| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 23,912,661 | 662,142,000 | 28.52% | ||
| 2 | RiverFront Investment Group, LLC | 5,620,339 | 155,626,000 | 6.70% | ||
| 3 | AMERIPRISE FINANCIAL INC | 4,933,139 | 136,992,000 | 5.90% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 4,610,892 | 127,676,000 | 5.50% | ||
| 5 | WELLS FARGO & COMPANY/MN | 3,945,600 | 109,253,000 | 4.71% | ||
| 6 | QS Investors, LLC | 3,054,631 | 84,583,000 | 3.64% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 2,937,517 | 81,340,000 | 3.50% | ||
| 8 | VestGen Investment Management | 2,474,164 | 68,510,000 | 2.95% | ||
| 9 | FLOW TRADERS U.S. LLC | 1,908,056 | 52,834,000 | 2.28% | ||
| 10 | SENTINEL ASSET MANAGEMENT, INC. | 1,817,500 | 50,327,000 | 2.17% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 1,708,964 | 47,321,000 | 2.04% | ||
| 12 | Glovista Investments LLC | 1,622,795 | 44,935,000 | 1.94% | ||
| 13 | UBS Group AG | 1,612,201 | 44,642,000 | 1.92% | ||
| 14 | AVIANCE CAPITAL MANAGEMENT, LLC | 1,514,296 | 41,931,000 | 1.81% | ||
| 15 | MORGAN STANLEY | 1,449,212 | 40,128,000 | 1.73% | ||
| 16 | D'Orazio & Associates, Inc. | 1,086,626 | 30,088,000 | 1.30% | ||
| 17 | Efficient Market Advisors, LLC | 1,054,623 | 29,203,000 | 1.26% | ||
| 18 | Astor Investment Management LLC | 977,333 | 27,062,000 | 1.17% | ||
| 19 | ASSETMARK, INC | 834,208 | 23,099,000 | 0.99% | ||
| 20 | TD ASSET MANAGEMENT INC | 773,585 | 21,421,000 | 0.92% | ||
| 21 | Stadion Money Management, LLC | 743,960 | 20,600,000 | 0.89% | ||
| 22 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 735,780 | 20,374,000 | 0.88% | ||
| 23 | SIGMA INVESTMENT COUNSELORS INC | 710,838 | 19,683,000 | 0.85% | ||
| 24 | TRUSTMARK BANK TRUST DEPARTMENT | 687,964 | 19,050,000 | 0.82% | ||
| 25 | SYMPHONY ASSET MANAGEMENT LLC | 685,115 | 18,971,000 | 0.82% | ||
| 26 | Clark Capital Management Group, Inc. | 681,317 | 18,866,000 | 0.81% | ||
| 27 | BlackRock Finance, Inc. | 664,573 | 18,402,000 | 0.79% | ||
| 28 | HM PAYSON & CO | 609,457 | 16,876,000 | 0.73% | ||
| 29 | RAND WEALTH, LLC | 565,509 | 15,659,000 | 0.67% | ||
| 30 | STATE STREET CORP | 499,186 | 13,823,000 | 0.60% | ||
| 31 | BB&T SECURITIES, LLC | 423,186 | 11,718,000 | 0.50% | ||
| 32 | Orion Porfolio Solutions, LLC | 412,327 | 11,417,000 | 0.49% | ||
| 33 | LPL Financial LLC | 388,728 | 10,709,000 | 0.46% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 370,325 | 10,253,000 | 0.44% | ||
| 35 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 314,685 | 8,714,000 | 0.38% | ||
| 36 | Stratford Consulting, LLC | 310,915 | 8,609,000 | 0.37% | ||
| 37 | ROYAL BANK OF CANADA | 295,724 | 8,189,000 | 0.35% | ||
| 38 | Advisory Alpha, LLC | 266,736 | 7,386,000 | 0.32% | ||
| 39 | ADVISOR GROUP, INC. | 260,948 | 7,226,000 | 0.31% | ||
| 40 | DEGREEN CAPITAL MANAGEMENT LLC | 236,601 | 6,535,000 | 0.28% | ||
| 41 | Dakota Wealth Management | 210,396 | 5,826,000 | 0.25% | ||
| 42 | MILLENNIUM MANAGEMENT LLC | 194,871 | 5,396,000 | 0.23% | ||
| 43 | Tortoise Investment Management, LLC | 191,201 | 5,294,000 | 0.23% | ||
| 44 | Transamerica Financial Advisors, LLC | 190,348 | 5,271,000 | 0.23% | ||
| 45 | Raymond James Financial Services Advisors, Inc. | 182,395 | 5,051,000 | 0.22% | ||
| 46 | FDx Advisors, Inc. | 182,187 | 5,045,000 | 0.22% | ||
| 47 | BTS Asset Management, Inc. | 181,028 | 4,987,000 | 0.21% | ||
| 48 | Argentus Capital Management, LLC | 172,314 | 4,771,000 | 0.21% | ||
| 49 | CITADEL ADVISORS LLC | 170,697 | 4,727,000 | 0.20% | ||
| 50 | Berkshire Money Management, Inc. | 161,573 | 4,474,000 | 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.
