| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 25,264,201 | 699,313,000 | 27.21% | ||
| 2 | AMERIPRISE FINANCIAL INC | 6,166,322 | 166,092,000 | 6.46% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 4,731,730 | 130,974,000 | 5.10% | ||
| 4 | RiverFront Investment Group, LLC | 4,356,849 | 120,597,000 | 4.69% | ||
| 5 | WELLS FARGO & COMPANY/MN | 4,136,329 | 114,494,000 | 4.45% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 2,838,928 | 78,582,000 | 3.06% | ||
| 7 | QS Investors, LLC | 2,730,256 | 75,573,000 | 2.94% | ||
| 8 | GOLDMAN SACHS GROUP INC | 2,498,644 | 69,162,000 | 2.69% | ||
| 9 | Horizon Investments, LLC | 2,416,164 | 66,879,000 | 2.60% | ||
| 10 | VestGen Investment Management | 2,196,729 | 60,805,000 | 2.37% | ||
| 11 | Mitsubishi UFJ Trust & Banking Corp | 2,000,000 | 55,360,000 | 2.15% | ||
| 12 | SENTINEL ASSET MANAGEMENT, INC. | 1,817,500 | 50,308,000 | 1.96% | ||
| 13 | MORGAN STANLEY | 1,793,140 | 49,634,000 | 1.93% | ||
| 14 | UBS Group AG | 1,556,560 | 43,086,000 | 1.68% | ||
| 15 | VALUE MONITORING, INC. | 1,335,746 | 36,973,000 | 1.44% | ||
| 16 | BTS Asset Management, Inc. | 1,110,169 | 30,729,000 | 1.20% | ||
| 17 | D'Orazio & Associates, Inc. | 1,095,517 | 30,324,000 | 1.18% | ||
| 18 | Efficient Market Advisors, LLC | 1,092,970 | 30,253,000 | 1.18% | ||
| 19 | ASSETMARK, INC | 1,054,379 | 29,185,000 | 1.14% | ||
| 20 | ENVESTNET ASSET MANAGEMENT INC | 1,036,870 | 28,699,000 | 1.12% | ||
| 21 | Astor Investment Management LLC | 987,523 | 27,335,000 | 1.06% | ||
| 22 | FDx Advisors, Inc. | 825,647 | 22,854,000 | 0.89% | ||
| 23 | Clark Capital Management Group, Inc. | 800,243 | 22,150,000 | 0.86% | ||
| 24 | TRUSTMARK BANK TRUST DEPARTMENT | 792,960 | 21,949,000 | 0.85% | ||
| 25 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 781,635 | 21,636,000 | 0.84% | ||
| 26 | TD ASSET MANAGEMENT INC | 773,585 | 21,413,000 | 0.83% | ||
| 27 | Stadion Money Management, LLC | 744,010 | 20,594,000 | 0.80% | ||
| 28 | SIGMA INVESTMENT COUNSELORS INC | 730,219 | 20,212,000 | 0.79% | ||
| 29 | BlackRock Finance, Inc. | 712,501 | 19,722,000 | 0.77% | ||
| 30 | BANQUE PICTET & CIE SA | 701,762 | 19,425,000 | 0.76% | ||
| 31 | Pictet North America Advisors SA | 682,262 | 18,885,000 | 0.73% | ||
| 32 | STATE STREET CORP | 616,994 | 17,078,000 | 0.66% | ||
| 33 | RAND WEALTH, LLC | 512,893 | 14,197,000 | 0.55% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 457,727 | 12,671,000 | 0.49% | ||
| 35 | HM PAYSON & CO | 425,023 | 11,765,000 | 0.46% | ||
| 36 | BB&T SECURITIES, LLC | 423,186 | 11,718,000 | 0.46% | ||
| 37 | Berkshire Money Management, Inc. | 417,242 | 11,549,000 | 0.45% | ||
| 38 | Orion Porfolio Solutions, LLC | 410,242 | 11,356,000 | 0.44% | ||
| 39 | LPL Financial LLC | 392,308 | 10,898,000 | 0.42% | ||
| 40 | ADVISOR GROUP, INC. | 348,921 | 9,658,000 | 0.38% | ||
| 41 | Janney Montgomery Scott LLC | 348,477 | 9,646,000 | 0.38% | ||
| 42 | Friedenthal Financial | 336,984 | 9,328,000 | 0.36% | ||
| 43 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 320,350 | 8,867,000 | 0.34% | ||
| 44 | Stratford Consulting, LLC | 309,254 | 8,560,000 | 0.33% | ||
| 45 | SYMPHONY ASSET MANAGEMENT LLC | 296,265 | 8,201,000 | 0.32% | ||
| 46 | Dakota Wealth Management | 278,917 | 7,720,000 | 0.30% | ||
| 47 | ROYAL BANK OF CANADA | 272,160 | 7,533,000 | 0.29% | ||
| 48 | Glovista Investments LLC | 269,824 | 7,469,000 | 0.29% | ||
| 49 | DEGREEN CAPITAL MANAGEMENT LLC | 262,203 | 7,258,000 | 0.28% | ||
| 50 | DEARBORN CAPITAL MANAGEMENT LLC | 207,000 | 5,730,000 | 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.
