% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,904,224 | 100,807,000 | 5.49% | ||
| 4 | AMERIPRISE FINANCIAL INC | 3,376,123 | 87,746,000 | 4.78% | ||
| 5 | QS Investors, LLC | 3,339,393 | 86,223,000 | 4.70% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 2,878,164 | 74,313,000 | 4.05% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 2,376,810 | 61,369,000 | 3.34% | ||
| 8 | VestGen Investment Management | 1,397,768 | 36,090,000 | 1.97% | ||
| 9 | UBS Group AG | 1,394,555 | 36,007,000 | 1.96% | ||
| 10 | Neuberger Berman Group LLC | 1,349,499 | 34,844,000 | 1.90% | ||
| 11 | MORGAN STANLEY | 1,232,315 | 31,818,000 | 1.73% | ||
| 12 | ASSETMARK, INC | 1,110,106 | 28,663,000 | 1.56% | ||
| 13 | Astor Investment Management LLC | 1,094,173 | 28,252,000 | 1.54% | ||
| 14 | Efficient Market Advisors, LLC | 978,552 | 25,266,000 | 1.38% | ||
| 15 | NOTTINGHAM ADVISORS, INC. | 952,784 | 24,477,000 | 1.33% | ||
| 16 | AVIANCE CAPITAL MANAGEMENT, LLC | 935,836 | 24,163,000 | 1.32% | ||
| 17 | D'Orazio & Associates, Inc. | 902,445 | 23,301,000 | 1.27% | ||
| 18 | TD ASSET MANAGEMENT INC | 845,885 | 21,841,000 | 1.19% | ||
| 19 | LPL Financial LLC | 853,005 | 21,837,000 | 1.19% | ||
| 20 | Windham Capital Management, LLC | 761,436 | 19,660,000 | 1.07% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 757,029 | 19,546,000 | 1.07% | ||
| 22 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 671,392 | 17,335,000 | 0.94% | ||
| 23 | SIGMA INVESTMENT COUNSELORS INC | 645,578 | 16,669,000 | 0.91% | ||
| 24 | Destination Wealth Management | 632,669 | 16,253,000 | 0.89% | ||
| 25 | Mount Lucas Management LP | 591,917 | 15,283,000 | 0.83% | ||
| 26 | Stadion Money Management, LLC | 585,879 | 15,127,000 | 0.82% | ||
| 27 | JANE STREET GROUP, LLC | 581,314 | 15,010,000 | 0.82% | ||
| 28 | RAND WEALTH, LLC | 543,806 | 14,041,000 | 0.77% | ||
| 29 | HM PAYSON & CO | 529,624 | 13,675,000 | 0.75% | ||
| 30 | TRUSTMARK BANK TRUST DEPARTMENT | 526,477 | 13,594,000 | 0.74% | ||
| 31 | COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 502,729 | 12,980,000 | 0.71% | ||
| 32 | Clark Capital Management Group, Inc. | 452,660 | 11,687,671 | 0.64% | ||
| 33 | SG Americas Securities, LLC | 338,670 | 8,744,000 | 0.48% | ||
| 34 | Assured Investment Management LLC | 333,000 | 8,598,000 | 0.47% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 311,034 | 8,030,000 | 0.44% | ||
| 36 | BB&T SECURITIES, LLC | 308,086 | 7,954,000 | 0.43% | ||
| 37 | Stratford Consulting, LLC | 290,743 | 7,507,000 | 0.41% | ||
| 38 | STATE STREET CORP | 280,615 | 7,246,000 | 0.39% | ||
| 39 | Orion Porfolio Solutions, LLC | 254,474 | 6,571,000 | 0.36% | ||
| 40 | MADISON INVESTMENT HOLDINGS INC | 245,611 | 6,342,000 | 0.35% | ||
| 41 | Advisory Alpha, LLC | 237,630 | 6,136,000 | 0.33% | ||
| 42 | Raymond James Financial Services Advisors, Inc. | 227,897 | 5,884,000 | 0.32% | ||
| 43 | BEACON FINANCIAL GROUP | 225,965 | 5,829,000 | 0.32% | ||
| 44 | Tortoise Investment Management, LLC | 210,146 | 5,426,000 | 0.30% | ||
| 45 | ROYAL BANK OF CANADA | 209,988 | 5,421,000 | 0.30% | ||
| 46 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 202,130 | 5,219,000 | 0.28% | ||
| 47 | BTS Asset Management, Inc. | 201,530 | 5,193,000 | 0.28% | ||
| 48 | Dakota Wealth Management | 197,206 | 5,092,000 | 0.28% | ||
| 49 | DEGREEN CAPITAL MANAGEMENT LLC | 183,101 | 4,728,000 | 0.26% | ||
| 50 | GREENWOOD CAPITAL ASSOCIATES LLC | 168,843 | 4,360,000 | 0.24% |
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.
